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Companion Apps

Companion apps are integrations that expose tools to Companion. They let Companion look up information, draft content, create records, schedule events, send messages, or update external systems when you ask it to.

How to browse apps​

  1. Open Marketplace from the workspace sidebar.
  2. Select the Apps tab.
  3. Open an app card to review what it connects, whether it is personal or workspace-scoped, and what Companion tools it provides.

Use the Installed tab to manage apps that are already connected.

App categories​

CRM and sales apps connect Companion to customer data such as contacts, companies, accounts, deals, tickets, activities, and opportunities.

Task and project apps let Companion create or update tasks, issues, projects, comments, and related work items.

Email and calendar apps let Companion draft or send emails, read relevant email context, create calendar events, and reason about your schedule.

Communication and support apps let Companion work with channels, messages, support conversations, tickets, or call data depending on the provider.

Productivity and document apps let Companion search files, create pages, append content, or work with provider-specific documents.

Installing an app​

Each app card shows whether the app is connected for the workspace or for your personal account. To install one:

  1. Open Marketplace > Apps.
  2. Click the app you want.
  3. Review the requested access and available Companion tools.
  4. Complete the OAuth, API key, or provider-specific setup flow.

Once installed, Companion can use the app’s tools in your conversations. For example, after connecting Linear, you can ask Companion to create an issue from a meeting action item.

Tool approval​

By default, Companion asks for confirmation before actions that modify data or interact with external systems, such as sending an email or creating a ticket. Read-only actions often run without extra approval.

You can auto-approve trusted tools from User preferences > Companion by adding glob patterns such as linear_*, send_email, or *. Use broad patterns carefully because matching tools can run without another confirmation prompt.