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  3. Token and open connectors

Connectors that need a key, and ones that need nothing

Not every connector uses a sign-in screen. Some need an access token from the other app, while others need no credentials. Both still start with Connect.

metirai.com/dashboard/account?tab=integrations&section=connectors
CalendarsConnect Google or Outlook calendars for meetings and scheduling
ConnectorsGmail, Slack, Notion, Interactive Brokers and more, usable from chat
Add a connector
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Mail

Connected · you@company.com · 18 tools

CRM

Connected · 24 tools

Market Data

Connected · 12 tools

Project Hub

Error · Reconnect required

Reconnect

A credential-free connector still needs one click on Connect

Connecting with a token and connecting without credentials
  1. Token connectors begin with Connect
  2. Paste the token into the Access Token field
  3. Connected items move ahead of errors and idle items
  4. A credential-free connector still needs one click on Connect

Token connectors

  1. Create an access token in the other app

    Give it only the permissions you need.
  2. Open the connection dialog

    Choose Connect. The dialog is titled Connect [service] and the field is labelled Access Token.
  3. Finish or cancel

    Paste the token and choose Connect, or choose Cancel if you do not want to finish the connection.

Open connectors

Some data sources need no sign-in or token. Choose Connect once to add one to your account. It then appears as Connected and becomes available in the chat connector list. See connectors in a chat.

Adding one that is not in the list

Add a connector sits above the connector list on the web and in the add menu on mobile. Complete the form, then connect it from its row. You can remove a connector you added from that same row.

Which is which

The Integrations page tells you what each connector needs before you start.

Give a token the narrowest permissions the other app offers. If it supports read-only access and that is all you need, use it.

Related

  • Connectors overviewIntegrations
  • Cloud drivesIntegrations
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