Connectors | Surfboard Docs

Surfboard integrates with your existing tools and platforms through secure connectors that bring your data into one unified workspace.

Surfboard connects to 120+ tools — email, meetings, CRMs, project trackers, finance systems, data warehouses, and more. Search the catalog below, or jump to any connector for details and example prompts.

All Connectors

Communication & meetings

Bring conversations, commitments, calendars, and meeting context into the same picture.

Airspeed

Call recordings, transcripts, snippets, tags, and playbooks.

Calendly

Scheduled events, invitees, event types, availability.

Circleback

Meeting notes, action items, transcripts.

Fathom

Meeting recordings, transcripts, summaries.

Fireflies

Meeting transcripts, summaries, action items.

Gmail

Emails, threads, drafts, attachments.

Gong

Call recordings, transcripts, revenue intelligence.

Google Calendar & Tasks

Events, availability, task lists.

Google Meet

Conference records and transcripts.

Grain

Meeting recordings, transcripts, highlights.

Granola

Meeting notes and transcripts.

Krisp

Meeting transcripts and notes.

Otter.ai

Meeting transcripts, notes, AI summaries.

Outlook

Emails and calendar events.

Slack

Channels, DMs, files, messages, across multiple workspaces.

Superhuman

Email threads and messages.

Microsoft Teams

Channels, chats, and messages.

Zocks

Advisor meeting notes and client data.

Zoom

Past meetings, recordings, transcripts.

Files & knowledge

Find source material, documents, and decisions without retracing every folder.

Box

Files, folders, shared content.

Cloudinary

Media assets, transformations, delivery.

Craft

Documents, notes, and tasks.

Dropbox

Files, folders, shared content.

Egnyte

Files, folders, content governance.

Google Drive

Docs, Sheets, Slides, files.

iManage

Legal documents, matters, email filing.

Lucid

Lucidchart and Lucidspark documents and diagrams.

Mem

Notes, collections, saved knowledge.

Miro

Boards, frames, whiteboard content.

NetDocuments

Legal documents and workspaces.

Notion

Pages, databases, workspace content.

Microsoft OneDrive & SharePoint

OneDrive files, SharePoint sites, document libraries.

Projects & operations

Keep structured work, schedules, people, and operating data close to the decisions they inform.

Airtable

Bases, tables, records, and views.

AppFolio

Properties, tenants, leases, financials, work orders.

AppFolio Reports

Rent roll, occupancy, leasing, and financial reports.

Asana

Tasks, projects, sections, Work Graph.

Atlassian

Jira issues and projects, Confluence pages and spaces.

Gusto

Payroll, employees, contractors, pay schedules.

Jotform

Forms and submissions.

Linear

Issues, projects, cycles, workloads.

Metaview

Interview recordings, notes, hiring insights.

monday.com

Boards, items, updates, workflows.

Motion

Tasks, projects, schedules.

Sling

Shifts, schedules, timesheets, payroll.

Toast

Orders, menus, shifts, wages, and tips from Toast POS.

Todoist

Tasks, projects, sections, comments.

UKG Ready

Employees, timesheets, time-off requests.

Workable

Jobs, candidates, hiring pipeline.

Yardi Virtuoso

Properties, work orders, tenants, financials.

Customers & growth

Connect customer context, commercial activity, publishing, and the signals behind growth.

Apollo.io

Contacts, companies, sequences, engagement data.

Attio

CRM records, lists, notes, and tasks.

beehiiv

Newsletters, posts, subscribers, audience analytics.

Bitly

Short links, QR codes, and click analytics.

Clay

GTM workbooks, enrichment, prospecting data.

Close

CRM leads, contacts, opportunities, sales activity.

Common Room

Community members, organizations, activity signals.

Contentsquare

Experience analytics, journeys, site metrics.

Day.ai

CRM relationships, meetings, pipeline.

Enterpret

Customer feedback analytics.

Ghost

Posts, pages, members, newsletters, tiers.

Google Ads

Campaigns, ad groups, keywords, search terms.

HubSpot

Contacts, deals, companies, engagement.

Klaviyo

Email and SMS campaigns, flows, segments, metrics.

LinkedIn Pages

Company page posts, comments, follower analytics.

MailerLite

Email campaigns, subscribers, automations.

Outreach

Prospects, sequences, engagement activity.

Pendo

Product analytics, guides, feedback.

Salesforce

Accounts, contacts, opportunities — read and update.

Shopify

Orders, products, customers, inventory.

Supermetrics

Marketing data pipelines and connectors.

Unthread

Support tickets and SLAs.

Webflow

Sites, pages, CMS collections, content.

Wix

Website content and business data.

WordPress.com

Sites, posts, pages, comments, traffic stats.

Finance & commerce

Work with transactions, accounting, market data, payments, and financial reporting.

Brex

Card transactions, expenses, budgets, spend data.

Carta

Cap tables, securities, stakeholders, equity.

CoinDesk

Crypto market data and indices.

Daloopa

Fundamental financial data and model updates.

Digits

Financial statements, transactions, vendors, reports.

Dune

Blockchain analytics queries and dashboards.

Fiscal.ai

Public-company financials, filings, models.

Mercury

Banking accounts, transactions, statements, cards.

Morningstar

Investment research, fund and equity data.

PayPal

Payments, invoices, subscriptions, transactions.

QuickBooks

Invoices, bills, vendors, financial reports.

Ramp

Card transactions, expenses, reimbursements.

Rillet

General ledger, revenue, close data.

S&P Global

Market and fundamentals data via Kensho kFinance.

Square

Payments, orders, customers, catalog, inventory.

Stripe

Subscriptions, invoices, payments.

Engineering & data

See what shipped, what changed, and what the underlying systems are reporting.

Amplitude

Product analytics: events, charts, cohorts, experiments.

Cloudflare

Zones, DNS records, Workers, account settings.

Context7

Up-to-date library docs and code examples.

Databricks

SQL warehouses and Unity Catalog tables.

Datadog

Traces, spans, logs, metrics, error tracking.

Figma

Design files, components, variables, comments.

GitHub

PRs, issues, commits across repos.

GitLab

Projects, issues, merge requests, pipelines.

Hex

Data notebooks, apps, query results.

