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

# Integrations

> Connect Google Workspace, Gmail/Drive, Plaid, and Slack.

Open **Manage → Integrations** in the sidebar to connect data sources. Each card shows linked accounts and **last sync** time.

<Frame caption="Integrations page before any connections are set up.">
  <img src="https://assets.clearspend.ai/content/videos/integrations.png" alt="Integrations empty state" />
</Frame>

## When to use integrations

* **Ongoing** invoice import (Gmail, Drive) instead of manual uploads
* **App and people discovery** (Google Workspace)
* **Card charge detection** (Plaid)
* **Slack alerts** for renewals (Owner only)

Not sure which to pick? See [Choosing integrations](/connect/choosing-integrations).

***

## Available integrations

| Integration                                         | Tag           | What it does                                                  |
| --------------------------------------------------- | ------------- | ------------------------------------------------------------- |
| **[Google Workspace](/connect/google-workspace)**   | App Discovery | Apps and people from your Google directory                    |
| **[Gmail](/connect/gmail)**                         | Track Spend   | Invoice emails and attachments from Gmail                     |
| **[Google Drive](/connect/google-drive)**           | Track Spend   | PDF sync from a Drive folder                                  |
| **[Connect your card](/connect/connect-your-bank)** | Track Spend   | SaaS charges via Plaid                                        |
| **Slack**                                           | Notifications | Renewal alerts to Owner — [Slack](/connect/slack-integration) |

<Note>
  Link **multiple** Gmail or Drive accounts to one workspace.
</Note>

***

## Connected state

Active integrations show a green indicator, linked account, and last sync.

<Frame caption="Connected integrations with sync status and account details.">
  <img src="https://assets.clearspend.ai/content/videos/connected_integrations.png" alt="Connected integrations" />
</Frame>

<video controls className="w-full rounded-lg" src="https://assets.clearspend.ai/content/videos/connected_integrations.mp4">
  Your browser does not support the video tag.
</video>

***

## Managing connected integrations

After you connect, use the actions on each integration card or row:

| Action        | When to use                                                                                  |
| ------------- | -------------------------------------------------------------------------------------------- |
| **Sync now**  | Pull latest data immediately (after connect, or when last sync is stale)                     |
| **Configure** | Change settings (e.g. Google Drive folder path or date range) before syncing                 |
| **Reconnect** | OAuth token expired or Google access was revoked                                             |
| **Delete**    | Remove the connection (Owner/Admin). Historical data already imported stays in the workspace |

### Sync now

1. Expand the integration card on **Integrations**
2. Click **Sync now** on the linked account row
3. Watch progress in the [Activity log](/features/activity)

First sync after connect can take several minutes for large mailboxes or directories.

### Reconnect

If you see a reconnect prompt or sync failures:

1. Click **Reconnect** on the affected account
2. Complete the OAuth flow again
3. Run **Sync now** to backfill missed data

### Plan limits

Each plan caps how many integrations you can connect. When at capacity, **Connect** is disabled — check **Settings → Billing** usage meters or [Limits and formats](/reference/limits-and-formats#integration-limits-by-plan).

**Viewers** cannot connect, sync, or delete integrations.

***

## AI assistants (MCP)

Query subscriptions from Claude or ChatGPT via the MCP server — separate from integration cards. See [AI assistants](/connect/ai-assistants).

***

## Something wrong?

See [Troubleshooting — Integrations](/reference/troubleshooting#integrations) or [Choosing integrations](/connect/choosing-integrations).
