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Toolkit / IT approval kit

IT approval kit

Want to connect a sales tool to your AI assistant? If IT or RevOps has to say yes first, send them this. It shows what the connector can read and change, how it signs in, who has to approve it and how to turn it off.

Download the kit (.md)

How to use it

  1. Pick your tool below and open its one-pager.
  2. Copy the request email, fill in the blanks and send it with the link.
  3. IT checks the facts. Each fact links to its source: the tool vendor's docs, the AI assistant's docs or the StackMCP listing. Anything we couldn't confirm says Not confirmed.

Pick your tool

HubSpotRead + writeNeeds admin or ITCredits not confirmedOpen the one-pagerSalesforceRead + writeNeeds admin or ITEvery call uses quotaOpen the one-pagerGongRead onlyNeeds admin or ITEvery call uses creditsGong calls it read-only. The setup also lists an mcp:write scope, so confirm scopes with your admin.Open the one-pagerApolloRead + writeSome tools use creditsOpen the one-pagerSlackRead + writeNeeds admin or ITCredits not confirmedOpen the one-pager

The request email

Copy this email, fill in the parts in [brackets] and send it to IT, RevOps or the tool's admin. Each tool page has a version with that tool's facts already filled in.

Email text
Subject: Request: connect [tool] to [your AI assistant] for my sales work

Hi [name],

I'd like to connect [tool] to [your AI assistant] using [tool]'s official MCP connector. I want to use it for [task, for example call prep or pipeline review].

What I'm asking for:
- Approval to connect [tool], and which sign-in you want me to use.
- Any admin step [tool] needs before I can connect.

How I'll use it:
- I'll approve each action that creates, changes or sends something before it runs.
- I'll disconnect it if you ask, or when I stop using it.

The facts and their sources: https://mcpforgtm.com/toolkit/it-approval/

Thanks,
[your name]

Checklist for IT

IT usually asks these questions. Each tool page answers them in this order.

  1. What data can the connector reach?
  2. What can it read, and what can it change?
  3. Which actions should wait for a person's OK?
  4. How does it sign in: OAuth or an API key?
  5. Does an admin have to approve or enable it first?
  6. How do we turn it off?
  7. Does it use credits or quota?

Download or print

Download the whole kit as one Markdown file (plain text that opens anywhere), or print any page. Printed pages leave out the menus and buttons.

Download the kit (.md)

Each fact links to its source: the tool vendor's docs, the AI assistant's docs or the StackMCP listing. Anything without a source says Not confirmed. Vendors change their connectors, so confirm anything important on the linked page. We last checked the vendor quotes and the Claude help article on Oct 22, 2026, and the StackMCP listing facts on Oct 16, 2026.