Honeycomb

Datasets, triggers, SLOs.

Hugging Face

Models, datasets, and Spaces.

incident.io

Incidents, follow-ups, on-call schedules.

Jam

Bug reports and debugging sessions.

Logfire

Traces, logs, observability data.

Mixpanel

Product analytics: funnels, retention, flows.

Monte Carlo

Data incidents, assets, lineage.

MotherDuck

DuckDB databases with SQL.

Neon

Postgres projects, branches, SQL.

Netlify

Sites, deploys, build status.

Oneleet

Compliance controls, evidence, policies, pentests.

OpenRouter

Usage, credits, model catalog.

PlanetScale

Databases, branches, queries.

PostHog

Product analytics and feature flags.

Sentry

Errors, issues, releases, performance.

Supabase

Projects, database schema, SQL, functions, logs.

Specialized & extensibility

Use focused research tools, recreational data, or extend Surfboard with additional systems.

AllTrails

Trail search, details, and trailhead weather.

Chess.com

Player profiles, stats, game archives, clubs.

Custom MCP Servers

Bring any MCP-compatible server into Surfboard.

Descrybe

Case law search and AI summaries.

Lichess

Games, ratings, puzzles, studies, tournaments.

Zapier

Connect 9,000+ apps via MCP.

Don't see what you need? Request a new connector, or bridge almost any tool with Zapier and custom MCP servers.

Security & Privacy

You're in charge. Surfboard only reads when you ask, only acts with your approval, and logs everything it does.

No password sharing – You sign in directly with each service
You choose what's connected – Pick exactly which tools Surfboard can see
Surfboard reads only when you ask – It looks at your data when you ask, not before
Writes always need your approval – Before sending an email, creating a file, or posting a message, Surfboard shows you what it's about to do and waits for your okay
Spam & Trash Protection – Surfboard requires explicit approval before searching junk, spam, or deleted email folders
Full activity history – Every action Surfboard takes is recorded, so you can see exactly what happened and when
Disconnect anytime – Remove any connector through Settings

Google API Services

Surfboard's use and transfer of raw or derived user data received from Google Workspace APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. This includes but is not limited to Gmail, Google Calendar, Google Drive, and Google Meet.

Airspeed

Access call recordings, transcripts, snippets, tags, insights, and playbooks from Airspeed. Ask questions about past calls — objections, themes, coaching moments — without replaying them. Read-only: Surfboard can't send recording bots into meetings.

Try these prompts:

"Pull the transcript from my call with Acme yesterday and summarize the customer's objections"
"Which tagged discovery calls last month mention pricing concerns?"

Airtable

Access bases, tables, records, and views from Airtable. Useful for pulling structured data into briefs, building dashboards from ops or CRM data stored in Airtable, or cross-referencing records with your other sources.

Try these prompts:

"Show me all open items in the Content Calendar base"
"Pull the latest records from the Leads table"

AllTrails

Search AllTrails for hiking, running, biking, and backpacking trails — near a location, within a map area, or by name — plus trail details and a 7-day trailhead weather forecast. Draws on AllTrails' public trail data, so no AllTrails account is required.

Try these prompts:

"Find moderate hiking trails within 30 minutes of Boulder that are under 6 miles"
"What's the weather looking like this week at the trailhead for Angels Landing?"

Amplitude

Query your Amplitude product analytics — events, charts, cohorts, and experiments — in plain language. Useful for pulling user-behavior metrics into product briefs and growth boards.

Try these prompts:

"How did weekly active users trend over the last quarter?"
"Show me the results of our onboarding-flow experiment and which variant is winning"

Apollo.io

Access Apollo.io contacts, companies, sequences, and engagement data. Useful for prospecting research and reviewing how outbound campaigns are performing.

Try these prompts:

"Find contacts at Series B fintech companies in our Apollo database"
"How is our outbound sequence to VP-level prospects performing?"

AppFolio

Access property management data including properties, units, tenants, leases, work orders, financial records, vendor bills, and HOA data from AppFolio. Used by property managers and operations teams to pull rent rolls, GL detail, and maintenance status directly in Surfboard.

How to configure:

Log in to AppFolio as a System Administrator
Go to Settings → Administration → API Access
Create an API client and copy your Developer ID, Client ID, and Client Secret
In Surfboard, go to Settings → Connections → AppFolio
Enter your Developer ID, Client ID, and Client Secret, then click Connect

Each AppFolio connection maps to a single database (one property management portfolio).

What you can do:

Check tenant and lease status across properties
Pull rent rolls, delinquent charges, and tenant ledger history
Review work order status and maintenance activity
Query GL transactions by property and date range (date_from, date_to, and property_id are all required for GL queries)
Access HOA data including homeowner ledgers, violations, and board roster

Try these prompts:

"Which tenants are past due on rent this month?"
"Show me open work orders for the Maple Street property"
"Pull GL transactions for property 123 between Jan 1 and Mar 31"
"What are the delinquent charges across all properties?"

AppFolio Reports

Run AppFolio's computed reports from Surfboard — rent roll, occupancy, leasing, and financial statements like the income statement — the same numbers you see in your AppFolio dashboards. Surfboard can also run custom reports your team has saved in AppFolio.

Setup notes

Requires Reports API credentials generated by an AppFolio account admin. Saved custom reports must be added to your workspace's approved list by an admin before Surfboard can run them, and their columns and filters run exactly as saved. On large portfolios, scope rent roll queries to specific properties.

Try these prompts:

"What's our current occupancy rate across the Lakeside portfolio?"
"Run the income statement for last quarter and highlight the biggest expense categories"

Asana

Access your tasks, projects, sections, and Work Graph data from Asana. Useful for building sprint dashboards, pulling task assignments, and surfacing blockers alongside your other sources.

Try these prompts:

"What tasks are assigned to me this week?"
"Show me all overdue items in the Q2 Launch project"

Atlassian

Access Jira and Confluence with one connection — look up issues, projects, and sprints, and search pages and spaces across every Atlassian site you have access to. Surfboard sees only the projects and spaces your own account can see.

Try these prompts:

"What Jira issues are assigned to me and due this sprint?"
"Find the Confluence page about our incident response process and summarize it"

Attio

Access your Attio CRM — records, lists, notes, and tasks — so you can query and work with customer data conversationally.

