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System tools & templates

9brains ships with several tools that are already fully configured. These are available to all users and do not need to be set up.

Searches the internet for current information. Useful for market research, news queries or whenever the AI needs up-to-date data.

Opens websites and extracts the content as readable text. Ideal for summarizing websites or extracting specific information from a URL.

Creates new images from text descriptions and edits existing images. Supports several image models (Gemini, FLUX, GPT Image, Imagen) as well as multi-image compositing. Details can be found under Create and edit images.

Four specialized skills for file processing:

SkillWhat it can do
PDFExtract text/tables, merge, split or rotate PDFs, fill out forms, OCR for scanned documents
ExcelCreate spreadsheets, insert formulas, generate charts, analyze data, calculate statistics
WordCreate and format professional documents, insert tables/images, headers/footers
PowerPointCreate presentations, design slides, insert charts, set transitions

How to use the document skills:

  1. Upload a file in the chat or describe what should be created
  2. The AI automatically recognizes the appropriate skill
  3. The result appears in the chat ready to download

Example prompts:

  • “Summarize these three PDFs in one document.”
  • “Create an Excel sheet with a pivot chart from these figures.”
  • “Turn my outline into a professional PowerPoint presentation.”
  • “Create a contract draft as a Word document with placeholders.”

In addition to the system tools, there are pre-configured templates that simplify setting up new integrations. Templates already contain the matching connection settings and a step-by-step guide.

Connects 9brains with your Microsoft account. After setup, the AI can:

  • Read, search and send emails (Outlook)
  • View calendars and create appointments
  • Read and manage OneDrive files
  • Edit Excel workbooks in OneDrive
  • Read and edit OneNote notebooks
  • Manage tasks (To Do and Planner)
  • Search contacts

Authentication: OAuth 2.0. You are prompted once to sign in with Microsoft and grant access.

Prerequisite: Before individual users can connect, an administrator must grant admin consent for the Octopus app in Microsoft Entra ID (Azure AD). Without this step, sign-in will fail. A step-by-step guide can be found under Microsoft authorization for administrators.

Connects 9brains with your Notion workspace. The AI can then:

  • Read and create pages
  • Search and query databases
  • Include content from Notion in answers

Authentication: API key. You create an integration in Notion and enter the key.

Connects 9brains with your Databricks environment for SQL queries and data analysis. The AI can then:

  • Run SQL queries on the Databricks SQL Warehouse
  • Analyze and visualize data
  • Present results as tables and charts

Authentication: API key (Personal Access Token). You create a token in Databricks and enter the connection details.

Connects 9brains with a PostgreSQL database for direct SQL queries and data analysis. The AI can then:

  • Explore schemas: show tables, columns, indexes and constraints
  • Run SQL queries and present results as tables or charts
  • Query analysis: show execution plans and suggest performance optimizations
  • Check database health: connections, cache usage, vacuum status

All queries run in read-only mode, data changes are not possible. Connections are automatically secured via SSL/TLS.

Authentication: Database URL. You enter the PostgreSQL connection string (user, password, host, database). We recommend a dedicated read-only database user.

Connects 9brains with your Odoo ERP system. The AI can then:

  • Query business data (customers, orders, invoices, etc.)
  • Search and filter records
  • Create new entries and edit existing ones (depending on configuration)

Authentication: API key. You enter the Odoo URL, username and API key.

Connects 9brains with your Lexware Office accounting. The AI can then:

  • Create, view and download invoices as PDF
  • Analyze revenue overview (income and expenses by period)
  • Show open receivables (due and overdue invoices)
  • Search and manage contacts (customers and suppliers)
  • View and upload receipts
  • Create credit notes, quotations, order confirmations and reminders

Authentication: API key. You create an API key in Lexware Office and enter it.

Connects 9brains with your sevdesk accounting. The AI can then:

  • Create, view and download invoices as PDF and check payment status
  • Analyze revenue overview (income and expenses by period)
  • Show open receivables (due and overdue invoices)
  • Search and manage contacts (customers and suppliers)
  • Manage receipts, credit notes, quotations and orders
  • View bank accounts and transactions
  • Export data as Excel (XLSX)

Authentication: API key. You create a token in sevdesk under Settings → API and enter it.

