Key Takeaways
- Connecting a tool means handing your AI employee a key to act inside it on your behalf. There are two kinds of key: a one-click OAuth login, or an API key you paste in.
- Use OAuth when the tool offers it. It is faster, you never copy a secret around, and you can revoke access in one click from the tool itself.
- Use an API key when the tool has no OAuth option, or when you want a service-level connection that is not tied to one person's login.
- Most connection failures are not mysterious. They come from an expired token, a permission scope that was too narrow, or a key pasted with a trailing space. All three are quick fixes.
- Grant read access first, add write access when you need action. You can start an integration in read-only mode and widen it later.
- Viktor connects to 3,200+ tools and walks you through whichever method a given tool supports, then keeps the connection alive so you are not re-authorizing every week.
You @mention it to pull a report, and it asks for access
You type one line in Slack: "pull last month's pipeline from HubSpot and compare it to May." Your AI employee replies that it needs access to HubSpot first. Now you are staring at two options you half-recognize: a button that says "Connect with HubSpot," or a field asking for an API key. Pick wrong and you either over-share or hit a wall that says "connection failed."
This is the single most common question new teams ask, by a wide margin. So here is the whole thing in plain English: what connecting a tool actually does, which method to choose, how to do each one, and what to do when a connection stops working.
What does "connecting a tool" actually mean?
Connecting a tool means giving your AI employee permission to read from and write to that tool on your behalf, the same way you would give a new hire a login on their first day. You are not handing over your password. You are issuing a scoped key that says "this account can see these things and do these actions," and you can take that key back whenever you want.
There are two ways to hand over that key:
- OAuth is the "Sign in with Google" pattern. You click a button, the tool shows you exactly what is being requested, you approve, and a token is issued behind the scenes. You never see or copy a secret.
- An API key is a long string the tool generates for you. You copy it from the tool's developer settings and paste it into the connection screen. It is more manual, but it works for tools that do not offer a login button.
Both end in the same place: your AI employee can now act in that tool. The difference is how the key gets created and managed.
OAuth vs API key: which one should you use?
Answer first: if the tool offers a "Connect" or "Sign in" button, use OAuth. Reach for an API key only when there is no button, or when you deliberately want a connection that belongs to the company rather than to one person.
| OAuth (one-click) | API key (manual) | |
| Setup | Click "Connect," approve the request | Generate a key in the tool, copy, paste |
| Where the secret lives | Issued and stored behind the scenes, you never see it | You copy a visible string and paste it |
| Permissions | Tool shows the exact scopes before you approve | Often all-or-nothing for that key |
| Expiry | Refreshes itself in the background | Stays valid until you rotate or revoke it |
| Tied to | The person who approved it | The account that created the key, often a service account |
| Revoking | One click inside the tool's connected-apps page | Delete the key in the tool's settings |
| Best for | Gmail, HubSpot, Google Drive, Slack, most modern SaaS | Niche tools, internal APIs, service-level access |
The short version: OAuth is cleaner and safer for everyday tools because nobody is emailing a secret around. API keys are the fallback that lets you connect almost anything, including tools the AI employee does not natively support yet.
How to connect a tool with OAuth (the one-click path)
For most tools you will use, this is the whole flow:
- Ask your AI employee to use the tool, or open the integrations screen and find it in the list.
- Click Connect next to the tool name.
- The tool opens its own login page. Sign in with the account you want the AI employee to act as.
- Read the permission screen. It lists exactly what is being requested, for example "see and send email" or "read and edit your CRM records."
- Approve. You are returned to the connection screen with the integration now marked active.
A useful habit: connect with the account whose access you actually want. If you sign in to a shared Gmail with your personal login, the AI employee inherits your personal inbox, not the shared one. Pick the right identity at step 3.
How to connect a tool with an API key (the manual path)
When a tool has no "Connect" button, you connect it with a key:
- In the tool, open Settings, then look for Developer, API, or Integrations.
- Generate a new API key. Many tools let you name it, so call it something like "Viktor" so you can find it later.
- Copy the key. Copy the whole thing and nothing extra. A trailing space is the most common reason a freshly pasted key fails.
- Paste it into the AI employee's connection screen for that tool.
- If the tool also asks for a domain, account ID, or region, fill those in from the same settings page.
You can do all of this conversationally. For example:
I want to connect QuickBooks. Walk me through where to find the API key
and exactly what to paste, step by step.Your AI employee will tell you which settings page to open and which fields it needs, so you are not hunting through documentation.
Read access vs write access: what to grant
You do not have to grant full control on day one. A good pattern is to start read-only and widen access when you actually need the AI employee to take action.
- Read access lets it pull and analyze: last month's ad spend, open deals, recent emails. Low risk, great for the first week while you build trust.
- Write access lets it act: draft and send an email, update a deal stage, create a calendar event. Add this once you are comfortable, and keep review-first turned on so it shows you the draft before anything goes out.
If you connected with a scope that was too narrow and the AI employee says it cannot perform an action, you do not start over. You re-run the connection and approve the wider scope, or generate a new key with more permissions.