Connections
Overview
Connections are secure, reusable credentials that allow IntelliBuddies Agents to interact with external systems, services, and platforms.
Connections centralize authentication and access details, enabling:
- Secure reuse across multiple processes and agents
- Consistent credential management
- Simplified maintenance and auditing
You can manage all Connections from Assets → Connections in the AI Command Center.
Context Menu Options
You must have the appropriate permissions to perform actions on Connections.
| Option | Description |
|---|---|
| View | View connection details in read-only mode. |
| Edit | Modify connection configuration. |
| Delete | Delete the selected connection (restricted if in use). |
| Clone | Create a new connection based on an existing one. |
| Audit | View audit logs for connection creation and changes. |
Adding a Connection
You must have the Add Connections permission to create a new connection.
- Log in to the AI Command Center.
- Navigate to Assets → Connections.
- Click Toolbar → New Connection.
- Select the required connection type.
- Provide the configuration details.
- Click Test Connection.
- On successful validation, click Add.
Supported Connection Types
Database Connections
Used for executing database-driven activities such as Select, Insert, Update, Delete, and Stored Procedure execution.
Microsoft SQL Server
Supports both SQL Authentication and Windows Authentication (SSPI).
Key Fields
- Server Name
- Database Name
- Authentication Type (SQL / Windows)
- User Name & Password (SQL Authentication)
PostgreSQL
Used for connecting to PostgreSQL databases using username/password authentication.
Key Fields
- Server Name
- Port
- Database Name
- User Name
- Password
MySQL
Used for MySQL database connectivity.
Key Fields
- Server Name
- Port
- Database Name
- User Name
- Password
Oracle
Used for connecting to Oracle databases via SID and credentials.
Key Fields
- Server Name
- Port
- SID
- User Name
- Password
File & Storage Connections
File System
Used to access local or network file paths from workflows.
Key Fields
- Folder Path (absolute or network path)
- User Name
- Password
The AI Command Center server must have network access to the specified path.
AI & Cognitive Service Connections
These connections can be configured using native provider keys or IB-X Currency via Integration Gateway, where supported.
OpenAI
Used to access OpenAI text generation models.
Modes
- Native OpenAI Key – Bring your own API key
- Integration Gateway – Uses IB-X Currency (no API key required)
Additional Resources
Llama
Used to access Meta Llama models.
Modes
- Native Endpoint – Custom deployed Llama endpoint
- Integration Gateway – Uses IB-X Currency
Additional Resources
Azure
Used for Azure Cognitive Services and Azure Document Analysis.
Modes
- Azure Native Key – Direct Azure endpoint and access key
- Integration Gateway – Uses IB-X Currency
Additional Resources
Email Connections
IMAP
Used to read and manage emails from mail servers.
Typical Use Cases
- Reading incoming emails
- Processing attachments
- Monitoring mail folders
Additional Resources
- IMAP provider documentation (Gmail / Microsoft 365)
SMTP
Used to send emails from workflows and notifications.
Typical Use Cases
- Task notifications
- Alerts
- Custom email activities
Outlook (Microsoft 365)
Uses Azure AD application authentication to access Microsoft 365 mailboxes via Microsoft Graph.
Authentication
- Client ID
- Tenant ID
- Client Secret
Additional Resources
Google
Used to connect to Google services such as Gmail, Drive, and Sheets.
Authentication Types
- OAuth 2.0
- Service Account
- API Key
Additional Resources
- Create Google Cloud Project
- Enable Google APIs
- Configure OAuth2
- Configure Service Account
- Configure API Key
Viewing a Connection
- Navigate to Assets → Connections
- Select a connection
- Right-click → View
Editing a Connection
- Navigate to Assets → Connections
- Right-click → Edit
- Update configuration
- Click Update
Cloning a Connection
- Select an existing connection
- Right-click → Clone
- Provide a new name and optional description
- Click Add
Deleting a Connection
- Navigate to Assets → Connections
- Right-click → Delete
Connections cannot be deleted if any process references them. In such cases, the system displays the dependent process name and version.
Auditing a Connection
- Navigate to Assets → Connections
- Right-click → Audit
- Review creation and modification history
Security Notes
- All sensitive values (passwords, API keys, secrets) are stored encrypted
- Integration Gateway connections consume IB-X Currency
- Role-based permissions fully govern access
- Audit logs track all connection changes
Connections form the foundation for secure, scalable integration in IntelliBuddies. Properly configured connections ensure reliability, security, and reuse across automation agents.