Skip to main content
The Connected Apps page (in the sidebar under Build) is where you connect your AI agent to the tools you use every day, such as calendars, email, CRMs and other business apps. Once connected, these apps are available across your whole workspace: connect an app once, and any agent can use it wherever its journeys call for it — taking action for you, from booking appointments to sending emails and automating workflows, right in the middle of a conversation.
Anyone in your workspace can connect an app. Disconnecting is kept to workspace admins, because one connection is shared by everybody — see Disconnect an app.

​
What you’ll see

Each app appears as a card showing its name, how many actions it offers, and its connection status:
  • Connected — the app is ready for your agents to use.
  • Waiting for sign-in… — you’ve started connecting but haven’t finished signing in yet.
  • Needs reconnecting — the connection has stopped working. Click Reconnect to sign in again.
  • Not connected — an agent uses this app, but nobody has connected it yet.
Some Moneypenny apps show Included — managed for you instead. There’s nothing to connect — Moneypenny looks after these for you, and they appear on the list once one of your agents uses them. The page only lists apps that matter to your workspace: ones your agents use (marked Used by your agents) and ones you’ve connected. Everything else stays behind the Add app button, so the list never fills with apps you don’t care about.

​
Connect an app

1

Open Connected Apps and click Add app

Go to Build → Connected Apps and click Add app. Browse the list and click Connect next to the app you want. If the app is already on your page — because an agent uses it — click Connect on its card instead.
2

Sign in or paste your credentials

Most apps open a sign-in window — sign in to your account with that app and approve the connection. A few apps ask you to paste credentials from your account with them instead; these are stored securely and never shown again.
3

Watch the card flip to Connected

While you’re signing in, the card shows Waiting for sign-in…. Once you finish, it changes to Connected on its own — no refresh needed. The app now stays on your Connected Apps list, even before an agent uses it (you’ll see Not used by an agent yet until one does).
Once an app is connected, you decide where agents use it by building it into their journeys — connecting an app doesn’t change what your agents do by itself. The quickest way is to tell your agent on the Train your agent tab, which works out for each detail the app needs whether it’s a setting of your business, something the caller says, or your agent’s call in the moment.

​
Disconnect an app

On the app’s card, click Disconnect and confirm. Any actions in your agents that use the app will stop working until you reconnect it, so check which agents rely on it first — the card’s Used by your agents hint tells you it’s in use. Because the connection is shared by the whole workspace, disconnecting affects everyone, not just you. That’s why only workspace admins see the Disconnect button. If you need an app disconnected, ask one of your workspace’s admins.