Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

Work in progress

A credential is an authentication feature that allows agents to access data from third-party integrations in data sources. Indeed, any data coming from a third party can only be accessed using specific credentials depending on your use case.

The Agentic platform allows you to create multiple credentials that multiple agents and tools can use.

To create new credentials, navigate to the Models & credentials menu in the admin panel on the left and click the Add credential button.

For instance, any Confluence user is part of a tenant that contains specific knowledge unavailable to other users. As such, your agent cannot access this data unless it is connected to Confluence via a user’s credentials. You can then create a credential to Atlassian for the agent to access the data you want via an Atlassian Confluence data source

Adding an Atlassian credential

Before creating an Atlassian credential, you must first ensure you possess an Atlassian tenant and an account with an API key to access the content from your Atlassian tenant (such as Confluence, Jira, etc.).

Generating the Atlassian API key

The API key (or API token) is used as a password in the Atlassian credential configuration.

To generate the API key:

  1. Log in to your Atlassian tenant under a user account.

We strongly advise using an Atlassian Service Account with administrator permissions to generate the API token. This account needs to be tied to a license.

  1. Click Your profile and settings (the user avatar icon) in the top right of the window and select Manage Account.

image-20241014-125030.png
  1. Select Security at the top of the page.

  2. Click Create and manage API tokens from the API token section in the central part of the window.

image-20241014-125333.png
  1. Click Create API token.

image-20241014-125450.png
  1. Give a label to your API token

  2. Click Create.

image-20241014-125806.png

The token is ready for use. Make sure to copy the token before you close this dialog, as it is impossible to see the token later.

image-20241014-125725.png

Creating the credential for Atlassian

Below are the steps to create a new Atlassian credential:

  1. In the Models & credentials menu, click Add credential;

  2. Select Atlassian;

  3. Give a name to your credential;

  4. Type the Connection URL of your Atlassian tenant, such as https://mytenant.atlassian.net.

  5. Provide the Username to connect to this site.

  6. Provide the API key associated with the given Username.

  7. Select who this credential should be shared with;

  8. Click Add credential.

The new credential is now available in the credential list. You can now use it when creating a new Atlassian Confluence data source.

Adding a ServiceNow credential

Before creating a ServiceNow credential, you must first ensure you possess a ServiceNow instance and an account to access its content.

Below are the steps to create a new ServiceNow credential:

  1. In the Models & credentials menu, click Add credential;

  2. Select ServiceNow;

  3. Give a name to your credential;

  4. Type the URL of your ServiceNow instance, such as https://mycompany.service-now.com.

  5. Provide the Username to connect to this site.

  6. Provide the Password associated with the given Username.

  7. Select who this credential should be shared with;

  8. Click Add credential.

The new credential is now available in the credential list. You can now use it when creating a new ServiceNow catalog data source.

Manage existing credentials

You can manage existing credentials via the Models & credentials menu, where you can view the list of credentials with their names, the tied third-party integration, and who they are shared with.

You can view more details by clicking the dots button…

  • No labels