Skills and agents · Checklist
Connect a tool without giving away the keys
- Tools
- Multi-tool
- Audience
- People getting started with AI
- Topic
- Skills and agents
You’ll finish with: a reviewed connection, a retrieval test and a plan for disconnecting it.
Connect one tool for one useful job. You can add more later if you need them. Today’s win is finding a known source and proving you can disconnect again.
Set up
Allow 20–30 minutes plus administrator approval if needed. Use your assistant’s official app or connector settings and a test account or approved practice folder. Availability varies by plan, region and workspace policy.
Try this example
FICTIONAL PRACTICE MATERIAL
Practice source: a document called Workshop Connection Test containing the sentence Room B seats twelve. Task: find that document and report its one fact, with a source link.Do the task
- Open the assistant’s app directory, choose the official provider and inspect the requested permissions before authorising.
- Search for the exact practice document and verify the result by opening it.
- Review the connection settings and learn how to revoke access; record any permission broader than the task needs.
Your reusable prompt
Use the connected document tool to find Workshop Connection Test. Quote its room-capacity sentence and link to the document. Do not search unrelated folders or change any files.
PRACTICE INPUT
Practice source: a document called Workshop Connection Test containing the sentence Room B seats twelve. Task: find that document and report its one fact, with a source link.Refine your result
If the document is missing, check account and access scope first. Do not invent a result or treat pasted text as proof the connector works.Check the result
The answer should match twelve seats and point to the correct document. A read-only instruction cannot reduce an OAuth permission grant; stop if the grant is unacceptable for your account.
Save and reuse
Save the provider name, permitted scope and test result. Remove the test connection if you no longer need it.
Sources and notes
- Connected apps and access Checked 2026-10-05
- The practice input and teaching prompt are original 5HO material. Examples are fictional; they are not screenshots or claims of a completed real-world task.
- Official documentation supports the relevant product concepts. Setup availability depends on your account; where a guide offers a fallback, it does not prove the connected capability worked.