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Connector Access · Team access to business systems. Give teams access to business systems through AI agents.

Share connector profiles and connected accounts with users and groups, and define which actions are available.

  1. Connector profile · SAP S/4HANA Supplier lookup Procurement · Connects their own account
    Priya ShahProcurement
    Claude
    • List Suppliers
    • Get Supplier
  2. Connector profile · SAP S/4HANA Supplier maintenance Supplier Admins · Connects their own account
    Taylor BrooksSupplier Admins
    Copilot
    • List Suppliers
    • Get Supplier
    • Update Supplier
  3. Connected account · NetSuite Finance Finance · Uses the team's shared connection
    Shared connection
    Lena OrtizFinance
    ChatGPT
    • List Vendor Bills
    • Get Vendor Bill

Connector access by department. Give each department the systems it works in.

Share connectors with each team and choose the actions its agents can use. Actions you leave out stay off.

  • HR
    Alex Morgan · People Operations
    WorkdayBambooHR
    Actions in Alex's agent
    • Search Workers in Workday Read
    • Get Worker in Workday Read
    • List Employees in BambooHR Read
    • Update Time Off Request in Workday Write
    • Update Time Off Balance in BambooHR, left out of the profile Off

    Each person connects their own account

  • Finance
    Lena Ortiz · Finance
    NetSuiteXero
    Actions in Lena's agent
    • List Vendor Bills in NetSuite Read
    • Get Vendor Bill in NetSuite Read
    • List Invoices in Xero Read
    • Get Invoice in Xero Read
    • Create Vendor Payment in NetSuite, left out of the profile Off

    Uses the team's shared service account

  • IT
    Noah Patel · IT Support
    OktaJamf Pro
    Actions in Noah's agent
    • List Users in Okta Read
    • Get User in Okta Read
    • Get Computers in Jamf Pro Read
    • Get Mobile Devices in Jamf Pro Read
    • Erase Mobile Device in Jamf Pro, left out of the profile Off

    Each person connects their own account

  • Sales
    Jordan Blake · Sales
    SalesforceHubSpot
    Actions in Jordan's agent
    • Search Opportunities in Salesforce Read
    • Update Opportunity in Salesforce Write
    • List Deals in HubSpot Read
    • Update Deal in HubSpot Write
    • Delete Opportunity in Salesforce, left out of the profile Off

    Each person connects their own account

Connector profiles and action scoping. Give each team the actions it needs.

Pick the actions in a profile, then share it with teams or individual users.

Northwind Connector profiles
Device support

Jamf Pro

Shared withIT Support
Profile actions
Try the toggles
Filter actions by effect
Claude Code
Noah PatelIT Support
Available tools
3
  • Get Computers
  • Get Computer
  • Get Mobile Devices
Noah's Jamf Pro connectionUsing the Device support profile

Connector access case study. Access per connector and per account, from the first day.

Medical research laboratory Healthcare
Customer story US medical research organisation 200 staff, running IT, finance and HR systems
Day 1
First connector profile, first linked account and first live agent query, on the day they signed.
9 systems
Connected inside two weeks, from identity and device management to procurement and finance.
2 connectors
Built by StackOne during onboarding: Procurify and Microsoft Intune.
Read the US medical research organisation story

Shared connected accounts. Share a connected account with the people who need it.

Connect a service account once, then share it with the users and groups who need it. Nobody has to connect their own login.

Northwind Accounts People Operations
People Operations

Workday · Connected account

Permission Policies for AI agents. Control what agents can read or change.

Apply policies to users and groups to restrict actions and mask sensitive data.

Explore Permission Policies

Project boundaries and data residency. Separate teams and customers with projects.

Each project holds its own connected accounts, credentials and members, and runs in the region you choose.

Explore Deployment
Northwind Organization
  1. EU Operations
    IrelandAWS
    Connected accounts
    WorkdayNetSuiteJamf Pro
    Members
    • Alex Morgan
    • Lena Ortiz
    • Noah Patel
    API keys and logs
    This project only
  2. US Sales
    Northern VirginiaAWS
    Connected accounts
    SalesforceHubSpot
    Members
    • Jordan Blake
    • Maya Chen
    API keys and logs
    This project only
  3. Procurement
    BelgiumGoogle Cloud
    Connected accounts
    SAP S/4HANA
    Members
    • Priya Shah
    • Taylor Brooks
    API keys and logs
    This project only
Connected accounts, API keys and logs stay inside their project.

FAQ. Questions about connector access

Set up access for your teams.

Talk through the systems your teams need and how to share them.