Open a connected app, Gmail for example, and you will see up to three kinds of capability.

CRM Sync is how mail, contacts, or WhatsApp become People and timeline activity. Permissions and Settings live here. This is all contacts vs selective, default record type, and the sync choices from the last section. WhatsApp sync still belongs behind review on a personal number.

Email automations show on Gmail and Outlook. Label, draft, triage, follow up. That is the email agent. It has its own lesson. You turn it on per mailbox, and it depends on labeling.

MCP is the tool layer. MCP is how Max actually calls the app: read a thread, create a draft, list a calendar, write a sheet. View tools shows the scopes and the individual tools this connection exposes. If a tool is off, Max cannot use it, even if you ask in chat. If the connection is expired, every tool is dead until you reconnect.

Not every connector has all three. Slack is mostly a channel plus tools. Stripe is tools. Gmail is all three. The Includes block on the detail page tells you which ones you have.

Connecting is OAuth, or a WhatsApp session. You grant scopes in that flow. Grant what Max needs, not the whole universe. You can tighten tools after, in View tools, if the connector allows a subset.

Permissions on CRM Sync decide what this connection may write into the CRM, inside the account defaults and your override policy. Settings is the day-to-day: processing on or off, contact sync, labeling. Disconnect or remove the connector when the mailbox should die. Removing it stops sync and stops Max’s tools for that app. It does not delete James. Activity that already landed stays.

Expired connections show in the grid. Reconnect before you debug Max. A “I cannot see Gmail” chat is often an expired connector, not a dumb agent.

Search and filter the catalog by category and status. Email and Calendar, Messaging, Apps. Connect the few he will use this week. A wealth advisor usually needs Gmail or Outlook, WhatsApp if the book lives there, and maybe Calendar or Slack. You do not need twenty apps on day one. Each one is another scope to govern.

Browse the Frontline integrations catalog to see the apps and channels available across Frontline.

Once Gmail is connected and MCP tools are on, “Draft a reply to James about the IPS” works. Once CRM Sync is on, the sent mail can hit his timeline. Once Sheets is connected, “Build a fee table from this file” can write a real sheet or an artifact. Tasks and playbooks will ask you which connectors they may use. A routine cannot read Gmail if you did not give it Gmail.

Next: Setting up channels, which is where you talk to Max, as opposed to the apps he talks to.