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Overview

Integrations allow you to connect your Utari workers to external applications and services, dramatically expanding what they can do. By adding integrations, your workers can interact with Gmail, Google Calendar, Slack, Google Sheets, and many other apps to create powerful automation workflows.

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Types of Integrations

Utari supports two types of integrations:

Standard Applications

Pre-built integrations with popular apps like Gmail, Slack, Google Calendar, and more—ready to connect with just a few clicks

MCP Servers

Custom Model Context Protocol servers that you can build and host to connect specialized tools or proprietary systems
MCP Server Note: Utari does not host MCP servers. If you’re using custom MCP servers, ensure they are hosted and accessible before connecting them to your workers.

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Adding an Integration

1

Navigate to Your Worker

Log into your Utari account at https://utari.ai/dashboard, go to Workers, and select the worker you want to enhance with integrations.For example, select “Facebook Ads Generator” or any other worker.
2

Open Integrations Tab

Click on the Integrations tab in the worker’s configuration panel. This is where you manage all connected apps for this worker.
3

Browse Available Apps

Click Browse Apps to see the full catalog of available integrations, including:
  • Gmail
  • Google Calendar
  • Slack
  • Google Sheets
  • Google Drive
  • Asana
  • Trello
  • And many more
4

Search and Select

Search for the application you want to connect, or browse through categories. Once you find it, click Add next to the app name.

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Connecting an Integration

Let’s use Slack as an example:
1

Initiate Connection

After clicking Add, you’ll see a prompt to create a new connection.Click Create new connection, then click Create connection.
2

Authenticate

Click Connect to launch the authentication popup. This will open the app’s authorization page.
3

Select Account

In the popup, select the specific account you want to connect to this worker.Important: Make sure you select the correct account, especially if you have multiple accounts for the same service.For example, select “Best of AI” workspace if that’s the Slack workspace for this worker.
4

Grant Permissions

Review the permissions requested and click Install or Allow to grant access.
5

Confirm Authentication

Once the popup closes, click I’ve completed authentication to finalize the connection.
Always verify you’re connecting the correct account. Connecting the wrong account could cause the worker to access the wrong data or perform actions in the wrong workspace.

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Configuring Integration Tools

After connecting an integration, you need to select which specific capabilities (tools) your worker can use:
1

Review Available Tools

You’ll see a list of all available tools for that integration. For example, Slack might offer:
  • Add reaction to message
  • Create reminder
  • Send message to channel
  • Post direct message
  • Upload file
  • List channels
  • And more
2

Select Required Tools

Check the boxes next to the tools you want to enable for this worker. Only enable tools that are relevant to the worker’s purpose.For example, if your worker only needs to send messages, enable just the messaging tools.
3

Save Configuration

Click Save tools to apply your selections. You’ll see a confirmation showing how many tools are now enabled (e.g., “6 tools enabled”).
4

Modify Settings (Optional)

Click the settings icon (gear icon) next to the integration to adjust tool permissions or connection settings at any time.
Start with the essential tools your worker needs, then add more capabilities as your requirements evolve. Too many tools can overwhelm the worker’s decision-making.

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Common Integrations by Use Case

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Communication & Collaboration

Common Tools to Enable:
  • Send message to channel
  • Send direct message
  • Add reaction to message
  • Create reminder
  • Upload file
  • Search messages
Use Cases:
  • Team notifications
  • Status updates
  • Automated reminders
  • File sharing
Common Tools to Enable:
  • Send email
  • Read emails
  • Search emails
  • Create draft
  • Add label
  • Mark as read/unread
Use Cases:
  • Automated email responses
  • Email organization
  • Follow-up reminders
  • Email analysis
Common Tools to Enable:
  • Send message
  • Create meeting
  • Post to channel
  • Get team info
Use Cases:
  • Team collaboration
  • Meeting scheduling
  • Announcements

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Productivity & Organization

Common Tools to Enable:
  • Create event
  • Find events
  • Update event
  • Delete event
  • List calendars
Use Cases:
  • Meeting scheduling
  • Calendar management
  • Availability checking
  • Event reminders
Common Tools to Enable:
  • Create task
  • Update task
  • Get task details
  • Add comment
  • Search tasks
Use Cases:
  • Task management
  • Project tracking
  • Team assignments
  • Progress updates
Common Tools to Enable:
  • Create card
  • Move card
  • Add comment
  • Update card
  • List boards
Use Cases:
  • Kanban workflows
  • Project visualization
  • Task organization

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File Management & Documentation

