Integrations & Tools
What are integrations?
Section titled “What are integrations?”Integrations extend the AI with additional capabilities. They connect 9brains with external services and tools so the AI can do more than just deliver text answers.
Without integrations, the AI can answer questions and access your company knowledge.
With integrations, it can additionally:
- Read and send emails (Microsoft 365)
- Manage calendar appointments (Microsoft 365)
- Edit files in OneDrive or SharePoint
- Run database queries (Databricks)
- Manage tasks in Notion
- Query business data in Odoo
- Research on the internet (Web Search)
- Analyze and summarize websites
- Create and edit PDF, Excel, Word, and PowerPoint files
Two types of integrations
Section titled “Two types of integrations”There are two types that hardly differ in usage; both provide the AI with additional tools:
MCP servers
Section titled “MCP servers”MCP servers connect 9brains with external services via a standardized interface (Model Context Protocol). Each MCP server provides one or more capabilities that the AI can use.
Example: The Microsoft 365 integration provides capabilities such as “send email”, “read calendar” or “open OneDrive file”.
Skills
Section titled “Skills”Skills are specialized tools that the AI runs directly in a protected environment. They are especially well suited for file processing, data analysis and connecting external APIs (connected skills).
Example: The PDF skill can analyze, merge, split or fill out PDF files.
You create and manage your own skills in the Skills area in the sidebar, right in the chat. All details under Skills.
Overview: What can I do?
Section titled “Overview: What can I do?”| Action | Who can do this? |
|---|---|
| Use available tools in chat | All users (Business license) |
| View the tools list | All users (Business license) |
| Create your own tool (MCP server) | All users (Business license) |
| Create your own skill (in the chat) | All users (Business license) |
| Share a tool with people or groups | Tool owner |
| Release a tool for the entire workspace | Administrators |
| Make a tool available system-wide | Super administrators |
| Configure capability permissions | Administrators |
Note: Integrations and tools are only available with a Business license.
Navigation
Section titled “Navigation”Tool management is accessible via the Settings:
Settings → System integrations
There you see an overview of all tools you have access to. Each tool shows:
- Name and optional description
- Status dot: Green = active, gray = inactive
- Scope label: “System”, “Tenant”, “Personal” or “Shared”
- Available capabilities: e.g. “Tools: Send email, Read calendar +3 more”
You will not find your own skills here but in the Skills area in the sidebar. You manage credentials for external services under Settings → Security in the “Credentials” section.
Control accounts per agent
Section titled “Control accounts per agent”For each agent, the Tools & accounts tab decides which accounts it works with. An agent only has an account list of its own once somebody has given it accounts.
An empty list means the agent follows the person in front of it
Section titled “An empty list means the agent follows the person in front of it”With no account switched on, the agent works in chat with the accounts of whoever is using it. In automatic runs on a schedule or via webhook it then gets none at all, because there is nobody there whose accounts could count.
As soon as a single account is switched on, the agent works only with those, for all users and in every situation. Everyone can only switch on accounts they hold themselves, in the Tools & accounts tab or directly on the connection by adding the agent in its “Access” area. On the first share you are asked whether the agent should take your accounts along; after that the list never grows on its own.
More on this: Agents: which accounts an agent works with.
Using tools in chat
Section titled “Using tools in chat”You don’t have to do anything special; the AI automatically recognizes when it needs a tool and uses it.
Examples
Section titled “Examples”Write an email (Microsoft 365):
“Write an email to Max Müller with a summary of yesterday’s meeting.”
Query data (Databricks):
“Show me the revenue figures for the last three months from our database.”
Create a PDF (PDF skill):
“Create a PDF summary from the three attached documents.”
Excel analysis (Excel skill):
“Analyze this CSV file and create an Excel sheet with charts.”
Check calendar (Microsoft 365):
“What appointments do I have tomorrow?”
Internet research (Web Search):
“Research the current market trends in renewable energy.”
The AI shows you which tool it is using and delivers the result directly in the chat. Created files (PDFs, Excel, Word, PowerPoint) can be downloaded directly.