Tools & Connectors

Choose a Connector from the catalog

Open the Agentic Connectors page and choose a connector you want to use (e.g., Calendly, Slack, Google Drive, Salesforce).This opens its Connector Actions list. Each action is a tool your agent can call once you’ve authenticated.You can see all actions grouped by category or as a flat list of API endpoints.

• Actions by group
• All actions

Click + Create new connection

In the top right of the Connector Actions page, click + Create new connection.Enter connection details:

• Name: Give the connection a descriptive name (e.g., “Marketing Team Slack”)
• Access scope:
  • Personal (only you can use it), or
  • Organization (anyone in your workspace can use it)

Choose an authentication method

Select the authentication method based on what the service supports:

• Choose No authentication for public APIs that don’t require credentials
• Choose API Key for services that use API keys or tokens
• Choose OAuth 2.0 for services with own sign-in flow like Calendly, Slack, Google

• No authentication
• API Key
• OAuth 2.0

1. Select the No authentication tab
2. Click Save

1. Select the API Key tab
2. Enter your API key or token
3. Choose the auth type:
   • Authorization header: Standard Authorization header
   • Basic: Base64 encoded credentials (Authorization: Basic {encoded})
   • Bearer: Authorization: Bearer {token}
   • In-URL: Adds the key as a URL query parameter
   • Custom: Define your own header name and format
4. Optionally add custom headers
5. Click Save

1. Click OAuth2 and then Authorize Xpander.ai
2. The service’s consent screen opens in a new window
3. Review the permissions and click Approve

Manage your connections

After creating a connection, you can view and manage all connections for a connector by clicking connections in the top right of the connector’s detail page.

From here you can change the access scope, switch versions, or remove connections.

Click + Create new connector

In the top right of the Connectors Catalog page, click + Create new connector.

Provide connector details

• Name: A descriptive name for your connector
• Description: Optional context about what this connector does
• OpenAPI specification or Postman collection: Upload a spec file (up to 50 MB)
• API reference URL: Optional link to your API documentation
• Server URL: The base URL for your API

Upload and generate

Authenticate and use

Open your agent's Tools tab

In the Agents page, select your agent to open its Agent Studio.

Click the gear icon in the top right, then go to the Tools tab.

Enable built-in tools (optional)

Add connector tools

Click + Add tools to open the connector browser panel. Click Connectors to see the full catalog. Or use the search to find a specific connector.

Select a connector and connection

Click a connector (e.g., Calendly) to see its available connections.

If you haven’t authenticated yet, you’ll see Create new connection. Click it to set one up (see Create a new connection above).Click an authenticated connection to see its available actions.

Select specific tools

Check the boxes next to the actions you want. Finally, click + Add to agent to attach them.

Fewer tools means fewer decisions for the model, which means better accuracy. Only attach the actions your agent actually needs.

Verify and publish

The selected actions now appear under the Tools section in the config panel.

You’ll see a banner: “Deploy changes to update tool configuration.” Click Publish in the top right to push changes live, or test your draft configuration in the embedded chat first.

Select the dependent tool

Drag to the prerequisite tool

Chain additional dependencies