IT
26 articles for IT teams.
- Integrations overview for IT
How Harriet connects to your HR and productivity systems safely—including MCP connectors managed alongside other integrations.
- Permissions and groups
Control who can manage knowledge, workflows, integrations, and sensitive data.
- How to set up Okta with Harriet
Step-by-step guide to Okta SSO (OIDC) and SCIM user provisioning in Harriet, including group push for roles.
- Skills and external tools (MCP)
How optional skills extend Harriet, how MCP connectors are governed, and how Endpoint AI review fits in for some organizations.
- How do we show information to only a limited group of people?
Use user groups on knowledge documents so only the right people see them in search.
- How do we decide between groups, tags, countries, and regions?
Choose the right metadata on knowledge documents for access control versus filtering and discovery.
- How do we let one group access global information without making it the default answer?
Combine group membership with geography and structure so local answers rank first but wider context stays available.
- How do we structure knowledge so Harriet answers with the right version first?
Split versions by audience and geography, write clear titles, and avoid one giant document that mixes jurisdictions.
- How do we connect Harriet to an HRIS and what profile data can it use?
Directory and HRIS integrations supply employee data Harriet can use for answers and automations, within your plan and permissions.
- How do we perform custom data mappings when our fields do not match Harriet's defaults?
Map vendor-specific HRIS or webhook fields to Harriet so syncs and automations use the right attributes.
- How do employee analytics permissions work?
Who can run workforce analytics in Harriet depends on roles, features, and any metadata scoping your admins configure.
- How to create an MCP connector (Company settings)
Step-by-step expectations for adding a new MCP connector in Company settings, syncing tools, and Endpoint AI review when enabled.
- What employee analytics questions can Harriet answer for admins and managers?
Example prompts for workforce analytics and what you need before they work reliably.
- MCP from GitHub and registries—sandboxed connectors vs skill packages
Two different ways GitHub and package registries show up in Harriet—sandboxed MCP connectors from npm-style commands vs GitHub-synced skill packages in Endpoint AI.
- How do we connect external tools using MCP?
MCP connectors let Harriet call approved third-party tools through governed skills—create them with New connector in Company settings, sync tools, and control who can use them.
- How do MCP tools work inside workflow agents?
MCP tools are exposed to workflow agents through skills—IT controls which tools are visible, which require confirmation before executing, and which may be used by sub-agents.
- How does MCP authorization work and what credentials are stored?
MCP servers may use org secrets, per-user OAuth, or API keys—know what Harriet retains, how the connector wizard maps to these patterns, and how approvals work in workflows.
- Single-step agent workflows vs Advanced mode (canvas editor)
Prefer a workflow with one configurable agent step unless teams need multiple canvas steps, branching, or strict separation of phases. Delegation is always serial—no parallel sub-agents.
- How do calendar integrations work, and when can Harriet book meetings?
Calendar features depend on which calendar integration is enabled and which user has connected their calendar to Harriet.
- How do I configure an agent step in a workflow?
Agent steps are the core of powerful workflows—choose skills carefully, configure delegation correctly, and always set a sub-agent timeout to avoid stuck runs.
- What is the security model for workflow sub-agents?
Sub-agents are isolated by design—they only see explicitly delegated skills, cannot access parent workflow data, and cannot delegate further.
- How do calendar permissions affect what Harriet can see or schedule?
The connected user’s calendar scopes and sharing settings determine list, read, and create access.
- How does expense filing work in Harriet?
When expenses are enabled, Harriet can help employees submit or check claims through your connected expense system, within that system’s rules.
- What can Harriet do with Word, Excel, and PowerPoint files?
Upload Office formats to the Knowledge Base, use them in automations where supported, and use template-based document generation—not full desktop editing in the assistant.
- How do public Slack or Teams channels improve answer quality for product-specific questions?
Dedicated public channels give Harriet a clear context so SSO, policies, and docs match the product or team the channel is for—not a generic default.
- What is the public website widget and how do we use it?
The embeddable Harriet widget lets visitors chat from your marketing or help sites with scoped knowledge, skills, and ticketing—without signing into Harriet.