📄️ LLM Providers
Add and configure AI providers like Anthropic, OpenAI, and Azure
📄️ LLM Models
Configure models with multi-dimensional pricing for accurate cost tracking, including cache read discounts, cache write premiums, and long context surcharges
📄️ Tools
Understand the 12+ tools available for agents
📄️ Tool: create_pdf
Convert .docx/.xlsx/.pptx files or inline markdown to PDF, deliver it as an email attachment, return inline as base64, or save to OneDrive
📄️ Agents
Design AI teammates and mailbox agents through an outcome-first interview
📄️ HTTP API Tools
Connect external APIs as agent tools using the AI-powered setup wizard
📄️ QuickBooks Tools
Connect QuickBooks Online for AI-powered financial queries including customers, vendors, invoices, bills, payments, and financial reports (Balance Sheet, P&L, Cash Flow)
📄️ Team Messaging
Enable AI agents to communicate through Microsoft Teams and Slack with channel messaging, @mention responses, 1:1 personal chat, interactive escalation cards, and proactive notifications
📄️ GitHub Integration
Connect AI agents to GitHub repositories for automated issue management, pull request workflows, CI/CD monitoring, webhook-driven triggers, and autonomous code development with Claude Code Launcher
📄️ LinkedIn Integration
Connect AI agents to LinkedIn for automated social media management including posting, sharing articles, messaging, and engagement analytics
📄️ SQL Query Tools
Connect AI agents to SQL Server databases for secure, parameterized queries to retrieve, update, and manage data
📄️ HubSpot CRM Integration
Connect HubSpot CRM to enable AI agents to search contacts, manage deals, log engagements, and run marketing operations with automatic schema discovery
📄️ OneDrive for Business Integration
Connect OneDrive for Business to enable AI agents to search, read, edit, and create documents in users' OneDrive accounts using existing Microsoft 365 authentication
📄️ Xero Accounting Integration
Connect Xero to give AI agents read-only financial visibility including invoices, payments, contacts, financial reports, and fixed assets via OAuth 2.0
📄️ Crayon Cloud IQ Integration
Connect Crayon Cloud IQ to give AI agents read-only access to cloud license management data including organizations, subscriptions, Azure usage, and billing for Microsoft CSP resellers
📄️ NinjaOne RMM Integration
Connect NinjaOne RMM to give AI agents read-only access to IT infrastructure data including organizations, devices, alerts, software inventory, and OS patches
📄️ Pax8 Marketplace Integration
Connect your Pax8 partner account to give AI agents read-only access to customer companies, subscriptions, Azure usage, invoices, and the product catalog
📄️ ElevenLabs Audio & Video Integration
Connect ElevenLabs to give AI agents audio and video capabilities including text-to-speech, transcription, sound effects, music generation, dubbing, voice transformation, and audio isolation
📄️ Atlassian Integration
Connect your Atlassian Cloud site to give AI agents Jira issue management and Confluence knowledge base capabilities with automatic schema discovery
📄️ Notion Integration
Connect your Notion workspace so AI agents can search, read, create, and update pages and databases with automatic schema discovery and 7 dynamic tools
📄️ Twilio Communications Integration
Connect Twilio to give AI agents SMS and WhatsApp messaging, phone number validation, voice call log review, identity verification, and usage tracking with safety-first autonomous send controls
📄️ Azure Communication Services SMS Integration
Connect your Azure Communication Services phone number for bidirectional SMS with AI agents, including Event Grid webhook setup, autonomous send controls, and conversation history
📄️ SMS Opt-In & Consent
How users opt in to operational SMS alerts over Outermind's toll-free number via Azure Communication Services, including the OTP double opt-in flow, consent disclosure, message types, opt-out, and privacy controls
📄️ Crayon PRISM Integration
Connect Crayon PRISM to give AI agents read-only access to CSP programs, customer tenants, Azure usage, and billing invoices for APAC Microsoft CSP resellers
📄️ Specialized Search Providers
Connect agents to external web and research search services including Perplexity, Tavily, Exa, Brave, You.com, Harvey, and custom providers
📄️ Skills
Create and manage reusable instruction bundles that extend agent capabilities, with lifecycle controls including deprecation to reduce prompt overhead
📄️ Agent-to-Agent Communication
Tenant-wide toggle controlling whether AI agents can message each other directly or must draft for human review instead
📄️ Agent Partnerships
Establish cross-tenant agent federation partnerships to enable agents to collaborate with trusted partner organisations
📄️ HailTrace Integration
Connect agents to HailTrace storm data for automated hail and severe-weather workflows using five read-only tools.
📄️ Google Ads Integration
Connect agents to Google Ads for campaign creation, targeting, ad-group and keyword management (including agent and console-driven creation, pause/enable/remove/bid), callout and sitelink asset creation, conversion action creation from the console or an agent, and performance reporting (including conversions/ROAS) with OAuth 2.0, safety gates, autonomous publishing controls, a daily budget cap, and a console-only Campaign Manager for campaign creation, pause/enable/remove/budget-edit.
📄️ Meta Ads Integration
Connect agents to Meta (Facebook and Instagram) Ads for campaign creation, audience building, geographic targeting, creative management, and ad publishing with OAuth, publish-safety gates, and a daily budget cap.
📄️ Stock Photos Integration
Connect a Pexels API key to give agents the find_stock_photo tool; search and re-host stock images with stable SAS URLs. CAIOO and Personal Assistants are default-on; SME and Mailbox agents are grant-gated.
📄️ Agent Spec Migration
Review and promote Agent Compiler version-2 recompiles per agent, with dry-run diff review and per-tenant human-gated cutover
📄️ Affinity CRM Integration
Connect Affinity CRM via API key for relationship-intelligence data - workspace, quota, and schema browser
📄️ SharePoint Access
Grant an agent Read or Read + Write access to specific SharePoint sites - the Configure SharePoint Access modal, scoped vs full access, and unavailable-site handling
📄️ Zoom Integration
Connect Zoom via OAuth 2.0 with capability-scoped consent packs for all 7 agent tools covering meetings, registrants, recordings, transcripts and AI Companion summaries, including write confirmation, the four-layer access model, and data handling and retention