Connectors cheat sheet

Connectors let an agent read or write outside its built-in tools. There are three families: areas of your own Sales Platform, external apps (HubSpot, Gmail, Slack, Notion, Stripe, and two dozen more CRMs and productivity tools), and custom MCP servers you host yourself. Reach for this page when you're wiring an agent up to your data and actions.

Everything here happens in two places:

The Connectors page — where you authorize a tool once for your whole account.
An agent's Settings → Connectors — where you turn an authorized tool on for that specific agent.

There's also a shortcut that skips both: when a task needs an app that isn't connected, the agent offers to connect it right in the chat.

In the app

Manage account connectors at Agents → Connectors — app.mychatbot.app/agents/connectors. Turn them on per agent at Agents → your agent → Settings → Connectors.

The Connectors catalog — external apps you authorize once per account, then enable per agent

The three connector families

Family	Where you connect it	Sign-in	What the agent gets
From your Sales Platform	Connectors page → From your sales platform section	None — one click	One area of your own Sales Platform (leads, chats, orders, …)
External apps	Connectors page → a provider card, or right from a chat	One-time sign-in (Stripe instead takes a pasted API key)	The app's tools, scoped to your account (powered by our connector service)
Custom	Connectors page → Custom connector	You supply the URL + headers	Your own MCP server, called exactly as you configured it

A card must read Connected before an agent can use it

Turning a connector on inside an agent does nothing until that connector is Connected on the Connectors page. A card that shows Connect (not yet authorized) or Reconnect (authorization expired) is skipped at run time — the agent simply won't see those tools.

From your Sales Platform

The From your sales platform section on the Connectors page hands an agent one slice of your own MyChatBot account — no sign-in required, just click Connect. Each connector maps to an area of the Sales Platform, so you can give an agent, say, lead management without also giving it billing.

Sales Platform tools ≠ Sales Platform integrations

These connectors live on the Agents Platform — they let an agent read and act on your Sales Platform data. That's different from the Sales Platform's own Integrations (CRMs, calendars, knowledge bases), which are add-ons for your customer-facing sales assistant. Same account, two different surfaces — the Sales Platform itself has no "Connectors" section.

Connector	What the agent can do
Assistants	Create and configure AI assistants, their instructions, skills, settings, and test chats
Clients, Leads & Pipelines	Search and manage leads, labels, and your sales pipeline stages
Conversations	Review chat history and conversations across your channels, and hand a chat to a person or back to the AI
Channels	Connect and manage WhatsApp, Telegram, and web chat channels, and check their health
Outreach & Follow-ups	Run follow-up campaigns, one-off and scheduled calls and messages
Knowledge Base	Manage FAQ entries, documents, and product feeds the assistant answers from, and read the product catalog's products and stock
Integrations	Review the account's integrations, get setup links and check connections, attach them to assistants, edit automation triggers, and manage API Actions and Custom MCP servers
Account & Usage	Account overview, subscription details, and usage analytics
Orders	Look up orders and order analytics
Calendar	Set up the built-in Calendar's staff, services, and hours, and manage its bookings
Automations	Route Meta lead forms, pause automations, and set up Trigger Outreach, the Keyword Responder, and Lead Form Instant Outreach
Testing & evals	Save conversations as test scenarios, replay them against current or candidate instructions, and score answer stability

Tools in each connector

Turn a connector on and the agent can call any of the tools below. When you use a connector from Claude Code / Cursor (via the Connect AI tools dialog), these are exactly the tools the MCP server exposes for that ?domain=.

Full parameter documentation

This section lists tool names only. Every tool's parameters — types, required/optional, defaults, and validation rules — are documented in the Sales tools reference.