Connects 9brains with your Jira Cloud project management. The AI can then:

  • Search issues (with JQL), create and edit them (bugs, stories, tasks, epics)
  • Run status transitions (move issues through the workflow)
  • Read and write comments
  • Show sprints and project overviews
  • Create reports: sprint overview, open tickets, analyses

Authentication: Atlassian API token. You enter your Atlassian email address and an API token.

Connects 9brains with your Confluence Cloud wiki. The AI can then:

  • Find pages via full-text search and read their content
  • Create new pages (also as sub-pages)
  • Update existing pages
  • List and search spaces
  • Manage labels and upload attachments

Authentication: Atlassian API token, same credentials as for Jira (email address + API token).

Connects 9brains with your HubSpot CRM. The AI can then:

  • Search, create and edit contacts and companies
  • Manage deals and analyze the sales pipeline
  • Create and track support tickets
  • Create and publish quotes with line items
  • Draft marketing emails and manage recipient lists
  • Create CRM reports: customer revenue, pipeline analysis, open tickets

Authentication: API key. You create a private app token in HubSpot under Settings → Integrations → API key and enter it.

Creates professional presentations, documents and websites with Gamma AI directly from the chat. The AI can then:

  • Generate presentations (slide decks) from topics or text
  • Create documents and website layouts with AI-powered design
  • Export results as PDF or PowerPoint (PPTX)
  • Choose from various design themes
  • Adjust the amount of text (short, medium, detailed, extensive)

Authentication: API key. You create an API key in Gamma and enter it.

Creates and manages mind maps and diagrams with Mindomo directly from the chat. The AI can then:

  • List mind maps and retrieve metadata
  • Create AI diagrams: brainstorming, SWOT analysis, pros/cons, text-to-map
  • Export to many formats: PDF, PNG, PPTX, DOCX, XLSX, HTML, Freemind, MindManager and more
  • Import from MOM, MMAP, XMind, Markdown, OPML, XLSX and other formats
  • Delete diagrams (trash or permanently)

Authentication: API token. You create a token in Mindomo under Account → API and enter it. Requires a premium account.

Connects 9brains with your Umami web analytics instance. The AI can then:

  • Show traffic overview: page views, visitors, sessions, bounce rate
  • Analyze top pages, entry and exit pages
  • Evaluate traffic sources: referrers, search engines, direct access
  • Show device and browser distribution (desktop/mobile/tablet)
  • Show geographic distribution of visitors
  • Evaluate real-time visitors and custom events
  • Create charts and time-series analyses

Authentication: Username and password. You enter your Umami URL together with your credentials.

Connects 9brains with your Matomo web analytics instance (self-hosted or Matomo Cloud). The AI can then:

  • Show traffic overview: visits, unique visitors, actions, bounce rate, time on site
  • Analyze top pages, entry and exit pages, page titles
  • Evaluate traffic sources: search engines, social networks, referrers, campaigns
  • Show device and browser distribution (desktop/mobile/tablet, manufacturers, operating systems)
  • Show geographic distribution of visitors by country, region and city
  • Analyze goals and conversions (conversion rate, revenue, days to conversion)
  • Evaluate custom events (by category, action and name)
  • Query e-commerce data (orders, revenue, top products, abandoned carts)
  • Show real-time visitors and live sessions
  • Apply segments (filtering by country, device, source, conversion, etc.)
  • Create charts, time-series analyses and dashboards

Optionally, you can set a default website ID if you always want to analyze the same site. Otherwise the AI lists your sites and asks you.

Authentication: API token (token_auth). You create a token in Matomo under Profile → Security → Auth tokens and enter it together with the URL of your instance. Matomo version 4.4 or newer is required.

We continuously expand our integration offering. If you need an integration that is not yet available, please get in touch:

We will review the request and are happy to build the integration for you.