> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rivvi.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connectors overview

> Bring your existing tools into the conversation — CRMs, BI, ads, and more.

Connectors link Rivvi to the tools you already use — your CRM, your BI dashboards, your ad accounts — so the agent can work from live data and keep your systems in sync, all from the chat.

<Note>
  Connectors are available in the workspace at **[chat.rivvi.ai](https://chat.rivvi.ai)**. Manage them from **Settings → Connectors**, or open the **+** menu in the message box.
</Note>

## How connecting works: your credentials, your control

Rivvi uses a **bring-your-own-credentials** model. You paste your *own* token or app keys for a tool, and Rivvi stores them securely for your organization. There's no Rivvi marketplace app to install and approve — you stay in control of the access, and you can revoke it any time by disconnecting.

<Steps>
  <Step title="Open Settings → Connectors">
    You'll see your tools grouped into **Connected**, **Available**, and **Coming soon**.
  </Step>

  <Step title="Pick a tool and click Connect">
    A form appears asking for exactly the credentials that tool needs.
  </Step>

  <Step title="Paste your credentials">
    Follow the per-tool guide (linked below) to find each value. Fields marked as secrets are masked.
  </Step>

  <Step title="Choose what the agent can do">
    Once connected, set what the agent may do with each tool. Reading is on by default; writing asks for approval. See [Permissions](/connectors/permissions).
  </Step>
</Steps>

## Available now

These tools are live — connect them and the agent can use them in chat:

<CardGroup cols={2}>
  <Card title="HubSpot" icon="hubspot" href="/connectors/hubspot">
    Read contacts, deals, and engagement; write notes and tasks back.
  </Card>

  <Card title="Salesforce" icon="salesforce" href="/connectors/salesforce">
    Read accounts, contacts, and activity; log calls and create tasks.
  </Card>

  <Card title="Microsoft 365" icon="microsoft" href="/connectors/microsoft-365">
    Power BI, SharePoint, OneDrive, Excel, and Teams — one connection.
  </Card>

  <Card title="Power BI" icon="chart-column" href="/connectors/power-bi">
    Just your Power BI reports and datasets, if that's all you need.
  </Card>

  <Card title="Google Workspace" icon="google" href="/connectors/google-workspace">
    Drive, Sheets, and GA4 analytics from one connection.
  </Card>

  <Card title="Meta Ads" icon="meta" href="/connectors/meta-ads">
    Read ad performance — spend, leads, cost per lead — into a report.
  </Card>

  <Card title="Zoho" icon="z" href="/connectors/zoho">
    Read CRM records and pipeline; write follow-up activity back.
  </Card>

  <Card title="Nutshell" icon="n" href="/connectors/nutshell">
    Read contacts and activity; write notes and tasks back.
  </Card>

  <Card title="Microsoft Teams" icon="microsoft" href="/connectors/microsoft-teams">
    Run Rivvi from inside Teams (installed, not pasted).
  </Card>

  <Card title="LeadingReach" icon="share-nodes" href="/connectors/leadingreach">
    Query referrals and appointments; provisions the Echo calling program.
  </Card>
</CardGroup>

## Coming soon

Listed in the workspace and on the way: **Tableau, Looker, Databricks, Snowflake, Veeva, Slack, Twilio, Five9, Genesys, RingCentral, and JustCall.** You'll be able to connect these once they ship.

## What the agent does with a connector

Once a tool is connected and you've allowed it, the agent can use it mid-conversation:

* **Answer from live data** — "how many deals are in the pipeline," "pull this contact's history."
* **Build a list to reach** — start a run straight from your CRM without exporting a spreadsheet.
* **Write back** — log a call note or create a follow-up task, with your approval.

See [Using connectors in chat](/connectors/using-connectors-in-chat).

<Warning>
  Only connect tools you trust. Rivvi doesn't control what a third-party tool exposes or how it behaves. You decide exactly which capabilities the agent may use — see [Permissions](/connectors/permissions).
</Warning>