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Setting Up Connections

Connections allow your AI agents to access databases and other services. This guide shows you how to add connections and where to find the credentials you need.

How to Add a Connection

Step 1: Open the Connections Tab

  1. Log in to your Vexly dashboard
  2. Click the Connections tab in the top navigation

Step 2: Add a New Connection

  1. Click "Add Connection"
  2. Browse through available services or search for what you need
  3. Click on the service you want to connect

Step 3: Fill in the Details

  1. Enter a name for your connection (e.g., "Production Database")
  2. Fill in the required fields (each service is different)
  3. Click "Create Connection"

That's it! Your connection is now ready to use.

Where to Find Your Credentials

Databases

PostgreSQL / MySQL

What You Need: - Host address (e.g., db.example.com) - Port number (default: PostgreSQL=5432, MySQL=3306) - Database name - Username - Password

Where to Find: - AWS RDS: AWS Console → RDS → Databases → Click your database → "Connectivity & security" tab - Heroku: App dashboard → Heroku Postgres → Settings → "Database Credentials" - DigitalOcean: Cloud dashboard → Databases → Connection Details - Self-hosted: Ask your database administrator

MongoDB

What You Need: - Connection string (looks like mongodb+srv://username:password@cluster.mongodb.net/database)

Where to Find (MongoDB Atlas): 1. Log in to MongoDB Atlas 2. Click "Connect" on your cluster 3. Choose "Connect your application" 4. Copy the connection string 5. Replace <password> with your actual password

Don't Have a User Yet? 1. Go to Database Access in Atlas 2. Click "Add New Database User" 3. Choose password authentication 4. Save the username and password 5. Go to Network Access → Add your IP (or 0.0.0.0/0 for Vexly access)

Online Services

GitHub

What You Need: - Access Token

How to Get It: 1. Go to github.com/settings/tokens 2. Click "Generate new token" → "Generate new token (classic)" 3. Give it a name: "Vexly" 4. Select permissions you need (usually repo for repository access) 5. Click "Generate token" at the bottom 6. Copy the token immediately - you won't see it again!

In Vexly: - Connection Name: "GitHub" - Token: Paste your token

Notion

What You Need: - Integration Token

How to Get It: 1. Go to notion.so/my-integrations 2. Click "+ New integration" 3. Name it "Vexly" 4. Select your workspace 5. Click "Submit" 6. Copy the Internal Integration Token (starts with secret_)

Important: Share your database with the integration: 1. Open the Notion database you want to access 2. Click "Share" 3. Search for "Vexly" (your integration name) 4. Click "Invite"

In Vexly: - Connection Name: "Notion" - Token: Paste your integration token

OpenAI

What You Need: - Access Key

How to Get It: 1. Go to platform.openai.com/api-keys 2. Click "+ Create new secret key" 3. Name it "Vexly" 4. Copy the key (starts with sk-)

In Vexly: - Connection Name: "OpenAI" - Key: Paste your key

Stripe

What You Need: - Secret Key

How to Get It: 1. Log in to dashboard.stripe.com 2. Click "Developers" → "API keys" 3. For testing: Use the "Secret key" shown in Test mode 4. For production: Toggle to Live mode, then reveal the secret key 5. Copy the key (starts with sk_test_ or sk_live_)

In Vexly: - Connection Name: "Stripe" - Key: Paste your secret key

Cloud Services

Google Cloud Platform

What You Need: - Service Account JSON file

How to Get It: 1. Go to console.cloud.google.com 2. Select your project 3. Go to IAM & Admin → Service Accounts 4. Click "+ Create Service Account" 5. Name it "agentspot" and click "Create and Continue" 6. Grant necessary roles (e.g., "Editor") and click "Continue" 7. Click "Done" 8. Click on the service account you just created 9. Go to "Keys" tab 10. Click "Add Key" → "Create new key" 11. Choose JSON 12. Click "Create" - a JSON file will download

In Vexly: - Click "Add Connection" - Select "Google Cloud Platform" - Upload the JSON file - The fields will auto-fill from the file

AWS (Amazon Web Services)

What You Need: - Access Key ID - Secret Access Key - Region (e.g., us-east-1)

How to Get It: 1. Log in to console.aws.amazon.com 2. Click your username → "Security credentials" 3. Scroll to "Access keys" 4. Click "Create access key" 5. Choose "Third-party service" 6. Click "Create access key" 7. Download the CSV file or copy both keys

