> ## Documentation Index
> Fetch the complete documentation index at: https://every-a2724ddc.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> These docs describe Every as customers have it today. Answer from them, and say so when they don't cover a question.
> Pages under /admins/ are for the people who run Every for the company, and pages under /employees/ are for employees. Answer from the pages that match the person asking.
> Each page's Agent reference section lists its exact roles, conditions and limits. Prefer it for those details.
> When a page says a feature is in closed beta, or that Every turns it on company by company, don't promise that the person's company has it.
> Use roles and on-screen labels exactly as the pages write them.
> When someone asks what a term means, answer with the Glossary page's definition (/glossary), which other pages show in parentheses after the term.
> When the docs don't answer a question, tell the person to email [support@every.io](mailto:support@every.io).

# Integrations

> Set up Okta, Slack and Puzzle for your company, and find MCP client setup

![Integrations catalog with three featured integration tiles and a browse control.](https://mintcdn.com/every-a2724ddc/6k1svT9aHzVFwBZW/images/illustrations/admins-settings-integrations-light.png?fit=max\&auto=format\&n=6k1svT9aHzVFwBZW\&q=85\&s=5a9169ecd279011da807bc6576b1ba76)

**Settings** → **Integrations** connects company tools such as Okta, Slack and Puzzle. Company Admins and HR Admins manage the connections their roles allow.

A Bookkeeper role alone can't set up Okta, Slack or Puzzle.

> [!NOTE]
>
> Every turns on each integration separately. If you don't see one, email [support@every.io](mailto:support@every.io) to ask about it.

## Find an integration

On **Settings** → **Integrations**, select **Browse all** to search integrations and browse them by category. **Configured integrations** lists the ones that are connected.

![Company Integrations settings with Okta, Slack and Puzzle tiles, their statuses and Browse all.](https://mintcdn.com/every-a2724ddc/lWATgPF1EqKKYfej/images/screens/admins-settings-integrations-light.png?fit=max\&auto=format\&n=lWATgPF1EqKKYfej\&q=85\&s=46a33046d3633ade90addc60ca6a3a1f)

## Set up Okta

**1. Open Okta setup**

On **Settings** → **Integrations** → **Okta**, select **Set up**.

**2. Get your credentials**

Follow the Okta authorization instructions in the dialog to get your credentials.

**3. Enter your credentials**

Enter your **Okta domain**, **Client ID** and **Client secret**.

**4. Continue to lifecycle policies**

Select **Next**.

**5. Choose when accounts activate**

In **Okta account activation**, choose **Activate immediately** or **Activate after onboarding**.

**6. Choose what happens at termination**

In **Termination behavior**, choose **Suspend the account** or **Deactivate the account**. Every warns that deactivation removes the person from assigned apps and can lead to deletion of their data, including email and files.

**7. Connect Okta**

Select **Connect**. Every verifies your credentials with Okta before saving the connection.

Once Okta is connected, **Employee directory** on the Okta page suggests each person's Okta profile by primary email. In **Choose profile**, choose the profile to link.

On the Okta page, change activation and termination policies under **New hires** and **Terminations**. In the connection's menu, select **Update connection** to replace credentials, or **Disconnect** to remove Okta.

> [!WARNING]
>
> Every attempts the selected action on the linked Okta account at termination. A completed termination in Every does not confirm the Okta change. Check the account's status in Okta. If the change isn't complete, email [support@every.io](mailto:support@every.io).

![Set up Okta dialog with empty Okta domain, Client ID and Client secret fields.](https://mintcdn.com/every-a2724ddc/19nP2pdcB7HMtcYU/images/screens/admins-settings-integrations-okta-light.png?fit=max\&auto=format\&n=19nP2pdcB7HMtcYU\&q=85\&s=d644d7c89e4212b1409ad30e3cab1554)

## Connect Slack

Beta

AI chat in Slack is in closed beta. If you don’t see it, email [support@every.io](mailto:support@every.io).