Try these prompts:

"Which companies in our pipeline list haven't had a note added in the last 30 days?"
"Pull up everything we have on Northwind Traders, including recent notes and open tasks"

beehiiv

Access your beehiiv publication — posts, subscribers, and audience analytics — and, on paid beehiiv plans, get help creating and editing content. Free (Launch) plan accounts are read-only.

Try these prompts:

"How has subscriber growth trended since our last three posts went out?"
"Which of my newsletter posts this quarter had the best open rate?"

Bitly

Create and manage Bitly short links, branded domains, and QR codes, and pull click analytics on the links you already have. Advanced features like branded domains depend on your Bitly plan.

Try these prompts:

"Create a short link for our new pricing page and give me a QR code for it"
"How many clicks did the campaign links I made last week get, and where did the traffic come from?"

Box

Access files, folders, and shared content from Box. Surfboard can also create and update files in Box on your behalf. Works alongside Google Drive and Dropbox for full file storage coverage.

Write access

If you connected Box before May 2026, reconnect from Settings → Connections → Box → Reconnect to authorize write scopes.

Try these prompts:

"Find the signed contract for the Acme deal in Box"
"What files were shared with me this week?"
"Save this document summary to my Box shared folder"

Brex

Access Brex corporate card transactions, expenses, budgets, and spend data. Useful for spend reviews, budget tracking, and expense questions without opening the Brex dashboard.

Try these prompts:

"What did we spend on travel last month across all cards?"
"Which budgets are closest to their limit right now?"

Calendly

Access scheduled events, invitees, event types, and availability from Calendly. Useful for reviewing what's booked, tracking no-shows and cancellations, and pulling scheduling data alongside CRM or email.

Try these prompts:

"What meetings do I have booked this week?"
"Who canceled their appointment in the last 7 days?"
"Show me all bookings for the Enterprise demo event type"

Carta

Access Carta cap tables, securities, stakeholders, and equity data. You see what your Carta role allows: stakeholders see their own equity, while company or fund admins see full cap table data.

Try these prompts:

"Summarize our current cap table by share class"
"How many of my options are vested as of today?"

Chess.com

Access Chess.com's public data — player profiles, rating and game stats, monthly game archives, titled-player lists, and club info. Connect it to your username and it defaults to your games. Read-only public data; no Chess.com login needed.

Try these prompts:

"How has my blitz rating changed over the last three months?"
"Pull Hikaru's games from January and tell me which openings he played most"

Circleback

Access your Circleback meetings — notes, action items, and transcripts — so you can search and summarize what was discussed without replaying calls.

Try these prompts:

"What action items came out of my meetings this week, and which are still open?"
"Find the meeting where we discussed the Q3 roadmap and summarize the decisions"

Clay

Access your Clay GTM workbooks and the enrichment and prospecting data inside them.

Try these prompts:

"List my Clay workbooks and what each one is tracking"
"From my outbound-prospects workbook, which companies were enriched with a headcount over 200?"

Close

Access Close CRM leads, contacts, opportunities, and sales activity. Useful for pipeline reviews and follow-up tracking alongside email and meetings.

Try these prompts:

"Which leads in Close haven't been contacted in the last two weeks?"
"Summarize this month's won opportunities and their sources"

Cloudflare

Access your Cloudflare account — zones, DNS records, Workers, and account settings — so you can check on your domains and infrastructure conversationally.

Try these prompts:

"List the DNS records for my domain and flag anything not proxied through Cloudflare"
"Which Workers are deployed on my account and what routes do they handle?"

Cloudinary

Search and manage your Cloudinary media library — assets, transformations, and delivery settings.

Try these prompts:

"Find all images tagged 'homepage' uploaded in the last month"
"Which video assets in my library are larger than 50 MB?"

CoinDesk

Query CoinDesk's crypto market data and indices — current and historical pricing without leaving your workspace.

Try these prompts:

"What's the current Bitcoin price index and how has it moved this week?"
"Compare ETH and BTC index performance over the past 30 days"

Common Room

Access Common Room community members, organizations, and activity signals across your community channels.

Try these prompts:

"Which organizations have been most active in our community this month?"
"Show me community members who mentioned our new API release recently"

Contentsquare

Query your Contentsquare digital experience analytics — user journeys and site metrics — to understand how visitors experience your site.

Try these prompts:

"Pull site engagement metrics for the checkout flow over the last two weeks"
"Where do most users drop off in the journey from landing page to signup?"

Context7

Fetch up-to-date documentation and code examples for software libraries via Context7, so answers about frameworks and APIs reflect current versions.

Try these prompts:

"Fetch the latest Next.js App Router docs on route handlers and show a code example"
"What does the current Stripe Node SDK documentation say about creating a subscription?"

Craft

Search and read the documents, notes, and tasks in your personal Craft space.

Try these prompts:

"Search my Craft docs for the product launch checklist and summarize what's left"
"What tasks do I have noted in Craft that mention the Q4 planning doc?"

Daloopa

Query Daloopa's analyst-grade fundamental financial data — line-item fundamentals for covered companies plus updates to Daloopa's financial models. Useful for earnings analysis and model maintenance. Requires a Daloopa account with access to the companies you want to query.

Try these prompts:

"Pull Daloopa fundamentals for NVDA — revenue, gross margin, and data center segment for the last 8 quarters"
"What model updates has Daloopa published for Tesla since its latest earnings report?"

Databricks

Run SQL against your Databricks SQL warehouses and Unity Catalog tables — explore schemas, query lakehouse data, and pull results straight into your conversation. Queries run with your own Unity Catalog and warehouse permissions, and any SQL that could modify data requires your explicit approval first.

Connecting

Connect with a Databricks personal access token created with the SQL scope (the "BI Tools" preset). Tokens expire on your workspace's schedule (often ~90 days) — reconnect with a new one when they do. Orgs that disable personal access tokens can't connect.

Try these prompts:

"What tables do I have in Databricks under the sales catalog?"
"Query our Databricks warehouse for monthly revenue by region for the last 12 months"

Datadog

Access traces, spans, logs, metrics, and error tracking from Datadog. Useful for incident reviews, performance investigations, and surfacing infrastructure anomalies alongside your GitHub and Slack data.

