Workshop 6: Apps & Integrations Duration: 45 minutes | Level: Intermediate | Prerequisites: Workshops 1-3
What You’ll Master Extend your expert’s capabilities by connecting it to the tools and services your business uses.
Understanding Apps
Learn how apps expand your expert’s capabilities
MCP Marketplace
Browse and install Model Context Protocol tools
API Connections
Connect to REST APIs and webhooks
Authentication
Configure OAuth, API keys, and credentials
Custom Tools
Build your own integrations
How Apps Work Apps extend your expert with new capabilities:
┌─────────────────────────────────────────────────────────────────┐ │ EXPERT + APPS │ ├─────────────────────────────────────────────────────────────────┤ │ │ │ User Question: "What's on my calendar tomorrow?" │ │ │ │ │ ▼ │ │ ┌───────────────────────────────────────────┐ │ │ │ YOUR EXPERT │ │ │ │ │ │ │ │ Understands intent ──► Calls Google │ │ │ │ Calendar App │ │ │ │ │ │ │ │ │ ▼ │ │ │ │ ┌─────────────────────────────────┐ │ │ │ │ │ 📅 Google Calendar │ │ │ │ │ │ • 9 AM - Team standup │ │ │ │ │ │ • 2 PM - Client call │ │ │ │ │ │ • 4 PM - Code review │ │ │ │ │ └─────────────────────────────────┘ │ │ │ │ │ │ │ │ Formats response for user │ │ │ └───────────────────────────────────────────┘ │ │ │ │ │ ▼ │ │ "Tomorrow you have 3 meetings: Team standup at 9 AM..." │ │ │ └─────────────────────────────────────────────────────────────────┘
App Categories
Productivity
Google Workspace
Microsoft 365
Notion
Slack
Trello
Data & Analytics
Databases
Spreadsheets
BI tools
Analytics
CRMs
Development
GitHub
GitLab
Jira
Linear
APIs
Communication
Email (Gmail, Outlook)
SMS/WhatsApp
Discord
Teams
Search & Research
Web search
Tavily
Wolfram Alpha
Wikipedia
Custom
REST APIs
Webhooks
MCP tools
OpenAPI specs
Browsing the App Marketplace Navigate to Apps
Click Apps in the sidebar
Browse categories or search
Click an app to view details
Each app shows:
Description : What the app doesRequired Auth : How to connectAvailable Actions : What your expert can doPricing : Free or premium
Installing Apps Step-by-Step Installation
Find the App
Search or browse for the app you need
Click Install
Open the app details and click “Install”
Configure Auth
Connect your account or add API keys
Set Permissions
Choose what actions are allowed
Assign to Expert
Enable the app for specific experts
🎯 Exercise: Install Web Search Let’s add web search to your TechSupport AI:
Find Tavily Search
In the Apps marketplace, search for “Tavily”
Install
Click Install and configure your API key Get a free Tavily API key at tavily.com
Enable for Expert
Add Tavily to your TechSupport AI
Test
Ask: “Search for the latest smart home trends in 2024”
MCP Marketplace What is MCP? Model Context Protocol (MCP) is a standard for connecting AI models to external tools:┌─────────────────────────────────────────────────────────────────┐ │ MCP ARCHITECTURE │ ├─────────────────────────────────────────────────────────────────┤ │ │ │ B-Bot Expert ──► MCP Client ──► MCP Server ──► Tool/Service │ │ │ │ Examples: │ │ • Expert ──► MCP ──► GitHub API ──► Repository actions │ │ • Expert ──► MCP ──► Database ──► Query data │ │ • Expert ──► MCP ──► File System ──► File operations │ │ │ └─────────────────────────────────────────────────────────────────┘
Navigate to Apps → MCP Marketplace :
GitHub MCP
Search code and issues
Create/update issues
Manage pull requests
Repository actions
Database MCP
Query SQL databases
Read/write data
Schema inspection
Transaction support
Filesystem MCP
Read/write files
Directory operations
File search
Watch for changes
Slack MCP
Send messages
Read channels
Manage threads
Search history
Select Tool
Choose an MCP tool from the marketplace
Configure Connection
Add the MCP server URL or let B-Bot host it
Authenticate
