Supported data and actions
Account discovery, transaction import, balance refresh, messaging, and record creation are separate permissions. The page lists exactly which ones the provider supports.
The supported authorization path
Authorization may use OAuth, a redirect, bot linking, or a manually issued key. The page shows the steps, expiration rules, and revocation method for that provider.
Required credentials
The provider page lists whether the connection needs a login, token, API key, region, environment, or account label. Enter secrets only in the credential fields, never in notes or transaction descriptions.
Workspace, accounts, and permissions
After connection, check the destination workspace, selected provider accounts, import period, and permissions. The first sync shows whether data arrives and which wallets receive it.