Discover research, CRM and API integration workflows by task. Choose a public client or connector, understand its access requirements, then connect your authorized account with the right review gates.
Start with a task, then choose the client and review its access and approval requirements. Browse all tasks →
Run focused people research, wait for completed results, match exact stored prospect identities, then explicitly approve native LeadAdapter CRM promotion. External CRM sync requires a named provider and separate approval.
Explicit access and review gatesSearch people using explicit keywords, follow the returned job receipt and inspect completed results before using them in another workflow.
Explicit access and review gatesRequest available profile context for a known LinkedIn URN, public profile ID or captured lead. Preserve source identity and inspect actual coverage.
Explicit access and review gates91 defined workflows · 7 connection and compiler guides
550 integrations · provider-specific setup details
Evidence over assumptions
Identify your account, then list a chosen repository’s issues for a daily triage brief.
Find CRM contacts and inspect their properties before creating a new contact in the same HubSpot account.
Search available file metadata and inspect a chosen document before requesting its contents.
One LeadAdapter workspace API key for LinkedIn research, exact prospect selection, reviewed CRM promotion and remote MCP tool discovery.
Confirm the API key owner and collect a page of issues to summarize project activity.
Identify the connected workspace and list visible conversations before choosing a notification channel.
Find an accessible base and read one selected table to prepare a customer briefing.
Verify the connected integration, then search shared notes by title for a meeting briefing.
Read the sales contact list and add a person to an existing sales workspace.
Inspect sandbox customers and create a customer record using a restricted key; no payment collection.
Choose an accessible calendar and read upcoming events to prepare the day’s agenda.
Confirm the token owner and collect a project’s open issues for a sprint handover.
Check the telecom account and explicitly approve one SMS to an authorized recipient.
Connect 8x8 in PipMCP, discover authorized tools and review the returned execution receipts.
Discover design templates, request asset generation and poll until the generated files are ready.
Inspect an issued credential and create an unapproved credential for an existing credential group.
Find existing marketing contacts and create a new contact record without changing subscriptions.
Inspect signature agreements and prepare a DRAFT from existing document references without sending invitations.
Discover the social workspace and profiles, then add an internal calendar note without publishing.
Inspect available indices and query a chosen product index to review search relevance.
Review account identity and existing Actors before deciding which existing automation to inspect.
Review evaluation datasets and create a dataset with user-owned example records in an existing space.
Confirm your identity and inspect workspace access before preparing project reports.
Find existing transcripts and submit an authorized audio URL for asynchronous transcription, then poll completion.
Query CRM records, inspect one record, then create a record with the workspace attribute values.
Review project builds then approve a selected pipeline run. Read provider data first, then explicitly approve the selected change with operator write opt-in and a unique per-call approval key.
Review uptime coverage and create an approved status monitor. Read provider data first, then explicitly approve the selected change with operator write opt-in and a unique per-call approval key.
Review branch changes and open a reviewed pull request. Read provider data first, then explicitly approve the selected change with operator write opt-in and a unique per-call approval key.
Review the marketing contact list and add a contact record without sending a campaign.
Inspect existing sessions, approve creation only if needed, then request release of the returned session ID and inspect its final state. Actual browser driving requires a separate CDP client.
Start with an OpenAPI, Swagger, Postman or GraphQL import. Review supported operations and authentication before enabling a private connection.