Skip to main content
Getting started steps: Configure Connector, Link Account, Connect Agent
On first login, you’ll be prompted to create an organization and project. Once that’s done, continue below to start using a connector.
1

Create a Connector Profile

Before linking an account, you need to enable and configure a Connector Profile. This is used to set up authentication and the actions and/or events you are looking to use.
  1. In the StackOne dashboard sidebar, open Connectors
  2. Search for a connector you are interested in using (e.g. Zendesk, Gmail, Salesforce) and select it. This will open the Connector page.
  3. Following the Quick Setup, click Add Profile. This will open a side panel to configure the profile.
Connector page showing the Quick Setup section with an Add Profile button
2

Configure the Connector Profile

  1. Leave the Version at Latest.
  2. Leave the Profile name as the default value.
  3. If multiple options exist, choose the Authentication type you wish to use.
Depending on the Connector, there may be additional fields to complete (e.g. Client ID, Client Secret, API Key etc.) and/or additional configuration on the provider system. Check the Connector Guides and follow the relevant Connector Profile guide.
  1. For getting started, we recommend deselecting all Actions and manually selecting a few read actions to test.
  2. Click Create Profile. The Connector Profile is now ready to use.
Connector Profile configuration side panel showing version, profile name, and authentication type
Action selection panel within the Connector Profile, showing per-action toggles
3

Link an Account

There are multiple methods for linking an account. In this guide, we’ll link one directly through the StackOne dashboard.
  1. Following the Quick Setup, click the now enabled Link Account button. This will open the Link an Account popup.
  2. Select Method 2 - Authenticate Now.
Link an Account popup showing the three connection methods with Method 2 - Authenticate Now selected
  1. On Enter Origin Owner Details, leave all as default values and click Next.
  2. On Integration Hub Preferences, confirm the Connector Profile you configured earlier is selected, then click Next.
Depending on the Connector there may be additional fields to complete and/or additional configuration on the provider system. Click Connection Guide in the top right for more details if needed.
  1. Click Connect.
  2. You may need to complete authentication with the provider (e.g. via OAuth). In this case a new window will pop up prompting you to sign in as needed.
Once authorization is complete, your Account will now be linked in StackOne.

​
Use the Connector

With a linked account in place, you can now use this Connector in the Agent of your choice. We recommend connecting it to your preferred agent client via MCP. You can also call StackOne directly from a TypeScript or Python agent, or an A2A orchestrator. If you just want to sanity-check the connector first, the Playground lets you test it without wiring up an agent.
The dashboard generates a ready-to-use MCP server for your linked account.
1
Following the Quick Setup, click the now enabled Use in Agent button. This will open the Use with Agent Client side panel.
2
Under MCP Server > Select Account, choose the account you configured above.
3
(Optional) Set the MCP Server Expiry. Default is 1 year.
4
Select the agent client you want to be able to use this Connector.
Further instructions are provided for most major platforms, otherwise the HTTPS MCP option reveals the URL that can be used in other MCP-compatible clients that support Streamable HTTP.
5
Once the agent client confirms the connection, try a prompt like "What tools can I use?" or "List the latest 5 records" to verify the Connector is working.
Use with Agent Client side panel showing MCP Server account selector, expiry, and agent client options

MCP Quickstart →

Client-specific setup for Claude, Cursor, n8n, Vercel AI, and more

Compare Agent Protocols →

Side-by-side comparison of MCP, SDKs, and A2A with worked examples.

​
What’s Next?

StackOne 101

Understand projects, connectors, actions, and accounts

Linking Accounts

Let end-users connect their accounts

Manage Accounts

Monitor linked accounts and connection health

Browse Connectors

See all 200+ supported providers