🔗 Connect Your Tools

Connect your agent
to everything you use.

Add your API keys in Connections and your agent starts working with your tools immediately. Step-by-step instructions for every supported service.

✓ 7 Live Now ✅ 4 CRMs Live ✅ 5 Project Tools Live
How connections work: Open the Connections tab in your agent panel, paste your API key or token into the relevant field, and save. Your agent can then use that service in any conversation — just ask it to.
✅
Live Now — 7 Connections
Add your credentials and start using these today.
Google Workspace
Gmail, Google Drive, Google Calendar
Live
▾
How to get your API credentials
1
Go to console.cloud.google.com and sign in with your Google account.
2
Click Create Project, give it a name (e.g. "Latinum Agent"), and click Create.
3
In the left menu go to APIs & Services → Library. Enable: Gmail API, Google Drive API, and Google Calendar API.
4
Go to APIs & Services → Credentials → Create Credentials → Service Account. Fill in a name and click Done.
5
Click the service account you just created → Keys tab → Add Key → Create new key → JSON. Download the JSON file.
6
Paste the full contents of the JSON file into the Google Workspace field in your Connections panel.
What your agent can do once connected
Read and summarise your inbox
Draft and send emails
Upload, read, and organise Drive files
Schedule meetings, check availability, send invites
Microsoft 365
Outlook, Teams, OneDrive, Calendar
Live
▾
How to get your API credentials
1
Go to portal.azure.com and sign in as an admin.
2
Search for App registrations → New registration. Name it "Latinum Agent", leave defaults, click Register.
3
Copy the Application (client) ID and Directory (tenant) ID — you'll need these.
4
Go to Certificates & secrets → New client secret. Set expiry (24 months recommended). Copy the secret Value immediately — it won't be shown again.
5
Go to API permissions → Add permission → Microsoft Graph. Add: Mail.ReadWrite, Calendars.ReadWrite, Files.ReadWrite.All. Click Grant admin consent.
6
Paste Client ID, Tenant ID, and Client Secret into the Microsoft 365 fields in your Connections panel.
What your agent can do once connected
Read, reply, and organise Outlook email
Schedule meetings via Outlook Calendar
Access and manage OneDrive files
Post updates to Teams channels
Slack
Post messages, alerts, and summaries to channels
Live
▾
How to get your Webhook URL
1
Go to api.slack.com/apps → Create New App → From scratch.
2
Name it (e.g. "Latinum Agent"), select your workspace, click Create App.
3
In the left sidebar click Incoming Webhooks → toggle Activate Incoming Webhooks to On.
4
Scroll down → Add New Webhook to Workspace. Choose a channel (e.g. #general or #agent-updates). Click Allow.
5
Copy the Webhook URL (starts with https://hooks.slack.com/…) and paste it into the Slack field in your Connections panel.
What your agent can do once connected
Post daily summaries, alerts, and reports to channels
Notify your team when tasks are completed
Send formatted messages on any trigger
Notion
Create pages, write to databases, search workspace
Live
▾
How to get your Integration Token
1
Go to notion.so/my-integrations → New integration.
2
Name it (e.g. "Latinum Agent"), select your workspace, set capabilities to Read + Insert + Update content.
3
Click Submit. Copy the Internal Integration Token (starts with secret_…).
4
In Notion, open each page/database you want the agent to access → click … (3 dots) → Add connections → select your integration.
5
Paste the Integration Token into the Notion field in your Connections panel.
What your agent can do once connected
Create and update pages in your workspace
Add rows to any Notion database
Search and retrieve content from shared pages
Zoom
Schedule meetings, access recordings and transcripts
Live
▾
How to get your API credentials
1
Go to marketplace.zoom.us → Develop → Build App → choose Server-to-Server OAuth.
2
Name the app (e.g. "Latinum Agent"), click Create.
3
Copy the Account ID, Client ID, and Client Secret from the App Credentials tab.
4
Under Scopes, add: meeting:read, meeting:write, recording:read, user:read.
