Connecting Your Services

These connections link Atanzo AI to services you already use — they are not the credentials for building on the Atanzo AI API. If that's what you're looking for, see API Authentication.

Connect the accounts your agents need to act on your behalf. Once you connect a service — Gmail, Outlook, YouTube, and dozens more — any agent (or guided-task session) that uses a tool for that service reuses the same connection, so you only set it up once.

Why connect a service this way?

Instead of pasting API keys or tokens directly into agent instructions (insecure and hard to keep updated), you store them once as a connection and assign it wherever it's needed. This gives you:

Security: Sensitive keys are stored securely and never exposed in agent configurations.
Reusability: The same connection can be used by multiple agents across different workflows.
Manageability: Update a key in one place, and every agent using that connection automatically picks up the change.

Supported services

Atanzo AI has ready-made setup for many popular services out of the box, including Gmail, Outlook, YouTube, Instagram, LinkedIn, Google Meet, Google Docs, Canva, Zoom, Twilio, Workday, SurveyMonkey, and browser automation — plus a generic option for connecting any API that uses a key. See Setting up specific services below for step-by-step guides for each one.

Accessing Connections

Navigate to Settings: From the main dashboard or side menu, go to the Settings section.
Select Connections: Within Settings, click Connections.

This displays a list of your existing connections.

Connecting a service (Wizard mode)

Wizard mode is the fastest way to connect a supported service, and it's the right starting point for almost everyone.

Click "Add Connection": On the Connections list page, click the Add Connection button
Select the service: If you're connecting a supported service (Google, Slack, Microsoft, etc.), search for and select its template. This pre-fills the authorization details for you and saves time. If your service isn't listed, choose "Other," or see Advanced: connecting a service manually.
Give it a name: Enter a descriptive Title for the connection (e.g., "My Google Calendar Access").
Fill in what's requested: Most templates only ask for a Client ID and Client Secret, which you obtain from the service's own developer settings, plus a set of permissions ("Scopes") that are pre-filled and can be adjusted if needed. If you selected "Other," follow the prompts for the authentication type you choose — see Advanced: connecting a service manually for what each field means.
Save and connect:
- Click Save Connection.
- Click the Connect button that appears. This takes you to the service's own sign-in and authorization page.
- Approve the connection. You're redirected back to Atanzo AI, which stores the connection securely and keeps it refreshed automatically so it keeps working without further action from you.

That covers most services — see Setting up specific services for the exact fields each one asks for, or Troubleshooting if something doesn't connect.

Assigning a connection to an agent

Once a connection is set up, assign it to any agent that uses the matching tool:

Edit the agent workflow: Navigate to the workflow containing the agent you want to configure (see Editing Agent Workflows).
Open the agent's configuration: Expand the panel for the specific agent.
Add the tool: Search for and add the tool (e.g., "Gmail," "Outlook Email," "YouTube") from the tools dropdown.
Select the connection: A dropdown appears next to the tool, showing every connection set up for that service.
Choose the connection: Select the one you created.
Save workflow changes: Click Save to apply your changes.

From now on, this agent authenticates automatically using the selected connection whenever it uses the tool.

Setting up specific services

The guides below show exactly what to enter for each service. All OAuth2 services follow the same general pattern: select the service template, enter your Client ID and Client Secret, save, and connect.

Gmail

Tools Enabled: Manage Gmail email (list, read, send, search, mark as read)

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
In the platform search field, type "Gmail" and select it from the dropdown
The form will auto-populate with:
- Auth Type: OAuth2
- Scopes: gmail.readonly gmail.send gmail.modify (pre-filled, can be adjusted)
Enter your Client ID and Client Secret (obtained from Google Cloud Console)
Click Save Connection
Click Connect to authorize through Google's sign-in flow
Once connected, the connection will show as "Connected" with a green indicator

What Agents Can Do: Send emails, read inbox, search messages, manage labels, mark as read/unread

Outlook Email

Tools Enabled: Manage Outlook/Microsoft 365 email

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Outlook" and select Outlook Email from the dropdown
The form will auto-populate with:
- Auth Type: OAuth2
- Scopes: Mail.ReadWrite Mail.Send (pre-filled)
Enter your Client ID and Client Secret (from Azure AD App Registration)
Click Save Connection
Click Connect to authorize through Microsoft's sign-in flow
Connection status will update to "Connected"

What Agents Can Do: Send emails, read messages, manage folders, search inbox

YouTube

Tools Enabled: Get comments, post replies, get channel info, search videos, upload videos

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "YouTube" and select it from the dropdown
The form will auto-populate with:
- Auth Type: OAuth2
- Scopes: youtube.force-ssl (pre-filled)
Enter your Client ID and Client Secret (from Google Cloud Console with YouTube Data API enabled)
Click Save Connection
Click Connect to authorize
Verify connection status shows "Connected"

What Agents Can Do: Fetch video comments, reply to comments, get channel statistics, search for videos, upload new videos

Instagram

Tools Enabled: 13 Instagram Business tools including content publishing, comment moderation, insights

