Integrations
Your tools, in every client's room.
Connect the firm's accounts once, or a client's accounts to that client only. AI teammates act through them under your name.
HubSpot CRM & salesHubSpot CRM & sales
Inbox & calendarGmail
Your AI teammate reads, drafts and files client email.
Inbox & calendarGoogle Calendar
Your AI teammate books, moves and preps meetings.
Documents & filesGoogle Drive
Your AI teammate files, finds and reads client documents.
Documents & filesGoogle Docs
Your AI teammate drafts and updates documents in your format.
Documents & filesGoogle Sheets
Your AI teammate reads, updates and builds client sheets.
Documents & filesNotion
Your AI teammate reads and updates your Notion workspace.
Documents & filesAirtable
Your AI teammate reads and updates Airtable bases.
Projects & tasksAsana
Your AI teammate keeps client projects current in Asana.
Projects & tasksClickUp
Your AI teammate manages tasks and status in ClickUp.
Projects & tasksLinear
Your AI teammate files, triages and reports on Linear issues.
CRM & salesHubSpot
Your AI teammate keeps the CRM honest and reports the pipeline.
CRM & salesSalesforce
Your AI teammate reads and updates Salesforce for each client.
CRM & salesApollo
Your AI teammate builds and enriches prospect lists.
CRM & salesYour AI teammate drafts posts and researches people on LinkedIn.
MeetingsFireflies
Your AI teammate turns transcripts into recaps with owners.
MeetingsCalendly
Your AI teammate shares links and tracks bookings.
SupportZendesk
Your AI teammate triages tickets and reports the queue.
Marketing & SEOGoogle Ads
Your AI teammate reads performance and reports it per client.
Marketing & SEOGoogle Analytics
Your AI teammate pulls the numbers and explains what moved.
Marketing & SEOGoogle Search Console
Your AI teammate tracks rankings and finds the slips.
Marketing & SEOSemrush
Your AI teammate runs keyword and competitor research.
Marketing & SEOKlaviyo
Your AI teammate drafts campaigns and reports the email program.
WebsitesWebflow
Your AI teammate stages content and pages in Webflow.
WebsitesWordPress
Your AI teammate drafts posts and updates pages in WordPress.
FinanceStripe
Your AI teammate reads payments and reconciles revenue.
FinanceQuickBooks
Your AI teammate builds the monthly pack from the books.
ContractsDocuSign
Your AI teammate sends documents for signature and tracks them.
EngineeringGitHub
Your AI teammate reads the repo to triage, scope and report.
CommerceShopify
Your AI teammate watches the store and reports it weekly.
RecruitingGreenhouse
Your AI teammate screens, schedules and reports the search.
DesignFigma
Your AI teammate reads the file, gathers the comments, reports the state of the design.
One socket per tool. One room per client.
A connection is placed with the firm, with one AI teammate, or with one client. Where it is placed is the only place it can be called from.
Every tool, one socket each.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
What does connecting a tool actually do?
It lets an AI teammate act in that tool under the account you connected: read, draft, update, report. The credential is held in a key vault and added at the network edge when the AI teammate calls the tool. It is never inside the AI teammate's sandbox.
Can I connect a client's own accounts?
Yes, and that is the normal case. A client's HubSpot, ad account or mailbox is placed in that client's room and can only be called from there.
What if my tool is not on this list?
The catalog behind the connect flow holds over a thousand apps; these are the ones service firms connect first. Anything with an API can be reached, and a tool with an MCP server can be registered as your own.
Does an AI teammate change things in my tools by itself?
Reading and reporting from day one. Actions that change something, like sending an email or moving a deal, wait for your yes until you decide that job no longer needs it.
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