How it works
Connected apps let your AI assistant interact with third-party services on your behalf. When you ask the assistant to do something that involves an external tool — like “send a welcome email via Mailchimp” or “add this customer to my HubSpot CRM” — it can connect to that service and take action directly. You don’t have to know which app does the job. Describe the outcome — “text me when an order comes in”, “put new leads in a spreadsheet” — and the assistant works out which of your connected apps can do it, or suggests one to connect if none can yet.1
Browse or search for an app
Open Customize in the sidebar and choose the Connectors tab. On Discover, browse popular apps by category or search for a specific tool.
2
Connect your account
Click Connect on any app that supports OAuth. A secure authorization window opens where you sign in to the third-party service and grant Crevio access.
3
Use it through your AI assistant
Once connected, your AI assistant can use the app when relevant. Just describe what you need in the chat — the assistant handles the rest.
This used to live under Settings > Integrations. Old links and bookmarks still take you to the right place.
Data that comes with Crevio
Some kinds of information don’t need an app at all. Under Customize > Connectors, the Included view lists research data your AI assistant can look up for you out of the box. There is nothing to connect and no extra subscription — each lookup just uses a few credits from your balance.
Each card shows where the data comes from and an example question. Click Try it in chat to start a conversation with that question already filled in.
Categories
Apps are organized into categories to make browsing easier:Requesting an app that isn’t listed
If you search for an app and nothing matches, click Request “App name” on the empty results screen. You’ll also see a Not the one you need? prompt under partial matches, with the same button. Crevio gets your request and looks into adding the app. Once you’ve sent it, the button changes to a short confirmation. If sending fails, you’ll see an error and can try again. Requests for the same app from different people are grouped together, so there’s no harm in asking even if someone else already has.What your assistant can do with an app
Most apps come with a set of ready-made actions — send an email, create a row, post a message. Your assistant uses those first. When what you’re asking for isn’t one of the ready-made actions — a narrower search, an unusual setting, a corner of the app most people never touch — the assistant can go to the app directly instead of telling you it’s not possible. You don’t have to do anything differently; just ask for what you want.Either way, the same rules apply: anything that sends something to other people, publishes, spends money, deletes, or changes who has access waits for your approval first, and your sign-in details are never shared with the assistant. Reading and private changes, like creating a draft or a document, run without asking. See what always asks first for how approvals work.
Add your own tool server
If you or your team run a tool server of your own (an MCP server), your assistant can use it too. Add it with the Add button on the Connectors tab (choose Add MCP server, or Add with AI to have Crevio walk you through it). Choose how it signs in:
Crevio checks a key with the server before saving it, and stores it encrypted. If a key stops working, choose Replace key on the server: the new key is checked first, and the old one keeps working until the new one passes.
Connect PostHog
PostHog is a one-click connection. Choose it on Discover, sign in to PostHog, and your assistant can look at your product analytics. One connection works for both PostHog’s US and EU regions — PostHog’s sign-in picks the right one for your account. You can also just ask your assistant to connect it, and it shows a connect button in the chat.Managing connections
Telling connections apart
Tool-server connections are titled by the server’s own name, with the account you signed in with underneath — for example, the PostHog connection shows the email you used. That makes it easy to see which account each connection acts as.Naming a connection
When you connect an app, Crevio asks for a Nickname and suggests one: “Team’s Account”, or “Your name’s Account” for a connection only you use. Each account of the same app needs its own nickname, so connecting a second one suggests “Team’s Account 2” — change it to something you’d recognize at a glance, like support gmail. You can connect the same app more than once — a work Gmail and a support Gmail, say. Your assistant tells the accounts apart by their nicknames, and asks which one you mean when it isn’t clear. To rename a connection later, just ask your assistant: “call that one support gmail”.Choosing who can use a connection
A connection is shared with your whole team by default. To keep one to yourself, or to a few people, ask your assistant — “make Notion private to me”, “only Sam and I should use Linear”, “share Notion with the team again”. It changes who can use the connection without disconnecting it, so nothing needs reconnecting, and its nickname and approval settings stay as they were. Your assistant asks for your approval before it makes the change. Once a connection is limited, only the people on its list can use it in their chats and in the tasks they set up. Everyone else’s assistant no longer sees it. Only an account admin can change who can use a team connection. A connection you set up as just for you always stays usable by you. You can add teammates to it, but to open it to the whole team, connect the app again as a team connection.When a connection stops working
Apps sometimes cut off access on their own — you changed your password, an admin revoked the app, or the permission simply expired. When that happens the connection isn’t thrown away: it’s marked as needing attention, so your naming and approval settings stay put. A colored dot next to each connected app in Customize > Connectors shows this at a glance — green means it’s connected, amber means it needs a reconnect. Hover the dot to see which. Click Reconnect next to the account in Customize > Connectors and sign in again with the same account. Crevio picks the old connection back up instead of adding a new one, so its nickname and approval settings stay as they were. Until you do, anything that depends on that app won’t run — your assistant will tell you which one to reconnect. You don’t have to leave the chat to fix it, either. When your assistant hits an app that needs reconnecting, it shows a Reconnect button right in the conversation. Click it, sign in again, and the assistant carries on with what you asked.Disconnecting an app
To revoke access, go to Customize > Connectors > Connected, find the app, and click Disconnect. Crevio will immediately stop accessing that service. Your other accounts of the same app aren’t affected. Your assistant can disconnect an app too, but only after you approve it, because disconnecting a team connection cuts everyone off it. Changed your mind? Connect the same account again within 24 hours and its nickname and approval settings come back. After 24 hours it’s a new connection with default settings.Connecting through the AI chat
Your AI assistant can also prompt you to connect an app on the fly. If you ask the assistant to perform a task that requires an app you haven’t connected yet, it will show you a connect button right in the chat. This works outside the dashboard too. If you’re chatting with your assistant on Slack, Discord, or Telegram, it sends you a link that opens Crevio with that connection ready to set up. Follow it, approve the app, and your assistant can use it as soon as you’re done.All credentials are encrypted and stored securely. You can revoke access to any connected app at any time.