Provide necessary credentials
Test Connection
Verify the tool works correctly
Authentication Methods Types of Authentication Method Use Case Security Level API Key Simple APIs ⭐⭐ OAuth 2.0 Google, Microsoft, etc. ⭐⭐⭐⭐ Bearer Token APIs with tokens ⭐⭐⭐ Basic Auth Legacy systems ⭐ Custom Headers Special requirements ⭐⭐⭐
Provider Keys Manage your API keys in Settings → Provider Keys :
🎯 Exercise: Add Provider Keys
Navigate to Settings
Go to Settings → Provider Keys
Add OpenAI Key
If you have your own, add your OpenAI API key
Add Tavily Key
Add your Tavily API key for web search
Verify
Test that your expert can use these keys
Building Custom Integrations OpenAPI/Swagger Integration Connect any API that has an OpenAPI specification:
Find OpenAPI Spec
Get the API’s OpenAPI/Swagger JSON file
Import in B-Bot
Go to Apps → Custom → Import OpenAPI
Configure Auth
Set up authentication method
Select Endpoints
Choose which endpoints to expose
Create a custom tool for your internal API:
name : "Inventory Checker" description : "Check product inventory levels" auth_type : "api_key" base_url : "https://api.yourcompany.com" endpoints : - name : "check_stock" method : "GET" path : "/inventory/{product_id}" parameters : - name : "product_id" type : "string" required : true
Expert Type Recommended Tools Customer Support CRM, Knowledge Base, Ticketing Sales Assistant CRM, Calendar, Email, Analytics Developer Helper GitHub, Jira, Documentation, Search Content Creator Google Drive, Design tools, Social Data Analyst Database, Spreadsheets, Visualization
Configure granular permissions:
Read-Only Expert can only retrieve information
Read-Write Expert can create and modify data
Limited Scope Restrict to specific resources
Approval Required Actions need human approval
Integration Examples Example 1: Customer Support Expert Tools Configured: ├── 🔍 Zendesk (CRM & Tickets) ├── 📚 Notion (Knowledge Base) ├── 📧 Gmail (Email Integration) ├── 📅 Google Calendar (Scheduling) └── 🔎 Tavily (Web Search) Sample Conversation: User: "Check if customer #1234 has any open tickets" Expert: [Calls Zendesk API] "Customer #1234 (John Smith) has 2 open tickets: - #5678: Password reset request (High priority) - #5679: Feature question (Low priority) Would you like me to update either of these?"
Example 2: Developer Assistant Tools Configured: ├── 🐙 GitHub (Code & Issues) ├── 📋 Linear (Project Management) ├── 📖 Documentation Search ├── 🐛 Error Tracking (Sentry) └── 💬 Slack (Team Communication) Sample Conversation: User: "What's the status of the auth bug from last week?" Expert: [Searches GitHub and Linear] "Found 2 related items: - GitHub Issue #142: 'Auth token expiration bug' - CLOSED Fixed in PR #156, merged 3 days ago - Linear Task DEV-234: 'Test auth flow' - IN PROGRESS Assigned to Sarah, due tomorrow Would you like more details on either?"
Troubleshooting Integrations
Common causes:
Expired API key or token
Incorrect credentials
Missing permissions/scopes
Solution: Regenerate credentials and reconfigure
Common causes:
Too many requests
API quotas exceeded
Solution: Check API limits, add delays, or upgrade plan
🎯 Challenge: Full Integration Setup Set up a complete integrated expert:
Choose Use Case
Pick a real scenario (support, sales, dev, etc.)
Install 3+ Apps
Add at least 3 relevant integrations
Configure Permissions
Set appropriate access levels
Test Workflows
Try multi-step tasks using multiple tools
Document
Note which tools work well together
Key Takeaways
Extend Capabilities Apps transform your expert from a chatbot to a powerful assistant
MCP Standard MCP provides a unified way to connect tools
Security First Always configure appropriate permissions and authentication
Right Tools Choose tools that match your expert’s purpose
Next Steps 
