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Connect your data sources to Roe AI to enable agents to access and analyze your data during investigations and workflows.

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Connector Types

Roe AI supports three categories of connectors:
CategoryDescriptionConnectors
DatabaseSQL data warehouses for structured data queriesSnowflake
StorageFile storage systems for document accessAWS S3, SharePoint
APIThird-party services and custom REST APIsCustom API, Zendesk

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Available Connectors

Custom API

Connect to any REST API with configurable authentication and endpoints

Snowflake

Connect to Snowflake data warehouse for transaction and customer data queries

AWS S3

Connect to AWS S3 for file storage and document import

SharePoint

Connect to Microsoft SharePoint for enterprise document access

Zendesk

Connect to Zendesk for customer support tickets and communication history

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Using Connectors as Context Sources

Connectors can be configured as context sources in agentic workflows, allowing agents to automatically fetch relevant data during investigations.

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Supported Workflows

The following engines support context sources:
  • AML Investigation: Query transaction data and customer information
  • Fraud Investigation: Access transaction history and support tickets

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Context Source Types

ConnectorUse as Context SourceAgent Capabilities
Custom API✅ YesCall any configured REST endpoint, parameter injection, response parsing
Snowflake✅ YesNatural language SQL queries, schema discovery, data filtering
Zendesk✅ YesTicket search, conversation retrieval, customer lookup
S3Import onlyFile import to database for processing
SharePointImport onlyFile import to database for processing

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Creating a Connection

1

Navigate to Connections

Go to the Connections page in your Roe AI workspace
2

Add New Connection

Click Add Connection and select your connector type
3

Configure Settings

Enter the required configuration and authentication details for your connector
4

Test Connection

Click Test Connection to verify connectivity before saving
5

Save Connection

Click Create to save your connection

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Security

All connector credentials are:
  • Encrypted using AWS Secrets Manager
  • Isolated per organization
  • Audited for access and usage
Create dedicated service accounts or API tokens for Roe AI integrations with minimal required permissions for enhanced security.