Setting up connectors

Last updated 9 days ago

WRITER connectors give your AI agents reliable, secure access to the right tools and data so agents can act across your enterprise stack. With WRITER’s proprietary Model Context Protocol (MCP) gateway and built-in controls for admins and users, access is permissioned, observable, and easy to manage out of the box. To learn about WRITER Agent, click here.

Who can use this feature

• Connectors are available to all WRITER customers
• Org admins and IT admins can manage which connectors are available to end users

Overview of connectors in WRITER

Every connector has a set of tools that give agents read (retrieve), write (act), or delete capabilities. The connectors control page gives you a bird's-eye view of all your integrations. It’s where you’ll manage and supervise how agents access and use your enterprise tools and data.

For your users, the connectors page under "manage WRITER" is their gateway to browsing, requesting, and activating connectors enabled by admin. Each connector unlocks powerful new workflows, allowing users to interact with their favorite tools and data directly from WRITER agents.

As a WRITER admin, you have access to the connectors control page — where you can manage and supervise tool access and usage by agents. Connectors are how agents get access to enterprise tools and data. They link WRITER agents to the apps, services, and systems where business context lives.

Connectors unlock powerful new workflows for end users by integrating enterprise systems through MCP. This integration enables users to interact with their tools and data directly from WRITER agents.

What is MCP?

WRITER connectors are available via Model Context Protocol (MCP), a standard framework that allows AI models to integrate with various services and tools. These services can include PitchBook, HubSpot, Notion, or other applications that enhance the AI's capabilities. WRITER's implementation of MCP involves a proprietary MCP gateway, which sits between WRITER agents and partner MCP servers.

By standardizing how AI models interact with external services, MCP makes it easier to create powerful and connected AI agents. This enhances the overall user experience by providing more accurate and actionable results. And with WRITER's MCP gateway, we ensure secure, governed access to the right data for the right users.

For a technical deep dive into configuring connectors via MCP, see our dev docs here.

Available connectors

Connectors and tools will be rolling out on a rolling basis. Below is a list of connectors now available:

