> ## Documentation Index
> Fetch the complete documentation index at: https://docs.rallied.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Overview
> All the tools Rallied.ai agents can connect to and act on.
Integrations give your Rallied.ai agent real capabilities. Without them, the agent can diagnose a ticket but cannot resolve it. When you connect an integration, the agent gains access to a set of tools — add a note to a ConnectWise ticket, reset a Microsoft 365 password, run a NinjaOne script, look up a runbook in IT Glue — and can use them automatically as part of resolving helpdesk requests.
## How integrations work
When an employee submits a ticket or sends a message to the agent, the agent diagnoses the issue and selects the right tools to resolve it. Each tool corresponds to an API action in one of your connected integrations. The agent calls those tools on your behalf, logs every action, and routes any sensitive operations through your approval flow before executing.
**Credentials are never stored on your agent servers.** OAuth tokens and API keys are managed securely and transmitted to the agent only at runtime via the Tool Gateway.
After you connect an integration, Rallied.ai automatically:
* Syncs the available tools from that integration into your agent's tool catalog
* Seeds sensible default policies for each tool (read-only actions run automatically; write actions require approval)
You can override any default policy from the integration's detail page — open it from **MSP Settings → Integrations**.
## Connecting via OAuth
For integrations that use OAuth, the flow is the same every time:
Navigate to **MSP Settings → Integrations**.
Find the integration you want to connect and click the **Connect** button.
A login window opens in the provider's own interface (Atlassian, Slack, Microsoft, etc.). Sign in and grant the requested permissions.
Once authorized, Rallied.ai fetches the available tools and seeds default policies. The integration shows as **Connected** and the agent is ready to use it.
Some integrations use a credentials form instead of OAuth redirect. For those, you enter your API credentials (URL, keys, tokens) directly in the dashboard.
## Approval flows
Every integration that can take write actions participates in the approval flow. When the agent proposes a plan that includes an `approval_needed` tool, it posts an approval request through one of your connected approval channels:
* **ConnectWise Manage** — a note is added to the ticket
* **HaloPSA** — an action is created on the ticket
* **Autotask** — a note is added to the ticket
* **Jira** — a comment is posted on the issue (where Jira is connected)
* **Slack** — a DM is sent to the assigned technician (where Slack is connected)
Technicians can approve or deny directly from those channels. You do not need to open the Rallied.ai dashboard.
## Available integrations
Business messaging. Gives the agent a bot presence in your client's Slack workspace for employee interaction and approval notifications.
Ticketing by Atlassian. The agent creates and updates Jira issues, receives new tickets via webhook, and posts approval requests as comments.
PSA platform. The agent receives new service tickets, posts notes, and routes approvals through ConnectWise.
ITIL-aligned PSA. The agent receives HaloPSA tickets, posts actions, and routes approvals through HaloPSA.
Unified PSA and RMM. Rallied's agents triage, work, and resolve SuperOps tickets — your team approves the actions you've flagged for review.
Custom tool servers. Connect any server that implements the Model Context Protocol to extend the agent with your own tools.
### Identity & access
| Integration | Description |
| ----------------- | ----------------------------------------------------------------------------------------- |
| **JumpCloud** | Cloud directory for unified identity and device management |
| **Duo** | Multi-factor authentication and push verification |
| **Traceless** | Identity verification orchestrator that routes MFA push to Duo or Microsoft Authenticator |
| **Microsoft 365** | User, group, email, Teams, and Intune management via Microsoft Graph |
### PSA / ticketing
| Integration | Description |
| ---------------------- | ---------------------------------------------------------- |
| **ConnectWise Manage** | Ticket management, billing, and client tracking |
| **HaloPSA** | ITIL-aligned ticketing, asset management, and SLA tracking |
| **Autotask** | PSA by Datto with ticketing, billing, and CRM |
| **Syncro** | Combined RMM and PSA with built-in billing |
| **SuperOps** | Unified PSA and RMM for modern MSPs |
| **Jira** | Project and issue tracking by Atlassian |
### RMM
| Integration | Description |
| ------------------------ | ------------------------------------------------------------ |
| **NinjaOne** | Cloud-based RMM with endpoint management and remote access |
| **Datto RMM** | Remote monitoring, patch management, and endpoint automation |
| **ConnectWise Automate** | Automation-focused RMM for endpoint management |
| **Atera** | Combined RMM and PSA for small and mid-size MSPs |
| **Kaseya VSA** | IT management platform with remote monitoring and automation |
### Security & EDR
| Integration | Description |
| --------------- | ------------------------------------------------------------- |
| **SentinelOne** | AI-powered EDR with autonomous threat prevention and response |
| **Huntress** | Managed threat detection and response for persistent threats |
| **Blumira** | Managed SIEM and XDR with automated detection |
### Email security
| Integration | Description |
| --------------------- | ---------------------------------------------------------------- |
| **Proofpoint TAP** | Advanced threat protection against phishing and malware |
| **Mimecast** | Email security, archiving, and continuity |
| **Abnormal Security** | AI-based email security against business email compromise |
| **IRONSCALES** | Email security platform with phishing simulation and remediation |
| **Avanan** | Cloud email and collaboration security |
| **SpamTitan** | Email filtering and spam protection for MSPs |
### Documentation & knowledge
| Integration | Description |
| ----------- | -------------------------------------------------------------------- |
| **Hudu** | IT documentation, passwords, SOPs, and asset records |
| **IT Glue** | Client documentation, configurations, passwords, and flexible assets |
### CRM & business
| Integration | Description |
| ------------ | ----------------------------------------------------------- |
| **HubSpot** | CRM for managing contacts, deals, and pipelines |
| **Pax8** | Cloud marketplace for licensing and subscription management |
| **PandaDoc** | Document automation and e-signature |
| **KnowBe4** | Security awareness training and phishing simulation |
### Communication
| Integration | Description |
| ----------- | ---------------------------------------------- |
| **Slack** | Team messaging and employee-facing bot channel |
Don't see an integration you need? You can connect any tool that implements the Model Context Protocol via [MCP Servers](/integrations/mcp-servers).