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Instagram" and select it from the dropdown
The form will auto-populate with:
- Auth Type: OAuth2
- Scopes: instagram_business_basic instagram_business_manage_messages instagram_business_manage_comments instagram_business_content_publish instagram_business_manage_insights (pre-filled)
Enter your Client ID and Client Secret (from Meta for Developers)
Click Save Connection
Click Connect to authorize through Instagram/Facebook's sign-in flow
Connection confirmed with green "Connected" status

What Agents Can Do: Get account info, retrieve media, publish posts, moderate comments, send private replies, view insights

Tools Enabled: Post to LinkedIn, get profile information

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "LinkedIn" and select it
The form will auto-populate with:
- Auth Type: OAuth2
- Scopes: openid profile w_member_social (pre-filled)
Enter your Client ID and Client Secret (from LinkedIn Developer Portal)
Click Save Connection
Click Connect to authorize
Verify "Connected" status

What Agents Can Do: Post text updates, share images/videos, retrieve user profile data

Google Meet

Tools Enabled: Create and manage Google Meet meetings

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Google Meet" and select it
The form will auto-populate with:
- Auth Type: OAuth2
- Scopes: calendar calendar.events (pre-filled - Google Meet requires Calendar API)
Enter your Client ID and Client Secret (from Google Cloud Console)
Click Save Connection
Click Connect to authorize
Connection status will show "Connected"

What Agents Can Do: Schedule meetings, create instant meetings, manage meeting settings

Google Docs

Tools Enabled: Create, edit, read, list Google documents

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Google Docs" and select it
The form will auto-populate with:
- Auth Type: OAuth2
- Scopes: documents drive (pre-filled)
Enter your Client ID and Client Secret (from Google Cloud Console)
Click Save Connection
Click Connect to authorize
Verify connection shows "Connected"

What Agents Can Do: Create new documents, edit existing docs with markdown, read document content, list user's documents

Canva

Tools Enabled: 9 Canva tools for design creation and management

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Canva" and select it
The form will auto-populate with:
- Auth Type: OAuth2
- Scopes: asset:read asset:write brandtemplate:content:read brandtemplate:meta:read design:content:read design:content:write design:meta:read profile:read (pre-filled)
Enter your Client ID and Client Secret (from Canva Developers)
Click Save Connection
Click Connect to authorize
Connection confirmed with "Connected" status

What Agents Can Do: Create designs, upload assets, use brand templates, export designs, manage design content

Zoom (API Key Method)

Tools Enabled: Manage Zoom meetings

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Zoom" and select it
The form will show:
- Auth Type: API Key (Server-to-Server OAuth)
Enter:
- API Key (or Client ID): Your Zoom Server-to-Server OAuth Client ID
- API Secret (or Client Secret): Your Zoom Client Secret
- Account ID: Your Zoom Account ID
Click Save Connection
No separate "Connect" step required - the connection is validated on first use

What Agents Can Do: Create meetings, list meetings, get meeting details, manage Zoom account settings

Twilio (API Key Method)

Tools Enabled: Send SMS, make voice calls, manage Twilio resources

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Twilio" and select it
The form will show:
- Auth Type: API Key
Enter:
- Account SID: Your Twilio Account SID
- Auth Token (or API Key): Your Twilio Auth Token or API Key
Click Save Connection
No sign-in flow required - the connection is saved directly

What Agents Can Do: Send SMS messages, make phone calls, retrieve message history, manage phone numbers

Browser Automation (Steel.dev)

Tools Enabled: Automated web browser interactions with live viewing

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Browser Automation" and select it
Enter your Token — this is your Steel API Key (from the Steel.dev dashboard)
Click Save Connection
The token is saved securely

What Agents Can Do: Automate complex web interactions, fill forms, click elements, extract data from websites, generate screenshots

Workday (OAuth2 + Tenant URL)

Tools Enabled: Access Workday HR data (worker details, direct reports, organizations, tasks)

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "Workday" and select it
The form will auto-populate with:
- Auth Type: OAuth2
Enter:
- Client ID: Your Workday integration Client ID
- Client Secret: Your Workday Client Secret
- Tenant URL: Your Workday tenant URL (e.g., https://wd2-impl.workday.com)
Click Save Connection
Click Connect to authorize (if using the OAuth2 flow)
Verify "Connected" status

What Agents Can Do: Get worker information, search employees, retrieve organizational hierarchy, access tasks

SurveyMonkey (Access Token)

Tools Enabled: Manage SurveyMonkey surveys

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode
Search for "SurveyMonkey" and select it
Enter your Access Token (from your SurveyMonkey account)
Click Save Connection
The token is saved securely

What Agents Can Do: List surveys, retrieve responses, create surveys, manage survey data

Generic API Call (Custom API Key)

Tools Enabled: Call any API with custom authentication

UI Steps:

Go to Settings → Connections → Add Connection
Choose Wizard Mode or Manual Mode
Search for "Call API" or select API Key as the authentication type in Manual Mode
The form will show:
- Auth Type: API Key
Enter:
- API Key: Your custom API key or token
- Header Name (optional): Customize the header your API expects; a sensible default is pre-filled
Click Save Connection
The key is saved for use with the API Call tool