Assistants — create/configure bots, skills, settings & test chats (41 tools)

list_assistants — list active assistants (id, name, status, language, model)
get_assistant — full assistant detail (instructions, welcome, integrations, follow-ups, skills)
assistant_create — create a new blank assistant
assistant_clone — make an independent full copy (channels excluded)
assistant_update — update name, welcome, language, style, status, model
assistant_update_instructions — update the system prompt (moderated)
assistant_list_skills / assistant_create_skill / assistant_update_skill / assistant_delete_skill — manage the assistant's skills
assistant_get_config_link — link to the assistant's config page
get_assistant_available_tools — list the functions an assistant currently has
test_chat_start / test_chat_send / test_chat_get_history / test_chat_end — run a synchronous test chat and inspect its tool calls (test-chat traffic is free)
assistant_toggle_contact_details / assistant_toggle_client_context / assistant_update_client_context_schema / assistant_toggle_strip_kb_history — toolkit toggles
assistant_view_instructions / assistant_patch_instructions / assistant_list_instruction_versions / assistant_restore_instructions — read, patch, and restore long instructions (how)
assistant_view_skill / assistant_patch_skill / assistant_list_skill_versions / assistant_restore_skill — the same for skills, deleted skills included
assistant_get_settings / assistant_update_settings — behaviour and hand-off settings (how)
assistant_get_working_hours / assistant_set_working_hours — Work Hours
assistant_get_flight_control — whether a Telegram group gets Flight Control updates, and the link that connects one
assistant_list_control_numbers / assistant_add_control_number / assistant_remove_control_number — phones that steer the assistant from WhatsApp
assistant_list_live_notes / assistant_add_live_note / assistant_remove_live_note — notes every customer chat gets
assistant_get_model — the model the assistant answers with, its price, and same-price alternatives
assistant_set_pipeline — the pipeline the assistant files new leads in; leads already filed are not moved

Clients, Leads & Pipelines — leads, labels & pipeline stages (41 tools)

list_clients / scan_clients / get_client — search, exhaustively scan, and read leads
client_create / client_update / client_delete — manage leads
client_context_merge — merge collected context and custom fields into a lead, with an optional before/after preview
client_list_notes / client_get_note / client_create_note / client_update_note / client_delete_note — client notes
client_list_tasks / client_create_task / client_update_task / client_delete_task — client tasks
client_list_attachments / client_get_attachment — read a client's files
client_create_attachment / client_update_attachment / client_delete_attachment — manage attachment records for already-hosted files
export_clients — export leads to a CSV/JSON file
list_labels / label_create / label_delete — labels (tags)
list_pipelines / get_pipeline / pipeline_create / pipeline_update / pipeline_delete — pipelines
funnel_status_create / funnel_status_delete — pipeline stages
funnel_status_update — rename, recolor, or move a stage
list_managers — the team a lead can be assigned to
list_lead_fields / lead_field_create / lead_field_update / lead_field_delete — the lead card's custom fields
list_duplicate_clients / client_merge — find leads that are one person and merge a pair
client_bulk_update — change the status, labels, or manager of many leads after a dry run

Conversations — chat & call history, and who answers a chat (6 tools)

list_chats — recent chats by last-active (client, channel, unread, operator-needed), with a last-active date window for filtering and paging
get_chat — one chat's detail (metadata, follow-up state, channel)
get_chat_messages — a chat's messages; for Calls chats this is the call transcript
export_chats — immutable-cursor export for exhaustive conversation analysis
chat_set_mode — hand one chat to a person or give it back to the AI, as the AI switch in Active chats does
chat_bulk_return_to_ai — give chats that have sat with a person back to the AI, at most 100 at a time, only after a dry run (how)

