Connect your tools
App connectors
Monroe connects your workspace to the tools your team already uses. Start in Dashboard → Tools & data: the curated cards cover the tools most CRE firms ask for first, and the All apps view (with its search field) covers the 3,000+ app catalog for the long tail.
No passwords ever enter Monroe. App connections use managed OAuth where the tool supports it; CRE data providers and outreach tools can use your own revocable API key; custom internal systems can connect through a stable app endpoint or direct API.
The catalog
See /integrations for the public overview. In the dashboard, search All apps for tools like Procore, Salesforce, HubSpot, QuickBooks, DocuSign, SharePoint, OneDrive, Excel, Google Docs, Google Sheets, NetSuite, Snowflake, BigQuery, and more. CRE-specific platforms (Yardi, RealPage, AppFolio, Entrata, MRI, and similar) are not one-click catalog apps. When they expose an API you connect them through a custom REST connector (see below).
| Tool family | Default scope | What Monroe can do |
|---|---|---|
| Google Drive / Docs / Sheets | Folder or account scope | Read approved deal folders, docs, and spreadsheets; never delete |
| Microsoft 365 / SharePoint / OneDrive / Excel | Account/workspace scope | Read approved docs, spreadsheets, mail, and scheduling data |
| CRM and revenue apps | Account/workspace scope | Research accounts, draft notes, prepare follow-ups, and stage updates for approval |
| CRE and construction systems | App-specific scope | Pull project, property, leasing, or pipeline context when the vendor exposes a stable connection |
| ATTOM / Rentcast / Regrid | API-key account scope | Pull property, parcel, rent, and comp data for CRE work |
| Affinity / Apollo / Instantly | API-key account scope | Search relationships, enrich contacts, and prepare outreach workflows |
How scoping works
You grant Monroe access to a specific folder, workspace, provider account, or API key, not passwords. Examples:
- "Connect Drive → grant access to /Customer/ACME/ folder only" → Monroe never sees /HR/.
- "Connect Microsoft 365 → approve the tenant/account scopes" → Monroe can read approved Excel, SharePoint, OneDrive, Outlook, and calendar data for work you ask it to do.
- "Connect HubSpot → read-only" → Monroe drafts CRM updates as comments for your review; it does not silently update records.
- "Connect ATTOM → paste your API key" → Monroe stores the key in your workspace secrets bundle and renders it only to your agent.
Revocation
Two ways to disconnect:
- From Monroe: Dashboard → Tools & data → click Disconnect. Monroe drops the credential and loses access on the next call.
- From the upstream tool: Connected apps and API-key providers expose their own revoke/rotate controls. Revoke or rotate there too when required by your firm policy.
Either way, Monroe loses access within seconds after the dashboard disconnect completes.
If an app is not listed
Search the dashboard app catalog first. If the tool is not there, send it from the dashboard or email hello@getmonroe.com. We can usually wire tools with OAuth, REST, GraphQL, or another stable app connection; private/internal systems are scoped during onboarding.
Per-connector approval rules
Different tools have different default protections. See approvals for the full tiers: email sends and calendar invites are blocked until you approve in-channel, and other writes are draft-first, presented in-channel before Monroe acts. Workspace admins set the approval mode in Settings → Behavior.
Next → Model Context Protocol.