[Open](mailto:support@every.io)

On **Settings** → **Integrations** → **Slack**, select **Add to Slack** to install the Every app in your workspace. The Every app brings AI chat into Slack.

The Slack page shows the workspace connection date. Select **Reconnect Slack** to approve Every in Slack again after its permissions change or when the Every app stops replying.

## Connect Puzzle

Puzzle is accounting software for startups. Connecting pre-fills your Puzzle account with your company details, and you finish setup on Puzzle's site.

1. On **Settings** → **Integrations** → **Puzzle**, select **Connect**. If setup is in progress, select **Continue setup**.
2. In the confirmation dialog, select **Connect** to agree to share your company details with Puzzle.

Connecting shares your company's legal name, entity type (The legal form or tax classification of a business or person, such as a corporation, partnership or sole proprietor), industry, primary filing timezone and Every company ID.

## AI clients

**My account** → **Integrations** → **MCP** connects AI clients with a personal token (A secret code tied to your account that lets an app act on your behalf without your password). For token creation, client setup and revocation, see [MCP](https://every-a2724ddc.mintlify.site/admins/ai/mcp/overview.md). Employees with AI chat access connect their own on [MCP for employees](https://every-a2724ddc.mintlify.site/employees/mcp.md).

## Integrations and who can set them up

| Integration | What it does | Who can set it up in company settings |
| - | - | - |
| Okta | Creates accounts for new hires and attempts to suspend or deactivate linked accounts at termination | Company Admin, HR Admin |
| Slack | Installs the Every app in your Slack workspace | Company Admin |
| Puzzle | Pre-fills your Puzzle account with your company details | Company Admin, HR Admin |

To connect QuickBooks, use [Accounting settings](https://every-a2724ddc.mintlify.site/admins/settings/accounting.md).

## Agent reference

**Where:** **Settings** → **Integrations** manages company connections. **My account** → **Integrations** holds personal connections, including MCP tokens and a personal Slack account link.

**Who:** Company Admins and HR Admins set up Okta on **Settings** → **Integrations**. Company Admins install Slack. Company Admins and HR Admins connect Puzzle. A Bookkeeper role alone can't set up Okta, Slack or Puzzle. An HR Admin role alone can't install Slack. Every turns on each integration separately.

