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With Live tools on, Steerco’s AI reads from a tool when it needs something, and can act in it. The AI uses the tool’s operations in chats, workflow agent steps, artifacts, and presentations. This page covers connectors. Google and Microsoft accounts connect from the Accounts section instead. See Google and Microsoft.

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Connect the tool

1

Open your integrations

Go to Settings > Integrations.
2

Choose the tool

In the Connectors section, click Add connector. If the workspace already has connectors, the button reads Add. In the Connect integration dialog, click the tool’s tile.
3

Sign in

Sign in to the tool and approve access.
When the connection works, Steerco shows Successfully Connected.

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Choose a workspace or personal connection

Each connection belongs to the workspace or to one person:
  • Workspace connection: everyone in the workspace can use it in workflows, agents, and shares without asking you. It appears on the Shared tab of the Integrations page.
  • Personal connection: only you can use it, unless you grant access to other workspace members. It appears on the Yours tab.
A tile in Connect integration connects the workspace first. If the workspace already has that tool, the tile connects a personal one for you. A tool that only syncs can’t have a personal connection. To move a connection, open its connector dialog and click Manage. If a personal connection is yours, click Share with workspace. If you shared a connection, click Make personal again to take it back.
A personal connection gives live tools only. In a workspace that belongs to an organization, a personal connection can’t sync. Its data would reach the shared workspace. To sync the tool, use a workspace connection.

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Turn on live tools

1

Open the connector dialog

On the Integrations page, click the connector’s card.
2

Turn on Live tools

Find Live tools, then turn on its switch.
The line under Live tools says whose tools they are. A workspace connection adds shared tools to the workspace. A personal connection adds personal ones. The switches you see depend on the tool and the connection:
  • A workspace connection to a tool that also syncs starts with Scheduled sync on and Live tools off. Turn on Live tools to use both.
  • A tool that offers only live tools has no switch. Its live tools are on.
  • A personal connection has no switch either. Its live tools are on.
To change a switch, you need permission to manage integrations. Only its owner can change a personal connection. If Upgrade appears next to Live tools, your plan doesn’t include integrations.

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Check what the AI can do

The Tools tab lists every operation Steerco can run with the connection’s sign-in.
1

Open the manage page

Click the connector’s card, click Manage, then click Manage sync settings or View tools.
2

Open Tools

Click the Tools tab. A connector without sync shows its tools without tabs.
The tab lists every operation in one table, Available first, then Not granted, then Not requested. Each row shows the Operation, the scopes it still Needs, and its Status: Some tools report no scopes. Their operations read Available, and a call that fails says why.

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Give the AI a tool’s operations

With Live tools on, the connection’s operations appear in the tools picker. The AI can use only the operations you pick. A read operation fetches live data from the tool. A write operation changes data in the tool.
1

Open the tools picker

In a chat, click Tools in the message box. The button shows a wrench, and it appears after you send the first message.
2

Find the tool

Search for the tool, or scroll to it.
3

Choose a connection

If you can use more than one connection to the tool, click Pick a connection and choose one.
4

Pick the operations

Select the operations the AI can use. To select them all, click Select all. Some tools also offer Add common, which adds a curated set.
Steerco saves each change for that chat. The picker lists only connections that have Live tools on. A workflow’s agent step, an artifact, and a presentation have the same picker.

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Let the assistant ask for operations

In a chat, the assistant can ask for operations it needs. A card names the tool, such as “HubSpot requests access”, and marks each operation Read or Write.
  • To add them for that chat only, click the Allow button, such as Allow 2 actions.
  • To refuse, click Deny.
If the connection is personal, Allow opens a consent step first.

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Share a personal connection

When you add operations from your own personal connection, Steerco asks before it uses your sign-in there: In a workflow, Steerco asks when you save it. Click Allow to grant access. If you click Not now, Steerco keeps your selection but doesn’t use the connection there until you allow it. To use a teammate’s personal connection, you need their approval. Click Send request, and Steerco emails them a link. The chat or artifact stays blocked until they allow it. To see where your personal connection is used, open its connector dialog and click Access. To stop one use, click Revoke next to it, then click Revoke again to confirm.