Integrations

The Integrations page lets you connect third-party services to ScendCore, including calendar platforms, CRM systems, and document signing tools. There are two integration methods: direct integrations (API keys) and MCP connections.

Direct Integrations (Settings > Integrations)

Calendar Integrations

Provider	What It Does	Fields Required
Cal.com	AI agents check availability and share booking links	API Key, Event Type ID, Booking URL
Calendly	AI agents share your Calendly booking link	Booking URL

CRM & Document Integrations

Provider	What It Does	Fields Required
DocuSign	Send contracts for e-signature when deals advance	API Key (accountId:accessToken format)
PandaDoc	Send proposals and SOWs when deals advance	API Key
HubSpot	Receive deal stage webhooks and sync CRM activities	Private App Token, Portal ID
Salesforce	Connect via MCP server using session token	Instance URL (optional)

Connecting an Integration

Go to Settings > Integrations.
Find the provider you want to connect.
Enter the required credentials (API key, token, etc.).
Click Connect (or Update if already connected).

Connected integrations show a green “Connected” badge.

MCP Connections (Agents > MCP Connections)

MCP (Model Context Protocol) connections give your AI agents real-time access to external tools during conversations. This is the preferred method for CRM integrations.

Featured Providers

Provider	Tools Available
HubSpot CRM	Contact lookup, create/update contact, create/update deal, log call
GoHighLevel	Contact lookup, create/update contact, notes, opportunities, tasks, calendar booking
Cal.com	List event types, get available slots, book appointment
Outlook Calendar	List calendars, check availability, book appointment
Google Calendar	List calendars, check availability, book appointment

Connecting an MCP Provider

Go to Agents > MCP Connections.
Find the provider in the featured providers list.
Follow the setup steps shown for each provider.
Enter the required auth token.
Click Connect.

Custom MCP Connections

You can also connect custom MCP servers:

On the MCP Connections page, scroll past the featured providers.
Click + Custom Connection.
Enter:
- Name — A label for this connection
- Server URL — The MCP server endpoint
- Auth Type — Bearer token or other auth method
- Auth Value — Your authentication credential
Click Connect.

ScendCore will discover the available tools from the MCP server.

How Integrations Work with AI Agents

When an AI agent handles a conversation:

The agent checks which MCP connections are active.
Available tools from connected providers are injected into the agent’s tool set.
The agent can call these tools in real-time during the conversation.
For example: look up a contact in HubSpot, check calendar availability, and book a meeting — all in a single conversation turn.

Integration vs MCP: Which to Use?

Feature	Direct Integration	MCP Connection
Setup	API key in Settings	Token on MCP page
Used by	Background processes, webhooks	AI agents during conversations
Real-time	No (webhook-based)	Yes (live tool calls)
Best for	CRM sync, document signing	Live CRM lookups, calendar booking

For HubSpot, you may want both: the direct integration for webhook sync and the MCP connection for live agent access.

Troubleshooting

Integration shows “Connection failed”

Verify the API key or token is correct and has not expired.
Check that the token has the required permissions/scopes.
For HubSpot, ensure the Private App has all required CRM scopes.

MCP tools not appearing for agents

Verify the MCP connection shows as “Connected.”
Check that the MCP server URL is accessible from ScendCore.
Review the connection for authentication errors.

Calendar integration not working

Cal.com: Verify the API key is valid and the event type ID is correct.
Calendly: Only the booking URL is needed — no API integration is required.
For MCP calendar connections, tokens may expire and need refreshing.