How to connect:

Open Settings → Connections
Find Datadog and click Connect
Enter your API key and Application key (the dialog links directly to both Datadog pages)

Try these prompts:

"What's the error rate on my main API service today?"
"Show me the slowest traces from the last hour"
"Any infrastructure anomalies in the last 24 hours?"

Day.ai

Access your Day.ai CRM — relationships and contacts, meeting history, and pipeline — so Surfboard can answer questions grounded in your customer conversations and deals.

Try these prompts:

"List my recent meetings from Day.ai and summarize the key takeaways"
"What's in my Day.ai pipeline right now, and which deals haven't had a touchpoint in two weeks?"

Descrybe

Search Descrybe's case law library and its AI-generated summaries to speed up legal research — find relevant opinions by topic and get plain-language digests. Results are research summaries with case references, not legal advice.

Try these prompts:

"Search Descrybe for recent appellate cases on non-compete enforceability"
"Find case law about landlord liability for slip-and-fall injuries and summarize the leading opinions"

Digits

Access your Digits accounting data — financial statements, transactions, vendors, and reports — for bookkeeping and finance questions about your business.

Try these prompts:

"Pull my P&L from Digits for last quarter and highlight the biggest expense changes"
"Summarize recent transactions in Digits and flag any unusually large vendor payments"

Dropbox

Access files, folders, and shared content from Dropbox. Surfboard can also create and update files in your Dropbox on your behalf. Works alongside Google Drive and Box for full file storage coverage.

Write access

If you connected Dropbox before May 2026, reconnect from Settings → Connections → Dropbox → Reconnect to authorize write scopes.

Try these prompts:

"Find the signed contract for the Acme deal in Dropbox"
"What files were shared with me this week?"
"Save this document summary to my Dropbox shared folder"

Dune

Query blockchain analytics through your Dune account — list and run your saved queries and pull results from your dashboards. Free-tier Dune plans have low query-execution quotas, and very large blockchain scans can be slow.

Try these prompts:

"List my saved Dune queries"
"Run my 'DEX volume by chain' Dune query and summarize the trend"

Egnyte

Access files and folders stored in Egnyte, plus content governance data — search for documents by name and pull their contents into your work.

Try these prompts:

"Search Egnyte for the latest master services agreement and summarize its key terms"
"What files were added to our Egnyte 'Client Deliverables' folder this month?"

Enterpret

Query Enterpret's customer feedback analytics — surface themes, trends, and summaries across the feedback Enterpret aggregates from your support, sales, and review channels.

Try these prompts:

"Summarize the top customer feedback themes in Enterpret from the last 30 days"
"What are customers saying in Enterpret about our new onboarding flow?"

Fathom

Access meeting recordings, transcripts, summaries, and action items from Fathom. Works alongside Granola and Fireflies to give Surfboard visibility into recorded meetings regardless of which tool your team uses.

Try these prompts:

"What were the key decisions from my Fathom call with Acme yesterday?"
"Show me action items from this week's recorded meetings"

Figma

Access your Figma design files — components, styles, variables, comments, version history, and rendered previews — plus your teams and projects. Surfboard can also post comments and manage dev resources with your approval.

Setup notes

Browsing by team requires adding your Figma team IDs via the connector's Manage teams option (Figma has no automatic team listing). Reading and updating variables requires a Figma Enterprise plan.

Try these prompts:

"What components and styles are defined in our design-system Figma file?"
"Summarize the unresolved comments on the checkout redesign file in Figma"

Fireflies

Access meeting transcripts, summaries, and action items from Fireflies. Surfboard pulls recorded meetings into project briefs, customer summaries, and post-call follow-ups.

Try these prompts:

"What were the key takeaways from yesterday's Acme call?"
"Show me action items assigned to me from this week's meetings"

Fiscal.ai

Query Fiscal.ai for public-company financials, filings, and financial models — pull standardized statement data and filing details for the tickers you're researching. Coverage depends on your Fiscal.ai plan.

Try these prompts:

"Pull income statement data for Apple from Fiscal.ai for the last five fiscal years"
"What recent filings does Fiscal.ai show for Shopify?"

Ghost

Query your Ghost publication — posts, pages, tags, members, newsletters, tiers, offers, staff users, and site settings. Surfboard can also create or update posts and add members with your approval.

Setup notes

Requires admin access to your Ghost site to create an Admin API key (via a Custom Integration). Ghost(Pro) sites must connect using their *.ghost.io admin URL even if the public site uses a custom domain.

Try these prompts:

"List my five most recent Ghost posts with their publish status"
"How many members do I have on each Ghost tier, and which newsletters are active?"

GitHub

Access pull requests, issues, commits, code reviews, and repository activity. Connect multiple repositories across your organization to get a unified view of engineering work.

What you can do:

Connect multiple repositories from the same or different organizations
View pull requests, issues, and their status across repos
See commit history and author information
Read code reviews and comments
Search by author, date, labels, or status
Aggregate activity across teams for sprint boards

Try these prompts:

"Show me open pull requests across all connected repos"
"What did the platform team ship last week?"
"List unresolved issues labeled 'bug' in the API repo"

GitLab

Access your GitLab projects, issues, merge requests, and pipelines — Surfboard can query nearly any part of the GitLab API on your behalf, and make changes (like filing issues) with your approval. Access mirrors your own GitLab permissions.

Try these prompts:

"What open merge requests are assigned to me in GitLab, and which have failing pipelines?"
"Show the latest pipeline status on main for the mobile-app project"

Gmail

Access email labels, messages, threads, drafts, and attachments. Connect multiple Gmail accounts.

Key features:

Multiple accounts – Connect work + personal
Advanced search – Find by sender, subject, labels, date
Conversation threads – View entire email threads
Attachments – Access and download attachments
Label filtering – Filter or exclude specific labels in Settings to control which emails Surfboard can access

Try these prompts:

"Show me unread emails"
"Emails from my manager about the project"

Gong

Query your Gong call library — recordings, speaker-attributed transcripts, AI-analyzed call content, user activity and interaction stats, coaching scorecards, and keyword trackers.

