A connector lets Geo use a tool that your team already uses. For example, Geo can read a page of Notion, or find a message in Slack, when it answers your question. Thus, you can mix your AI visibility data with the work of your team in one chat.

Why use a connector

  • You do not copy data from one tool to another tool.
  • Geo can use the plans, the notes, and the tickets of your team as context.
  • You stay in control, because Geo asks you before it changes something.

Add a connector

  1. Open Settings and select Connectors.
  2. Select a ready connector: Slack, Notion, Google Drive, Jira and Confluence, or HubSpot. Sign in to the tool with your own login.
  3. Or add your own. Give a name and the URL of an MCP server, and Genezio selects the sign-in method for you in most cases.
A ready connector can be hidden when your environment does not have its setup yet. Ask the administrator of your account if you do not see a connector that you need.

The connection is yours

Each connector uses your login. Thus, nobody else in your account can use your connection. Genezio keeps the sign-in data of a connector in an encrypted form.

How Geo uses a connector

Geo opens your connected tools for each answer in your chats.
  • If a tool only reads data, Geo uses it at once.
  • If a tool changes data, Geo shows a card with the details of the action. Select Allow to run it one time. Select Cancel to stop it.
A tool that you added yourself shows its name and its logo on the card. You can change these rules for each tool. Refer to the next section.

Select what Geo does with each tool

Each connector has a list of tools. For each tool, you select one of three permissions: A tool that you did not set has a default. A tool that only reads data gets Allow. Each other tool gets Ask. Thus, your connectors that exist work as before. To change a permission:
  1. Open Settings and select Connectors.
  2. Open Tools & permissions on the connector. The list shows the read-only tools and the tools that change data.
  3. Select Allow, Ask, or Block for one tool. You can also select it for a full group.
Your choices stay when you connect the tool again. If you block a tool after Geo shows its card, the tool does not run. Even if you select Allow for a tool that changes data, Geo calls it only when you ask for that change. Use Block for the tools that you do not want Geo to use, for example a tool that deletes data. Use Ask to keep control of a change. Use Allow only for the tools that you trust.