Sources

Sources

Sources connect 0ct to your external data, enabling AI tasks to access real-time information during execution. Using the Model Context Protocol (MCP), tasks can query your tools just like you would.

How Sources Work

When a task runs with connected sources:

1. 0ct initializes connections to each source
2. Sources are exposed to the AI as callable tools
3. AI can query sources as needed during execution
4. Fresh data is incorporated into the task output

Supported Integrations

Project Management

• Linear - Issues, projects, cycles, roadmaps
• Todoist - Tasks, projects, labels
• Asana - Tasks, projects, workspaces

Development

• GitHub - Repositories, issues, PRs, commits
• GitLab - Projects, merge requests, pipelines

Communication

• Slack - Channels, messages, users
• Discord - Servers, channels, messages

Productivity

• Notion - Pages, databases, blocks
• Google Drive - Files, folders, documents

Custom

• Any API - Custom MCP server configuration

Connecting a Source

Via Dashboard

1. Navigate to Sources in the sidebar
2. Click Add Source
3. Choose an integration from the registry
4. Click Connect to start OAuth flow
5. Authorize access in the popup
6. Source is ready to use!

Via SDK

import Oct from '0ct';

const client = new Oct({
  apiKey: process.env.OCT_API_KEY
});

// Create a source
const source = await client.promptly.sources.create({
  name: 'My GitHub',
  type: 'github',
  organizationId: 'org_abc123',
  config: {
    // Configuration depends on source type
    owner: 'my-org',
    repo: 'my-repo'
  }
});

Note: Most sources require OAuth authentication in the dashboard. The SDK is best for managing sources after they’ve been connected.

MCP Registry

0ct includes auto-discovery of popular MCP servers. When adding a source:

1. Search by name or description
2. Matching integrations appear with setup instructions
3. OAuth-enabled integrations offer one-click connection

Popular Integrations

Service	Description	Auth Type
Linear	Project tracking	OAuth
GitHub	Code hosting	OAuth
Slack	Team communication	OAuth
Notion	Workspace docs	OAuth
Todoist	Personal tasks	OAuth
Discord	Community chat	OAuth

Source Configuration

OAuth Sources

Most sources use OAuth for secure authorization:

// OAuth sources are configured in the dashboard
// The SDK can list and manage them
const sources = await client.promptly.sources.list();

API Key Sources

Some sources accept API keys directly:

const source = await client.promptly.sources.create({
  name: 'Custom API',
  type: 'api',
  config: {
    baseUrl: 'https://api.example.com',
    headers: {
      'Authorization': 'Bearer your-api-key'
    }
  }
});

Custom MCP Servers

For advanced use cases, connect any MCP-compatible server:

const source = await client.promptly.sources.create({
  name: 'Custom MCP',
  type: 'mcp',
  config: {
    serverUrl: 'https://mcp.example.com',
    transport: 'http'
  }
});

Using Sources in Tasks

Attach During Creation

const task = await client.promptly.tasks.create({
  name: 'GitHub Activity Report',
  prompt: `
    Review recent GitHub activity:
    - List merged PRs from the past week
    - Summarize key changes
    - Identify any open issues needing attention
  `,
  modelId: 'openai/gpt-4o',
  frequency: 'weekly',
  scheduledDay: 'monday',
  scheduledTime: '09:00',
  sources: ['source_github_abc123']
});

Update Existing Task

await client.promptly.tasks.update('task_xyz', {
  sources: ['source_github_abc', 'source_linear_def']
});

Source Capabilities

Each source exposes different tools to the AI:

GitHub Example Tools

• list_repositories - Get repositories
• list_issues - Get issues with filters
• list_pull_requests - Get PRs
• get_file_contents - Read file content
• search_code - Search across repos

Linear Example Tools

• list_issues - Get issues
• list_projects - Get projects
• get_cycle - Get current cycle
• list_team_members - Get team

Slack Example Tools

• list_channels - Get channels
• get_messages - Read channel messages
• search_messages - Search across workspace

Managing Sources

List Sources

const sources = await client.promptly.sources.list();

for (const source of sources.data) {
  console.log(`${source.name} (${source.type}): ${source.status}`);
}

Test Connection

const result = await client.promptly.sources.test('source_abc123');

if (result.success) {
  console.log('Connection healthy!');
} else {
  console.log('Error:', result.error);
}

Update Source

await client.promptly.sources.update('source_abc123', {
  name: 'Renamed Source',
  config: {
    // Updated configuration
  }
});

Delete Source

await client.promptly.sources.delete('source_abc123');

Best Practices

Naming Conventions

Use descriptive names that indicate the source and scope:

• ✅ GitHub - Main Repo
• ✅ Linear - Engineering Team
• ❌ Source 1

Access Scopes

Request only the permissions you need:

• Read-only access for reporting tasks
• Write access only when tasks need to create/update

Connection Health

Monitor source status regularly:

const sources = await client.promptly.sources.list();

const unhealthy = sources.data.filter(s => s.status !== 'connected');
if (unhealthy.length > 0) {
  console.log('Sources need attention:', unhealthy.map(s => s.name));
}

Troubleshooting

”Source disconnected”

OAuth tokens may have expired. Re-authorize in the dashboard.

”Rate limited”

Some APIs have rate limits. Reduce task frequency or source queries.

”Permission denied”

Check that the OAuth scope includes required permissions.

Next Steps

• Create Skills - Add reusable instructions
• Configure Destinations - Set up result delivery
• Explore Tasks - Advanced task configuration