Channels — connect & manage channels, and check their health (13 tools)

list_channels — connected channels + status (credentials stripped)
channel_toggle — turn a channel on or off
channel_get_config_link — link to a channel's config page (for auth setup)
create_calls_channel_sdk — create a Web SDK voice Calls channel + get the embed snippet
create_website_widget — create a website chat-bubble widget + get the embed snippet
create_website_assistant — set up the assistant's Website assistant (the ask-bar) from the business's own site, switched on, + get the install snippet
get_website_assistant — read the assistant's Website assistant: on or off, its settings, the install snippet, the app link
update_website_assistant — change single Website assistant settings with the app's rules (quick buttons and allowed sites replace the whole list)
connect_telegram — validate a BotFather token, connect the bot, and register its webhook
delete_channel — take an assistant off a channel while keeping conversations; another assistant on the same page keeps it (for Instagram, a page left with no connection keeps its product catalogs unless removal is asked for)
delete_assistant — permanently remove an assistant (guarded when conversations exist)
set_channel_options — a channel's reply delay and reaction handling
channel_get_health — each channel's state, when customers last wrote, and open disconnect alerts, from stored data only (no live check)

Outreach & Follow-ups — campaigns, calls & one-off messages (13 tools)

list_follow_ups / get_follow_up — follow-up automations (campaigns)
follow_up_create / follow_up_update / follow_up_delete — manage follow-ups
assistant_attach_follow_up / assistant_detach_follow_up — attach a follow-up to an assistant or detach it
immediate_outreach_create / immediate_outreach_update_status / immediate_outreach_preview_audience — one-time outreach campaigns (with audience preview)
outbound_call — place a single outbound voice call to a lead
send_one_off_message — perform one non-Calls outbound action; note that Ringostat, UniTalk, and Binotel initiate telephony calls
schedule_message — schedule one message or call to one lead for a later time

Use Build and operate outreach with Claude or Codex for the complete inspect, draft, audience-preview, approval, lifecycle, and handoff flow.

Knowledge Base — websites, FAQs, documents, product feeds & the product catalog (20 tools)

create_faq_knowledge_base — create an FAQ knowledge base (optionally seeded)
learn_website — crawl and write stored website-derived knowledge for one assistant
add_website_knowledge — add a website as a live search/read source
list_faq_knowledge_base_entries / update_faq_knowledge_base_entries / delete_faq_knowledge_base — manage FAQ entries
create_product_feed_integration — index a product feed URL (JSON/XML/Google Shopping/YML)
create_product_yaml — create a Product YAML source (products written by hand)
list_knowledge_products — read the products in a Product YAML, Product Spreadsheet, or Product Feed source
update_product_yaml_items / delete_product_yaml — change or delete a Product YAML source
delete_product_feed_integration — delete a feed-backed catalog and its index
add_document_knowledge — add a PDF, DOCX, TXT, or CSV file from an https link
list_knowledge_sources / refresh_knowledge_source — each source's indexing status, and re-index one
test_knowledge_search — what an assistant's knowledge finds for a question
catalog_list_products / catalog_get_product — read the product catalog's products, with variants, price, and stock per warehouse
catalog_list_warehouses — the product catalog's warehouses
catalog_get_ai_sync — whether assistants can search the product catalog, and through which knowledge base

Integrations — integrations, setup links, automation triggers, API Actions & Custom MCP (13 tools)

list_integrations — account integrations (CRMs, KBs, MCPs, automations)
get_integration — one integration's detail (keys and tokens left out)
get_integration_config_link — link to an integration's config page
update_integration_trigger — edit one trigger of a live automation (preview, then confirm)
api_action_create / api_action_update / api_action_attach — API Actions; header values stay in the dashboard
integration_setup_link — the dashboard link where the owner connects a CRM, Spreadsheet Orders, Google Calendar, a Custom MCP server, or the built-in Calendar on one assistant
integration_verify — check a connected integration with what is stored, without changing it
integration_attach / integration_detach — put a connected CRM, Custom MCP server, Spreadsheet Orders, or Google Calendar on another assistant, or take it off one (preview, then confirm)
custom_mcp_create / custom_mcp_set_tools — connect a Custom MCP server by its address and choose its tools (preview, then confirm)

