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Experts can only use tools they are configured for. This page explains what users see in Configure, what each auth type means, and how to fix common failures.

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When You Need This

You need tool configuration when:
  • The expert shows a Configure or Reconfigure button.
  • A warning badge appears on the expert page.
  • The expert says it cannot access a connected service.

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Configuration Flow

  1. Open the expert page.
  2. Click Configure.
  3. Complete each service in the left sidebar until all show checkmarks.
  4. Save and test in chat.

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Credential Types

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Quick Decision Guide

  • If you see Connect Account, use that first (preferred for end users).
  • If provider gives you a key string, use API Key.
  • If provider gives short-lived auth tokens, use Bearer Token.
  • Use Environment Variables exactly as labeled by the expert creator.

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MCP Servers (for Expert Builders)

If you are creating/editing an expert and adding custom MCP servers:
  • Set Name, URL, and Transport.
  • Click Verify before saving.
  • Use MCP only when built-in hives are insufficient.
For first versions, start with built-in hives only. Add MCP later if a real use case requires it.

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Security and Isolation

  • Credentials are encrypted.
  • Each user’s credentials are isolated.
  • If two users hire the same expert, each user configures their own credentials.

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Reconfiguring Later

Reconfigure whenever:
  • OAuth access was revoked.
  • API keys/tokens rotated.
  • New tools were added to the expert.

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Troubleshooting

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Next Steps

Hiring Your First Expert

End-to-end hiring flow with screenshots.

Expert Fields Reference

Field-by-field guidance for expert builders.

Triggers

Run experts on a schedule or from calendar events.