How it works
Connected apps let your AI assistant interact with third-party services on your behalf. When you ask the assistant to do something that involves an external tool — like “send a welcome email via Mailchimp” or “add this customer to my HubSpot CRM” — it can connect to that service and take action directly. You don’t have to know which app does the job. Describe the outcome — “text me when an order comes in”, “put new leads in a spreadsheet” — and the assistant works out which of your connected apps can do it, or suggests one to connect if none can yet.1
Browse or search for an app
Open Customize in the sidebar and choose the Connectors tab. On Discover, browse popular apps by category or search for a specific tool.
2
Connect your account
Click Connect on any app that supports OAuth. A secure authorization window opens where you sign in to the third-party service and grant Crevio access.
3
Use it through your AI assistant
Once connected, your AI assistant can use the app when relevant. Just describe what you need in the chat — the assistant handles the rest.
This used to live under Settings > Integrations. Old links and bookmarks still take you to the right place.
Data that comes with Crevio
Some kinds of information don’t need an app at all. Under Customize > Connectors, the Included view lists research data your AI assistant can look up for you out of the box. There is nothing to connect and no extra subscription — each lookup just uses a few credits from your balance.
Each card shows where the data comes from and an example question. Click Try it in chat to start a conversation with that question already filled in.
Categories
Apps are organized into categories to make browsing easier:Requesting an app that isn’t listed
If you search for an app and nothing matches, click Request “App name” on the empty results screen. You’ll also see a Not the one you need? prompt under partial matches, with the same button. Crevio gets your request and looks into adding the app. Once you’ve sent it, the button changes to a short confirmation. If sending fails, you’ll see an error and can try again. Requests for the same app from different people are grouped together, so there’s no harm in asking even if someone else already has.What your assistant can do with an app
Most apps come with a set of ready-made actions — send an email, create a row, post a message. Your assistant uses those first. When what you’re asking for isn’t one of the ready-made actions — a narrower search, an unusual setting, a corner of the app most people never touch — the assistant can go to the app directly instead of telling you it’s not possible. You don’t have to do anything differently; just ask for what you want.Either way, the same rules apply: anything that sends something to other people, publishes, spends money, deletes, or changes who has access waits for your approval first, and your sign-in details are never shared with the assistant. Reading and private changes, like creating a draft or a document, run without asking. See what always asks first for how approvals work.
Tools Crevio writes for you
When your assistant does a job on an app that you’re likely to want again, like a weekly report or a lookup you keep doing by hand, it saves that job as a tool of its own without being asked, then tells you what to say to run it. You can also ask for one: “make me a tool that lists my top products.” Your assistant can use a new tool right away. A Read-only tool runs on its own and cannot send, change or delete anything. Any other tool asks for your approval every time it runs until you set it to run automatically. Your assistant sends you a link to the tool:- Open the app’s connection and go to its Tools tab. Tools your assistant wrote are under Created by Crevio.
- Select Show code to read what it does.
- Choose Ask for confirmation if you want to approve each run, or Run automatically so it runs without asking. Choose Off to stop your assistant using it.
Add your own tool server
If you or your team run a tool server of your own (an MCP server), your assistant can use it too. Add it with the Add button on the Connectors tab (choose Add MCP server, or Add with AI to have Crevio walk you through it). Choose how it signs in:
Crevio checks a key with the server before saving it, and stores it encrypted. If a key stops working, choose Replace key on the server: the new key is checked first, and the old one keeps working until the new one passes.
When a tool server asks you something
Some tool servers stop partway through a job to ask you a question, such as which project an issue belongs in. Crevio shows the question as a card in your chat, with the server’s name on it:- A form. Fill in the fields and choose Send. Fields marked with an asterisk are required. Crevio then finishes the job with your answers, and is told what you entered.
- A link. The card shows the full address before you open it. Check it, choose Open, finish there, then choose Send so Crevio carries on.
- Decline sends nothing. Crevio is told you declined and does not ask again.
Long jobs on a tool server
Some tool servers take minutes to finish a job. Crevio waits a short while, then lets the job run in the background and posts the result in the same chat when it’s done. You can keep working in the meantime. Crevio checks on a job for up to a day.Connect PostHog
PostHog is a one-click connection. Choose it on Discover, sign in to PostHog, and your assistant can look at your product analytics. One connection works for both PostHog’s US and EU regions — PostHog’s sign-in picks the right one for your account. You can also just ask your assistant to connect it, and it shows a connect button in the chat.Apps that connect in one click
Some apps connect to Crevio directly, with no extra setup. Choose the app on Discover, sign in with your usual login for that app, and you’re done. You can also ask your assistant to connect one, and it shows a Connect button in the chat. Work and projects
Meetings, notes and email
Money and sales
Marketing, ads and SEO
Websites
Technical tools
You need an account with each app, and some apps only offer this connection on their paid plans. DeepWiki and AWS Knowledge are public, so they connect without a sign-in.
Jira & Confluence works with sites hosted by Atlassian. A Jira or Confluence server your company runs itself (Data Center) connects through the regular Connect button instead.
