Connector tools overview

Use the Connectors page in Mark (Optimizely Agent Platform) to configure and connect connector tools for your organization. Connector tools extend the system tools already available in Mark. An administrator configures a connector from its tile, and then each person connects their own account to it. Everything happens on the Connectors page, so administrators no longer need to manage these apps in Optimizely Connect Platform (OCP).

Each connector displays as a tile on the Connectors page. The tile's button shows the connector's current state and what you can do next:

Configuring a connector is a one-time task that applies to the whole organization. Connecting is personal, so each person connects their own account and Mark acts with that person's permissions.

Administrators configure connectors on the Connectors page. Configuring a connector installs it for the whole organization, stores any settings the app needs, and sets which tools are available by default.

To configure a connector, click Configure on its tile. If the connector is not installed yet, an Install modal displays first. Click Install to add the connector to your organization and make its tools available. You install a connector once, for everyone.

What happens next depends on the connector. There are three paths.

Most connectors, such as Google Tag Manager, Figma, and Zoom Meetings, need no settings of their own. After you install the connector, the dialog goes straight to the Tools step. Select the tools that users can use by default, and then click Save.

Each tool displays its type, such as Read, Create, Update, or Delete. Use the search field to find a tool, or click Deselect all to clear the selection. Tools that you do not select still display on the connector's Tools tab, but remain disabled until you select them.

Some connectors, such as Salesforce CRM, Amplitude, and Looker, need credentials or an instance URL before they can authenticate. These connectors add a Settings step before the Tools step.

On the Settings step, enter the details the connector needs, such as an API key, a service account secret, or an instance URL. Some connectors also include a Tool Permissions section where you turn whole groups of tools on or off, such as read-only operations or write operations. Click Next, and then complete the Tools step.

The app stores these settings and applies them to everyone in your organization.

Google Workspace and Microsoft 365 have a separate tile for each service, such as Google Calendar, Google Drive, Gmail, Microsoft Outlook Calendar, and Microsoft OneNote. The settings are shared across the whole bundle, so you only complete the Settings step once no matter which tile you start from.

On the Settings step, use Tool Configuration to turn each service on or off. For every service you turn on, a permissions section displays below where you choose whether to enable its Read Tools, its Write Tools, or both. Click Next, and then complete the Tools step.

After an administrator configures a connector, its tile displays Connect for everyone in the organization. Click Connect and log in to the third-party service in the window that Mark displays. See the documentation for each connector in Available connector tools for step-by-step instructions.

Click Open on a connected tile to view the connector's details. The panel displays a short description of the connector, the authentication method it uses, such as OAuth 2.0, and an expandable list of every tool the connector provides.

Disconnecting revokes Mark's access to your personal account. It does not delete any data that Mark already retrieved, and it does not remove the configuration for the rest of your organization.

If a connection expires or the third-party service revokes it, the tile displays Reconnect. Click it and log in again.

The following connector tools and remote MCP connectors are available in Mark, divided by use case.

See Add a remote MCP provider for instructions on how to connect Mark to a remote MCP server to extend it with tools and data from an external system.

Configuration changes often require a sync in Mark. See Update a tool registry section in the Manage tools documentation.