How Gong connects

Gong is connected once org-wide by a Gong Tech Admin, and the connector sees org-wide call data. New calls take up to an hour to appear and transcripts up to 24 hours. Read-only; Gong's daily API limits can pause very heavy analysis until the next day.

Try these prompts:

"Summarize yesterday's Gong calls with Acme Corp, including talk-time by speaker"
"How did my team score on coaching scorecards this month, and which keyword trackers fired most?"

Google Ads

Query your campaign performance, ad groups, keywords, and search terms via GAQL (Google Ads Query Language). Useful for pulling performance data into campaign briefs, weekly reporting boards, or budget tracking.

Try these prompts:

"How are my top campaigns performing this month?"
"Which keywords have the highest CTR?"
"Show me search terms with high impressions but low conversions"

Google Calendar & Tasks

Access your calendar events, availability, task lists, and tasks.

What you can do:

Ask about upcoming events and meetings
Check your availability
View and search your tasks
Find events by keyword or time range

Try these prompts:

"Show me my meetings for next week"
"Am I free on Friday afternoon?"
"What tasks are due this week?"

Google Drive

Access files, folders, documents, spreadsheets, slides, comments, and permissions.

What you can do:

Search files across My Drive and Shared Drives
Read Google Docs, Sheets, and Slides content
View file metadata and permissions
Track file changes and collaboration

Try these prompts:

"Find files containing 'quarterly report'"
"Who has access to this file?"

Google Meet

Access conference records, participant information, and meeting transcripts.

Important requirements

Google Workspace required – Business Standard or higher
30-day retention – Transcripts available for 30 days
Transcription must be enabled – Host must enable

Try these prompts:

"Get the transcript from yesterday's meeting"
"Who attended the project sync?"

Grain

Query your Grain meeting library — recordings, transcripts, and highlights — so Surfboard can recap meetings and pull key moments from past conversations.

Try these prompts:

"List my recent Grain recordings and summarize last Tuesday's product sync"
"Find Grain highlights where customers mentioned pricing concerns"

Granola

Access meeting notes and transcripts from Granola. Surfboard incorporates Granola's structured meeting summaries into project boards and customer briefs.

Try these prompts:

"What action items came out of yesterday's customer call?"
"Summarize all meetings with the Acme team this month"

Gusto

Access your company's Gusto payroll data — employees, contractors, compensations, and pay schedules — for headcount, comp, and payroll questions. Requires Gusto admin access to your company.

Try these prompts:

"List our employees in Gusto with their titles and compensation"
"When is our next pay date according to the Gusto pay schedule?"

Hex

Access your Hex workspace — data notebooks, published apps, and query results — so Surfboard can reference your team's analyses and pull their outputs into conversation.

Try these prompts:

"List the Hex projects in my workspace and tell me which were updated this week"
"Pull the latest results from our weekly retention notebook in Hex and summarize the trend"

Honeycomb

Query your Honeycomb observability data — datasets, triggers, and SLOs — to investigate service behavior and check alerting and reliability status.

Try these prompts:

"List my Honeycomb datasets and their recent activity"
"Which Honeycomb SLOs are burning error budget fastest right now?"

HubSpot

Access contacts, deals, companies, and engagement data from HubSpot. Surfboard pulls CRM context into account health boards, QBR boards, and pipeline dashboards.

Try these prompts:

"Show me deal activity for Acme Corp this quarter"
"Which contacts haven't had engagement in the last 30 days?"

Hugging Face

Search and inspect models, datasets, and Spaces on the Hugging Face hub — research what's available for your ML use case.

Try these prompts:

"Search Hugging Face for small open-source embedding models and compare their download counts"
"What datasets are on Hugging Face for financial sentiment classification?"

iManage

Access your iManage Work workspace — search legal documents, browse matters, and review email filing. Cloud iManage only; on-premises deployments are not supported.

Try these prompts:

"Search iManage for the latest engagement letter on the Meridian matter"
"What documents were filed to the Henderson acquisition matter this week?"

incident.io

Access your incident.io workspace — incidents, follow-up actions, and on-call schedules — for incident status, retro follow-through, and on-call questions.

Try these prompts:

"List our open incidents in incident.io and their current severity"
"Who's on call this week, and which incident follow-ups are still outstanding?"

Jam

Access your Jam bug reports and debugging sessions — pull repro details, console and network context, and session metadata into your debugging workflow.

Try these prompts:

"List the most recent Jam bug reports filed by the QA team"
"Summarize the Jam report about the checkout crash, including the console errors captured"

Jotform

Access your Jotform forms and their submissions — review form setups and analyze the responses coming in.

Try these prompts:

"List my Jotform forms and how many submissions each received this month"
"Summarize the responses to my event registration form on Jotform"

Klaviyo

Access your Klaviyo email and SMS marketing — campaigns, flows, lists, segments, and performance metrics — and answer questions about how your marketing is doing.

Try these prompts:

"How did our last three Klaviyo email campaigns perform compared to each other?"
"Which Klaviyo segments have grown the most this month?"

Krisp

Search and summarize your Krisp meeting transcripts and notes — pull decisions, action items, and context from past conversations.

Try these prompts:

"Search my Krisp meeting notes for any discussion of the Q3 pricing change"
"Summarize the action items from my meetings with the design team last week"

Lichess

Access your chess life on Lichess — games, ratings, puzzle activity, studies, tournaments, teams, and broadcasts — and analyze trends in your play. You can connect multiple Lichess accounts. Read-only: Surfboard can't create challenges, play moves, or set up tournaments, and very large requests (like a full game history) are fetched in capped batches due to Lichess rate limits.

Try these prompts:

"How has my blitz rating trended over the past six months on Lichess?"
"Pull my last 50 rapid games and tell me which openings I score best with"

Linear

Access issues, projects, cycles, and team workloads from Linear. Pairs well with GitHub for unified sprint boards that track both issue progress and PR activity.

Try these prompts:

"What's the current sprint progress for the Platform team?"
"Show me all high-priority bugs assigned this cycle"

LinkedIn Pages

Access your LinkedIn company page — posts, comments, and reactions, plus follower growth and content analytics.

