This directory provides a comprehensive view of all connectors available in IdeaBoxAI. Connectors enable seamless integration with external services, databases, and tools to power your knowledge bases and workflows.Documentation Index
Fetch the complete documentation index at: https://docs.ideaboxai.com/llms.txt
Use this file to discover all available pages before exploring further.
Accessing connectors
Navigate to Settings > Connections > Connectors to view all available integration options. The Connectors page displays all available services that can be connected to your IdeaBoxAI workspace.
Finding the right connector
Use the search bar at the top of the Connectors page to quickly find the connector you need. Simply type the name of the service or tool you want to connect, and the list will filter to show matching options based on your use case.
Sample connectors
Below are some sample connectors that are commonly used in IdeaBoxAI implementations. These connectors cover a wide range of use cases from data analytics to communication and productivity tools.
Available connector categories
The following sections list all available connectors organized by category and use case.Data and analytics connectors
Connect to SQL warehouses and data platforms to enable live data queries through knowledge bases.| Connector | Description |
|---|---|
| Snowflake | Connect to a SQL warehouse through a knowledge base. Enables conversational AI and Agentic BI on Snowflake data. |
| PostgreSQL | Direct connection through host, port, and database credentials. Works with any relational data. |
| MySQL | Direct connection through host, port, and database credentials. Works with any relational data. |
| ClickHouse | Direct connection for analytical workloads. Optimised for high-performance queries. |
| SQL Server | Connect to Microsoft SQL Server databases with standard credentials. |
| Actian | Direct database connection for Actian data warehouses. Enables pipeline analytics and reporting. |
| Zen | Direct connection for Zen database systems. |
CRM and sales connectors
Integrate with customer relationship management platforms and sales intelligence tools.| Connector | Description |
|---|---|
| Salesforce | Access leads, opportunities, and accounts. Pipeline overview, deal updates, and contact history. |
| HubSpot CRM | Manage contacts, deals, and pipelines. Contact enrichment, deal stage progression, and activity logging. |
| Zoho CRM | Access leads, accounts, and sales data. Deal management, contact timelines, and pipeline updates. |
| Microsoft Dynamics 365 | Connect to Dynamics 365 CRM and ERP data. Opportunity and contact management. |
| Gong | Access call recordings and revenue intelligence. Call transcription and conversation analysis. |
| ZoomInfo | Access company and contact intelligence. Enrich accounts with firmographic and technographic data. |
Communication and productivity connectors
Connect to email, messaging, and collaboration platforms.| Connector | Description |
|---|---|
| Google Drive | Find and access documents. Save AI-generated content to Drive folders. |
| Gmail (SMTP) | Draft and send emails from a configured Gmail account. All sends appear in the Sent folder. |
| Google Calendar | View upcoming meetings and access calendar data. |
| MS Outlook | Access Outlook to send email, list inbox, and review messages. |
| MS Teams | Access Teams channels, messages, and communications. |
| Slack | Post messages, alerts, and summaries to Slack channels. |
| Confluence | Search internal documentation and knowledge bases. Access pages and spaces. |
Data catalog and metadata connectors
| Connector | Description |
|---|---|
| Zeenea | Connect to data catalog platforms. Pull metadata, lineage, and data quality information. |
| Zoho Book Analytics | Connect to Zoho Books for financial and accounting analytics. |
Next steps
Knowledge base connections
Set up database and document connections for your knowledge bases.
Troubleshooting
Resolve common connection issues.