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How-to guidesHow-to guidesConnect a platform

Connect a platform

Before any agent can act on a platform, you have to connect it. The credential sits in AgentValet’s vault, encrypted; agents never see it.

Open the catalog

Platforms in the sidebar.

The catalog is grouped by category. Each card shows:

  • The platform name and icon
  • A status badge — active (green), expiring_soon (amber), reauth_needed (red), or untested (gray)
  • “Last used” — relative date, or “Never used”
  • Action button: Connect (if not yet connected), Test (if connected), or Reauth (if expired)

A plan limit indicator at the top tells you how many platforms you can still connect under your current plan.

OAuth platforms

For OAuth platforms (Slack, Gmail, Notion, GitHub, etc.), clicking Connect opens a Nango-managed OAuth popup. You sign in with the platform’s own auth flow and approve the requested scopes.

A few things to know:

  • The popup uses the platform’s auth flow, so it might want 2FA, SSO, etc. — that’s normal.
  • AgentValet only receives the OAuth tokens; your password never leaves the platform.
  • The token is encrypted on receipt (envelope encryption, master key in Azure Key Vault) and the plaintext token is decrypted in-memory only at call time.

When the popup closes successfully, the card flips to active status.

API-key platforms

For platforms that authenticate by API key (some Stripe modes, internal tools, custom integrations), clicking Connect opens a form with whatever fields that platform requires — usually a key name and the key itself.

Paste the key, click Connect, and AgentValet encrypts it the same way.

Test the connection

After connecting, the Test button on the card makes a no-op call to the platform and verifies the credential works. Use it any time you suspect a connection is stale.

If Test returns an error, look at the platform-specific message — usually “token expired”, “permission denied”, or “rate limited”. For the first two, reauth the platform.

Plan limits

Free / Solo / Studio plans cap the number of platforms you can connect (2 / 3 / unlimited respectively). When you hit the cap, the catalog disables the Connect button on un-connected platforms and shows an upgrade prompt.

Don’t see your platform?

Click Suggest a platform (see Suggest a new platform). We monitor demand and prioritise the most-requested.

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