Business & productivity tools

Business tools cover CRM, accounting, spreadsheets, support, and issue tracking — the systems your team already runs the business from. Plug them in and the agent can look up customers, log leads, file tickets, and reflect chat events back into the rest of your stack.

Notion

Tool id: notion. Credential type: notion.

Actions: query_database, retrieve_page, create_page, update_page, search.

Setup

1. Open notion.so/profile/integrations → New integration. Pick Internal.
2. Copy the Internal Integration Token (starts with secret_ or ntn_).
3. In each Notion database or page you want the agent to touch, click ⋯ → Connections → Add connections and pick your integration. This is required — Notion returns object_not_found if the integration isn't shared with the page.
4. Save the token as a Notion credential.

Google Sheets

Tool id: google_sheets. Credential type: google_sheets. Auth: OAuth.

Actions: list_sheets, get_metadata, read_values, append_values, update_values, clear_values, find_replace. Ranges in A1 notation, e.g. Leads!A:F.

Setup

1. In Google Cloud Console create or pick a project, enable the Google Sheets API.
2. Create an OAuth 2.0 Client ID (type: Web application) under APIs & Services → Credentials.
3. Mint a refresh token via OAuth 2.0 Playground with scope https://www.googleapis.com/auth/spreadsheets.
4. Save client id + client secret + refresh token + optional defaultSpreadsheetId (the long id in the sheet URL) as a Google Sheets credential.

HubSpot

Tool id: hubspot. Credential type: hubspot. Auth: Private App access token.

Actions: contacts (list_contacts, get_contact, create_contact, update_contact), deals (list_deals, get_deal, create_deal, update_deal), list_pipelines, search_objects (any of contacts / companies / deals / tickets), create_note.

Setup

1. In HubSpot: Settings → Integrations → Private Apps → Create private app.
2. Under Scopes, tick only what the agent needs: crm.objects.contacts.read, ….write, crm.objects.deals.read, etc. Be specific — read-without-write is a separate scope.
3. Click Create app, then Show token and copy the Access Token (starts with pat-…).
4. Save as a HubSpot credential with optional default pipeline id.

Salesforce

Tool id: salesforce. Credential type: salesforce. Auth: OAuth refresh token + instance URL.

Actions: query (SOQL), search (SOSL), get_record, create_record, update_record, delete_record, describe_object, list_objects.

Setup

1. In Salesforce: Setup → App Manager → New Connected App. Enable OAuth, redirect URI https://login.salesforce.com/services/oauth2/success (or your own callback).
2. Selected scopes: api, refresh_token, offline_access.
3. Save. After ~10 minutes you can use the Consumer Key + Consumer Secret.
4. Mint the refresh token via the web-server OAuth flow against login.salesforce.com (production) or test.salesforce.com (sandbox).
5. Save consumer key + secret + refresh token + your instance URL (e.g. https://yourorg.my.salesforce.com) + environment + API version (default v60.0) as a Salesforce credential.

QuickBooks Online

Tool id: quickbooks. Credential type: quickbooks. Auth: OAuth.

Actions: get_company_info, customers / invoices / items / accounts CRUD, create_payment.

Setup

1. Open developer.intuit.com → My Apps → Create an app.
2. Pick the Accounting scope.
3. Copy Client ID and Client Secret from Keys & Credentials.
4. Run the OAuth flow once to get a refresh token and the realmId (your QuickBooks company id).
5. Save client id + secret + refresh token + realmId + environment (sandbox or production) as a QuickBooks credential.

Zendesk

Tool id: zendesk. Credential type: zendesk. Auth: email + API token + subdomain.

Actions: ticket CRUD (list_tickets, get_ticket, create_ticket, update_ticket, add_comment, search_tickets) and user lookups.

Setup

1. In Zendesk admin: Admin Center → Apps and integrations → APIs → Zendesk API. Enable Token access.
2. Click Add API token, copy the token immediately.
3. Save: email (the agent user that owns the token), apiToken, subdomain (just the part before .zendesk.com, e.g. mycompany).

Jira

Tool id: jira. Credential type: jira. Auth: email + API token + domain.

Actions: list_projects, get_issue, create_issue, update_issue, search_issues (JQL), add_comment, list_issue_types, assign_issue.

Setup

1. Open id.atlassian.com/manage-profile/security/api-tokens.
2. Click Create API token, name it, copy the value.
3. Save: email, apiToken, domain (e.g. mycompany.atlassian.net — no protocol).