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Managing connections

All of your AI assistant connections live in Zoie under Settings, split across three pages:

  • Settings → Claude — connections from Claude / Anthropic.
  • Settings → ChatGPT — connections from ChatGPT / OpenAI.
  • Settings → Other MCP connectors — everything else (Cursor, Notion, Continue, Goose, Windsurf, custom clients).

Each page works the same way.

The connected accounts list​

Each page lists the accounts connected for that assistant family. Every entry shows the person who authorized it (name and email) and a colored avatar.

  • Add Account opens the assistant's connector page (or, for Other, the Integrations → Custom MCP client dialog) so you can connect a new one.
  • The ⚙️ gear on a row opens that connection's details drawer.
  • Refresh (the ⋯ menu) re-checks the list.

Connection details drawer​

Opening a connection shows two tabs.

Permissions​

A read-only summary of what the assistant can access — Leads & contacts, Conversations, Appointments, and Campaigns — each marked Read + Write, Read only, Write only, or Not allowed. This reflects the scopes approved when the connection was created. See Permissions & scopes.

Activity log​

A live record of what the assistant has actually done. Each entry shows:

  • the tool that was called (e.g. a create-lead or book-appointment tool),
  • a short summary of the action,
  • when it happened, and
  • whether it succeeded (✓) or errored (✕, with the error message).

Filter the log by category — All, Leads, Messages, Emails, Appointments, Campaigns, Notes, Search — to find specific activity. Anything that doesn't fall into a named category is grouped under Other.

The activity log is the best way to audit exactly what an assistant did and when.

Revoke access​

To disconnect an assistant:

  1. Open the connection's details drawer (gear icon).
  2. Click Revoke access.
  3. Confirm in the dialog.

Revoking is immediate — the assistant can no longer read or change your Zoie data. The connection disappears from the list. To reconnect later, use Add Account and go through consent again (this is also how you change permissions).

Audit regularly

Review your connections periodically and revoke any you no longer use. Each connection is scoped to one business and one approved set of permissions, so removing stale ones keeps your access surface tight.