Account & Usage — account, subscription & usage (4 tools)

get_account_summary — counts of assistants, clients, chats, integrations, follow-ups, pipelines, orders
get_subscription_info — current plan: tokens left, plan name, expiry
get_token_usage — token usage (optionally by assistant / date range)
get_usage_summary — combined tokens + order/chat/client counts for a date range

Orders — orders, order-taking & analytics (6 tools)

list_orders — orders (filter by date, client, status, source, ref)
get_order — one order's full detail
get_order_stats — totals, revenue, breakdown by channel and status, and won deals still missing an amount
delete_test_orders — remove test orders
enable_order_taking / disable_order_taking — configure whether one assistant can record orders

Calendar — bookings, availability & built-in Calendar setup (17 tools)

list_events — calendar events (filter by date, status, staff, service)
get_event — one event's detail
get_event_stats — totals + breakdown by status and staff
list_calendar_staff — staff configured for booking
list_calendar_services — services configured for booking
calendar_get_settings / calendar_update_settings — the built-in Calendar's time zone, default duration, business hours, currency, and booking instructions
calendar_get_staff_hours / calendar_set_staff_hours — a staff member's weekly hours
calendar_staff_create / calendar_staff_update / calendar_staff_delete — staff (removal refused while bookings are to come)
calendar_service_create / calendar_service_update / calendar_service_delete — services (removal refused while bookings are to come)
calendar_booking_create / calendar_booking_update — book, move, cancel, or complete an appointment; the customer is not notified

Every calendar write previews first and applies only with confirm: true.

Automations — Lead Forms, Trigger Outreach, Keyword Responder (10 tools)

list_lead_forms — connected Facebook pages and each page's Meta Lead Gen forms, with mapping status
get_lead_forms_automation — the full per-form config, plus a diagnosis of why a form's leads aren't reaching anyone
set_lead_form_mapping — create or update one form's mapping (capture-and-outreach or capture-only)
remove_lead_form_mapping — disable one form's mapping (its leads are still captured into Contacts, unless another account whose connection to the same Page is still live has the form enabled in a Lead Forms automation that is not paused: then they go to that account, see Page connected under more than one account)
automation_set_paused — pause or resume a Trigger Outreach, Keyword Responder, Lead Forms, or Lead Form Instant Outreach automation
create_integration_trigger / delete_integration_trigger — add or delete a Trigger Outreach webhook trigger
list_social_posts / set_keyword_responder — pick posts and set up an assistant's Keyword Responder
set_lead_form_instant_outreach — create or change a Lead Form Instant Outreach automation

Writes are a two-step confirm: without confirm: true the tools apply nothing and return a before/after preview to review. Connecting the Facebook page itself stays in the app — see Automations → Lead Forms.

Testing & evals — scenarios, replay & stability scoring (7 tools)

eval_scenario_save — save a replayable test scenario (from a real chat, the test chat, or inline messages; upserts by name)
eval_scenario_list / eval_scenario_get / eval_scenario_delete — manage saved scenarios
eval_run_start — replay a scenario (or a chat, or inline turns) against an assistant; instruction_override tests candidate instructions, runs + judge: similarity scores stability
eval_run_get — poll a run's progress; per-turn transcripts, tool calls, and similarity metrics
eval_run_cancel — stop a queued or running run (best effort)

Eval turns are free (test-chat class, never billed as customer messages); runs are async, one at a time per account. The full workflow is in Testing & evals.

One big toggle vs. individual areas

In an agent's Settings → What it can do there's a single Sales Platform tools toggle. Turning it on gives the agent the whole Sales Platform surface at once (plus a doc search over channels, integrations, and knowledge bases). The Connectors section below it lets you attach the same platform one area at a time.

The two are mutually exclusive: when Sales Platform tools is on, the individual area connectors are greyed out ("Already covered by Sales Platform tools above"). Turn the big toggle off if you want to pick areas à la carte.

Use a Sales Platform area from Claude Code, Codex, or Cursor

Any Sales Platform area is also reachable as an MCP server, so Claude Code, Codex, Cursor, or another compatible client can configure it externally. On the Connectors page, click the small i (Connect AI tools) on a From your sales platform card to open a dialog with the server address and access-key controls.