Money stays in your hands
Your assistant always asks before it does anything that moves money in PayPal, such as a refund, a payment or a subscription change. The same goes for posting a paid task, adding money to your wallet or paying someone in Rent A Human. You can turn these actions off, but you can’t let them run without asking. Square works a little differently: everything your assistant does in Square, even just looking something up, goes through one shared action. So it asks before every Square action, not only payments.Already connected one of these apps?
If you connected one of these apps before it became a one-click app, that connection keeps working and you don’t need to do anything.Managing connections
Telling connections apart
Tool-server connections are titled by the server’s own name, with the account you signed in with underneath — for example, the PostHog connection shows the email you used. That makes it easy to see which account each connection acts as.Naming a connection
When you connect an app, Crevio asks for a Nickname and suggests one: “Team’s Account”, or “Your name’s Account” for a connection only you use. Each account of the same app needs its own nickname, so connecting a second one suggests “Team’s Account 2” — change it to something you’d recognize at a glance, like support gmail. You can connect the same app more than once — a work Gmail and a support Gmail, say. Your assistant tells the accounts apart by their nicknames, and asks which one you mean when it isn’t clear. To rename a connection later, just ask your assistant: “call that one support gmail”.Choosing who can use a connection
A connection is shared with your whole team by default. When you connect an app, Who can use it? offers three choices: Whole team, Just me, or Specific people, where you tick the teammates who should have it. To change it later, open the connection’s settings from Customize > Connectors (the sliders button next to the account) and go to the Access tab. Pick Whole team, Only me or Specific people, then Save access. You can also ask your assistant — “make Notion private to me”, “only Sam and I should use Linear”, “share Notion with the team again” — and it asks for your approval before it makes the change. Either way the connection isn’t disconnected, so nothing needs reconnecting, and its nickname and approval settings stay as they were. Once a connection is limited, only the people on its list can use it in their chats and in the tasks they set up. Everyone else’s assistant no longer sees it. Only an account admin can change who can use a team connection, unless an admin has turned on Members can edit shared integrations in team settings. A connection you set up as just for you always stays usable by you. You can add teammates to it, but to open it to the whole team, connect the app again as a team connection.Turning a connection off
Each connection has an On switch on the Access tab of its settings page (Customize > Connectors, then the sliders button next to the account). Turn it off and your assistant and your tasks stop using that connection until you turn it back on. Triggers that watch the app through it, like “when a new email arrives”, pause too and pick up again when you turn it back on. It isn’t disconnected: its nickname, approval settings and who can use it are all kept, and nothing needs reconnecting. A connection that is off shows Off next to it in the list, and its app card shows a grey dot instead of a green one.Locking a connection
Turn on Locked on the same page to keep a connection the way it is. While it’s locked, only an account admin can change it, switch it off, change who can use it, rename it or disconnect it — even members who are otherwise allowed to edit shared integrations, and even the person who connected it. Only admins can lock or unlock a connection. A locked connection shows a lock next to the app’s name on its card and Locked next to it in the list.What your assistant learns when you connect something
Right after you connect an app, a tool server or a custom API, Crevio takes a quick, read-only look around it in the background: the accounts, labels, projects or other names it will need later. It saves what it found as notes your assistant reads in future chats, so it doesn’t have to ask or rediscover them. This look-around never creates, changes or deletes anything in the app, it uses a few credits, and Crevio does it for at most five new connections a day.When a connection stops working
Apps sometimes cut off access on their own — you changed your password, an admin revoked the app, or the permission simply expired. When that happens the connection isn’t thrown away: it’s marked as needing attention, so your naming and approval settings stay put. A colored dot next to each connected app in Customize > Connectors shows this at a glance — green means it’s connected, amber means it needs a reconnect. Hover the dot to see which. Click Reconnect next to the account in Customize > Connectors and sign in again with the same account. Crevio picks the old connection back up instead of adding a new one, so its nickname and approval settings stay as they were. Until you do, anything that depends on that app won’t run — your assistant will tell you which one to reconnect. You don’t have to leave the chat to fix it, either. When your assistant hits an app that needs reconnecting, it shows a Reconnect button right in the conversation. Click it, sign in again, and the assistant carries on with what you asked.Disconnecting an app
To revoke access, go to Customize > Connectors > Connected, find the app, and click Disconnect. Crevio will immediately stop accessing that service. Your other accounts of the same app aren’t affected. Your assistant can disconnect an app too, but only after you approve it, because disconnecting a team connection cuts everyone off it. Changed your mind? Connect the same account again within 24 hours and its nickname and approval settings come back. After 24 hours it’s a new connection with default settings.Connecting through the AI chat
Your AI assistant can also prompt you to connect an app on the fly. If you ask the assistant to perform a task that requires an app you haven’t connected yet, it will show you a connect button right in the chat. This works outside the dashboard too. If you’re chatting with your assistant on Slack, Discord, or Telegram, it sends you a link that opens Crevio with that connection ready to set up. Follow it, approve the app, and your assistant can use it as soon as you’re done.All credentials are encrypted and stored securely. You can revoke access to any connected app at any time.