Common Tools to Enable:
  • Upload file
  • Download file
  • Search files
  • Create folder
  • Share file
  • Get file content
Use Cases:
  • Document storage
  • File sharing
  • Backup automation
  • Content organization
Common Tools to Enable:
  • Read spreadsheet
  • Write to spreadsheet
  • Create spreadsheet
  • Update cells
  • Get sheet data
Use Cases:
  • Data logging
  • Report generation
  • Inventory tracking
  • Analytics
Common Tools to Enable:
  • Create page
  • Update page
  • Search pages
  • Add block
  • Query database
Use Cases:
  • Documentation
  • Knowledge management
  • Wiki creation
  • Database updates

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Managing Multiple Integrations

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Best Practices for Multiple Connections

Purpose-Specific

Connect only integrations relevant to each worker’s specific purpose and responsibilities

Account Consistency

Use consistent accounts across related integrations for seamless data flow

Tool Selectivity

Enable only necessary tools from each integration to maintain focus

Regular Audits

Periodically review connected integrations and remove unused ones

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Example: Marketing Worker Setup

Integrations to Connect:
✓ Google Calendar (scheduling)
✓ Slack (team communication)
✓ Google Drive (asset storage)
✓ Google Sheets (campaign tracking)
✓ Gmail (client communication)

Tools to Enable:
- Calendar: Create event, Find events
- Slack: Send message, Upload file
- Drive: Upload file, Search files
- Sheets: Read, Write, Update
- Gmail: Send email, Read emails

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Custom MCP Servers

For advanced users who need custom integrations:
1

Develop Your MCP Server

Build a Model Context Protocol server following the MCP specification for your custom tools or APIs.
2

Host the Server

Deploy and host your MCP server on your own infrastructure. Ensure it’s accessible and secure.Note: Utari does not provide MCP server hosting.
3

Add to Utari

In the Integrations tab, you can add your custom MCP server by providing its endpoint URL and authentication details.
4

Configure Tools

Select which tools from your custom server should be available to the worker.
Custom MCP servers allow you to integrate proprietary systems, internal databases, or specialized tools that aren’t available in the standard integration catalog.

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Integration Security

Security Best Practices:
  • Only connect integrations from trusted sources
  • Review permissions carefully before granting access
  • Use the principle of least privilege—only enable necessary tools
  • Regularly audit connected accounts
  • Revoke access for unused integrations
  • Use separate accounts for testing vs. production
  • Follow your organization’s security policies

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Troubleshooting

Check:
  • Browser popup blocker settings
  • Disable popup blocking for Utari temporarily
  • Try a different browser
  • Ensure third-party cookies are enabled
Verify:
  • The app is supported by Utari (check browse apps)
  • You’re searching with the correct name
  • The integration isn’t already added
  • Contact support if a needed integration is missing
Try:
  • Checking your account credentials
  • Ensuring you have admin/owner permissions for the account
  • Disconnecting and reconnecting
  • Clearing browser cache and cookies
  • Verifying the account isn’t locked or suspended
Ensure:
  • You clicked “I’ve completed authentication”
  • The page fully loaded after authentication
  • Refresh the page if needed
  • Try disconnecting and reconnecting the integration
Check:
  • The permissions granted during initial connection
  • Some tools may require additional permissions
  • Disconnect and reconnect with full permissions
  • Verify your account role in the connected app
To fix:
  • Click the settings icon for the integration
  • Disconnect the integration
  • Click Add again and select the correct account
  • Complete authentication with the right account

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Modifying Integration Settings

After initial setup, you can modify integration configurations:
1

Access Settings

In the Integrations tab, find the connected integration and click the settings icon (gear icon).
2

Adjust Tools

Enable or disable specific tools as your needs change.
3

Update Connection

Reconnect if credentials have changed or permissions need updating.
4

Remove Integration

Disconnect the integration if it’s no longer needed.

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Summary

You’ve successfully learned how to:
Navigate to worker integrations and browse available apps
Connect third-party applications with proper authentication
Select and configure specific tools from each integration
Manage multiple integrations for comprehensive automation
Understand MCP server integration options
Apply security best practices for integration management
By strategically adding integrations to your workers, you create powerful automation agents that can seamlessly interact with your entire productivity stack, saving time and reducing manual work across all your platforms.

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Next Steps

Using Integrations

Learn how to use connected integrations in conversations

Automation with Triggers

Set up automated workflows using integrations

Available Integrations

Explore the full catalog of supported apps

Worker Configuration

Optimize your worker setup for best performance