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Integrations Overview

Integrations connect your agents to the tools and services your organization already uses. MeetLoyd provides pre-built connectors that work out of the box -- your agents get secure, scoped access to external APIs without ever seeing a token.

How Integrations Work

When you connect an integration, here is what happens behind the scenes:

  1. You authorize the connection via OAuth (or provide credentials for service accounts)
  2. MeetLoyd encrypts and stores the tokens (AES-256 at rest)
  3. When an agent calls an integration tool, MeetLoyd starts the appropriate MCP server on demand
  4. OAuth tokens are injected securely into the server -- agents never see them
  5. The MCP server handles the API call and returns results to the agent

Agents interact with integrations through tools -- each integration exposes a set of specific actions (like "send email" or "create deal") that agents can call during conversations.

Built-in vs. MCP-Available Integrations

MeetLoyd provides two types of integrations:

  • Built-in integrations (Google Workspace, Microsoft 365, HubSpot) ship with native MCP tools maintained by MeetLoyd. These are deeply integrated with OAuth token management, scoped permissions, and audit logging out of the box.
  • MCP-available integrations (GitHub, Slack, Salesforce, etc.) are connected via external MCP servers from the open-source ecosystem. You install the MCP server, configure credentials, and the tools become available to your agents. The community maintains hundreds of MCP servers for virtually every SaaS product.

Integration Catalog

edit_note
Productivity
handshake
CRM & Sales
code
Development & DevOps
analytics
Data & Analytics
forum
Communication
cloud_upload
Storage & Payments

Productivity

IntegrationToolsStatus
Google WorkspaceGmail, Drive, Docs, Sheets, Slides, Calendar, Meet, Chat, Tasks, Vault, Analytics, Ads, YouTube (105 tools)Available
Microsoft 365Outlook, OneDrive, Word, Excel, PowerPoint, Calendar, Teams, SharePoint (92 tools)Available
NotionPages, databases, searchAvailable
SlackMessages, channels, threadsAvailable

CRM & Sales

IntegrationToolsStatus
SalesforceContacts, opportunities, casesAvailable
HubSpotContacts, companies, deals, tickets, search, pipelines (28 tools)Available
PipedriveDeals, contacts, activitiesAvailable

Development & DevOps

IntegrationToolsStatus
GitHub11 built-in git tools + external GitHub MCP server for issues, PRs, actions, projectsAvailable
GitLabProjects, MRs, pipelines (cloud + self-hosted)Available
JenkinsJobs, builds, pipelines (on-prem supported)Available
UpsunDeployments, environments, CI/CD (Platform.sh)Available
LinearIssues, projects, cyclesAvailable

Admin & IT

IntegrationToolsStatus
Google AdminUser provisioning, groups, licensesAvailable
Microsoft AdminUser management, groups, licensesAvailable
OktaUser management, SSOAvailable
JiraIssues, projects, workflowsAvailable
ServiceNowIncidents, requests, CMDBAvailable

Project Management

IntegrationToolsStatus
JiraIssues, projects, sprints, boardsAvailable
ConfluencePages, spaces, searchAvailable
Redmine / EasyRedmineIssues, time tracking, wiki (on-prem supported)Available

Data & Analytics

IntegrationToolsStatus
SnowflakeQuery, tablesAvailable
BigQueryQuery, datasetsAvailable
PostgreSQLQuery, tablesAvailable
MongoDBDocuments, collectionsAvailable

Communication

IntegrationToolsStatus
SlackMessages, channelsAvailable
Microsoft TeamsMessages, channelsAvailable
DiscordMessages, channelsAvailable
TwilioSMS, voiceAvailable

Storage

IntegrationToolsStatus
Google DriveFiles, folders, sharingAvailable
OneDriveFiles, folders, sharingAvailable
DropboxFiles, folders, sharingAvailable
BoxFiles, folders, sharingAvailable

Payments

IntegrationToolsStatus
StripeCustomers, payments, subscriptionsAvailable
PayPalPayments, transactionsAvailable

Tool Categories

Every integration tool falls into one of these categories:

CategoryDescription
ReadFetch data (search, list, get)
WriteCreate or update data
DeleteRemove data
AdminUser management, permissions, provisioning

Security

  • Tokens are encrypted at rest (AES-256) and auto-refresh before expiry
  • Refresh tokens are never exposed to agents -- only the platform handles them
  • All integration actions are logged in the audit trail
  • OAuth scopes are requested at connection time -- request only what you need

Rate Limits

MeetLoyd respects external service rate limits and handles throttling automatically:

ServiceLimitHandling
Google APIsVaries by APIAutomatic retry with backoff
Microsoft Graph10,000/10minQueued requests
Slack50/minRate limit headers

Connecting an Integration

Via Dashboard

  1. Go to Integrations in the sidebar
  2. Browse or search for the integration you need
  3. Click Connect
  4. Complete the OAuth authorization flow
  5. Configure settings (optional)
  6. Assign the integration to agents that need it

Assigning to Agents

  1. Go to Agents and select an agent
  2. Open the Integrations tab
  3. Toggle integrations on or off
  4. Select specific tools to enable (you do not have to enable all tools)
  5. Save changes

Managing Connections

You can check connection health, refresh tokens, and revoke access from the Integrations page in the dashboard. Connections that expire will show a warning banner with a one-click re-authorize option.

Troubleshooting

Connection Expired -- Click "Re-authorize" on the integration card. If the issue persists, revoke and reconnect.

Permission Denied -- Check that the OAuth scopes granted during authorization include the API the agent is trying to use. You may need to re-authorize with additional scopes.

Tool Execution Failed -- Check the audit logs for the specific error. Common causes are missing scopes, expired tokens, or rate limiting from the external service.

Custom Integrations

Need to connect to a service we do not have a pre-built connector for? You can build your own with Custom Tools.


Next: Explore Google Workspace integration.