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

# Quickstart

> Connect your agent to one or more of your existing systems and run your first actions.

Connect your agent to one or more of the systems you already use — Zendesk, Gmail, Salesforce, and hundreds more — and run your first actions.

<img src="https://mintcdn.com/stackone-60/CewerknlhWLKRaB5/images/quickstart-steps.svg?fit=max&auto=format&n=CewerknlhWLKRaB5&q=85&s=008fbfc14d6a9ac065b5d6bb7ba3568c" alt="Quickstart steps: Connect a system, Link an account, Run actions" style={{ width: "100%", maxWidth: "720px", margin: "1.5rem auto", display: "block" }} width="900" height="220" data-path="images/quickstart-steps.svg" />

## Connect through the dashboard

<Note>
  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.
</Note>

### Setup Connector Profile

<Steps>
  <Step title="Choose a system to connect">
    Before linking an account, you need to enable and configure a [Connector Profile](/gateway/concepts/connector-profiles). 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](https://app.stackone.com/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.

    <Frame caption="Connector page: Quick Setup with the Add Profile button">
      <img src="https://mintcdn.com/stackone-60/eqCjS7m4FAN_3XTx/images/gateway/add-profile.png?fit=max&auto=format&n=eqCjS7m4FAN_3XTx&q=85&s=01e5812cf9b37cce21a96ea72c0814ad" alt="Connector page showing the Quick Setup section with an Add Profile button" width="2416" height="1486" data-path="images/gateway/add-profile.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Note>
      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](/connectors/introduction) and follow the relevant Connector Profile guide.
    </Note>

    <Frame caption="Connector Profile side panel: Version, Profile name, and Authentication type">
      <img src="https://mintcdn.com/stackone-60/eqCjS7m4FAN_3XTx/images/gateway/connector-profile.png?fit=max&auto=format&n=eqCjS7m4FAN_3XTx&q=85&s=47881d28f44ba468f9b17cfc9da50918" alt="Connector Profile configuration side panel showing version, profile name, and authentication type" width="2294" height="1812" data-path="images/gateway/connector-profile.png" />
    </Frame>

    4. **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](/secure/scoping-connectors).

    <Frame caption="Actions selection: deselect all, then enable a few read actions to test">
      <img src="https://mintcdn.com/stackone-60/eqCjS7m4FAN_3XTx/images/gateway/connector-profile-actions.png?fit=max&auto=format&n=eqCjS7m4FAN_3XTx&q=85&s=04c11c048f6ac98b91551bbbb12a3d46" alt="Action selection panel within the Connector Profile, showing per-action toggles" width="2292" height="1340" data-path="images/gateway/connector-profile-actions.png" />
    </Frame>

    5. Click **Create Profile**. The Connector Profile is now ready to be used to link an account.
  </Step>
</Steps>

### Link Account

There are <a href="/connect/managing-connectors/linking-accounts" target="_blank">multiple methods for linking an account</a>. In this guide, we'll link one directly through the StackOne dashboard.

<Steps>
  <Step title="Click the Link Account button">
    Following the **Quick Setup**, click the now enabled **Link Account** button. This will open the **Link an Account** popup.
  </Step>

  <Step title="Select Method 2 - Authenticate Now">
    <Frame caption="Link an Account popup: Method 2 - Authenticate Now">
      <img src="https://mintcdn.com/stackone-60/eqCjS7m4FAN_3XTx/images/gateway/link-account.png?fit=max&auto=format&n=eqCjS7m4FAN_3XTx&q=85&s=3f5fb822899fe2f097f2a601246c925a" alt="Link an Account popup showing the three connection methods with Method 2 - Authenticate Now selected" width="1840" height="1390" data-path="images/gateway/link-account.png" />
    </Frame>
  </Step>

  <Step title="Enter Origin Owner Details">
    These fields identify which of your customers the account belongs to — see [Multi-Tenant Accounts](/features/multi-tenant-accounts#identifying-the-client-on-each-account) for how they tie accounts to your clients.

    For this walkthrough, leave the default values and click **Next**.
  </Step>

  <Step title="Confirm Integration Hub Preferences">
    Confirm the Connector Profile you configured earlier is selected, then click **Next**.

    <Note>
      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.
    </Note>
  </Step>

  <Step title="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.
  </Step>
</Steps>

<div class="flex justify-center gap-4 my-4">
  <Frame caption="Dashboard Account Linking">
    <video controls className="w-full aspect-video rounded-xl" src="https://mintcdn.com/stackone-60/5eSj_yFjXdePvCoH/videos/hub/in-dashboard-hub.mov?fit=max&auto=format&n=5eSj_yFjXdePvCoH&q=85&s=0619e58095706f4fa7de8ea26e5c7739" data-path="videos/hub/in-dashboard-hub.mov" />
  </Frame>
</div>

### Call Actions

With a linked account in place, check it works in the [Playground](/embed/call-actions/troubleshooting/playground) — run actions in natural language, no code.

<Steps>
  <Step>
    In the dashboard sidebar, open [Playground](https://app.stackone.com/playground).
  </Step>

  <Step>
    Click **Manage Action Sources**, select the account you linked, and click **Done**.
  </Step>

  <Step>
    Try a prompt like:

    ```text theme={null}
    What tools can I use?
    ```

    ```text theme={null}
    List the latest 5 records
    ```
  </Step>
</Steps>

## Next steps

<CardGroup cols={2}>
  <Card title="Agent Setup" icon="robot" href="/connect/agent-setup/overview">
    Add the connector's actions to your agent — ChatGPT, Claude, Cursor, and more.
  </Card>

  <Card title="Call Actions" icon="code" href="/embed/call-actions/overview">
    Call the connector from your code — the Agent SDK, MCP, A2A, or RPC/HTTP.
  </Card>
</CardGroup>
