IntegrationsIntegrations

Integrations

Connect analytics, ad, content and communication tools to Opttab in Settings › Integrations, and give the AI assistant tools from your own MCP servers.

Integrations bring data from your other tools into Opttab, and let Opttab send content and updates back out. You manage them in Settings › Integrations.

Who can use it: account owners and admins connect and disconnect integrations. Members can see what is connected.

How it works

Connector catalog

The page groups connectors in tabs: View all, Analytics, Ads, Content and Communication.

ConnectorWhat it brings inWhere you use it
Google Search ConsoleQueries, pages and clicks from Google Search for your sitesSearch signals on prompts, prompt ideas from your searches
Google Analytics 4Sessions, users and AI referral traffic for your propertiesWebsite Analytics, Dashboard referral traffic
Bing Webmaster ToolsQueries and pages from Bing SearchSearch signals on prompts
CloudflareAI crawler activity on the websites Cloudflare servesCrawler log sources
VercelAI crawler activity, from a log drain Opttab sets upCrawler log sources
AkamaiAI crawler activity from a DataStream 2 log streamCrawler log sources
NetlifyAI crawler activity from a log drain (Netlify Enterprise plans)Crawler log sources
Google AdsCampaigns and the search terms that triggered your adsAI assistant
Meta AdsCampaigns and results from Facebook and Instagram ad accountsAI assistant
ChatGPT AdsCampaigns and results from your ChatGPT Ads accountCampaigns
Reddit AdsCampaigns and reports from Reddit ad accountsAI assistant
ShopifyRead and draft blog articles, pages and product descriptions; products for feedsContent Studio, Product feeds
WordPressRead and draft posts and pagesAI assistant, Dashboard setup
HubSpot CMSRead and draft blog posts and pagesAI assistant, Dashboard setup
Google DriveExports open as new Google Sheets in your own DriveDashboard exports to Google Sheets
LinkedInPost updates from Opttab to your LinkedIn profileAI assistant
SlackPost updates and summaries to your team's channelsAI assistant
Insider OneCustomer engagement and journeys; send agent events to InsiderAI assistant
The Google Drive card is a personal connection for you alone. It is not shared with the rest of the account.

Missing a tool? Click Request integration, fill in the form and click Send Request. Opttab replies by email.

Connect a provider

Pick the card

In Settings › Integrations, click Connect on the provider's card.

Sign in at the provider

Click Continue with {provider}. You are sent to the provider to review and allow access. Some providers also offer a fallback, such as Use an API key instead or Use an access token instead.

Choose what to share

Back in Opttab, choose the sites, properties or accounts to use, then click Save resources.

Check the card

The card shows Connected and a Manage button.

Log-stream providers (Vercel, Akamai, Netlify) use a Setup step with instructions and values to copy. See Connect a crawler log source.

Manage a connection

Each connection row has:

  • Verify: checks the connection now and refreshes its status.
  • Resources: changes the sites, properties or accounts in use.
  • Reconnect: signs in again, for example after a password change.
  • Disconnect: removes the connection and deletes the stored credential.
  • Send test message (Slack only): posts a test message to the chosen channel.
Disconnecting deletes the credential in Opttab only. Revoke Opttab's access at the provider as well.

Connection status

StatusWhat it meansWhat to do
HealthyThe last call to the provider worked.Nothing.
Needs re-authorisationThe provider wants you to sign in again.Click Reconnect.
RevokedAccess was removed at the provider.Click Reconnect, or disconnect.
ErrorThe last call failed.Click Verify. If it stays, reconnect.

The status updates the next time Opttab calls the provider. Click Verify to refresh it now.

"Not available" providers

A card that shows Not available ("Not available on this deployment yet.") cannot be connected yet. Opttab has not enabled that provider for your environment. You do not need to change anything on your side. See My integration shows Not available.

If the page shows "No providers available", no integrations are enabled yet. Contact support.

Plan gating

Google Search Console, Google Analytics 4, Shopify, WordPress, Cloudflare, Slack and the Vercel, Akamai and Netlify log streams are part of every plan. If your plan does not include a connector, Connect is refused with "This needs {requirement}". See Plans and billing.

Custom MCP servers

Lower on the same page, Custom MCP servers lets you "Give the agent tools from outside Opttab." The AI assistant can then call tools from an MCP (Model Context Protocol) server you run or use.

Add the server

Click Connect server. In Connect an MCP server, enter a Name and the Server URL. It must be a public https address. Opttab contacts it before saving.

Choose authentication

Pick No credential, Header credential (a scheme and a secret), or Sign in at the server (OAuth), with an optional client ID and secret.

Choose who gets it

Under Available to, pick all workspaces or one workspace.

Switch tools on

New tools arrive switched off. Turn on Enabled for each tool the assistant may use. Turn on Trusted for reads to let a read tool run without asking you each time.

If a tool's description changes on the server, Opttab pauses it and shows "Changed since approved". Review it and click Approve again.

Server statuses: Healthy, Sign-in needed, Unreachable, Error. Only owners and admins connect servers; members see "An owner or admin can connect one."

FAQ