> ## Documentation Index
> Fetch the complete documentation index at: https://docs.roe-ai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Introduction

> Connect to external data sources

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

## Connector Types

Roe AI supports three categories of connectors:

| Category     | Description                                     | Connectors          |
| ------------ | ----------------------------------------------- | ------------------- |
| **Database** | SQL data warehouses for structured data queries | Snowflake           |
| **Storage**  | File storage systems for document access        | AWS S3, SharePoint  |
| **API**      | Third-party services and custom REST APIs       | Custom API, Zendesk |

## Available Connectors

<CardGroup cols={2}>
  <Card title="Custom API" icon="plug" href="/data-resources/connectors/custom-api">
    Connect to any REST API with configurable authentication and endpoints
  </Card>

  <Card title="Snowflake" icon="snowflake" href="/data-resources/connectors/snowflake">
    Connect to Snowflake data warehouse for transaction and customer data queries
  </Card>

  <Card title="AWS S3" icon="bucket" href="/data-resources/connectors/s3">
    Connect to AWS S3 for file storage and document import
  </Card>

  <Card title="SharePoint" icon="microsoft" href="/data-resources/connectors/sharepoint">
    Connect to Microsoft SharePoint for enterprise document access
  </Card>

  <Card title="Zendesk" icon="headset" href="/data-resources/connectors/zendesk">
    Connect to Zendesk for customer support tickets and communication history
  </Card>
</CardGroup>

## Using Connectors as Context Sources

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

### Supported Workflows

The following engines support context sources:

* **[AML Investigation](/agents/engines/aml-investigation)**: Query transaction data and customer information
* **Fraud Investigation**: Access transaction history and support tickets

### Context Source Types

| Connector  | Use as Context Source | Agent Capabilities                                                       |
| ---------- | --------------------- | ------------------------------------------------------------------------ |
| Custom API | ✅ Yes                 | Call any configured REST endpoint, parameter injection, response parsing |
| Snowflake  | ✅ Yes                 | Natural language SQL queries, schema discovery, data filtering           |
| Zendesk    | ✅ Yes                 | Ticket search, conversation retrieval, customer lookup                   |
| S3         | Import only           | File import to database for processing                                   |
| SharePoint | Import only           | File import to database for processing                                   |

## Creating a Connection

<Steps>
  <Step title="Navigate to Connections">
    Go to the **Connections** page in your Roe AI workspace
  </Step>

  <Step title="Add New Connection">
    Click **Add Connection** and select your connector type
  </Step>

  <Step title="Configure Settings">
    Enter the required configuration and authentication details for your connector
  </Step>

  <Step title="Test Connection">
    Click **Test Connection** to verify connectivity before saving
  </Step>

  <Step title="Save Connection">
    Click **Create** to save your connection
  </Step>
</Steps>

## Security

All connector credentials are:

* **Encrypted** using AWS Secrets Manager
* **Isolated** per organization
* **Audited** for access and usage

<Tip>
  Create dedicated service accounts or API tokens for Roe AI integrations with minimal required permissions for enhanced security.
</Tip>