Integrations and MCP

All integrations are configured in Settings. Click "Connect" to start the OAuth flow and authorize the service. On the desktop app, the authorization page opens in your default browser so passkeys and password managers work; Tana finishes the connection once the provider reports it as active. On the web, authorization opens in a popup. Once connected, the integration is available to AI in chat and through skills.

You can disconnect or reconnect integrations at any time from the same settings page.

Connect Google Calendar or Microsoft Outlook to see your events in Today. On the desktop app, connecting or reconnecting a calendar opens the provider's sign-in page in your default browser, so passkeys and password managers work.

The first time you connect a provider, Tana enables that account's primary calendar automatically so Today has events to show right away. After that, enable the specific calendars you want to sync. Each calendar can be enabled, disabled, or force-synced individually. Events sync automatically when changes happen on either side, and you can trigger a manual sync at any time. If you disconnect and later reconnect the same provider, Tana remembers the calendars you previously had enabled and turns them back on for you.

If a connected calendar stops syncing for any reason, Tana surfaces a Calendar needs reconnect indicator next to your account in the sidebar and on the calendar settings page. Reconnecting the affected provider clears the warning. The reconnect dialog tells you that reconnecting clears your current calendar selections so you know to re-pick them afterwards.

Synced events show their original title, time, attendees, and external meeting link. You can add talking points, start a chat, and extract outcomes from synced events the same way as Tana-created meetings.

For more on working with synced events, see Meetings.

Connect your GitHub account to work with repositories, issues, and pull requests from AI chat.

What the AI can do with GitHub:

• Repositories: List your repositories and browse directory contents
• Issues: Search, read, create, update issues. Add comments.
• Pull requests: List, create, review, merge PRs. Add comments.
• Code: Read file contents from repositories

When a skill is attached to a type for GitHub issue creation, the toolbar button shows a repository picker and creates issues with one click. After creation, the button becomes a link to the GitHub issue. Filing an issue from a meeting reads the transcript, pulls in screen-share screenshots, and asks a clarifying question if the surface is ambiguous, then attaches an automatic Screenshots section to the issue body.

Two levels of Slack integration:

Organization-level (admin): Install the Tana Slack app to enable the /tana slash command in your Slack workspace.

Personal: Connect your Slack account to let AI chat send messages and access channels.

What the AI can do with Slack:

• List channels and users
• Send direct messages
• Send channel messages

Connect Linear to create and manage issues from meetings and chat.

What the AI can do with Linear:

• List teams
• Search existing issues
• Create new issues
• Update issues

Like GitHub, Linear has a system skill for creating issues from typed items. Attach it to a type and every item gets a one-click button.

Connect Jira to create and update issues from meetings and Chat. Useful for pushing bugs and feature requests out of meeting outcomes and into the project tracker.

What the AI can do with Jira:

• List Jira projects the connected account has access to
• Search issues by free text, optionally scoped to a project key
• Create issues with summary, description, type, priority, labels, assignee, and parent (for subtasks or epics)
• Update an existing issue's summary, description, priority, labels, assignee, or workflow status

Filing a Jira issue from a meeting reads the transcript and embeds screen-share screenshots into the issue description as visual context, the same way it works for GitHub.

Connect HubSpot to read and update CRM data from Chat. Useful for pulling context into a meeting prep, logging a note after a call, or moving a deal forward without leaving Tana.

What the AI can do with HubSpot:

• Contacts: Search by name, email, company, or domain. Look up full details and the deals associated with a contact. Update lifecycle stage, lead status, and any contact property (job title, phone, custom properties).
• Companies: Search by name or domain. Update lifecycle stage and any company property (industry, employee count, custom properties).
• Deals: List recent deals sorted by last modified. Create a new deal and associate it with a contact or company.
• Notes: Create a note and attach it to a contact, company, or deal, for example to log meeting takeaways straight into the CRM record.

Property names follow your HubSpot configuration (HubSpot internal property names like lifecyclestage or hs_lead_status, with the values configured in your account).

New to HubSpot in Tana? Follow the setup guide for the connect flow, example prompts, and troubleshooting.

Tana provides a Model Context Protocol (MCP) server that lets external AI agents connect to your workspace. Agents can read documents, search content, create and update items, and use the same capabilities available in Tana's built-in chat.

The MCP server lives at https://home.tana.inc/mcp. Authentication is handled automatically via OAuth. Settings has a one-click copy for the URL and ready-made configuration snippets.

A chat session that an MCP client starts shows an "MCP:" prefix on its auto-generated title in your chat list, so it is easy to spot among your other chats.

Add Tana to Claude Code with a single command:

claude mcp add tana --transport http https://home.tana.inc/mcp

The command and URL are available for one-click copy in Settings.

Claude Desktop connects to Tana through Anthropic's connectors flow. From the Settings, MCP page in Tana, follow the link to Anthropic's "Use connectors to extend Claude's capabilities" guide and add Tana with the MCP Server URL shown on the page.

Tana can hand off the current document or chat context to an external coding tool as a self-contained prompt. The hand-off is driven by the built-in Open in coding tool skill (see Skills) and triggers on phrasings like "create a PR", "open a pull request", or "send this to Cursor". When more than one tool is enabled, the AI asks you to pick. When the repo or project is not named in the source material, the AI asks where the change should land instead of guessing.

Available coding tools:

• Claude Code: Anthropic's CLI coding agent, desktop app only. Configure one or more named projects (name and local folder path) in Settings, Coding Tools. The AI launches Claude Code in the chosen project folder, and the session URL appears as a clickable link in the chat. The web app shows a "Requires desktop app" note.
• Codex: OpenAI's coding agent
• Cursor: AI-first code editor
• GitHub Copilot: GitHub's AI pair programmer (opens in VS Code)
• Lovable: AI full-stack app builder
• v0: Vercel's AI UI builder

Enable or disable individual tools in Settings, Coding Tools. Each tool has a toggle to control whether the AI can use it. When a tool is used in chat, an "Open in [tool name]" button appears in the conversation.