The server address looks like this (the dialog fills in your account and the area you picked):

https://api.mychatbot.app/api/mcp/sales-management?account_id={ACCOUNT_ID}&domain={AREA}

Add just the Clients, Leads & Pipelines connector to Claude Code (each connector is a ?domain= — this one is sales_clients):

bash

claude mcp add sales-leads \
  "https://api.mychatbot.app/api/mcp/sales-management?account_id=ACC123&domain=sales_clients" \
  --transport http \
  --header "Authorization: Bearer mcp_YOUR_ACCESS_KEY"

Or in Codex's ~/.codex/config.toml:

toml

[mcp_servers.sales-leads]
url = "https://api.mychatbot.app/api/mcp/sales-management?account_id=ACC123&domain=sales_clients"
http_headers = { Authorization = "Bearer mcp_YOUR_ACCESS_KEY" }
default_tools_approval_mode = "writes"

Or in Cursor's mcp.json:

json

{
  "mcpServers": {
    "sales-leads": {
      "url": "https://api.mychatbot.app/api/mcp/sales-management?account_id=ACC123&domain=sales_clients",
      "headers": {
        "Authorization": "Bearer mcp_YOUR_ACCESS_KEY"
      }
    }
  }
}

Drop the &domain= part to get every area on one server.

Keep the MCP access key secret

The account id in the address selects the account but does not authorize the request. Every external call also needs the Authorization: Bearer mcp_… access key shown by Connect AI tools. The full key is displayed only when it is created; store it like an API key and revoke it if it leaks.

External app connectors

External connectors bridge 29 third-party apps: CRMs (HubSpot, Pipedrive), email and marketing (Gmail, Mailchimp), docs and files (Notion, Google Docs, Google Drive, Dropbox, OneDrive, Confluence), calendars (Google Calendar, Calendly), spreadsheets (Google Sheets, Airtable), team chat (Slack, Discord, Microsoft Teams), project trackers (Linear, Jira, Asana, Trello, ClickUp, Monday, GitHub, GitLab), support desks (Intercom, Zendesk), payments (Stripe), and social (LinkedIn). The exact cards you see are whatever your account's Connectors catalog offers (external app connectors are powered by our connector service behind the scenes) — the full per-category table is on the External app connectors page.

To connect one:

On the Connectors page, click the app's card.
You're taken to the provider to sign in and approve access. Stripe is the exception — instead of a sign-in it asks you to paste a Stripe secret key (from Developers → API keys in Stripe; a restricted key with just the permissions you need works too, and is safer).
You land back on the Connectors page and the card flips to Connected, pinned to the top of the grid.

To stop using it, click Disconnect on the card. Agents that relied on it lose access until you reconnect.

Connected apps can also start work

Beyond giving agents tools, a connected app can fire app-event triggers — "when a payment comes in on Stripe, run my order-logging routine." 57 events across 21 apps.

Don't see the app you need?

Use the Request a connector card at the end of the grid to tell us which integration to add.

Connect apps from chat

You don't have to visit the Connectors page at all. When a task needs an app you haven't connected — you ask for an email digest and Gmail isn't connected — the agent shows a "Connectors that could help" panel right in the chat: each suggested app with its logo, a one-line description, and a Connect button (apps you've already connected show a check mark instead).

From there:

Click Connect. The app's own sign-in opens in a popup — your chat stays put. (For Stripe, a paste-your-API-key prompt opens instead.)
Approve access. The card flips to connected, and the app is switched on for the agent you're chatting with at the same time — no separate settings trip.
Click Continue. The agent picks the task back up and can use the app immediately.

The panel's Browse all link takes you to the full Connectors page if you'd rather look around. And everything stays account-wide as usual: an app connected from chat is the same connection you'd have made from the Connectors page, available to any agent you toggle it on for.

