Steps
- Open the agent that needs the connector — connectors attach per-agent, not per-account.
- Find the connector your template names (the deps block lists it under
pluginsormcp). - Authorize the account and pick a scope. For drafting agents, choose the scope that creates drafts — not the one that sends.
- Point the agent at a specific resource — a named sheet, a queue, a label — not “everything.”
- Run once and check what it actually touched before leaving it scheduled.
Scope decisions worth slowing down for
- Draft vs send — invoice chasers, candidate follow-ups, outbound: draft scope only. You click send.
- Read vs write — digest agents need read access to the source, not write. A read-only connection can’t damage anything.
- One resource vs the account — connect the AR sheet, not “all spreadsheets.” Smaller surface, smaller blast radius.
When it fails
- Connector authorized but agent sees nothing — check that you attached it to the right agent, not just the account.
- Output ignores the sheet — the prompt still needs the resource name in its config placeholder.
- Runs worked manually, fails on schedule — scheduled runs act under whatever scope the agent holds — re-check what you granted.
Next: make it run on time
Connector attached? Routines and scheduled runs covers the other half of the paid tier.