Connectors allow you to connect third-party applications with AI Studio and make their tools available to your AI Agents and Skills.
Topics Covered
Adding a New Connector
Follow the steps below to connect an application:
- Navigate to Team Agents from the left-hand panel.
- Click Team Agents.
- Under Extensions, click Custom Tools.
- A pop-up will appear asking for a new integration:
The required details may vary depending on the application you are connecting.
Custom MCP
- Thumbnail: Upload an image representing the brand you're integrating with. The image validations are similar to function or pilot avatars.
- Name: Add a label to identify this integration.
- Description: Enter a short description for your reference.
-
Transport Type: Choose the type of transport protocol:
- SSE (default)
- Streamable HTTP
- MCP Endpoint: Enter a valid URL (e.g., https://mcp.example.com/api/mcp).
-
Authentication: Select how you want to authenticate with the MCP server:
- None: No authentication is required.
- Access Key: Enter a bearer token for the authorization header.
- Custom Headers: Define key-value pairs to be passed in the request header (at least one pair required).
- Once done, click Save.
Shopify:
Shopify will help you integrate your online store with Salesmate AI Pilot. You need to provide the Store URL to connect your Shopify account in AI Pilots.
Once it gets connected, you can get the following capabilities:
- Product Discovery: Enable natural language search to help users find products and receive personalized recommendations.
- Cart Management: Allow users to create shopping carts, add or remove items, and seamlessly proceed to checkout.
- Store Support: Provide instant answers to common queries around store policies, shipping, returns, and FAQs.
- Order Management: Let customers track their order status and initiate return or refund requests with ease.
Stripe:
Use natural language commands to manage payments, customers, and refunds seamlessly via the Stripe MCP server. You need to provide the API Key (Secret key) from the Stripe to connect in Salesmate.
Once it is connected, you can get the following capabilities:
Create Customer: Creates a new customer record in Stripe.
List Customers: Retrieves a list of all customers from Stripe.
Create Product: Adds a new product in Stripe.
List Products: Fetches all available products from Stripe.
Create Price: Sets a price for a product in Stripe.
List Prices: Retrieves the list of all defined prices in Stripe.
Create Payment Link: Generates a secure payment link for a product or service via Stripe.
Create Invoice: Creates a new invoice for a customer in Stripe.
Create Invoice Item: Adds line items to an invoice before finalization.
Finalize Invoice: Finalizes the invoice and makes it ready for payment collection.
Retrieve Balance: Retrieves the current available balance in your Stripe account.
Create Refund: Initiates a refund for a payment intent in Stripe.
List Payment Intents: Displays all payment attempts made by customers.
List Subscriptions: Fetches all active or past subscriptions in Stripe.
Cancel Subscription: Cancels a customer’s active subscription.
Update Subscription: Updates an existing subscription's plan or billing details.
Search Documentation: Takes a user's question and searches Stripe documentation for relevant information.
Create Coupon: Creates a discount coupon in Stripe.
List Coupons: Retrieves a list of all created coupons in Stripe.
Using Tools from a Connector
Once connected:
- Navigate to the required Team Agent.
- Move to Tools and click + Add.
- You will see the connected apps option
Removing a Connector
To remove a Connector:
- Navigate to Team Agents > Connectors.
- Use the search bar to find the Connector you want to remove.
- Use the available actions:
- Edit: Modify the Connector details.
- Remove: Remove the Connector.
Note: If an Agent is using a tool from the Connector, you must remove the tool from the Agent before removing the Connector.
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