Integrations

Connecting integrations

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.

A service that is not listed here can still be reached by Tana's AI as a custom MCP server, if an MCP server exists for it.

Writing to a connected service

Tana's AI reads from a connected service on its own, but it never writes to one without you. Filing an issue, sending a message, or updating a record arrives as an action you approve, and the same card then reports how the run went. See Proposals and actions.

Calendar sync

Connect Google Calendar or Microsoft Outlook from Settings, Calendars, to see your events on Home and the Calendar. On the desktop app, connecting or reconnecting opens the provider's sign-in page in your default browser, so passkeys and password managers work. On the web it opens in a popup.

Only calendars you own are offered for syncing. One that someone shared with you does not appear here, even if you can edit it, though a shared calendar you already had enabled stays listed so you can turn it off. 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.

The first time you connect a provider, Tana enables that account's primary calendar automatically so you have events to look at right away. Reconnect a provider you had connected before and Tana restores the calendars you had enabled, skipping any that no longer exist at the provider.

Read access first, edits when you grant them

Connecting a calendar gives Tana read access, so your day shows up without handing over the ability to change anything. Under Calendar Accounts, a read-only account carries Enable edits: "Let Tana create and make updates to meetings in your calendar."

What Enable edits does depends on the account:

• An account connected read-first gets write consent added to the connection you already have. Your synced calendars are untouched.
• An older account with no read tier recorded is reconnected instead. Confirm with Reconnect, and your synced calendars and settings are kept.

Until you grant edits, the per-calendar write settings are inert and note that Tana has read-only access.

While a connection is read-only, anything that would write to the provider says so rather than failing quietly. An RSVP, adding a Tana meeting link, moving a meeting, or replacing a series all explain that edit access is missing and offer a way into calendar settings. Ask the AI to create or move a calendar event and it tells you the connection is read-only instead of reporting an unexplained failure.

Two-way sync

Once edits are granted, events you create and manage in Tana sync out: the event appears at the provider shortly after you make it, and later changes to its title or time, and deleting it, propagate too. Choose which calendar receives them by setting a default write target in Calendar settings. A per-calendar toggle can add a Tana meeting link to eligible synced events automatically.

Private events stay out of Tana

Events marked Private or Confidential in Google Calendar or Outlook are dropped at sync time. They never appear in Tana for you or for anyone subscribed to your calendar, and no title, description, or attendee list is stored. To bring a private event into Tana, change its visibility at the provider first.

When a calendar stops syncing

If a connected calendar stops syncing, Tana surfaces a Calendar needs reconnect indicator next to your account in the sidebar and on the calendar settings page, and a callout above the day's meetings with a button into calendar settings. The callout is amber with Open calendar settings while the provider's token is still valid, and red with Reconnect calendar once it has lapsed. The account row also shows a Sync error or Needs reconnect badge. A successful sync clears all of it.

If a connected calendar's authorization expires or is missing a required permission, Tana shows a callout explaining what is needed, with a reconnect action.

A calendar Tana still syncs but the provider no longer offers you, one you have lost access to or that was deleted, stays listed with a Turn off to remove note, so you can switch it off instead of being stuck with a row you cannot clear.

Synced events show their original title, time, attendees, and external meeting link. You can 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.

GitHub

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, you can file an issue from the item's Send to menu; the AI asks which repository when the item does not make it obvious, then links to the GitHub issue once it is created. 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.

Slack

Slack connects to Tana in two independent ways. They do different things, and neither one enables the other.

Slack for your organization (admin)

An admin installs the Tana Slack app once for the whole organization. This is what lets anyone reach Tana from inside Slack, with no per-person setup:

• /tana starts a 30-minute Tana meeting from any channel or DM. Whatever you type becomes the event's title; with no text, the event is named after the conversation instead (the DM's people, or the channel). Tana posts the event link back in the same place.
• @tana in a thread brings Tana into the conversation. It posts a thinking placeholder and edits it in place with the answer, and keeps a running chat per thread so follow-ups have context. It reads the earlier messages in the thread and any files shared there, and ingests image, PDF, text, and JSON attachments on the mention, so you can drop in a screenshot or document and ask about it. Tana only uses what each participant in the thread is allowed to see.

