What the agent can do
Access workspace context
Pull messages, meeting notes, and team knowledge from your Roam workspace.
Surface discussions
Find relevant conversations and surface context from past meetings or threads.
Work with calendar
Check scheduling, meeting status, and what’s coming up for your team.
Read workspace knowledge
Pull documented processes, decisions, and shared resources from the workspace.
Example agent tasks
What you share
Connecting gives the agent access to your Roam HQ workspace, including messages, meeting content, and calendar data within your permissions. Workspace admins may need to approve the connection. See Permissions.Connecting
1
Add the Roam HQ connection
From the agent’s connections, choose Roam HQ. The platform connects you through Roam’s hosted MCP server.
2
Sign in to Roam
A connect card appears. Sign in to your Roam account and approve access. Workspace admins may need to approve first.
3
The agent gets to work
It can now surface meeting context, workspace knowledge, and calendar information from Roam.
Learn more
Roam HQ support
Product guides and support resources.
How credentials stay safe
The proxy model that keeps tokens out of the agent’s reach.