• Gong: The Gong connector enables WRITER to pull call transcripts, meeting summaries, performance scorecards, engagement metadata, and talk-track analytics — letting AI summarize sales calls, highlight trends, and coach from conversation data.
• Google Sheets: The Google Sheets connector enables WRITER to read sheets and ranges, search data by filters, write or update rows or cells, append data, and perform batch edits — facilitating AI-driven reporting, data aggregation, and live table-based reasoning.
• Google Calendar: The Google Calendar API is a RESTful API that can be accessed through explicit HTTP calls. The API exposes most of the features available in the Google Calendar Web interface.
• Google Docs: The Google Docs connector enables WRITER to retrieve document content, search within docs, edit paragraphs or sections, insert new content, and maintain formatting — allowing AI to summarize, draft, or refine documents under version control.
• Gmail: The Gmail connector enables WRITER to list threads, retrieve full messages (body, attachments), search by filters/labels, and draft or send emails — supporting summarization of inboxes, response generation, and automated outreach workflows.
• Google BigQuery: This connector uses Google's official BigQuery MCP server, enabling users to securely query and analyze data in BigQuery using natural language from WRITER Agent.
• Google Drive: The Google Drive connector enables agents to search across your Drive content, retrieve specific files, and incorporate information from your existing documents into AI-powered workflows.
• SharePoint: The SharePoint connector enables WRITER to list sites, libraries, and lists; fetch, search, and read documents or list items; and create or update files or items — enabling AI to ground content responses in enterprise document systems.
• OneDrive: The Microsoft Graph OneDrive API enables access to files and folders stored in OneDrive. This integration allows reading, managing, and searching OneDrive content on behalf of the user.
• Outlook: The Microsoft Graph Outlook API enables access to Microsoft Outlook data including emails, folders, contacts, and mail settings. This integration allows reading and managing Outlook content on behalf of the user.
• Microsoft Calendar: The Microsoft Graph Calendar API enables access to Microsoft Calendar data including events, calendars, and scheduling. This integration allows reading and managing calendar content on behalf of the user.
• Microsoft Teams: The Microsoft Graph Teams API enables access to Microsoft Teams data including teams, channels, messages, and team settings. This integration allows managing Teams content and collaboration on behalf of the user.
• HubSpot: The HubSpot connector enables WRITER to fetch and search contacts, companies, deals, engagements, and notes; and generate outreach content — enabling WRITER agents to interface with CRM data for pipeline intelligence and messaging.
• PitchBook: The PitchBook connector in WRITER lets agents explore private market data, including company profiles, funding rounds, valuations, investors, and deal histories. It enables AI-driven venture research, investor targeting, and competitive landscape mapping.
• FactSet: The FactSet connector in WRITER lets agents query and analyze public market data, including company financials, estimates, ownership, benchmarks, and real-time performance metrics. It enables AI-driven financial modeling, equity research, and market intelligence.
• Slack: The Slack connector for WRITER lets users search messages, files, and channels, fetch conversation history, view reminders, manage bookmarks and threads, and send or schedule messages—enabling WRITER to surface insights and collaborate within Slack workspaces.
• Databricks: The Databricks connector lets WRITER agents use natural-language queries to run Databricks SQL and ML workloads, interact with Unity Catalog tables, create and manage data pipelines, and execute models. Agents can explore, transform, and operationalize governed data directly from Databricks.
• Snowflake: The Snowflake connector in WRITER lets agents translate natural-language queries into Snowflake calls across Cortex tools (Analyst, Search, Agent), SQL operations, object management, and Semantic Manager functions for querying semantic views, dimensions, and metrics.
• Atlassian: The Atlassian connector for WRITER lets agents access Jira issues and Confluence content, create or update issues and pages, search/filter across projects and spaces, and retrieve metadata such as comments, links, dependencies, and structure — enabling AI-driven summaries, task/page creation, and cross-tool knowledge insights.
• Asana: The Asana connector in WRITER lets agents access available workspaces and team members, create, read, update, and delete tasks and subtasks, and retrieve task details, comments, dependencies, and project structure — enabling AI-driven task creation, project summaries, and workload insights.
• Adobe Experience Manager: Connect WRITER Agent to Adobe Experience Manager to manage AEM content, sites, pages, content fragments, assets, launches, and Cloud Manager infrastructure.
• Semrush: The Semrush connector enables you to query live keyword research, backlink data, and traffic trends right inside your WRITER Agent workflows to close the loop between search insights and content execution.
• Webflow: The Webflow connector enables WRITER to access and manage Webflow sites, pages, and CMS collections — allowing marketing and web teams to generate on-brand web copy, push content directly to Webflow, deploy bulk campaign updates across pages and CMS collections, and audit live content against brand standards and compliance guidelines, all without leaving WRITER.
• Salesforce: WRITER's Salesforce connector is a native, WRITER-built, bi-directional integration that gives WRITER agents direct read and write access to Salesforce CRM — across opportunities, accounts, contacts, cases, and custom objects. It's published on Salesforce's AgentExchange marketplace, has passed Salesforce's rigorous security review, and is maintained by WRITER as a first-party, enterprise-grade integration built on Salesforce's External Client App (ECA) architecture.

Connectors are able to take the following actions:

• Read- allows the agent to retrieve information from the application
• Write- allows the agent to take action within the application
• Delete- allows the agent to delete items within the application

Choosing Your OAuth Method

WRITER offers two ways to set up connector authentication:

WRITER Managed OAuth (Recommended)

• Easiest and fastest option
• WRITER provides pre-approved OAuth credentials automatically
• Credentials refresh automatically when they expire
• Available for popular connectors like Gmail, Slack, Google Calendar, and more

Self Managed OAuth

• You create and manage your own OAuth application credentials
• Provides complete control over your authentication setup
• Recommended for highly regulated industries with specific security requirements
• Requires additional setup steps in the connector application (Slack, Google, Microsoft, etc.)

Choose the method that best fits your organization's needs. The setup steps for each method are outlined below.

Setting up connectors

To get started access the Connectors control page in AI Studio. If this is your first time setting up a connector you’ll be given the Connector Quick Start option upon selecting +New connector.