Requirements & limits

You need an admin-level role on the page (Administrator, Content Admin, or Sponsored Content Poster). LinkedIn enforces tight daily API limits, share statistics only cover the trailing 12 months, and image/video uploads aren't supported. LinkedIn connects whichever account is signed in to linkedin.com in your browser.

Try these prompts:

"How did our company page's follower count change over the last quarter?"
"Which of our LinkedIn posts this month got the most engagement?"

Logfire

Access traces, logs, and observability data from Logfire. Particularly useful for incident post-mortems — Surfboard can stitch Logfire traces with GitHub issues and Slack conversations to auto-generate incident timelines.

Try these prompts:

"Show me error traces from the payments service in the last 24 hours"
"What happened during the 2am incident on Tuesday?"

Lucid

Search your Lucidchart and Lucidspark documents, create new diagrams and org charts, export pages as images, and generate share links.

Try these prompts:

"Find the Lucidchart document with our onboarding flow diagram"
"Create an org chart in Lucid for my team based on this list of names and roles"

MailerLite

Access your MailerLite email marketing — campaigns, subscribers, and automations — and answer questions about list growth and campaign performance.

Try these prompts:

"List my recent MailerLite campaigns and their open rates"
"How many new subscribers did we add in MailerLite last month, and to which groups?"

Mem

Search your Mem notes, collections, and saved knowledge, so Surfboard can surface what you've already written down when you need it.

Try these prompts:

"Search my Mem notes for everything I've saved about the vendor evaluation"
"What's in my Mem collection about product ideas?"

Mercury

Access your Mercury business banking — account balances, transactions, statements, cards, recipients, and spending analytics. Read-only: Surfboard can view banking data but can never move money or make changes.

Try these prompts:

"What are my current Mercury account balances?"
"Summarize our Mercury spending by category for last month"

Metaview

Query your Metaview interview recordings, notes, and hiring insights — review candidates and spot patterns across your interview process.

Try these prompts:

"Summarize the interviews we ran for the backend engineer role this week"
"What concerns came up in the Metaview notes for candidate Jane Doe?"

Microsoft OneDrive & SharePoint

Access files from OneDrive along with SharePoint sites and document libraries. Works alongside Google Drive and Dropbox to give Surfboard visibility into files no matter where your team stores them.

What you can do:

Search and read files stored in OneDrive
Access shared folders and team files
Search across SharePoint sites and document libraries
View file metadata and recent activity

Try these prompts:

"Find the Q3 budget spreadsheet in OneDrive"
"Show me files shared in the Marketing SharePoint site"

Microsoft Teams

Access channels, chats, and messages from Microsoft Teams. Works alongside Outlook, OneDrive, and SharePoint for full Microsoft 365 coverage — useful for surfacing decisions buried in channel threads or summarizing activity across team conversations.

Try these prompts:

"What was discussed in the #eng channel yesterday?"
"Find messages from John about the Q3 roadmap"

Miro

Read your Miro boards, frames, and whiteboard content — pull ideas, plans, and notes straight out of your team's visual workspace.

Try these prompts:

"What's on our Miro board from the product brainstorm last Tuesday?"
"List the sticky notes in the 'Risks' frame of our planning board"

Mixpanel

Query your Mixpanel product analytics — events, funnels, retention, user flows, and dashboards — and answer questions about how people use your product.

Try these prompts:

"What does our signup funnel conversion look like in Mixpanel for the past 30 days?"
"Show me weekly retention for users who completed onboarding last month"

monday.com

Access your monday.com boards, items, updates, and team workflows — report on project status and find work items fast.

Try these prompts:

"What items on our Sprint board are still in progress and who owns them?"
"Summarize the latest updates on the website redesign project in monday.com"

Monte Carlo

Query your Monte Carlo data observability platform — incidents, data assets, and lineage — to quickly understand what broke and what it affects.

Try these prompts:

"List the open Monte Carlo incidents and which tables they affect"
"What's downstream of the orders table according to Monte Carlo lineage?"

Morningstar

Query Morningstar investment research and fund and equity data — look up ratings, performance, and analysis without leaving your workflow.

Try these prompts:

"Look up the Morningstar rating and expense ratio for VTSAX"
"Compare the five-year performance of these three funds using Morningstar data"

MotherDuck

Query your MotherDuck DuckDB databases with SQL — explore schemas, run analyses, and answer questions directly from your data.

Try these prompts:

"List the databases and tables in my MotherDuck account"
"Query my MotherDuck sales table for monthly revenue totals this year"

Motion

Access your Motion tasks, projects, and schedules — see what's on your plate and when things are due.

Try these prompts:

"What's on my Motion schedule for today?"
"List my overdue Motion tasks grouped by project"

Neon

Work with your Neon Postgres — list projects and branches, manage them, and run SQL against your databases. Actions that modify projects or data always require your approval first.

Try these prompts:

"List my Neon projects and their branches"
"Run a query on my Neon database to count signups by week"

NetDocuments

Search and read your NetDocuments legal documents and workspaces — find the matter files and content you need. Available for US-region NetDocuments accounts.

Try these prompts:

"Search NetDocuments for the engagement letter for the Acme matter"
"List the documents in the Smith v. Jones workspace"

Netlify

Access your Netlify sites, deploys, and build status — check what shipped and whether builds are passing.

Try these prompts:

"What's the status of the latest deploy for my marketing site on Netlify?"
"List my Netlify sites and when each was last deployed"

Notion

Access pages, databases, and workspace content from Notion. Useful for pulling in product specs, team wikis, meeting notes, and planning content.

Try these prompts:

"Summarize our product roadmap from Notion"
"What decisions were captured in last week's team meeting notes?"

Oneleet

Query your Oneleet compliance program — controls, evidence, policies, frameworks, monitors, team members, and pentest findings — and summarize where you stand.

Workspace-level connector

A workspace admin connects Oneleet with a service key, and everyone in the workspace shares that connection. What Surfboard can see depends on the permissions the admin grants the key.

Try these prompts:

"Which Oneleet controls are currently failing?"
"Summarize our open pentest findings by severity"

OpenRouter

Check your OpenRouter usage and remaining credits and browse the model catalog — keep tabs on spend and available models.

