CoAgentorCoAgentor connects to third-party services via OAuth to power calendar auto-join, back-channel delivery, and data contexts. Each connection grants CoAgentor specific, limited access to your account on that service — never your password.
This article explains what each connection does, what access it has, and how to disconnect it.
How connections work
When you connect a service, you are redirected to that provider's sign-in page (Google, Microsoft, Slack, GitHub, or HubSpot) where you grant CoAgentor access. CoAgentor stores an encrypted token that allows it to act on your behalf within the scope you approved. Your password is never shared with or stored by CoAgentor.
Tokens are encrypted at rest in our database. For services that issue short-lived access tokens (Google, HubSpot), CoAgentor automatically refreshes them in the background — you don't need to reconnect unless you revoke access on the provider side.
Calendar connections
Calendar connections allow CoAgentor to read your upcoming meetings so your agents can auto-join them.
Google Calendar reads your event list, title, time, and conferencing link. It does not read event descriptions, attendee lists, or attachments. See Google Calendar for setup details.
Outlook Calendar provides the same read access via Microsoft Graph. If your organisation requires admin consent for third-party apps, see Microsoft Teams for guidance — the admin consent flow covers both Teams and Outlook. See Outlook Calendar for setup details.
You can connect one calendar provider at a time. Disconnecting and reconnecting a different provider replaces the previous connection.
Messaging connections
Messaging connections allow silent agents to deliver insights to a channel or DM outside the meeting window.
Slack can deliver silent agent insights and post-meeting summaries to a Slack channel or DM. CoAgentor requests permission to post messages on your behalf. See Slack for setup details.
Microsoft Teams delivers silent agent insights and summaries to a Teams channel. DM delivery is not currently supported. If your organisation blocks third-party apps by default, an admin may need to grant consent first — CoAgentor will guide you through this if it detects the issue. See Microsoft Teams for setup details.
Data connectors
Data connectors sync external content into your data contexts so your agents can reference it during meetings.
Google Drive syncs selected files (PDFs, Docs, Sheets, Slides, text files) into your data contexts. CoAgentor watches for changes and re-syncs automatically when a file is updated. See Google Drive and Google Drive Files for details.
GitHub syncs selected repository files into your data contexts. CoAgentor detects changes via file checksums and re-syncs on a schedule. See GitHub and GitHub Files for details.
HubSpot syncs CRM data — contacts, companies, and deals — into your data contexts. You can configure sync filters to limit which records are included, and your plan controls the maximum number of records. See HubSpot and HubSpot CRM for details.
Notion syncs pages and databases into your data contexts. This connector is currently awaiting third-party approval from Notion. See Notion Content for details.
Reviewing your connections
To see all currently connected services, go to Settings → Integrations. Each connected service shows its status, the account or workspace it is connected to, and a button to disconnect.
XXX SCREENSHOT: Integrations tab showing a mix of connected and disconnected services
Disconnecting a service
To disconnect a service, click the Disconnect button next to it on the Integrations page. This immediately revokes CoAgentor's stored token and stops all background sync or delivery for that service.
Disconnecting a data connector (Google Drive, GitHub, HubSpot, or Notion) also removes any synced files and chunks from your data contexts. The original files on the provider side are never modified or deleted.
Disconnecting a calendar stops auto-join scheduling for future meetings. Meetings already in progress are not affected.
If you want to fully revoke access, you can also remove CoAgentor from the provider's side: in Google, go to your Google Account permissions; in Microsoft, visit My Apps; in Slack, check your workspace's app management; in GitHub, go to Settings → Applications → Authorized OAuth Apps.
Plan limits
Some connections are gated by your plan. For example, Microsoft Teams multi-account support and higher HubSpot record limits are available on paid plans. If a connection requires a plan upgrade, you'll see an upgrade prompt on the Integrations page.
For full details on what each plan includes, see Plans and Pricing.