- Overview
- Installation and setup
- Getting started
- Trust and compliance
- Governance
- Features
- Repeating work with Routines
- Connecting to popular business applications
- Configuring external tools with MCP servers
- Sharing skills with your team
- Recording your tasks
- Extending functionality with plugins
- Reference
- Troubleshooting
- Backup and restore
Connecting to popular business applications
Create, test, filter, and revoke Integration Service connections for Cartographer.
Integration Service provides secure, authenticated connections to popular business applications. When you connect one, the agent can:
- Read and write data in the connected application
- Act on your behalf using your permissions
- Access data without requiring you to share passwords
- Work in the background without browser automation
Cartographer supports every connector in the Integration Service catalog, not just a fixed subset. A few common examples:
| Service | What the agent can do |
|---|---|
| Microsoft Outlook | Read emails, send messages, manage calendar, create tasks |
| Gmail | Read emails, send messages, search conversations |
| Google Calendar | Read events, create meetings, check availability |
| Google Drive | List, read, and manage files |
| Google Docs | Create and edit documents |
| Slack | Read channels, post messages, manage threads |
| Microsoft Teams | Read channels, post messages, check mentions |
| Jira | Read issues, create tickets, update status, add comments |
| Confluence | Read pages, search content, create documentation |
| GitHub | Read repositories, issues, pull requests; create issues |
| Salesforce | Read and update records, create tasks, check opportunities |
Prerequisites
- Integration Service must be available in your UiPath tenant.
Creating a connection
To create an Integration Service connection, take the following steps:
- Open Add-ons & Integrations → Connections.
- Select Connect next to the service you want.
- Sign in with your account for that service.
- Grant the requested permissions.
Result: The connection shows a Connected status. You can now reference this service by name.
Connection filter mode
Control which connections are visible:
| Mode | Description | Use when |
|---|---|---|
| Personal | Only connections you created | Working alone, testing |
| All | All connections in your tenant | Team environments, shared resources |
In All mode, you can use connections created by teammates, but you can only see data you have permission to access in the connected application.
Testing a connection
Ask the agent to perform a simple action — for example, "List my unread emails from Outlook" or "Show my calendar for today."
A connection's status is shown as Connected, Disconnected, or Not connected.
Revoking a connection
To revoke a connection, take the following steps:
- Open Add-ons & Integrations → Connections.
- Find the connection you want to remove.
- Select Disconnect.
Result: The agent can no longer access that service until you reconnect. This doesn't delete your account with the service — to fully revoke access, also remove the authorization in the service's own settings (for example, Google Account → Security → Third-party apps).
Refreshing stale connections
A connection can expire or become invalid if your password changed, the service revoked third-party access, or your organization changed security policies. This shows up as "Connection failed" or an authentication error. To fix it, open Add-ons & Integrations → Connections, find the failed connection, and reconnect — this repeats the OAuth flow.
For security considerations and data flow information for connections, see Local security configuration.
Next steps
- Connections reference — The Connections screen, field by field
- Configuring external tools with MCP servers — For tools without an Integration Service connector
- Repeating work with Routines — Save workflows that use your connected tools
- Sharing skills with your team — Find pre-built skills for your connected services