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Allow Fin to connect to external systems and handle more complex processes automatically.

Fin Tasks and Data connectors explained

How to set up Data connectors with external systems for personalized Fin answers and other automations.

How to set up data connectors

Empower Fin with more data and actions for faster, more accurate customer resolutions with the power of MCP connectors.

Add MCP connectors for popular apps or custom MCPs

Available data connector templates for Fin AI Agent using third party apps.

Use data connector templates

How to use email verification before triggering a Data connector in a workflow or with Fin.

Secure Data connectors with One-Time Passcode

Here are a few best practices to consider when creating and using Data connectors with Fin.

Best practices when using Data connectors with Fin

Enabling Fin to handle more complex processes automatically.

How to set up Fin Tasks

See our best practices and examples when creating Fin Tasks and writing instructions for Fin.

Best practices for Fin Tasks

Beth-Ann Sher

Alissa Tyrangiel

Ivan

Allowing Fin to connect to external systems and handle more complex processes automatically.

Use Fin Tasks and Data connectors

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