Docs structure: Pages in Integration setup cover the shared model (connections, instances, auth). Connectors lists one page per MCP adapter (
connectors/{slug}) with tools and config only for that adapter.Before you begin
- Project contributor role in your workspace
- Credentials for the tool you want to connect (Google account, API key, or WhatsApp business account)
The integration model
- Connection — Stores OAuth tokens or API keys
- MCP instance — Installs a catalog server in your project and binds a connection
- Workflow step — Calls a tool on that instance at runtime
Steps
Create a connection
Go to Connections (
/connections) and connect your tool:- Google account card — OAuth for Workspace MCP adapters (Gmail, Drive, Sheets, …)
- Connect WhatsApp — Embedded signup or manual token entry
- New custom connection — API keys, tokens, DSNs (Resend, GitHub, Postgres, …)
Install an MCP instance
Go to MCP (
/mcp), find a server in the platform catalog (for example, gmail, postgres, or shopify), and click Add instance.Wire credentials on the instance
Open Instance config (
/mcp/instances/{id}). Pick a config profile, wire your connection, and set the profile active.Validate (recommended)
Run MCP validation at
/mcp/{server_id}/validate or test with a single-tool workflow run before production traffic.Add an MCP step to a workflow
In Workflow Studio, add an mcp_call step. Select your instance, pick a tool, and configure
tool_args. Reference upstream data with template variables.Next steps
- MCP instances — config profiles and binding details
- Connector catalog — full list of available adapters
- Authentication methods — OAuth vs API keys