Documentation

Connect Your First Integration

A step-by-step tutorial to connect external services so your agents and workflows can act on them.

This tutorial walks you through connecting your first external service to Fabric AI. In about 10 minutes, you'll have an integration ready to use in AI chat and workflows.

What You'll Accomplish

By the end of this tutorial, you'll have:

  • Connected an external service (GitHub, Slack, or Notion)
  • Tested the connection
  • Used the integration in an AI conversation
  • Understood how integrations work

Prerequisites

Before starting, make sure you have:

  • ✅ A Fabric AI account
  • ✅ An account with at least one external service (GitHub, Slack, Linear, Notion, etc.)

How Integrations Work

Fabric connects to external systems so your agents and workflows can take actions on them at runtime — search a workspace, read a page, create an issue, post a message. You manage every connection in one place: Settings → Integrations.

A connection is used in two ways:

Used byWhat it powersExample
MCP ServersAI-driven tool calls in chat and the orchestrator"Create a GitHub issue", "post to Slack"
Workflow IntegrationsAction nodes in the visual workflow builderScheduled reports, triggered actions

Both share the same connected credentials — connect a system once and it's available to agents and workflows alike.

Each provider exposes a set of runtime actions in two flavors: knowledge actions that read or search (e.g. "Search Notion", "Get Page Content") and write actions that change things (e.g. "Create Page"). A provider that offers both is labeled Hybrid.

Fabric runs these as live runtime actions — there's no background sync or separate "data connection" to set up. When an agent needs information from a connected system, it calls a knowledge action on demand. The one structured exception is backlog sync to a project-management tool — see Project Management Sync.

Step 1: Set Up an MCP Server

MCP servers let AI agents interact with external tools during conversations.

Go to Settings → MCP Servers in the left sidebar.

Browse the Registry

Click Add Server to see all available MCP servers organized by category:

  • Development — GitHub, GitLab, Atlassian (Jira & Confluence), Azure DevOps, Fizzy
  • Communication — Slack
  • Knowledge & Docs — Notion, Google Drive
  • Diagramming — Excalidraw

Select and Connect

Pick a server — we'll use GitHub as an example:

Option A: OAuth (Recommended)

  1. Click Connect with OAuth
  2. Authorize Fabric AI in the GitHub popup
  3. Done — tokens are stored and auto-refreshed

Option B: API Key

  1. Generate a Personal Access Token on GitHub
  2. Paste it into the API key field
  3. Click Save

Test the Connection

Click Test Connection. You should see a success message with latency info.

Try It in Chat

Open AI Chat and try a command:

"List my open GitHub issues"

The AI discovers the GitHub MCP tools and uses them to fetch your issues.

Step 2: Set Up a Workflow Integration

Workflow integrations power the visual workflow builder nodes.

Open the Workflow Builder

Navigate to Workflows and open or create a workflow.

Add an Integration Node

Click + to add a node, then browse the Integrations category. Select the service you want (e.g., Slack, GitHub, Linear).

Configure Credentials

Click Configure Integration on the node:

  • Enter your API key or token
  • Click Test Connection to verify
  • Credentials are encrypted and stored securely

Configure the Action

Set up what the node does:

  • GitHub: Create Issue → set owner, repo, title
  • Slack: Send Message → set channel, message
  • Linear: Create Issue → set team, title, priority

Integration Scope

Personal vs Organization

ScopeVisibilityUse Case
PersonalOnly youYour personal GitHub, personal Drive
OrganizationAll org membersCompany Jira, shared Slack workspace

Choose the scope when connecting. Organization integrations are managed by org admins.

Multi-Tenant Isolation

  • Personal connections are never visible in organization contexts
  • Organization connections are never visible to other organizations
  • Each user can have their own connections alongside org-shared ones

Quick Reference: Supported Integrations

Type is the kind of runtime actions a provider offers: Knowledge (read/search), Actions (write), or Hybrid (both).

ServiceTypeSet up under
GitHubHybridSettings → Integrations
GitLabHybridSettings → Integrations
SlackHybridSettings → Integrations
Microsoft TeamsHybridSettings → Integrations
JiraHybridSettings → Integrations
ConfluenceKnowledgeSettings → Integrations
NotionHybridSettings → Integrations
Google DriveKnowledgeSettings → Integrations
LinearHybridSettings → Integrations
Azure DevOpsHybridSettings → MCP Registry
ExcalidrawActionsSettings → MCP Registry
FizzyHybridSettings → MCP Registry

Microsoft 365 also appears under Settings → Integrations, but its runtime actions aren't available yet ("Actions setup not yet available"). Use Microsoft Teams for Microsoft Graph actions today.

Troubleshooting

"Connection failed" during setup

  • Double-check your API key or token
  • Ensure the token has the required permissions/scopes
  • Try disconnecting and reconnecting for OAuth-based services

Tools not appearing in AI Chat

  • Verify the MCP server is Enabled in settings
  • Check that the server's health status is Healthy
  • Try refreshing the tool list in the chat settings

An action isn't available for a provider

  • Open the provider under Settings → Integrations and check Available actions — some providers expose only knowledge actions, others only write actions
  • Make sure the connection shows Connected and the required scopes were granted during authorization

Next Steps