Short, step-by-step setup guides. Each one ends with a working result and links its official sources.
Short, step-by-step setup guides. Each one ends with a working result and links its official sources.
Walkthrough
If a platform has no connector, check its official API and build one low-risk action first.
One tested action with its credential kept out of chat and source files.
Agent directions
Find the platform's official access method, help me store its credential safely, build one narrow action, and test it with a low-risk request.
Search the platform's connector listing and official developer docs for your action, such as reading tasks or creating a draft event. Record the required sign-in method and any plan, role, region, or administrator limits.
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Follow the official sign-in or credential flow and choose the narrowest permissions. Store the token or key in an environment variable, keychain, or approved secret manager. Never put it in chat, a screenshot, or a tracked file.
Tip: Use the account that owns the work. If an administrator controls the setting, ask the administrator instead of changing accounts.
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Define one input and one expected result. Ask the agent for a reusable command that reads the secret securely, validates the input, and explains errors. Add a read-only, draft, or sandbox path when the platform supports one.
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Read one record, create a draft, or use a sandbox. State the expected result first, then compare it with both the API response and the item in the account. One pass proves only that case.
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Understanding
You still need an official access method, a credential stored outside the conversation, permissions limited to the task, and a defined action. The agent can build the connection, but the platform decides what access exists.
The dates below show when each official source was checked against the steps on this page.