Start with the business effect
Choose the connection category first:- SOURCE for read-only retrieval.
- ACTION for anything that can change external state.
Request configuration
An API Connection can define:- base URL;
- HTTP method;
- headers;
- query parameters;
- request-body template;
- input schema/variables;
- response mode;
- output mapping; and
- cache TTL.
Authentication
A connection can use:- no authentication;
- API key;
- Bearer token;
- Basic authentication;
- OAuth 2.0; or
- a reusable encrypted credential from Connections → Authentication.
Output mapping
Map the response to fields that are meaningful to the procedure using the connection. A technically successful response that leaves the Assistant interpreting a 200-line vendor payload is not a particularly successful integration. Expose the fields the workflow actually needs.JSON versus web-page response mode
Most APIs return structured JSON. A web-page response mode is available for live webpage retrieval where supported. It behaves as a read-only source rather than a state-changing action.Cache TTL
Use caching for SOURCE data that is safe to reuse briefly. Do not use a long cache for information whose freshness determines the business decision, such as a just-cancelled order or a rapidly changing account state.Test the connection
Before saving a production workflow:- enter representative test variables;
- run the connection test;
- inspect the final destination and request preview;
- verify authentication succeeded;
- inspect returned data; and
- confirm the output mapping exposes the expected fields.
Automatic approval
ACTION connections can expose automatic-approval behavior, but it is not enabled by default. Enable it only after reviewing the action’s business risk, input validation, authorization, idempotency, and recovery behavior.Simulation
Assistant Simulation executes SOURCE calls normally but intercepts ACTION side effects and reports what would have run. Use Simulation before connecting a new ACTION to Agent Mode.Authentication
Store reusable encrypted credentials.
MCP Servers
Connect hosted tool servers with discovered tool schemas.
