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An agent can prepare a connection from a service’s API documentation and the capabilities exposed by your installed Access version. You supply the intended outcome and scope, enter credentials in Access, and make required review decisions.
Connections tailored to your task. Access does not depend on a large catalog of predefined API integrations. An agent can read the service’s documentation and prepare the operations and data scope you need. You review the result, supply credentials, and verify that the requested restriction is enforceable. See Connection types and Supported protocols.

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Before you start

  • Connect the agent to Access.
  • Choose the service and the exact data or resources it should access.
  • Decide which operations it needs: for example, read selected projects or create drafts in one mailbox.
  • Have access to the service’s account settings if an API key or OAuth registration is required. Provider registration can require steps outside Gatetrix.

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Set up the connection

1

Select the profile

In Connectors, select the agent profile that should own the connection. Find Set up a connection with your agent.
2

Enable Configuration Mode

Choose the setup duration and permissions in Configuration Mode, then enable it for this profile. Start with the time-limited option. Copy prompt copies instructions; it does not enable or extend access.
3

Give the agent the task

Copy Access’s setup prompt to the connected agent and add the service, operations, and resource scope you want. The agent should discover installed capabilities and use the provider’s official documentation.
4

Complete the owner steps

Enter API keys, passwords, or client secrets in Access when prompted. Complete provider sign-in yourself. For an upstream MCP server, discover and review its tools, then explicitly enable the operations the profile should use.
5

Verify the result and close setup access

Ask for one bounded read within the agreed scope. Check the configuration and grants, and verify that excluded resources remain unavailable using a safe check appropriate to the connector. Turn off Configuration Mode when finished. Ordinary permitted operations can continue after setup access closes.

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Prompt for your agent

Use this alongside the setup prompt copied from Access. Replace the bracketed parts with your intended scope.

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Technical notes for agents

configuration_connection_capabilities describes the installed connection builders, authentication options, schemas, and templates. These are preferable to a copied configuration that may be outdated. Depending on the installed version, builders include HTTP services, upstream MCP servers, and PostgreSQL. Setup permission and runtime permission are separate. A successful configuration write does not prove that credentials, sign-in, discovery, or tool review are complete. Report the remaining state explicitly. If a tool is absent, refresh discovery and check the app version and profile permissions. Do not substitute a broader connection or bypass owner review.