Third-party tools

SOP: Connect a New Tool Integration in the Nagent Platform

Objective

This SOP explains how to connect a new tool integration in the agent platform, using Gmail as the example. It covers locating the tool in the catalog, authenticating the account, selecting allowed actions, and reviewing available triggers so the agent can use the integration safely and effectively.

Key Steps

1. Open the tool connection flow

• From the agent platform, start the process to connect a new tool or integration.
• Use this flow whenever you need to add a new external service for the agent to use.
• Confirm you are in the correct agent workspace before proceeding.

2. Access the tool catalog

• Click the button to connect a new tool.
• Wait for the catalog to load if needed.
• If the direct connection flow is slow, navigate to the Catalog section instead.

3. Search for the desired tool

• In the catalog search bar, type the name of the tool you want to connect.
• Example: search for Gmail.
• Wait for the matching tool to appear in the results.

4. Select the tool and begin connection

• Review the search results and locate the correct tool.
• Click Connect for the selected tool.
• Be prepared to sign in to the external account associated with the tool.

5. Authenticate the account

• Sign in to the external account when prompted.
• Verify that you are the authorized owner of the account.
• Grant the requested permissions so the platform can access the tool on your behalf.

6. Review the connection type and available actions

• Confirm the tool has connected successfully.
• Note the connection method shown by the platform, such as REST API or MCP.
• Review the list of available actions provided by the tool before enabling them.

7. Choose which actions the agent can use

• Decide whether to enable all available actions or only specific ones.
• Select only the actions the agent truly needs to perform its job.
• Example Gmail actions mentioned:
  • Create a label
  • Create an email draft
  • Modify email label
  • Fetch email
• Leave risky or unnecessary actions unchecked if they are not required.

8. Restrict sensitive actions when needed

• Review actions that could cause unwanted changes, such as deleting emails.
• Uncheck any destructive actions you do not want the agent to perform.
• Example:
  • Do not allow Delete message if deletion should be prevented.
• Reconfirm your selections before saving.

9. Confirm the tool is connected

• Save or finalize the selected actions.
• Verify that the tool now appears as connected in the platform.
• Ensure the agent has access only to the actions you approved.

10. Review available triggers

• Open the Triggers section for the connected tool.
• Review the events that can automatically activate the agent.
• Example Gmail triggers mentioned:
  • Send email
  • New Gmail message received
• Use triggers to define when the agent should respond automatically.

Cautionary Notes

• Only connect accounts you are authorized to use.
• Grant permissions carefully; avoid enabling actions the agent does not need.
• Be especially cautious with destructive actions such as deleting messages.
• Review triggers before enabling them to prevent unintended automation.
• Confirm the correct account and tool are selected before finalizing the connection.

Tips for Efficiency

• Use the catalog search bar to find tools quickly instead of browsing manually.
• Start by enabling only the minimum actions required, then expand later if needed.
• Keep a standard approval checklist for sensitive permissions and destructive actions.
• Document which actions and triggers were enabled for each integration to simplify future audits and troubleshooting.