Agents

Installing AI Agents - This guide covers the installation and configuration of AI agents for Microsoft services in Blockbrain

Prerequisites

Blockbrain

Agents and Connectors are currently an early-access feature in Blockbrain. Activation is available on demand upon request.

• Agent Feature Activation: Contact your Blockbrain Customer Success Manager to enable the AI Agent feature for your organization

• Blockbrain Admin Access: Administrative privileges in your Blockbrain workspace

Third Party Tool

• Access: Permissions to create and administer OAuth Apps

• Licensing: Appropriate licenses for the services you plan to integrate (e.g. MS365)

Available AI Agents

Blockbrain supports the following AI agents with Connectors

• Research Agent

• Knowledge Management Agent

• SharePoint Agent

• Outlook Agent

• Excel Agent

• SAP Agent

• Atlassian Agent

• Google Agent

and

• Custom Agents

General Setup Overview

The installation process follows these main steps:

1. Feature Enablement: Ensure AI Agents are enabled by your Customer Success Manager

2. OAuth App Creation: Create and configure OAuth App in 3rd party tool

3. Permission Configuration: Set up appropriate permissions and scopes in the tool

4. Agent Configuration: Configure the specific agent in Blockbrain with your credentials and scopes

5. Testing & Verification: Validate the integration works correctly

OAuth App Creation (Common Steps)

Step 1: Create Auth App

1. Navigate to your platform’s developer or API portal (e.g., Azure, Google Cloud Console, Slack API, etc.).

2. Create a new application or app registration.

3. Enter a descriptive name for your AI Agent (e.g., “Blockbrain Connector”).

4. Set the redirect URL to: https://nango.theblockbrain.ai/oauth/callback

5. Save or register the app.

Step 2: Generate Client Secret

1. In your app’s configuration, locate the Client Credentials or Secrets section.

2. Create a new client secret or API key.

3. Add a description and choose an appropriate expiration period (recommended maximum: 24 months).

4. Copy and securely store the generated secret — it will not be visible again after leaving the page.

Step 3: Note Configuration Details

Record the following information - you’ll need them for the Blockbrain configuration:

• Client ID (Application ID)

• Client Secret (from Step 2)

• Tenant / Organization ID (if applicable)

Tip: Store these securely (e.g., in a secret manager). They are required when connecting your agent or connector within Blockbrain.

Next Steps

Choose the specific agent you want to configure:

• SharePoint Agent - For SharePoint and file management integration

• Outlook Agent - For email, calendar, and task management integration

Security Best Practices

Principle of Least Privilege

Grant only the minimum permissions necessary for your specific integration or workflow. Avoid over-scoping access to ensure data security and compliance.

Secret Management

Store all client secrets, API keys, and tokens securely (e.g., in a secret manager). Implement regular secret rotation policies and immediately revoke unused credentials.

Admin or Organization-wide Consent

For enterprise environments, consider pre-approving app permissions at the admin level to streamline user onboarding and reduce individual consent prompts.

Monitoring and Auditing

Regularly review granted permissions, access logs, and app usage in your provider’s developer or identity management portal (e.g., Azure AD, Google Cloud Console, Slack App Dashboard). Revoke access for unused or inactive apps promptly.

Support

For assistance with AI agent setup:

• Feature Enablement: Contact your Blockbrain Customer Success Manager

• Technical Configuration: Reach out to your Blockbrain Technical Project Manager

• Third-Party Platform Issues: Consult documentation or your administrator