5
Click Activate on your app, then paste all three credentials into the Zoom fields in your Connections panel.
What your agent can do once connected
Schedule and manage Zoom meetings
Retrieve recording links after calls
Pull meeting transcripts for summarisation
Twilio (SMS)
Send SMS alerts and messages to any phone number
Live
▾
How to get your API credentials
1
Create a free account at twilio.com and verify your phone number.
2
From the Twilio Console dashboard, copy your Account SID and Auth Token.
3
Go to Phone Numbers → Manage → Buy a Number and purchase a number (from ~$1.15 CAD/mo).
4
Paste the Account SID, Auth Token, and your Twilio phone number into the SMS fields in your Connections panel.
What your agent can do once connected
Send SMS reminders and alerts to clients or staff
Text-based notifications for completed tasks
Two-factor confirmation workflows
Mailchimp
Email campaigns, subscriber lists, performance data
Live
▾
How to get your API Key
1
Log in to Mailchimp. Click your profile icon (bottom-left) → Account & billing.
2
Go to Extras → API keys → Create A Key. Name it "Latinum Agent".
3
Copy the key immediately — it won't be shown in full again.
4
Paste it into the Mailchimp field in your Connections panel.
What your agent can do once connected
Draft and schedule email campaigns
Add and manage subscriber lists
Pull open rates, click rates, and campaign performance
⏳
CRM Integrations
Salesforce, HubSpot, Pipedrive, and Zoho CRM are all live now.
Salesforce
Contacts, leads, deals, opportunities, activity logging
Live ✅
▾
Get your Connected App credentials — ready to collect now
1
Log in to Salesforce → Setup (gear icon) → App Manager → New Connected App.
2
Fill in: App Name ("Latinum Agent"), Contact Email, then check Enable OAuth Settings.
3
Set Callback URL to https://login.salesforce.com/services/oauth2/callback. Add Scopes: Full access (full) and Refresh token.
4
Click Save. After 2–10 minutes, return to the app → View Consumer Key. Copy the Consumer Key and Consumer Secret.
5
You'll also need your Salesforce username, password, and security token (from Setup → My Personal Information → Reset My Security Token).
What your agent will do once connected
Add and update contacts from conversation
Create deals and track opportunities
Log calls, emails, and meetings automatically
Query pipeline and customer data in real-time
HubSpot
Contacts, deals, company records, email logging
Live ✅
▾
Get your Private App Token — ready to collect now
1
Log in to HubSpot → click the Settings gear icon (top right).
2
Go to Integrations → Private Apps → Create a private app.
3
Name it "Latinum Agent". Under Scopes, select: crm.objects.contacts.read/write, crm.objects.deals.read/write, crm.objects.companies.read/write, timeline.
4
Click Create app → Continue creating. Copy the Access Token.
What your agent will do once connected
Create and update contacts and companies
Open and manage deals in your pipeline
Log call and email activities on contact records
Pipedrive
Deals, contacts, pipeline stages, activity tracking
Live ✅
▾
Get your API Token — ready to collect now
1
Log in to Pipedrive → click your avatar (top right) → Personal preferences.
2
Go to the API tab. Your Personal API Token is shown there — copy it.
3
You'll also need your Pipedrive subdomain (the part before .pipedrive.com in your URL, e.g. yourcompany).
What your agent will do once connected
Add and move deals through pipeline stages
Create contacts and organisations
Log activities and set follow-up reminders
Zoho CRM
Leads, contacts, accounts, deals, email integration
Live ✅
▾
Get your OAuth credentials — ready to collect now
1
Go to api-console.zoho.com → Add Client → Server-based Applications.
2
Fill in: Client Name ("Latinum Agent"), Homepage URL, Authorized Redirect URI (https://www.zoho.com/crm for now). Click Create.
3
Copy the Client ID and Client Secret.
4
You'll also need to specify your data center region (US, EU, AU, IN, etc.) — check your Zoho account URL to determine it.
What your agent will do once connected
Create and qualify leads from conversation
