Connected tools let you bring supported services into your work. Review the identity, available capabilities and scope before using a tool for a task or chat.
Before you start
You need access to the external service and permission to connect it. Some services require organization approval. Workspace integrations and your personal tools can have different audiences.
Use Settings search or the navigation to find the controls you need.
Connect only the tools the work needs
Open Settings → Connected tools to review your personal connections.
Choose the supported service and follow its connection flow with the intended account.
Review the requested access, then confirm the connected identity and any health warnings.
Inspect the available read and change capabilities. Check Scout Agent permissions for the surface you are using.
For website access, use the supported site-login controls and follow the product’s secure sign-in flow when a task requests a connection.
Try the intended operation and inspect its actual result. Reconnect or remove the connection through Settings when access changes.
Check the result
The correct service identity is connected and the intended operation works within its scope. A connection badge does not establish that every record or action in that service is available.
Personal tools and shared integrations
Use Connected tools for your own supported accounts. Administrators manage shared system connections in Integrations and data imports in Data sync.
A service can provide several read tools and several tools that make changes. Review the actual capabilities, especially before giving a task broader access.
Site access during a task
A task may pause and request a specific connection or site login. Complete that request through the product and return to the existing task. Creating a different unrelated connection may not resolve the pending request.
Never paste credentials into task descriptions, knowledge articles or public screenshots.
If something does not look right
What you see | What to check |
The service is connected but an action is unavailable | Check supported capabilities, account access and the current Scout permission mode. |
The task still needs a connection | Open the specific pending request and confirm it refers to the connection you completed. |
Does connecting a tool authorize all changes?
Does connecting a tool authorize all changes?
Tool availability and permission to use it are separate. Review the surface’s approval behavior and the exact requested change.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.