If your Slack email does not match a Tana account, @tana and /tana reply with an open in Tana link that pairs the two identities, so future mentions resolve to you.

Your own Slack account (personal)

Connect Slack from Settings, Integrations to let Tana's AI act in Slack as you. With it connected the AI can:

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

Messages the AI sends arrive formatted, and links to Tana documents are rewritten as links your teammates can open. Agents running on a schedule use this same connection, which is how the built-in Daily brief skill delivers: ask for a daily brief and it gathers today's meetings and what needs preparing, the people and companies you are meeting for the first time, and your open tasks, follow-ups, and scheduling conflicts, then sends them to you as a direct message. Ask for it explicitly: a general question about your day or your priorities is answered in the chat rather than sent to you as a DM.

Outlook mail

Connect Outlook from Settings, Integrations. Once connected, the AI can:

• Search your mail by sender, recipient, subject, unread state, attachments, or when it arrived
• Read a message you point it at
• Draft a reply for you to send from Outlook yourself
• Send a message, once you have accepted the action that proposes it

Reading your mail happens in a walled-off step that holds no other tool. It can search and read your mailbox and report back, and it cannot write anywhere, reach your workspace, or send anything. Text inside a message is treated as content to report on, never as instructions to follow.

Connecting Outlook mail is separate from syncing your Outlook calendar. Neither one enables the other.

Linear

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 run it from any item's Send to menu.

Jira

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.

HubSpot

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.

Custom MCP servers

Beyond the built-in integrations above, Tana can connect to your own remote MCP servers, so any tools they expose become available to AI chat. This is how you bring a service Tana does not integrate with directly, your own internal server or a third party's, into the AI.

To add a server, go to Settings, Integrations, then Add a tool. Pick a listed server where one exists, or choose Custom MCP server:

1. Enter a name and the server's https:// URL, then authorize it over OAuth. On the desktop app, the authorization opens in your default browser so passkeys and password managers work.
2. If a server does not let Tana register itself automatically, the connect step says so, and you can add it with a Client ID and Secret instead.

Each connected server is private to you; other members of your organization do not see it.

Adding your own server is a member permission an admin can switch off, as Member-added MCP servers on the organization settings Integrations page. Where it is off you use the servers your admin has approved instead, and servers you added yourself stop being available to your chats until it is switched back on.

Connecting a server adds a linked skill for it. The AI loads that skill itself when a prompt calls for the server's tools, so you never have to bring it into scope by hand, and a connected server does not carry its tools into every conversation. Manage the connection from the skill's panel:

• Tool catalog: every tool the server exposes, with the server URL and when it was last synced. Use Refresh tool catalog to re-read the list after the server changes.
• Allow or deny each tool: a per-tool control. A denied tool is never offered to the AI or called on your behalf, and it stays denied across a catalog refresh.

Remove a server from the same settings page to disconnect it and drop its tools.

This is the inverse of Tana's own MCP server, which lets external AI tools connect into Tana.

Tana Outliner

If you also use Tana Outliner, you can connect it to Tana so your Outliner graph is available to Tana's AI chat. Tana Outliner runs a hosted MCP server, also called Remote MCP, and Tana connects to it the same way it connects to any custom MCP server.

• Connection type: HTTP
• URL: https://app.tana.inc/mcp

Add it from Settings, Integrations, with Add a tool and then Custom MCP server: enter the URL and a display name, then authorize over OAuth. Tana Outliner asks you to allow the connection; once you approve, its tools are available in your chats through its linked skill.

Once connected, Tana's AI works with your Outliner graph both ways. It can search your nodes, read and navigate the node tree, and read your supertag schemas, so you can pull Outliner context into a Tana document or a meeting, for example asking a meeting's private chat what your Outliner notes say about the topic at hand. It can also write back, creating tagged nodes and todos in a specific place in your Outliner hierarchy, including today's day node, and setting their fields as it goes.

The hosted MCP server is in beta and requires a paid Tana Outliner plan. Tana Outliner's local MCP server, which runs inside the desktop app, stays free.

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

Coding tools

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

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. If the prompt is too long to fit in that tool's launch link, a note appears above the button with a Copy full prompt action that puts the complete prompt on your clipboard; the shortened link still works as a secondary action.