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Documentation Index

Fetch the complete documentation index at: https://docs.brightpathaisolutions.com/llms.txt

Use this file to discover all available pages before exploring further.

A connector is the secure link between your DeskMate workspace and one of your business systems. Connectors handle authentication, token refresh, rate limits, and data normalisation — so that the skills your team writes only deal with clean, consistent data.

Supported connectors

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Microsoft 365

Outlook Mail, Calendar, Teams chats, OneDrive, SharePoint. Required for Teams chat bot.
https://mintcdn.com/beenone/v25heXtR6zaKEpp6/images/connectors/gmail.svg?fit=max&auto=format&n=v25heXtR6zaKEpp6&q=85&s=9e75bda41702ba763766773e8f2865b1

Google Workspace

Gmail, Calendar, Drive, Contacts.
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Xero

Invoices, contacts, bank transactions, chart of accounts.
https://mintcdn.com/beenone/v25heXtR6zaKEpp6/images/connectors/quickbooks.svg?fit=max&auto=format&n=v25heXtR6zaKEpp6&q=85&s=e37dd4e432caad4d60cac20d8a7a95c0

QuickBooks Online

Customers, invoices, expenses, reports.
https://mintcdn.com/beenone/v25heXtR6zaKEpp6/images/connectors/myob.svg?fit=max&auto=format&n=v25heXtR6zaKEpp6&q=85&s=5483082e8bdf9dd22fd298ad8ba89108

MYOB AccountRight

Customers, invoices, journal entries.
https://mintcdn.com/beenone/v25heXtR6zaKEpp6/images/connectors/attio.svg?fit=max&auto=format&n=v25heXtR6zaKEpp6&q=85&s=f782bc3bfc97d30177fe01b51cb05cb8

Attio

CRM — people, companies, deals, notes, tasks.

Mailchimp

Audiences, members, tags, campaigns.
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Slack

Used as the chat surface for DeskMate (not as a data source).

How setup typically goes

Most connectors follow the same pattern:
  1. In your provider’s admin console — confirm an admin has the rights to install third-party apps.
  2. In DeskMate — open Workspace → Connectors and click Connect on the tile.
  3. OAuth handshake — you’ll be redirected to the provider, asked to sign in and consent, and bounced back to DeskMate.
  4. Verify — the connector tile turns green and shows “Connected”.
Two connectors need a small amount of pre-work because they require an Azure or Intuit developer flow: Microsoft 365 and QuickBooks Online. The guides walk you through it.

What can go wrong (and how to spot it)

SymptomLikely causeWhere to look
OAuth redirect URI mismatchWrong domain registered with the providerProvider’s app registration → Redirect URIs
”Insufficient privileges” on Graph callsApplication permissions not admin-consentedAzure → Enterprise apps → Permissions
Tokens keep expiring after one dayMissing offline_access scopeReconnect from Workspace
Connector shows green but skills can’t readPermission granted as Delegated, not ApplicationSee provider-specific guide
If you’re stuck, email support@brightpathaisolutions.com with the connector name, the error message, and a screenshot. We can usually unblock you within a few hours.

Who can connect what

By default only workspace admins can add or remove connectors. Regular users can use the connectors that are already set up. The admin/member split is configured in Workspace → Users.