Connectors | Admin guide

This guide explains how system administrators can set up and manage built-in connectors in Theta Assist.

Use connectors when you want to give assistants access to supported external services such as Microsoft 365, Google Workspace, or Dropbox through Theta Assist’s built-in integrations.

What connectors are

Connectors are built-in integrations that let Theta Assist work with supported external services.

They are best when you want a standard integration with simpler setup and do not need a custom or deeper MCP-based integration.

Built-in connectors are configured by admins and then enabled by assistant authors for individual assistants.

In general, connectors provide access to data the authenticated user already has permission to access.

Supported connectors

Theta Assist includes built-in support for these connector groups.

Microsoft 365 connectors

Microsoft Teams — read Teams, channels, and basic properties
Outlook Calendar — read calendar events and availability
Outlook Email — read inbox messages and email metadata
SharePoint — access OneDrive and SharePoint sites and documents

Google Workspace connectors

Gmail — read Gmail messages and metadata
Google Calendar — read calendar events
Google Drive — access Drive files and folders

Other connectors

Dropbox — access Dropbox files and folders

Connector availability may change over time as supported integrations evolve.

Before you start

Before you enable connectors, make sure:

you are a system administrator in Theta Assist
you know which provider you want to connect
you have the required provider access and consent
you have created the required authentication configuration for that provider

Set up authentication

Before a connector can be used, you must create an authentication configuration for its provider.

Go to Admin > Tools > Auth Configurations.
Add a new authentication configuration for the provider you need.
Save the configuration.
Return to connector settings once the authentication configuration is ready.

For full setup steps, see Authentication configurations | Admin guide.

Enable connectors

Go to Admin > Tools > Connectors.
Review the available built-in connectors.
For each connector you want to enable:

select the correct authentication configuration
review or add any additional instructions
choose the approval policy

Click Save settings.

You will also need to ensure that the Enable Connectors setting is turned on at Admin > Tools > Settings. This makes Connectors visible in the Tools tab for Assistant editors/owners.

Manage approvals

Each connector can have its own approval policy.

Never require approval lets the connector run automatically
Always require approval requires the user to approve each tool call

For initial rollout, it is usually safer to start with Always require approval.

When to use connectors

Use connectors when:

you want a built-in integration
the standard connector behaviour meets your needs
you want a simpler setup path
read-focused access is enough for the use case

If you need broader capability, more specialised actions, or a custom integration, use an MCP server instead.

For example, if you need broader Microsoft 365 capability than the standard Microsoft connectors provide, see M365 Tools MCP server | Admin guide.

For general MCP setup, see MCP servers | Admin guide.