Connect your tools
Connect calendars, CRMs, Slack, payments, and field-service tools so your agent can act in the systems your team already uses.
Dashboard
Open Connections in the customer dashboard:
- Integrations — OAuth connect (Pipedream), API keys (Stripe), or custom MCP URL.
- Action log — Recent integration runs from live calls, connection tests, and message routing.
- Developer — API keys and outbound webhooks for your own stack.
Each integration has an Agent toggle. When enabled, the agent can use that connection during live calls and chat.
Cards show a short description of what the agent can do with that tool (sourced from the integration catalog).
Plan limits
| Plan | Connected integrations |
|---|---|
| Starter | 1 |
| Growth | 3 |
| Pro / Managed | Unlimited |
All plans include the connections feature.
Pipedream Connect (OAuth)
Cawly uses Pipedream Connect for managed OAuth:
- Google Business Profile, Google Calendar, Outlook, Calendly
- HubSpot, Pipedrive
- Square, QuickBooks, Jobber, Housecall Pro
- Google Sheets, Slack
Authorize once from the dashboard. OAuth tokens stay in Pipedream; Cawly stores only a secure account reference per org.
Stripe (API key)
Add your Stripe secret key under Connections. The agent can create payment links when collecting deposits at booking time.
Custom MCP servers
Add a Custom MCP server connection with your server URL (and optional auth header). Cawly discovers tools from your MCP server and can call them during conversations (up to 20 tools).
Webhooks
Prefer to receive events instead of OAuth? Use webhooks to push call, lead, appointment, and audit events to your systems in real time. Configure these under Connections → Developer.
What the agent can do
When integrations are connected and agent access is on:
| Capability | Examples |
|---|---|
| Calendar | Check availability, book appointments |
| CRM | Create/update contacts, log call activity |
| Slack | Post alerts to a channel |
| Sheets | Append call rows to a spreadsheet |
| Payments | Stripe payment links |
| Field service | Create jobs in Jobber or Housecall Pro |
| Accounting | QuickBooks invoice line items |
See docs/integrations.md in the repo for action allowlists and security details.