Connect Connecteam to your AI agent
Connecteam is a comprehensive workforce management platform designed to streamline operations, enhance communication, and improve HR processes for deskless teams.
We set up the connection using your own Connecteam account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.
What your agent can do in Connecteam
Each one is a real action the agent can take on its own, the same things a person clicking around Connecteam could do. Read-only by default; write actions are confirmed against your policy.
- Archive Users Tool to archive one or more users by their unique IDs. Use when you need to deactivate users without deleting their records.
- Create Users Tool to create multiple users in Connecteam. Use when you need to add several staff or admin accounts at once.
- Generate Upload URL Tool to generate a pre-signed URL for uploading a file. Use when you need a secure, time-limited URL prior to file upload.
- Get Chat Tool to retrieve chat conversations. Use when you need to list all team chats/channels after confirming your Communications hub is on Expert plan.
- Get Custom Field Categories Tool to retrieve all custom field categories. Use when you need to list or filter custom field categories in your Connecteam account.
- Get Custom Fields Tool to retrieve all custom fields associated with the account. Use when you need to filter, sort, or page through custom fields after authentication.
- Get Forms Tool to retrieve all form definitions from Connecteam. Use when you need to list all existing forms after enabling the Forms API.
- Get Jobs Tool to retrieve a list of job objects relevant to a specific instance ID. Use after confirming scheduler or time clock instance ID when you need to filter and page through jobs.
- Get Performance Indicators Tool to retrieve the list of performance metric indicators. Use when you need to list available performance indicators for data analysis. Examples: "List performance metrics".
- Get Policy Types Tool to retrieve available time-off policy types. Use before filtering or creating time-off requests by policyTypeId.
- Get Publishers Tool to retrieve a list of all custom publishers. Use when you need to list custom publishers after confirming API access.
- Get Schedulers Tool to retrieve a list of job schedulers associated with the account. Use after authentication when you need to enumerate all schedulers.
- Get Smart Groups Tool to retrieve all smart groups associated with the account. Use when you need to list all smart groups after authenticating with a valid API key.
- Get Task Boards Tool to retrieve all task boards. Use after authenticating with a valid API key to list available task boards.
- Get Users Tool to retrieve a list of all users associated with your account. Use when you need to fetch and filter user data.
- List Me Tool to retrieve account information including company name and company ID. Use when you need to get details about the authenticated account.
How we connect it
- 1
Connect your account
You create a key in Connecteam, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.
- 2
Set the guardrails
Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.
- 3
We keep it running
Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.
FAQ
Connecteam questions, answered.
Ready to put Connecteam to work?
Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.
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