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Connect your agent to one or more of the systems you already use — Zendesk, Gmail, Salesforce, and hundreds more — and run your first actions. Quickstart steps: Connect a system, Link an account, Run actions

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Connect through the dashboard

If you currently don’t have an organization or project, you’ll be prompted to create them on first login. Once that’s done, continue below to start using a connector.

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Setup Connector Profile

1

Choose a system to connect

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

Connector page: Quick Setup with the Add Profile button

2

Choose what your agent can access

  1. Leave the Version at Latest.
  2. Leave the Profile name as the default value — it’s purely descriptive, a label to tell your profiles apart in the dashboard.
  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.
Connector Profile configuration side panel showing version, profile name, and authentication type

Connector Profile side panel: Version, Profile name, and Authentication type

  1. Actions/Events control what your agent can do and what it’s notified about. To start, deselect all and enable a few read actions. See Scoping Connectors.
Action selection panel within the Connector Profile, showing per-action toggles

Actions selection: deselect all, then enable a few read actions to test

  1. Click Create Profile. The Connector Profile is now ready to be used to link an account.
There are multiple methods for linking an account. In this guide, we’ll link one directly through the StackOne dashboard.
1

Click the Link Account button

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

Link an Account popup: Method 2 - Authenticate Now

3

Enter Origin Owner Details

These fields identify which of your customers the account belongs to — see Multi-Tenant Accounts for how they tie accounts to your clients.For this walkthrough, leave the default values and click Next.
4

Confirm 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.
5

Connect and authenticate

Click Connect. You may need to complete authentication with the provider (e.g. via OAuth) — 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.

Dashboard Account Linking

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Call Actions

With a linked account in place, check it works in the Playground — run actions in natural language, no code.
1
In the dashboard sidebar, open Playground.
2
Click Manage Action Sources, select the account you linked, and click Done.
3
Try a prompt like:

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Next steps

Agent Setup

Add the connector’s actions to your agent — ChatGPT, Claude, Cursor, and more.

Call Actions

Call the connector from your code — the Agent SDK, MCP, A2A, or RPC/HTTP.