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

How to set up Data connectors

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

Use Data connector templates

Designing and using your APIs with 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

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

Learn about accessing and using Data connectors securely with Fin.

Data connectors FAQs

What the Fin Agent API MCP Server is and how to use it.

Fin Agent API: MCP Server

Beth-Ann Sher

Brian McKiernan

Davy Malone

Connect Fin to external data, tools, and MCPs.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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