Ask for suggestions outright

You can also just say "what apps could you connect to help with this?" — the agent replies with connect cards for whatever fits the task.

Custom MCP servers

If you host your own MCP server, register it directly — no catalog entry, no sign-in. Open Connectors → Custom connector (app.mychatbot.app/agents/connectors/custom) and fill in the form:

Field	What to enter
Name	Shown on the connector card (e.g. My Warehouse MCP)
Description	Optional — what the connector does
Logo URL	Optional — falls back to a default icon if blank or unreachable
MCP server URL	Your endpoint; must start with `http://` or `https://`
Transport	Streamable HTTP (use this if unsure) or Server-Sent Events (SSE)
Custom headers	Sent on every request — typically an auth token like `Authorization: Bearer …`; header names must be unique
Acknowledgement	You must tick "I understand custom connectors can introduce risks" to submit

Click Add connector. It appears as its own card on the Connectors page and, from then on, as a toggle inside every agent's Settings → Connectors.

No credential refresh, no address guard

Custom connectors don't rotate credentials for you — if your server changes its token, edit the connector's headers or add it again. MyChatBot also sends requests to exactly the URL you enter, with no safety filtering, so never point a custom connector at an internal or private address you don't control. That's what the acknowledgement checkbox is confirming.

Turn a connector on for an agent

Authorizing a connector on the Connectors page makes it available; it doesn't attach it to anything yet. To let a specific agent use it:

Open the agent, go to the Settings tab, and find the Connectors section.
Toggle on each connector you want this agent to reach into, then Save.

The Connectors section only lists toolkits your account has Connected — so if something's missing, connect it on the Connectors page first (the section links you there).

An agent's Settings tab, Connectors section — toggling the account-authorized tools this agent may use

A toggle is not a connection

An agent toggle only takes effect if the matching card is Connected on your account. If it's toggled on but shows Not connected / Needs reconnect, the agent silently skips it. Confirm the card status before relying on the connector in a task or schedule.

Switching how something's connected

Connected cards pin to the top of the grid. A connector can be connected only one way at a time — there's no merge. To change it (say, swap a custom server for an official app of the same name), Disconnect the existing one first, then connect the other.

Best practices

Prefer the narrowest Sales Platform area that covers the task (e.g. Leads) over the whole Sales Platform tools toggle when the agent only needs part of the surface.
Confirm each card reads Connected before you count on it in a task or schedule — the agent toggle alone isn't enough.
Keep it to a handful of connectors per agent. Each one is opened fresh at the start of a run, so more connectors means a slightly slower first response.
Put custom-connector secrets in the connector's Custom headers, not in the agent's instructions.

Don't

Don't assume toggling a connector on an agent connected anything — authorize it on the Connectors page first.
Don't point a custom connector at an internal or loopback address; there's no safety guard on the URL.
Don't treat Sales Platform tools (the single toggle) and the individual From your sales platform connectors as interchangeable — one is the whole platform, the others are slices.
Don't put a Sales Platform MCP access key in the URL or share it publicly. The account id selects scope; only the Bearer key authorizes the request.

Test it

Connect the connector on the Connectors page (sign-in for an external app, one click for a Sales Platform area, the form for a custom server). Confirm the card reads Connected and pins to the top.
Open the agent, go to Settings → Connectors, toggle the connector on, and Save.
Ask the agent to do something that needs exactly one of that connector's abilities (e.g. "list my open leads" for Leads).
If nothing happens, check the card status first — Not connected / Needs reconnect means the run skipped it. For a custom server, re-check the URL, transport, and headers.

Connectors cheat sheet ​

The three connector families ​

From your Sales Platform ​

Tools in each connector ​

Use a Sales Platform area from Claude Code, Codex, or Cursor ​

External app connectors ​

Connect apps from chat ​

Custom MCP servers ​

Turn a connector on for an agent ​

Best practices ​

Test it ​

See also ​