Reference
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Connect data
Sources and connectors.
Connect a source
| Tool | Connects |
|---|---|
connect_ads | Ad platforms (spend + performance). |
connect_customer_success | CS tools (Vitally, Gainsight, …). |
connect_meetings | Meeting recordings/transcripts. |
connect_search / connect_social | Search + social signals. |
connect_storage | File storage (Drive, S3, …). |
approve_connector | Approve a pending connector (governance). |
Consent & governance
Some sources need explicit consent before ingest: grant_cs_note_consent, grant_meeting_consent. This keeps sensitive customer data governed and auditable.
Import, list & sync
import_file / import_folder | Pull specific files/folders. |
list_files / list_storage_sources / list_marketing_sources / list_meetings / list_cs_accounts | Enumerate what's connected. |
sync_marketing_source / sync_customer_success / sync_meetings | Refresh data from a source. |
attach_to_project / write_file | Scope sources to a project; write artifacts back. |
Then build
Once connected, the sourceIds flow into build_audience_from_data (see Creating an audience), and time-series data into the Data group (ingest_series, get_series) for brand-science models.