One-click connections
Most integrations connect over OAuth — pick the tool, authorize, done. No API keys to copy.
Most of what you connect to Taizen takes one click. You pick the tool, a popup opens on the provider's own consent screen, you approve, and the connection is live — no API keys to generate, copy, or store.
How it works
Behind the scenes these are OAuth connections, most of them over MCP (Model Context Protocol). Taizen never sees your password: the provider issues a token scoped to what you approved, and Taizen stores it against your workspace.
That has a practical consequence worth knowing. Because the token is yours, a connection made this way is per-user unless it's connected at organization level — so a calendar or mailbox is naturally yours, while a CRM is usually connected once for the workspace. The Integrations screen shows which is which.
What connects in one click
Most of the catalog, across every category that matters for agents:
| Category | What it brings |
|---|---|
| Call intelligence and meeting notes | Calls, transcripts, meeting notes |
| CRM | Companies, contacts, deals, and write-back |
| Workspace — mail, calendar, documents | Email history, calendar events for meeting prep, documents |
| Sales engagement | Sequences and campaign performance |
| Prospect and company data | Firmographics and contact data |
| Messaging | Delivery destinations, and messages as documents |
| Web research | Competitive monitoring |
Settings → Integrations and Settings → MCPs are the live list — they show what's available today and which connection each tool uses, which is more current than any list kept here. Browse the catalog for categories.
Anything that speaks MCP connects the same way: paste the server URL under Settings → MCPs and authorize. That's how internal systems get in.
Google Drive is more granular. After connecting Google Workspace, a Google Drive files section lets you share specific files and folders rather than the whole drive — worth using instead of granting broad access.
What still needs an API key
A few providers don't offer the OAuth flow Taizen uses, so you create an API key in their admin settings and paste it in. Their tile in Settings → Integrations says so before you start, and there are setup guides for the common ones — Gong and Genesys Cloud among them.
These are worth doing properly the first time, because the access you grant is what decides whether transcripts actually arrive. See integrations overview.
What to connect first
You don't need many. In order:
- A call source — whichever your team records with. Without calls, agents have nothing specific to reason about.
- A CRM — supplies deals, stages, owners and close reasons, and is where agents write back. If yours isn't listed, request it.
- Your messaging tool — where most output lands.
- Your workspace suite — unlocks Meeting Prep off your calendar, and email history in account context.
Everything after that is additive. See the catalog for the full list.