> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cobalt.peoplereign.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Integrations overview

> Connect an agent to your external systems — the primary way to grant capabilities.

# Integrations overview

An **Integration** connects an agent to an external system — your service desk,
HRIS, identity provider, file store, or collaboration tool — and turns that
system's capabilities into tools the agent can use. Integrations are the
**primary** way an agent gets the ability to find information and take action.
Reach for one before authoring a [Skillset](/build-agent/skillsets-and-skills).

Each integration is built and maintained by Cobalt, with guardrails and audit
logging built in.

## Two kinds of capability

Integrations provide two kinds of tools, and they're authorized differently:

* **Reads (on behalf of the user).** Search and lookup tools that run as the
  asking user. Each end user authorizes once, and the agent only ever sees what
  that user can already see. No administrator credential is required beyond
  enabling the integration.

* **Privileged actions (granted by an administrator).** Tools that act for the
  organization — reset a password, add a user to a group, change a record. These
  require an administrator to grant access once, run under policy, and write an
  audit entry on every call. Until they're authorized, these tools wait in an
  "awaiting authorization" state while the read tools work normally.

## Adding an integration

For the verified integrations, adding one is a guided **three-step wizard**:

<Steps>
  <Step title="Capabilities">
    Pick which parts of the system to enable (for example, mail and calendar but
    not files) and fine-tune individual tools. Reads start on; every write starts
    off until you enable it.
  </Step>

  <Step title="Connect">
    Review the access requested and authorize. Reads use per-user authorization
    (each end user signs in for themselves the first time the agent acts for
    them); privileged actions use one of the administrator methods below, with a
    setup guide for the credentials the vendor needs.
  </Step>

  <Step title="Name">
    Name the integration and choose whether it's active immediately.
  </Step>
</Steps>

Other integrations use a single configuration form with the same
capability-and-authorization choices. Either way, after setup you can run the
built-in connection test, and for systems that hold documents — a knowledge
base, a file store, a wiki — choose which spaces, sites, or folders to index so
the agent can search and cite them.

## Administrator authorization methods

Privileged actions use whichever method a given system supports. All credentials
are encrypted at rest and never shown back in the console.

| Method                    | How it works                                                                                                                                                                                  | Typical systems                             |
| ------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------- |
| **Admin authorization**   | One-click grant — you're sent to the vendor to approve, and Cobalt stores the resulting token.                                                                                                | Slack, Okta, Zendesk, ServiceNow, Atlassian |
| **Service-account key**   | Upload a service-account key file and name the account to act as.                                                                                                                             | Google Workspace                            |
| **Credential form**       | Enter the vendor's connection fields (for example a directory ID, client ID, and secret).                                                                                                     | Microsoft 365, Workday                      |
| **Designated principals** | No shared credential — you designate specific managers or admins, each signs in once, and privileged actions run as the appropriate designated person (for example, the requester's manager). | Workforce-management and HR approvals       |

## What's available

Cobalt includes integrations across the systems an IT or HR agent typically
needs, including:

* **Productivity & collaboration** — Google Workspace, Microsoft 365, Outlook,
  SharePoint / OneDrive, Slack, Microsoft Teams, Notion, Asana, Box, Dropbox.
* **IT service management** — ServiceNow, Zendesk, Freshservice, Freshdesk,
  HappyFox, BMC Remedy, Atlassian (Jira, Confluence, Jira Service Management).
* **Identity & security** — Okta, Microsoft Entra, SailPoint, Ping Identity,
  Duo Security, Adobe Admin Console.
* **HR, HRIS & payroll** — Workday, UKG Pro, UKG Workforce Management, Gusto,
  Rippling, Dayforce.
* **CRM & finance** — Salesforce, Freshworks CRM, Coupa.
* **Intranet** — Unily, LumApps.

For the full list — every integration, its maturity, and what it does — see the
[Integration catalog](/integrations/catalog). The catalog in your console is the
live source of truth for what's available and which capabilities each
integration supports.

## Generally available vs. experimental

Each integration in the catalog carries a **maturity** badge:

* **Generally available (GA)** — verified end-to-end and ready to rely on.
* **Experimental** — usable, but not yet verified against a live vendor instance.
  Activating one shows an **Experimental** badge and asks you to acknowledge that
  status before it goes live. Try these in
  [Preview](/get-started/create-your-first-agent) before putting them in front of
  employees.

The GA integrations have a detailed setup guide here in the docs:

<CardGroup cols={2}>
  <Card title="ServiceNow" href="/integrations/servicenow">
    Work incidents, requests, knowledge, and the catalog as each person.
  </Card>

  <Card title="Freshservice" href="/integrations/freshservice">
    Tickets, knowledge, and governed admin actions over one API key.
  </Card>

  <Card title="Freshdesk" href="/integrations/freshdesk">
    Tickets and knowledge over one API key, scoped to each person by Cobalt.
  </Card>

  <Card title="Google Workspace" href="/integrations/google-workspace">
    Gmail, Drive, Docs, Sheets, Calendar — plus admin actions.
  </Card>

  <Card title="Microsoft Outlook" href="/integrations/outlook">
    Each person's own mail, calendar, contacts, and tasks.
  </Card>

  <Card title="Microsoft Teams" href="/integrations/microsoft-teams">
    Search, message, and meet in Teams on each person's behalf.
  </Card>

  <Card title="SharePoint & OneDrive" href="/integrations/sharepoint-onedrive">
    Search and read sites and files; upload and share.
  </Card>

  <Card title="Slack" href="/integrations/slack">
    Search Slack, manage channels, and run governed admin actions.
  </Card>

  <Card title="Atlassian" href="/integrations/atlassian">
    Confluence, Jira, and Jira Service Management.
  </Card>

  <Card title="MCP Server" href="/integrations/mcp-server">
    Connect any MCP-compliant server you host or trust.
  </Card>
</CardGroup>

## A flagship example

See [Google Workspace](/integrations/google-workspace) for an end-to-end setup —
read access in about a minute, plus the steps to enable privileged admin actions.

See [Microsoft Teams](/integrations/microsoft-teams) for a worked example of an
agent acting inside a workspace tool on each person's behalf — searching, messaging,
and creating meetings as the user — and how that differs from hosting the
conversation in the [Teams channel](/channels/teams).

For an ITSM example with per-person and organization modes, see
[Freshservice](/integrations/freshservice). [Freshdesk](/integrations/freshdesk)
is the same shape, and is worth reading if you want to understand what happens
when a vendor offers no per-person sign-in at all: the API key is
organization-wide, so Cobalt itself enforces the per-person boundary and refuses
rather than guessing when it can't identify someone.
