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Tools and data sources your agent can use

Connect 38+ integrations and data sources to your Spear agent. Read live data from your CRM, power routines, enable agentic steps, and automate without copy-paste.

Written by Camila

Tools let your agent access live data

The Tools page is where you connect data sources and integrations that power your Spear workflows. Find it under Setup > Tools in the left panel, or click the Tools quick-action button under the composer on your agent home. Once connected, your agent can:

  • Read live data from your CRM, productivity tools, and platforms (no manual exports)

  • Power routines and plays that run on a schedule

  • Enable agentic steps in your campaigns

  • Answer questions directly in chat (in-app and Slack)

You're not moving data around. The agent pulls what it needs when it needs it.
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38+ Tools Available

Go to Setup > Tools in Spear to see the full list and connect them.

  • CRM & Sales (9 tools): HubSpot, Salesforce, Close, Apollo, Asana, Attio, ZoomInfo, People Data Labs, Clay

  • Communication & Scheduling (7 tools): Gmail, Slack, Calendly, Cal, Zoom, Discord, Fathom

  • Productivity & Knowledge (4 tools): Notion, ClickUp, GitHub, Amplitude

  • Data & Advertising (7 tools): Reddit, PostHog, Reddit Ads, Meta Ads, Stripe, Webflow, LinkedIn Ads

  • Data Enrichment & Intelligence (4 tools): RB2B, Gong, Fireflies, ActiveCampaign

  • Development & Operations (3 tools): ElevenLabs, Gamma, Dynamics 365

Need a tool that's not here? Add a custom MCP server instead.


How to Connect a Pre-Built Tool

Step 1: In the left panel, open Setup > Tools.

Step 2: Search for the tool (e.g., "Gmail", "HubSpot").

Step 3: Click Connect on the tool's card.

Step 4: Authorize Spear to access that service. You'll be redirected to the tool's login page.

Step 5: Return to Spear. The tool now shows a green Connected toggle.
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​​Your agent can now access that tool's data in routines, agentic steps, and chat. Spear also offers to add the plays that tool now powers.

How to Add a Custom MCP Server

If you have a custom tool or internal system, connect it using a custom MCP (Model Context Protocol) server.
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Step 1: Go to Setup > Tools > Add MCP server.
​Step 2: Choose authentication: HTTP or OAuth2.


HTTP Authentication

Use this for servers that accept API keys or bearer tokens in headers or query parameters.


​Fields:

  • Name: Give your server a name (e.g., "Internal CRM")

  • Server URL: The HTTPS endpoint. Must be reachable from the public internet

  • Auth headers: Add required headers (e.g., Authorization: Bearer YOUR_TOKEN). Stored encrypted

  • Query parameters: For authentication in the URL (e.g., ?api_key=value). Stored encrypted, never shown

  • Allow tools that make changes: Toggle on if your tools create, edit, or delete data. Off by default

  • Custom instructions (optional): Tell the agent when to use this server (e.g., "Use for internal employee data")

Step 3: Click Connect. Spear tests the connection and discovers available tools from your server.
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OAuth2 Authentication

Use this for servers requiring OAuth2.


​Fields:

  • Name: Give your server a name

  • Server URL: The HTTPS endpoint

  • Client ID (optional): Your OAuth client ID (if the server can't self-register)

  • Client secret (optional): Your OAuth client secret

  • Allow tools that make changes: Toggle for write access

  • Custom instructions (optional): When to use this server

Step 3: Click Authorize. You'll be redirected to grant Spear access.

Step 4: Once authorized, Spear discovers available tools from your server.
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Managing Your Tools

View connected tools: Go to Setup > Tools. Green toggles show active connections.
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​Pause a tool: Click its toggle to turn it off. It's paused (not deleted) and can be re-enabled later.


​Delete a tool: For custom MCP servers, hover and select delete to remove it entirely.
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Search: Use the search bar to find tools by name or type.
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See which plays a tool powers

Every tool card on the Tools tab shows a plays line, so you can see what a tool is for before and after you connect it:

  • Not connected: the line lists the plays you unlock by connecting the tool.

  • Connected: the line lists the plays the tool powers.

Click the plays line to see the plays. From there you can:

  • Add a play to your profile

  • Connect the missing tool first, if a play needs a tool you haven't connected yet

Right after you connect a tool

Spear offers to add the plays that tool now powers, so you can go straight from connecting to running a play.


​Plays ready for tools you already connected

A one-time popup lists the plays that are ready to run with the tools you've already connected. Click Add all to add them in one go.

Adding a play creates a routine on your profile. Learn more in What are Spear Plays?

Troubleshooting

Tool won't connect?

  • Verify your authentication credentials are correct and have the right permissions

  • For OAuth tools, make sure you're granting all requested scopes

  • For custom MCP servers, check that the URL is HTTPS and reachable from the public internet

Tool connected but not showing in chat or routines?

  • Refresh your browser

  • Make sure the tool's toggle is on (green)

  • Confirm your plan includes that tool

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