Connectors
Understand which identity and permissions Agent uses for connected systems.
Connectors let Agent search or act in another system. Cogram permissions still apply, along with the connected system's permissions.
Open Connectors for Agent-native connections such as Slack, Custom API, file server connector, and Autodesk Construction Cloud. An Agent's Connectors tab also lists connections managed elsewhere in Cogram.
Identity and access
Autodesk Construction Cloud
Your Autodesk account; read-only and limited to its projects. Admin approval applies to each Autodesk hub.
Calendar
Your connected Google or Microsoft calendar account. Each user connects separately.
Outlook email, SharePoint
Your connected Microsoft account. Each user connects separately.
File server connector
Organization connector with your mapped Windows identity and file permissions.
Unanet ERP A/E
Organization setup with each user's Unanet login and permissions.
Procore
One Procore user's OAuth connection is stored per Cogram project. Agent users share that project connection.
Deltek Vantagepoint
Organization service account; Cogram limits supported data and project access.
Microsoft Teams
Organization setup; Agent answers with the requesting user's Cogram access.
Slack
Organization bot; sees only internal channels it was invited to. Automations can post at Read and write.
Custom API
Any Agent user can invoke the organization credential within its upstream permissions.
Two users can receive different results from the same Agent because their accounts or project access differ. Shared Agent instructions never grant shared source access.
Set up a connector
Organization admins and owners manage organization connections. Personal connections require each user to sign in. Project connections are configured for each project.
Setup guides:
For Custom API, an admin provides the base URL, API description, and authentication in Connectors. Cogram stores the secret outside the model and restricts calls to the configured host. Write methods require explicit confirmation in chat.
Never place credentials in a description, skill, document, or chat message. Use only the connector's secret fields.
Before connecting a service account, check that its upstream access is appropriate for everyone who may use the connector. Its access may be broader than each user's own account.
Troubleshooting
I cannot configure a connector
You may need organization admin, personal account, or project-management access. Open the connector to see where its setup is managed.
Agent cannot find a record
Confirm that the connection is active, your identity can open the source, and the correct Cogram project is selected. Some connectors also require a project or folder mapping.
Agent asks me to provide a file
The file may be unavailable, unsupported, or outside the mapped location. Attach it to the chat or add it to the correct project or Library.
Next steps
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