Credential Templates
A template is like a pre-printed form that already has all the hard parts filled in — you just sign your name. For connecting a popular service, a credential template hands you a form with the right fields already in place, so you skip figuring out the technical setup and simply add your own key, pass, or sign-in.
Image: The credential templates page showing service cards organized by category
Before you start
- The key, access pass, or account details for the service you want to connect. (For sign-in style services, you'll just sign in during setup — nothing to copy ahead of time.)
- For services that use the "Log in with…" style, the ability to set up a connected app in that service's developer console.
- If you're not sure what your service needs, the AI Credential Assistant can find out for you.
Find a template
- Open Credentials from the sidebar.
- Click "+ New Credential".
- Browse the template library.
Templates are grouped by category so you can find what you need quickly:
| Category | Services | Connection type |
|---|---|---|
| Communication | Gmail, Outlook, Slack | OAuth |
| CRM & Sales | HubSpot, GoHighLevel | OAuth |
| AI & Development | OpenAI, Anthropic, GitHub | API key / Bearer / OAuth |
| E-commerce | Shopify, WooCommerce | OAuth / Basic |
| Productivity | Google Calendar, Google Sheets, Notion | OAuth / Bearer |
| Meta Platforms | WhatsApp, Instagram, Messenger, Meta Ads | Facebook sign-in |
If the service you need isn't in the library, use the AI Credential Assistant — it can research any provider and set up the connection for you.
Use a template
- Click the card for the service you want to connect.
- Fill in the required fields — the form tells you exactly what's needed.
- If it's a "Log in with…" template, you'll also:
- Set up a connected app in the provider's developer console.
- Copy the Redirect URL from Nirvai and add it to that app.
- Click Authorize to finish the connection.
- Click Save.
Image: Filling in a credential template form with the required fields highlighted
What the template fills in for you
The template already knows the technical details for each service, so you only supply your own private details.
| The template provides | You provide |
|---|---|
| The connection type (API key, sign-in, and so on) | Your key, access pass, or secret |
| The field names and where each value goes | Your account ID (for sign-in services) |
| The sign-in and behind-the-scenes addresses (for sign-in services) | Your username/password (for the basic type) |
| The recommended permissions (for sign-in services) | — |
Pick the right template
If a service offers more than one way to connect, use this to decide.
| Choose… | When… |
|---|---|
| An API key / access-pass template | You just need to use the service's features (like generating text with OpenAI), it gives you a single code in its dashboard, and you don't need to reach a specific person's account |
| A "Log in with…" (OAuth) template | You need to reach a specific person's data (like reading their Gmail), the service requires a sign-in step, or you want fine-grained control over what your agent can do |
| A Meta Platform template | You're connecting WhatsApp, Instagram, Messenger, or Meta Ads — see Meta Platform Credentials |
No template for your service?
If you don't see a template, you have two options:
Option A — AI Credential Assistant (Recommended)
Describe the service you want to connect, and the AI researches it, picks the right connection type, and walks you through setup. Best for almost everyone, since it does the technical thinking for you. See AI Credential Assistant.
Option B — Set it up by hand
Choose a connection type yourself and fill in every field. Best when you're connecting an internal service and already know its technical details.
- Open Credentials → "+ New Credential".
- Scroll to the bottom and pick a connection type — API key, Bearer, OAuth, or Basic.
- Fill in all the fields.
- Click Save.
Manual setup is best for internal services where you already know the sign-in details. For everything else, the AI Assistant is faster and harder to get wrong.
Troubleshooting
| Problem | Fix |
|---|---|
| The service you want isn't in the template library | Use the AI Credential Assistant — it can set up any provider, even ones without a template |
| Sign-in fails on a "Log in with…" template | Make sure the Redirect URL in your connected app matches Nirvai's exactly, with no extra characters or trailing slash |
| You saved the connection but the agent still can't act | Confirm you pasted the correct key or pass, and that you attached the connection to the tool — see Using Credentials with Tools |
| Not sure which template to pick for a service with several | Follow the How to choose guide, or let the AI Assistant decide |
What's next
After saving a connection, continue to Using Credentials with Tools to attach it to your agent.