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Accessing the Integrations Page

Navigate to the Integrations page from the sidebar to view and manage all available integrations. This page displays:
  • Agent Integrations and Data Ingest sections
  • Integration cards showing key information
  • Search and filtering tools
  • Configuration and enable options

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Understanding the Interface

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Integration Cards

Each integration is displayed as a card showing:
  • Icon/Logo: Visual identifier for the service
  • Name: The integration’s display name
  • Category Badge: Type classification (DATABASE, CLOUD, DEVELOPMENT, etc.)
  • Description: Brief explanation of what the integration provides
  • Action Buttons:
    • Configure: Set up or modify credentials and settings
    • Enable: Activate the integration for use

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Search and Filter Tools

Find the integrations you need quickly using the toolbar:
Click the All Categories dropdown to filter by:
  • database
  • cloud
  • development
  • docs
  • payroll
  • technology
Click the Tags button to filter integrations by assigned tags.
Click Clear to reset all active filters and show all integrations.

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View Options

Toggle between different view modes:
  • Grid View: See integrations as cards with full details (default)
  • List View: See integrations in a compact list format

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Configuring Agent Integrations

Agent Integrations connect your agents to external services in real-time using the Model Context Protocol (MCP).

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Authentication Types

Different integrations use different authentication methods. The configuration dialog adapts to show the appropriate fields for each integration type.

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Manual Credentials

For database and API-based integrations, you’ll configure credentials manually:
1

Open Configuration

Click the Configure button on the integration card.
2

Name Your Credential

Provide a descriptive name to identify this credential (e.g., “Production Database” or “Client XYZ AWS Account”).
3

Enter Connection Details

Fill in the required fields, which vary by integration type:For Database Integrations (ClickHouse, SQL Database):
  • Host: The database server address
  • User: Database username
  • Password: Database password
  • Database: Database name to connect to
  • Port: Connection port number
  • Allowed Patterns: (Optional) Limit access to specific tables or schemas
For Cloud Platform Integrations (AWS, Azure):
  • API Keys or Access Tokens: Platform-specific credentials
  • Region Settings: Geographic region for the service
  • Additional Configuration: Service-specific parameters
4

Configure Security Groups

Assign the credential to Security Groups to control who can use it. Click Security Groups to select which groups have access.
5

Save the Credential

Click Save to securely store your credential. All credentials are encrypted at rest.
You can create multiple credentials for the same integration type to connect to different accounts, environments, or clients.

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OAuth Authentication

For integrations that support OAuth (MYOB, Xero OAuth2), the setup process is streamlined:
1

Open Configuration

Click the Configure button on the OAuth-enabled integration card.
2

Review the OAuth Process

Read the “What happens next” information to understand the authentication flow:
  • You’ll be redirected to the service’s secure login page
  • You’ll sign in with your credentials for that service
  • You’ll grant permission for Atlastix to access your account
  • You’ll be redirected back automatically
  • A credential will be created for you
3

Initiate OAuth Flow

Click the Connect to [Service] button. A new window will open showing the service’s login page.
4

Authenticate with the Service

Sign in using your credentials for the external service (e.g., your MYOB email and password).
5

Grant Permissions

Review and approve the permissions that Atlastix is requesting. These permissions are typically read-only or limited to specific functions.
6

Complete Setup

After granting permission, you’ll be redirected back to Atlastix. The credential will be created automatically and appear in your credentials list.
7

Configure Additional Settings

If needed, configure Security Groups or other settings, then save the credential.
OAuth credentials can be revoked at any time from your account settings in the external service. The platform will notify you if a credential needs to be re-authorized.

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Viewing and Managing Credentials

After configuration, credentials are listed in the credentials panel:
  1. Click Configure on an integration to view all saved credentials
  2. Select a credential from the list to view its details
  3. Edit settings or Security Group assignments as needed
  4. Delete credentials you no longer need
Deleting a credential will immediately remove access for any agents using it. Verify that no active agents depend on a credential before deletion.

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Configuring Data Ingest Integrations

Data Ingest integrations use Meltano-Singer taps to bring external data into the platform.

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One-to-One vs One-to-Many

Data Ingest connectors come in two configurations:

One-to-One

For connecting to a single customer or account. Use this when managing your own data.

One-to-Many

For managed service providers (MSPs) connecting to multiple client accounts. Use this when managing data for many customers.