Try these prompts:

"How many OpenRouter credits do I have left, and what has my usage looked like this week?"
"What models are available on OpenRouter for long-context tasks?"

Otter.ai

Search your Otter.ai meeting transcripts, notes, and AI summaries — pull decisions and follow-ups from past conversations.

Try these prompts:

"Search my Otter transcripts for what we decided about the launch date"
"Summarize yesterday's customer call from Otter, including action items"

Outlook (Email & Calendar)

Access mail folders, messages, attachments, and calendar events through your Outlook account. Connect multiple accounts for work and personal use.

Email:

Multiple accounts – Connect work + personal
Advanced filtering – Find by folder, sender, subject, date
Full-text search – Search subject, body, sender
Attachments – Access and download attachments

Calendar:

Check availability and upcoming meetings
Search events by keyword or time range
View event details and participants

Try these prompts:

"Show me unread work emails"
"Emails with attachments from this week"
"What meetings do I have tomorrow?"

Outreach

Access Outreach prospects, sequences, and sales engagement activity — ask questions about outbound performance in plain language. Access mirrors what your Outreach account can see.

Try these prompts:

"Which of our Outreach sequences had the best reply rates this quarter?"
"Pull up the recent engagement activity for prospects at Acme Corp"

PayPal

Access your PayPal payments, invoices, subscriptions, and transaction history — answer questions about money in and out without digging through the PayPal dashboard.

Try these prompts:

"Summarize my PayPal transactions from last month by type"
"Which of my PayPal invoices are still unpaid?"

Pendo

Query your Pendo product analytics, in-app guides, and user feedback — feature usage, guide performance, and what customers are saying, all in one conversation.

Try these prompts:

"Which features saw the biggest usage growth in Pendo over the last 30 days?"
"Summarize the recent user feedback we've collected in Pendo"

PlanetScale

Access your PlanetScale databases and branches and run queries against them. Query access follows the permissions of the PlanetScale account you connect.

Try these prompts:

"List my PlanetScale databases and their branches"
"Run a query against our production database to count signups by week this quarter"

PostHog

Access product analytics, feature flag status, and event data from PostHog. Useful for pulling usage metrics into campaign boards or customer health boards.

Try these prompts:

"What's the adoption rate for the new onboarding flow?"
"Show me weekly active users over the last month"

QuickBooks

Query your QuickBooks Online invoices, bills, vendors, customers, and financial reports — bookkeeping questions answered straight from your books. QuickBooks Online only; one QuickBooks company can be connected per user.

Try these prompts:

"Show my invoices from the last 60 days that are still open"
"Pull a profit and loss report for last quarter and summarize the biggest expense categories"

Ramp

Access your Ramp corporate card transactions, expenses, reimbursements, and overall spend data — spend questions and expense reviews, conversationally.

Try these prompts:

"What were our top spend categories on Ramp last month?"
"List any pending reimbursements and who submitted them"

Rillet

Access your Rillet general ledger, revenue, and close data — ask about account balances, revenue trends, and close status directly.

Try these prompts:

"Give me a summary of the general ledger activity for this month"
"How is recognized revenue trending over the last three months in Rillet?"

Salesforce

Read and update your Salesforce accounts, contacts, and opportunities — ask about pipeline, look up records, and make changes without opening Salesforce. Access mirrors your own Salesforce permissions.

Writes need your approval

Any update requires your explicit approval in Surfboard before it runs. Deleting records is not supported.

Try these prompts:

"Which opportunities in my pipeline are set to close this month?"
"Update the stage on the Acme Corp opportunity to Negotiation"

Sentry

Query your Sentry errors, issues, releases, and application performance data — investigate what's breaking and how releases are behaving.

Try these prompts:

"What are the most frequent unresolved Sentry issues in our production project this week?"
"Did error rates change after our latest release?"

Shopify

Access orders, products, customers, and inventory from your Shopify store, plus run ad-hoc queries against the Admin GraphQL API. Useful for surfacing fulfillment status alongside support conversations, building revenue dashboards, or pulling product catalogs into customer briefs.

Try these prompts:

"Show me orders from this week with delivery delays"
"Which products had the most refunds last month?"
"Pull SKU and inventory levels for the holiday catalog"

Slack

Access workspace channels, messages, direct messages, user information, and files.

Key features:

Real-time data – Always shows current messages
Multiple workspaces – Connect more than one Slack workspace; workspace icons appear in the connector panel so you always know which is which. Add workspaces from Settings → Connections → Slack → Add Workspace
DM access – Direct messages and group DMs
Advanced search – Find by user, channel, date, keyword
File access – Download shared files

Try these prompts:

"What did I say in #general yesterday?"
"Messages from Ben about the launch"

Sling

Access and manage employee schedules, shifts, timesheets, payroll summaries, and labor cost data from Sling. Useful for operations teams who need to check staffing, create shifts, manage leave, and post announcements - all without leaving Surfboard.

What you can do:

Check shift schedules across the organization
Pull timesheet and payroll data for a date range
Identify leave requests and schedule gaps
Summarize labor cost by team or location
Create and update shifts (requires your approval before saving)
Submit and approve leave requests (requires your approval)
Post org-wide announcements (requires your approval before posting)

Write actions require your approval

Creating shifts, updating schedules, approving leave, and posting announcements all require your explicit confirmation before Surfboard sends anything to Sling.

Try these prompts:

"Who is working the early shift tomorrow?"
"Show me the schedule for the Seattle location this week"
"Summarize payroll hours for the last two weeks"
"Schedule Alex for a close shift on Friday from 6pm to 10pm"
"Approve the leave request from Maria for next Monday"
"Post an announcement to all staff about the Friday schedule change"

S&P Global

Query S&P Global market and company fundamentals data through Kensho kFinance — pricing, financials, and fundamentals for the companies you follow. Requires an S&P Global kFinance account.

Try these prompts:

"Pull revenue and margin fundamentals for Apple over the last four quarters"
"Compare the recent price performance of Coca-Cola and PepsiCo"

Square

Access your Square payments, orders, customers, catalog, inventory, and invoices — and make updates to orders, customers, catalog items, inventory, and invoices with your approval. Surfboard cannot charge cards or issue refunds.