Update contacts, accounts, and deals
Log calls and emails to CRM records
📋
Project Management Integrations
Create tasks, update sprints, and assign work from chat. Paste your API credentials below and your agent starts using them immediately.
Asana
Tasks, projects, sections, assignees, due dates
✓ Live
▾
Get your Personal Access Token — 3 steps
1
Go to app.asana.com/0/my-apps → Create new token.
2
Name it "Latinum Agent", agree to the terms, click Create token. Copy it immediately — it won't be shown again.
3
You'll also need your Workspace GID: go to any project in Asana, look at the URL — it's the number after /0/. Or go to Settings → Workspace Settings to find your workspace ID.
Credentials to paste into Connections tab
→
access_token: Your Personal Access Token (starts with 1/...)
→
workspace_gid: Your Asana Workspace ID (numeric)
What your agent will do once connected
Create and assign tasks to team members
Update task status and due dates from chat
Add comments and check project progress
List all tasks in a project or workspace
Monday.com
Boards, items, columns, statuses, team assignments
✓ Live
▾
Get your API Token — 2 steps
1
In Monday.com, click your avatar (top right) → Admin → API. (If you don't see Admin, ask your workspace admin to generate a token for you.)
2
Copy your Personal API Token. If none exists, click Generate.
Credentials to paste into Connections tab
→
api_token: Your Monday.com Personal API Token
What your agent will do once connected
Create board items and update statuses
Assign work to team members from chat
Add updates and comments to items
Pull weekly board summaries and progress
ClickUp
Tasks, spaces, lists, goals, priorities, time tracking
✓ Live
▾
Get your Personal API Token — 3 steps
1
In ClickUp, click your avatar (bottom-left) → Apps.
2
Under API Token, click Generate (or copy your existing token).
3
To find your Space ID: navigate to a Space in the sidebar, look at the URL for the number after /s/. The Space ID is used for listing your folders and projects.
Credentials to paste into Connections tab
→
api_token: Your ClickUp Personal API Token
→
space_id: Your ClickUp Space ID (numeric)
What your agent will do once connected
Create tasks with priority and due dates
Assign tasks to team members from chat
Update statuses and add comments
Track goals and project milestones
Linear
Issues, cycles, projects — built for engineering teams
✓ Live
▾
Get your Personal API Key — 2 steps
1
In Linear, go to Settings → API → Personal API Keys → Create key. Name it "Latinum Agent" and copy the key.
2
To find your Team ID: go to Settings → Teams, click your team, and copy the ID from the URL (e.g. settings/teams/TEAMID/...).
Credentials to paste into Connections tab
→
api_key: Your Linear Personal API Key (starts with lin_api_...)
→
team_id: Your Linear Team ID (optional — used for listing team issues)
What your agent will do once connected
Create and update engineering issues
Assign issues and move through cycles
Add comments to issues from chat
Query team workload and cycle progress
Jira
Issues, sprints, epics, bug tracking, project boards
✓ Live
▾
Get your API Token — 3 steps
1
Go to id.atlassian.com/manage-profile/security/api-tokens → Create API token. Name it "Latinum Agent", click Create, and copy the token immediately.
2
Note your Atlassian email address — the one you log into Jira with.
3
Note your Jira domain: it's the part before .atlassian.net in your Jira URL. Example: if you use acme.atlassian.net, your domain is acme.atlassian.net.
Credentials to paste into Connections tab
→
domain: Your Jira domain (e.g. yourcompany.atlassian.net)
→
email: Your Atlassian account email
→
api_token: The API token you just created
What your agent will do once connected
Create and update issues and bug reports
Transition tickets through sprint stages
Assign issues and add comments
Query blockers, sprint status, and backlog

Ready to connect your tools?

Open the Connections tab in your agent panel and paste your credentials. Your agent starts using them immediately.

⚡ Open Connections → See What Your Agent Can Do →