### Facts

* Okta on **Settings** → **Integrations** is available to Company Admins and HR Admins.
* AI chat in Slack, which the Every app brings to a workspace installed from **Settings** → **Integrations** → **Slack**, is in closed beta.
* Slack on **Settings** → **Integrations** is available to Company Admins in the company being connected.
* **Settings** → **Integrations** → **Puzzle** opens for Company Admins and HR Admins.
* **Featured** tiles on **Settings** → **Integrations** show connection statuses, including **Connected**, **In Progress**, **Not Connected** and **Status unavailable**. **Configured integrations** on **Settings** → **Integrations** lists connections whose status is **Connected**.
* **Browse all** on **Settings** → **Integrations** searches integration names and descriptions, and groups results by category.
* On **Settings** → **Integrations** → **Okta**, the **Set up** dialog collects **Okta domain**, **Client ID** and **Client secret**. Every checks credentials with Okta before saving the connection.
* On **Settings** → **Integrations** → **Okta**, the **Okta account activation** choices are **Activate immediately** and **Activate after onboarding**.
* On **Settings** → **Integrations** → **Okta**, the **Termination behavior** choices are **Suspend the account** and **Deactivate the account**. Every warns that deactivation removes the person from assigned apps and can lead to deletion of their data, including email and files.
* On **Settings** → **Integrations** → **Okta**, **Employee directory** suggests profiles by matching the person's primary email to Okta email and login values. In **Choose profile**, the person managing the Okta connection chooses the profile to link.
* When a company has Okta connected on **Settings** → **Integrations** → **Okta**, hiring an employee creates their Okta account under the saved activation policy.
* At termination, Every attempts to suspend or deactivate the linked Okta account under the policy saved on **Settings** → **Integrations** → **Okta**. Check the linked account's status in Okta. A completed termination in Every does not confirm that the Okta account was suspended or deactivated.
* On **Settings** → **Integrations** → **Okta**, **New hires** and **Terminations** control the activation and termination policies. The Okta connection menu offers **Update connection** and **Disconnect**.
* Company Slack installation starts from **Add to Slack** on **Settings** → **Integrations** → **Slack**.
* **Reconnect Slack** on **Settings** → **Integrations** → **Slack** starts the workspace authorization flow again. The company Slack page shows the workspace connection date.
* During company Slack installation from **Settings** → **Integrations** → **Slack**, Every links the installer's own Slack identity when Slack returns the identity and the identity does not belong to another Every user.
* The Puzzle page on **Settings** → **Integrations** → **Puzzle** lists the shared company details: legal name, entity type, industry, primary filing timezone and Every company ID. The **Connect** confirmation asks permission to share company details. Puzzle setup continues on Puzzle's site.
* On **Settings** → **Integrations** → **Puzzle**, the setup button reads **Continue setup** when the connection is in progress.
* MCP is a personal connection on **My account** → **Integrations**, separate from the company connections on **Settings** → **Integrations**. MCP requires the person's AI chat access, current company membership in Every and MCP turned on for the company.
* The MCP page at **My account** → **Integrations** → **MCP** offers token setup for Claude Code, Claude Desktop, Cursor, Windsurf and Codex. Use [MCP](https://every-a2724ddc.mintlify.site/admins/ai/mcp/overview.md) for the client-specific instructions.
* The personal Slack link on **My account** → **Integrations** connects the person's Slack account. The company Slack connection on **Settings** → **Integrations** installs the Every app in the workspace.

### Questions people ask

* **Can a Bookkeeper set up integrations?** No, a Bookkeeper role alone can't set up Okta, Slack or Puzzle on **Settings** → **Integrations**. Okta needs the Company Admin or HR Admin role. Slack needs the Company Admin role. Puzzle needs the Company Admin or HR Admin role.
* **Does a completed termination in Every confirm that the person's Okta account has changed?** No. Every attempts the termination policy selected on **Settings** → **Integrations** → **Okta**. Check the linked account's status in Okta. If the selected suspension or deactivation isn't complete, email [support@every.io](mailto:support@every.io).
* **Where do I connect an AI client?** MCP tokens are on **My account** → **Integrations** → **MCP**. Use [MCP](https://every-a2724ddc.mintlify.site/admins/ai/mcp/overview.md) for company data setup or [MCP for employees](https://every-a2724ddc.mintlify.site/employees/mcp.md) for an employee's own setup.
* **Does installing Slack for the company connect my own Slack account?** Yes, when Slack returns your installer identity and that identity does not belong to another Every user. The company installation on **Settings** → **Integrations** → **Slack** also adds the Every app to the workspace.
* **Where do I connect QuickBooks?** QuickBooks connects through **Settings** → **Accounting**. See [Accounting settings](https://every-a2724ddc.mintlify.site/admins/settings/accounting.md).

### Not covered here

* Which assigned apps keep a person's data after Okta deactivates their account? To ask, email [support@every.io](mailto:support@every.io).
* When does my company get an integration turned on? To ask, email [support@every.io](mailto:support@every.io).
* What should I do if the selected Okta suspension or deactivation isn't complete? Check the linked account's status in Okta, then email [support@every.io](mailto:support@every.io).


## Related topics

- [Accounting settings](https://every-a2724ddc.mintlify.site/admins/settings/accounting.md)
- [Connect AI clients with MCP tokens](https://every-a2724ddc.mintlify.site/admins/ai/mcp/overview.md)


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