Connect Methods
Every integration in the Integration Hub uses one of three connect methods. The connect method determines how you authenticate and how the platform manages the connection to the third-party service
Use this page with Integrations Hub.
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Connect BYOK (Bring Your Own Key)
Used by: Platform-native integrations (Anthropic, OpenAI, Salesforce, HubSpot, Stripe, Google Workspace, Microsoft 365, AWS S3, and others)
Bring Your Own Key means you supply your own credentials directly — an API key, OAuth client ID/secret, or webhook signing secret. The platform stores your credentials encrypted and uses them at runtime.
When to use
Use Connect BYOK when you have a direct account with the service provider and want full control over the credentials and API access.
How it works
Navigate to the Integration Hub in your workspace.
Find the integration in the catalog and select it.
Enter your credentials:
Token-based integrations (e.g., Anthropic, OpenAI): Paste your API key.
OAuth integrations (e.g., Salesforce, Google Workspace): Click "Connect" to start the OAuth authorization flow. The platform redirects you to the provider's consent screen, then stores the access and refresh tokens.
Token + Webhook integrations (e.g., Stripe): Enter your API key and webhook signing secret.
The platform validates and encrypts your credentials.
The integration is now available to Agents, Skills, and Apps in your workspace.
Credential security
Credentials are encrypted before storage. Fields marked as credential fields are never stored in plaintext.
When you view a configured integration, credential values display as
******.You can update or revoke credentials at any time.
For OAuth integrations, the platform automatically handles token refresh.
Per-user credentials
Some BYOK integrations support per-user credential configuration. This allows individual workspace members to use their own API keys or OAuth connections instead of (or in addition to) shared workspace-level credentials.
Connect via UDG (Uptiq Data Gateway)
Used by: Partner-managed integrations across CRM, commerce, customer support, compliance, analytics, and more (ActiveCampaign, Pipedrive, Shopify, DocuSign, ServiceNow, Zendesk, and others)
The Uptiq Data Gateway is a managed integration layer that brokers connections to partner services. UDG handles the connection infrastructure, so you authenticate through UDG rather than directly with the provider.
When to use
Use Connect via UDG when the integration is delivered through Uptiq's partner network. These integrations are pre-configured for compatibility with the Uptiq platform.
How it works
Navigate to the Integration Hub in your workspace.
Find the UDG-powered integration in the catalog.
Follow the UDG connection flow to authenticate with the provider through the managed gateway.
Once connected, the integration is available to Agents, Skills, and Apps.
What UDG manages
Connection infrastructure and authentication brokering
API compatibility and version management
Provider-specific configuration and defaults
MCP Sandbox Account
Used by: Banking core system integrations powered by Kinective (Fiserv DNA, Fiserv Premier, FIS Horizon, Jack Henry Symitar, and 13 other core banking platforms), plus accountancy integrations (QuickBooks, Xero, FreshBooks, FreeAgent, Wave)
MCP Sandbox Account integrations connect through the Kinective partner network to core banking systems and financial platforms. These integrations use the Model Context Protocol (MCP) to expose banking operations as agent-callable tools.
When to use
Use MCP Sandbox Account when connecting to a core banking system or supported financial platform. These integrations are designed for financial institutions that need to connect their AI agents to their core banking infrastructure.
How it works
Navigate to the Integration in your workspace.
Find the banking core or accountancy integration in the catalog.
Configure the MCP sandbox connection with your institution's core banking credentials.
The integration exposes banking operations (account lookup, transaction history, loan processing, etc.) as MCP tools that agents can call during conversations.
Supported core banking systems
The following core banking platforms are available through MCP Sandbox Account:
Fiserv: DNA, Portico, Precision, Premier, Signature, Spectrum, XP2
FIS: Bankway, Horizon, IBS, Miser
Jack Henry: CIF 20/20, Core Director, Silverlake, Symitar, Symitar EASE
Other: COCC (DNA) - Insight, Corelation - Keystone, CSI - NuPoint, Finastra - Phoenix
Choosing the Right Connect Method
You control credentials
Yes
Through UDG
Through Kinective
Direct provider account needed
Yes
No
Varies
Best for
Services you already use
Partner-managed services
Core banking systems
Available integrations
~30
~100
~20
OAuth support
Yes (managed by platform)
Yes (managed by UDG)
N/A
MCP tool exposure
Some
Some
All
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