Planning toolFigJam ↗
Map a process, journey, or customer hypothesis on a shared whiteboard.
- Cost
- Free and paid plans; limits vary
- Setup
- Account; browser
← All starter kits & goal guidesFRONTIERS / PRACTICAL GOAL GUIDE STEP 1 OF 5 TAKE THE BRIEF INTO YOUR ASSISTANT
Connect your tools. Keep control.
Bring the right systems into one workflow with clear permissions, ownership, and testable data flows.
Your roadmap0 of 15 checks marked · opening your workspace
Map the connection
Define what should move between systems before authorizing access.
Your next actions
Resources for this step
Choose what fits. Alternative platforms are choices, not extra requirements. Use your own authorized accounts.
Tracking toolGoogle Sheets ↗
Maintain a simple experiment log, data dictionary, cost model, or operations report.
- Cost
- Personal and paid workspace options
- Setup
- Account; use controlled sharing
WHAT YOU SHOULD HAVE
A field map and a clear integration boundary.
Start with a better brief.
Fill in the brackets for your selected approach: Connect two apps.
Read the starter prompt
Help me connect [source app] to [destination] for [purpose]. Identify available native integrations first, then a supported connector. Document data direction, fields, scopes, source of truth, and revocation. Start read-only with sample data, then test access boundaries and failures. Do not expose credentials in prompts or source code. Start with the smallest useful version and keep additional services optional. Recommend only relevant tools and verify supported skills or plugins before using them. Explain costs and permissions. Record checks actually performed and unresolved issues. Ask for approval before publishing, sending messages, connecting live accounts, or spending money.
Checks record your progress; they do not execute tools or verify business results. Official resources reviewed November 2026. Check current pricing, license terms, and host compatibility. These guides have not been tested as end-to-end business or integration workflows.
Browse related repositories →Check integration feasibility
Complete this for one proposed connection. Confirm access before promising a feature or building around it.
Open the integration feasibility worksheet
Loading saved notes… Do not enter credentials or confidential client data. Status: opening your workspace.
0 blocked · 8 items need assessment or follow-up. These are your own labels, not an automated verdict.
A completed worksheet is a feasibility record, not a working integration or a security certification. Exports are created locally; this worksheet does not send notes to an AI or external service.
More learning resources.
Expand a topic for courses, documentation, and tools from the supplied learning curriculum. Links already recommended in the guide above are omitted.
Understand APIs and test requests by hand3 resources
An API call is just an HTTP request. If you can send one by hand and read the reply, connecting tools stops being magic.
docsMDN: Overview of HTTP
Requests, responses and status codes explained by the browser makers.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
toolBruno
Open-source, local-first API client that stores collections as plain files you can commit to Git.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
toolWebhook.site
See exactly what another system sends your way.
- Cost / access
- free tier
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Learn tokens versus OAuth4 resources
Some tools give you a private token for your own account; apps that act for many users use OAuth. Pick the narrowest one that works.
docsOAuth 2.0 overview (oauth.net)
The industry-standard authorization protocol and its flows for web, mobile and device apps.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsOAuth.com: OAuth 2.0 Simplified
A practical guide with step-by-step flows and real examples.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsHighLevel Private Integrations guide
Real-world example of a scoped private token you can create, rotate and delete, instead of a full-access key.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsHighLevel API documentation
REST docs for contacts, messaging, calendars, payments and webhooks in a hosted CRM.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Learn what MCP is and use existing servers4 resources
MCP is an open standard that lets an AI app call your tools and read your data. Use trusted existing servers before writing your own.
docsWhat is the Model Context Protocol?
The official introduction: servers expose tools, resources and prompts that AI apps can use.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsConnect Claude Code to tools via MCP
How to add, scope and manage MCP servers in Claude Code.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
repomodelcontextprotocol/servers
Reference server implementations for learning, with pointers to community servers.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
siteOfficial MCP Registry
Searchable directory of MCP servers.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Build or expose your own connector3 resources
When no server exists for your tool, a small MCP server (or an n8n workflow exposed as one) is the cleanest way to give an agent exactly the actions you choose.
docsMCP: Build an MCP server
A tutorial that builds a small weather server in Python or other languages and connects it to a client.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsBuild an MCP server for Claude (connectors)
Where to host it, how users authenticate, size and timeout limits, and how to share it.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsn8n MCP Server Trigger
Lets n8n act as an MCP server so clients can use its tools and workflows.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Know the MCP risks2 resources
Every connector is a door. Learn the known attacks and scope each one to the smallest set of actions.
docsMCP Security Best Practices
Confused deputy, token passthrough, SSRF, local server compromise and scope minimization, each with fixes.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsClaude Code security (MCP section)
Says to write your own servers or use providers you trust, and notes Anthropic does not security-audit MCP servers.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Shortlist an open-source CRM4 resources
Pick two or three to try. Check the licence, since all three below are reported to be AGPL; hosting it for others can bring obligations.
repoTwenty (GitHub)
Modern open-source CRM described as an open alternative to Salesforce, designed for AI; confirm its licence terms in the repo.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
siteEspoCRM
Long-established open-source web CRM for people, companies and opportunities.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
siteSuiteCRM
Open-source CRM that keeps data under your control; large user base.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
repoFrappe CRM (GitHub)
Fully featured open-source CRM from the Frappe team, licensed AGPL-3.0.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Test before you commit4 resources
Choose by a short test: can you import contacts, call its API, receive a webhook, and back it up? Read each product's own docs for those four.
docsTwenty docs
Product intro and developer guides.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsEspoCRM documentation
Setup, administration and developer docs, including extensions.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsSuiteCRM documentation
Install, admin and developer guides for SuiteCRM 7 and 8.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
docsFrappe CRM: Your first steps
Beginner guide: leads, team, email, follow-ups and converting leads to deals.
- Cost / access
- free · Service usage, hosting, or model access may be separate.
- Setup
- Follow the linked provider’s current instructions; check account and runtime requirements.
Additional curriculum comes from the supplied AI Frontiers playbooks. Resource descriptions and cost labels are source guidance, not a fresh verification of pricing, compatibility, or results. Open the official instructions before using a tool. Checklist marks are your own progress notes.