Best Practice: Create an IAM user instead of using root credentials: 1. Go to IAM → Users → "Add users" 2. Name it "agentspot" 3. Select "Programmatic access" 4. Attach policies for what you need (e.g., AmazonS3ReadOnlyAccess) 5. Download the credentials

In Vexly: - Connection Name: "AWS Production" - Access Key ID: Your access key (starts with AKIA) - Secret Access Key: Your secret key - Region: e.g., us-east-1

Microsoft Azure

What You Need: - Tenant ID - Client ID - Client Secret

How to Get It: 1. Go to portal.azure.com 2. Search for "Azure Active Directory" 3. Click "App registrations" → "+ New registration" 4. Name: "Vexly" 5. Click "Register" 6. Copy the Application (client) ID and Directory (tenant) ID 7. Go to "Certificates & secrets" 8. Click "+ New client secret" 9. Description: "Vexly" 10. Click "Add" 11. Copy the secret value immediately - you won't see it again!

In Vexly: - Connection Name: "Azure" - Tenant ID: Your directory ID - Client ID: Your application ID - Client Secret: The secret value you copied

Mobile Services

Apple Push Notifications (APNS)

What You Need: - Team ID - Key ID - Bundle ID - .p8 private key file

How to Get It: 1. Go to developer.apple.com/account 2. Go to "Certificates, Identifiers & Profiles" 3. Click "Keys" → "+" (Create new key) 4. Name: "Vexly APNS" 5. Check "Apple Push Notifications service (APNs)" 6. Click "Continue" → "Register" 7. Download the .p8 file (only available once!) 8. Note the Key ID shown

Find Your Team ID: - In your Apple Developer Account - Click "Membership" - Your Team ID is displayed

Find Your Bundle ID: - Go to "Identifiers" - Select your app - The Bundle ID is shown (e.g., com.example.myapp)

In Vexly: - Connection Name: "iOS Push Notifications" - Team ID: Your 10-character team ID - Key ID: Your 10-character key ID - Bundle ID: Your app identifier - Upload the .p8 file

Managing Your Connections

Edit a Connection

  1. Go to the Connections tab
  2. Click on the connection you want to edit
  3. Update any fields
  4. Click "Update Connection"

Test a Connection

After adding a connection, Vexly automatically tests it. Look for: - ✅ Green "Connected" status = working - ❌ Red error message = something's wrong (check your credentials)

Delete a Connection

  1. Find the connection in your list
  2. Click the Delete button
  3. Confirm the deletion

Warning: This permanently removes the connection and its credentials.

Troubleshooting

"Invalid Credentials" or "Authentication Failed"

Check: - Did you copy the entire key/token? (no extra spaces) - Is the key still active? (not expired or revoked) - Did you use the right type of key? (secret key vs publishable key)

Try: 1. Generate a new key/token 2. Delete the old connection and create a new one

"Connection Timeout" or "Cannot Connect"

For Databases: - Check that the host and port are correct - Make sure your database accepts external connections - Check firewall rules (whitelist Vexly's IP if needed)

For Online Services: - Verify the service is not down (check their status page) - Try logging in to the service website to confirm credentials work

"Permission Denied" or "Access Denied"

Check: - Does your key have the right permissions? - For Notion: Did you share the database with your integration? - For GitHub: Did you select the right scopes when creating the token? - For cloud services: Does your service account have the necessary roles?

Fix: - Recreate the key/token with more permissions - For Notion: Share the database (see Notion section above) - For cloud: Add required roles to your service account/IAM user

Can't Find Where to Get Credentials?

Each service is different. Try: 1. Search "[Service Name] credentials" or "[Service Name] token" 2. Look in their documentation 3. Check for "Settings" → "Integrations" or "Developer" sections 4. Contact their support if you're stuck

Quick Reference

Service Where to Get Credentials Direct Link
GitHub Settings → Developer settings → Tokens Link
Notion Settings → Integrations Link
OpenAI Platform → API Keys Link
Stripe Developers → API Keys Link
MongoDB Atlas Database → Connect Link
AWS IAM → Users Link
Google Cloud IAM → Service Accounts Link
Azure Active Directory → App registrations Link
Apple Developer Certificates & Profiles → Keys Link

Need Help?

If you're stuck: - Email support@agentspot.com - Include the service you're trying to connect - Describe what error message you're seeing - We'll help you figure out what credentials you need