Try these prompts:

"Summarize yesterday's Square sales by payment type"
"Which items in my Square catalog are low on inventory?"

Stripe

Access customer, subscription, invoice, and payment data from Stripe. Useful for enriching account health boards with billing context and tracking revenue signals alongside CRM data.

Try these prompts:

"What's the current MRR for enterprise accounts?"
"Show me failed payments in the last week"

Supabase

Work with your Supabase projects — inspect database schema, run SQL, and check on edge functions and logs, all conversationally.

Try these prompts:

"Show me the schema of the users table in my Supabase project"
"Run a SQL query to count rows added to the orders table this week"

Superhuman

Search your Superhuman email threads and messages — find conversations, pull context, and summarize correspondence fast.

Try these prompts:

"Find my recent email threads with the team at Acme about the renewal"
"Summarize the latest messages in my thread with Jane about the Q3 contract"

Supermetrics

Query the marketing data flowing through your Supermetrics pipelines — cross-channel marketing metrics in one conversation. You can query the data sources already connected in your Supermetrics account.

Try these prompts:

"List the data sources connected in my Supermetrics account"
"Pull last month's ad performance across our connected marketing channels"

Toast

Query your restaurant's orders, menus, employees, scheduled shifts, time entries, wages, tips, jobs, and configuration straight from Toast POS.

Limits

Read-only. One restaurant location per connection (reconnect to switch). Labor and time-entry queries are limited to one-month date ranges, and Toast Payroll pay runs, tax filings, and direct deposits are not accessible.

Try these prompts:

"How did yesterday's orders break down by dining option and payment type?"
"Show me last week's time entries with overtime hours and tips for each employee"

Todoist

Access your Todoist tasks, projects, sections, and comments — review what's on your plate and stay on top of deadlines.

Try these prompts:

"What tasks are due this week across my Todoist projects?"
"Show me the open tasks and recent comments in my Website Redesign project"

UKG Ready

Query your employees, timesheets, time-off requests, time entries, attendance, payroll runs, positions, and cost centers from your UKG Ready tenant.

Setup notes

Read-only. Works with UKG Ready only (not UKG Pro Workforce Management). A UKG Ready administrator must create API credentials with view-only access to set up the connection.

Try these prompts:

"List employees with pending time-off requests for next month"
"Pull this pay period's time entries and flag anyone with overtime"

Unthread

Access your Unthread support tickets and SLAs — check queue health, ticket status, and SLA performance conversationally.

Try these prompts:

"How many Unthread tickets are currently open, and which are closest to breaching SLA?"
"Summarize the support tickets we resolved this week"

Webflow

Access your Webflow sites, pages, CMS collections, and published content — review and manage what's on your Webflow site.

Try these prompts:

"List the CMS collections on my Webflow site and how many items each has"
"Which blog posts in my Webflow CMS were updated most recently?"

Wix

Access your website content and business data from Wix. Useful for tracking page activity, form submissions, and other site signals alongside your other sources.

Try these prompts:

"What pages are published on my Wix site?"
"Show me recent form submissions from my site"

WordPress.com

Access your WordPress.com sites, posts, pages, comments, and traffic stats — review content and audience trends in one place.

Requirements

Requires a site on a paid WordPress.com plan; WordPress.com-hosted sites only (self-hosted WordPress is not supported). Editing content requires enabling write access in your WordPress.com settings.

Try these prompts:

"How has traffic to my site trended over the past month?"
"List my most recent posts and any comments awaiting moderation"

Workable

Access your Workable jobs, candidates, and hiring pipeline data — check pipeline health and candidate status without opening Workable. Access follows your Workable role.

Try these prompts:

"How many candidates are in each stage for our open engineering roles?"
"Which Workable jobs have been open the longest, and where are candidates getting stuck?"

Yardi Virtuoso

Access your Yardi properties, work orders, tenants, vendors, financials, and portfolio insights. Requires a Yardi Virtuoso Enterprise subscription; access mirrors your Yardi role and permissions.

Try these prompts:

"Show me the open work orders across my properties, oldest first"
"Which tenants have leases expiring in the next 90 days?"

Zapier

Connect Surfboard to 9,000+ apps through Zapier's MCP integration. If your tool isn't natively connected to Surfboard, Zapier can bridge the gap — letting Surfboard read data from or trigger actions in almost any application.

How to connect:

Go to Settings → Connections → Zapier
Follow the MCP setup flow at /connect-mcp
Authenticate with your Zapier account
Enable the integrations you want Surfboard to access

Try these prompts:

"Pull the latest records from my Zapier-connected CRM"
"Trigger a Zapier automation when my weekly report board updates"

Zocks

Query your Zocks advisor meeting notes and client data — recall what was discussed and follow up on client commitments quickly.

Try these prompts:

"Summarize my client meetings from this week in Zocks"
"What follow-ups came out of my last meeting with the Hendersons?"

Zoom

Access past meetings, cloud recordings, transcripts, summaries, and participant data.

Important limitations

Host-only access – Only meetings you hosted are available
Processing time – Recordings take 5-30 minutes to appear after meeting ends
Cloud recordings only – Local recordings cannot be accessed

Try these prompts:

"Get the transcript from yesterday's team meeting"
"Who attended the project kickoff?"

Custom MCP Servers

Add any MCP-compatible server directly from Settings - enter an API key or authorize via OAuth to give Surfboard access to that server's tools in every conversation.

How to connect:

Open Settings → Connections
Scroll to Add a custom server and click it
Enter the server URL and credentials (API key or OAuth client details)
Surfboard connects immediately - ask: "What can you do with [server name]?" to see the available tools

Custom MCP servers appear alongside native connectors in the connector panel. Useful for developer tools, internal APIs, and any service not yet available as a first-class Surfboard connector.

Check that you're still signed in (Settings → Connections)
Try reconnecting the connector
Make sure you have necessary permissions

"No results found"

Verify you have access to that data in the original service
Check your search terms and date filters
For Gmail, check if label restrictions are blocking results

Managing Your Connectors

Disconnect: Go to Settings → Connections and click "Disconnect"
View permissions: Click on a connector to see what Surfboard can access
Add accounts: For Gmail and Outlook, click "Add Account" to connect additional accounts