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Setting Up Data Ingest

1

Select the Appropriate Connector

Choose the One-to-One or One-to-Many version based on your use case.
2

Configure Connection

Click Configure and provide the required credentials and settings for the data source.
3

Set Up Security

Assign Security Groups to control access to the ingested data.
4

Enable the Integration

Click Enable to activate data ingestion. The platform will begin syncing data based on the configured schedule.
5

Verify Data Availability

Once ingestion completes, the data becomes available for your agents to query and analyze.

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Enabling and Disabling Integrations

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Enabling an Integration

To make an integration available for use:
  1. Ensure at least one credential is configured
  2. Click the Enable button on the integration card
  3. The integration is now available to add to your agents

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Disabling an Integration

To temporarily disable an integration:
  1. Click the Enable button again (it toggles to a disable function)
  2. Agents using this integration will no longer be able to access it
  3. Existing credentials are preserved and can be re-enabled later

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Adding Integrations to Agents

Once an integration is enabled, you can add it to your agents:
1

Open Agent Configuration

Navigate to the Agents page and click Configure on the agent you want to modify.
2

Go to Integrations Tab

Click the Integrations tab in the agent configuration panel.
3

Add the Integration

Find the integration you want to add and click the Add button.
4

Select Credentials

If multiple credentials exist for this integration, select which one this agent should use.
5

Save Agent Configuration

Click Save in the agent header to apply your changes.
The agent can now use this integration during conversations and task execution.

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Security Best Practices

Use Security Groups

Always assign integrations to appropriate Security Groups to control access by team or role.

Limit Database Access

Use Allowed Patterns to restrict database integrations to specific tables or schemas.

Rotate Credentials

Regularly update and rotate API keys and passwords for enhanced security.

Monitor Usage

Review which agents are using each integration and remove access when no longer needed.

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Security Notes

All credentials are encrypted and stored securely. The platform enforces read-only access for database connections to prevent accidental data modification or deletion.
OAuth credentials include automatic token refresh. If a token expires, the platform will attempt to refresh it automatically. If refresh fails, you’ll be prompted to re-authenticate.

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Available Integrations

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Agent Integrations (MCP)

  • ClickHouse Database: Connect to ClickHouse columnar databases for high-performance analytics
  • SQL Database: Integrate any standard SQL database with read-only access
  • Azure: Microsoft’s official MCP Server for Azure cloud services management and operations
  • Amazon Web Services: AWS official MCP Server for cloud services management and operations
  • GitHub: GitHub’s official MCP Server for repository management, issues, pull requests, and more
  • MYOB: Atlastix’s MCP server for MYOB accountancy software with OAuth authentication
  • Xero: Xero’s official MCP Server for payroll and bank management
  • Xero OAuth2: Xero integration with OAuth2 authentication for enhanced security
  • AWS Knowledge Base: Amazon’s official vector search for AWS documentation

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Data Ingest Integrations

  • Cisco APIX CCW Aggregated: Split Cisco CCW aggregated datasets into customer records
  • Cisco Meraki One to One: Cisco Meraki connector for individual customers
  • Cisco Meraki One to Many: Cisco Meraki connector for MSPs managing multiple clients
  • Microsoft Azure Advisor (One to One and One to Many)
  • Microsoft Intune (One to One and One to Many)
  • Microsoft Entra (One to One and One to Many)
  • Microsoft Defender (One to One and One to Many)
  • Corestack: Corestack platform connector

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Troubleshooting

  • Verify that credentials are correct and haven’t expired
  • Check that host URLs and ports are accurate
  • Ensure firewall rules allow connections from Atlastix
  • For OAuth, try re-authenticating by clicking Connect again
  • Confirm the integration is enabled
  • Verify the integration is added in the agent’s configuration
  • Check that the agent has access to the credential’s Security Group
  • Ensure the credential hasn’t been deleted or revoked
  • Clear browser cache and cookies, then try again
  • Ensure pop-ups are allowed for the Atlastix domain
  • Verify you have the correct permissions in the external service
  • Check that the external service is not experiencing downtime
  • Verify the connector is enabled
  • Check that credentials have the necessary permissions to read data
  • Review sync logs for error messages
  • Confirm the external service API is accessible

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Next Steps

Configure Your Agents

Add integrations to your agents to unlock their full potential

Learn About Agents

Understand how agents use integrations to accomplish tasks