Quickly enable your teams to authenticate their accounts by selecting the connectors from the quick start list. Select Save and these connectors will be added to WRITER managed OAuth apps and they will then be made available in WRITER Agent for your users.

From AI Studio access the Connectors & Tools page. Here, you can:

• Select + New connector to browse available connectors and learn more about the tools they offer.
• Configure permissions for your organization, deciding whether end-users need approval to connect their services.
• Monitor which agents and users have access to specific tools and track tool usage.

Once you select + New connector, a connector library will launch where you can hover over a connector to learn more  about what tools are available to be integrated into WRITER.

When you select Details you can learn about what tools within that connector will be able to do within WRITER agents. When configuring a connector you do not need to allow all the tools within that connector to be available to your users.

When you select Configure in the top right you’ll be able to select which tools your users will have available to them.

From the configuration module, first select Enable for my org to activate the connector.

Give the connector profile a clear name and description. Having multiple connector profiles allows you to connect WRITER to multiple instances of the same tool, or maintain different configuration options for different profiles of the same tool. Then select who in your WRITER org will have permission to use the connector within their agents.

• Allowing All users will give all WRITER users within your org immediate access to the tools you enable within that connector.
• If you'd like to limit who has access to use the connector within WRITER Agent, use the Select teams option. This will allow you to grant access to this connector to specific teams and require others to request admin approval for access.

In the authentication method section, choose WRITER managed, and select User level authentication (each user authenticates their own account). This way there will be no need to enter Client ID or Client Secret - WRITER provides these automatically

If you select Self managed you will need to provide your Client ID and Client Secret in the following steps.

Within each Connector there are multiple tools available for your AI agents. The third step in the configuration module is where you will select the tools you’d like agents to be able to leverage. You can select all or any subset of tools based on your organization’s needs.

If you select Self managed then you will be taken to another configuration screen to complete the process with by entering your OAuth credentials and select Save to make the connector available to the applicable teams.

Setting up OAuth permissions

WRITER uses OAuth apps to manage access to your data sources. Here's the workflow:

1. An org admin decides which OAuth app management strategy works best for their company.
2. An authentication app is created for a type of connector. Depending on the strategy selected, either the org admin authenticates at a global level, or team admins can authenticate using their own credentials.
3. Team admins will be able to create connectors for their team's Knowledge Graph(s) to any data sources which have OAuth authentication set up.

To begin, an org admin should navigate to Knowledge & data > External data sources

Before you can begin connecting your data sources to WRITER, you need to choose how to manage your OAuth apps:

• WRITER-managed apps (faster but less flexible): A WRITER org admin selects this option. WRITER team admins can then create their own connectors using their own credentials. Writer-managed apps use preset permissions which cannot be modified. This option is faster and easier for your team, but doesn't offer org admins global control over data connectors.
• Self-managed apps (longer setup but more granular control): A WRITER org admin selects this option, and completes the authentication process for each data connector. This allows org admins to turn off all syncing with GDrive at once, for example, or ensure that no team admin ever syncs to the Top-Secret Executive Drive even if they have access to it individually.

Managing connectors

In addition to configuring new connectors, the connectors tab in AI Studio allows you to remove or update existing connectors.

To effectively manage connectors:

• Regularly review and update the list of available connectors.
• Configure permissions to balance user flexibility with organizational security.
• Monitor tool usage to understand adoption and identify potential issues.

By following these guidelines, admins can ensure a seamless and secure experience for end-users while leveraging the full potential of connectors in WRITER Action Agent.

Editing connections

Select the three dot icon to the right of an application and select Edit app configuration to launch the connector module.

FAQs

What's the difference between WRITER Managed and Self Managed OAuth?

WRITER Managed OAuth is the recommended option for most organizations. WRITER provides and manages the OAuth credentials, so you don't need to create or maintain your own OAuth application. Credentials are automatically refreshed, and setup takes just a few clicks.

Self Managed OAuth gives you complete control by allowing you to use your own OAuth application credentials. This is typically chosen by organizations in highly regulated industries that require custom authentication controls. Setup requires additional steps to create and manage OAuth applications in each connector platform.