What Agents Can Do: Authenticate with any REST API using your custom key

Managing existing connections

Viewing connection status

In the Settings → Connections list, you'll see:

Green "Connected" badge: OAuth2 connection successfully authorized
No badge: API Key/token connections don't need authorization, so they're ready as soon as they're saved
Expired/Error status: The connection needs to be reauthorized

Reconnecting a service

If a connection shows as expired or disconnected:

Click on the connection to edit it
Click the Connect button again
Re-authorize through the provider's sign-in flow
Connection status will update to "Connected"

Updating a connection

To update a connection's title or details:

Go to Settings → Connections
Click on the connection to edit
Modify the Title or other editable fields (OAuth2 connections only allow title changes)
Click Save to update

Deleting a connection

To remove a connection:

Go to Settings → Connections
Click on the connection to edit
Click the Delete button at the bottom
Confirm deletion

Note: Deleting a connection will break any agents currently using it. Update your workflows before deleting a connection that's in use.

Troubleshooting

How to tell a connection is live

Open Settings → Connections. Each entry shows one of:

Connected (green badge) — the connection is active and ready for agents to use.
No badge — API Key/token connections don't require authorization, so they're live as soon as they're saved.
Expired/Error — the connection needs to be reauthorized before agents can use it again.

When authorization fails

Check that your Client ID and Client Secret are correct.
Confirm your account has permission to authorize the app, and that the required permissions and API access are enabled on the provider's side.
Clear your browser cookies and try again.
If you manage the provider-side app yourself, verify its redirect setting points back to Atanzo AI (see Advanced: connecting a service manually for the exact redirect address).

When a token expires

Atanzo AI automatically refreshes OAuth2 connections in the background — most of the time you won't need to do anything.
If auto-refresh fails and the connection shows Expired, open it and click Connect again to reauthorize.
If reconnecting doesn't resolve it, check whether access was revoked on the provider's side (for example, if someone changed the account's password or removed the app's access).

A tool returns "Unauthorized"

Confirm the connection shows Connected in the connections list.
Try reconnecting (open the connection, then click Connect).
Check that the correct connection is assigned to the tool on the agent (see Assigning a connection to an agent).

Editing Agent Workflows — assign connections to the tools an agent uses
Tools Reference — see which tools require a connection
API Authentication — authenticating your own integration against the Atanzo AI API (not covered by this article)

Advanced: connecting a service manually

Manual mode gives you full control over every authentication field. Use it for services not covered by a Wizard template, or when you need an exact configuration a template doesn't offer. You will need the service's API documentation for this.

Choose Manual Mode: Select this option after clicking Add Connection.
Fill in the details:
- Title: Give your connection a descriptive name.
- Authentication Type: Select the exact type the API uses:
  - Bearer Token:
    - Bearer Token Field: Paste your token.
  - API Key:
    - API Key Field: Paste your key.
    - Header Name: Specify the HTTP header name (e.g., X-API-Key).
    - Add to: Choose Headers or Query Params.
  - Basic Authentication:
    - Username: Enter the username.
    - Password: Enter the password.
  - OAuth2 (Authorization Code):
    - Authorization URL: The provider's URL for user authorization.
    - Token URL: The provider's URL for exchanging the code for tokens.
    - Client ID: Your application's client ID from the provider.
    - Client Secret: Your application's client secret from the provider.
    - Scopes: The permissions your application requires, separated by spaces or commas as per the provider's documentation.
Save the connection: Click Save Connection.
Connect (OAuth2): If you configured OAuth2, a Connect button appears after saving. Follow the same process described in Connecting a service (Wizard mode) to authorize and enable automatic token management. If you manage the provider-side app yourself, its redirect setting should point to https://app.atanzo.ai/settings/credentials/redirect/{service}.

trademark_search_by_keyword: Search trademarks by name or keyword
trademark_get_status: Get detailed trademark status by serial number
trademark_search_by_owner: Find trademarks by owner name or postcode
trademark_get_application_metadata: Retrieve complete trademark metadata

Setup Required

None! USPTO Trademark Search tools are ready to use immediately. No connection setup is needed.

Simply:

Create or edit an agent workflow
Add any of the 4 USPTO Trademark Search tools
Start searching trademarks right away

Example Uses

Brand Name Research:

Search for trademarks containing "TechStart" and tell me if the name is available

Competitor Analysis:

Find all trademarks owned by "Apple Inc" and show their current status

Trademark Status Check:

Get the full details for trademark serial number 88888888 including owner and registration date

Portfolio Audit:

Show me all active trademarks owned by "Microsoft Corporation"

Troubleshooting

No results returned

Possible causes:

Trademark doesn't exist in USPTO database
Serial number format incorrect (must be 8 digits)
Search terms too specific

Solutions:

Verify trademark exists at USPTO.gov
Check serial number format (e.g., "88888888")
Try broader search terms

Tools not appearing

Solution:

Refresh the page
Clear browser cache
Contact support if tools still don't appear

Additional Resources

USPTO Website: https://www.uspto.gov/trademarks
Trademark Search: https://www.uspto.gov/trademarks/search
Complete Tool Documentation: See Tools Reference