Use Connections Safely

Connections let agents work with external systems such as email, calendars, storage, CRM, issue trackers, and internal tools. Use them carefully because a successful tool call can read, create, update, or send real data.

Personal And Shared Connections

• Personal connections use your own account and permissions.
• Shared connections are configured for a team or organization and may be governed by admin limits.

If a tool fails because of access, confirm whether the agent expected your personal connection or a shared team connection.

Before A Write Action

Ask the agent to preview the payload:

Prepare the Google Calendar event, but show me title, attendees, time, description, and conference settings before creating it.

Use this pattern for Jira issues, CRM notes, emails, calendar events, file updates, workflow actions, or any tool call that changes another system.

What To Check

• The connected account is the account you intended to use.
• The agent has access to the connection.
• The tool has permission for the requested operation.
• The payload is correct before approval.
• The Tool Execution result confirms success.

Common Problems

Symptom	Likely cause	Next step
Tool is missing	Agent does not have the tool or connection enabled	Ask an admin or use the correct agent.
Authorization failed	Token expired or account permission changed	Reconnect the account or ask the owner of the shared connection.
Approval required	The tool is configured to require human review	Inspect the payload, then approve or reject.
Wrong workspace	You are in the wrong organization or team	Switch context before retrying.