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Add a capability through a new consent flow

An assistant cannot expand its own grant from the permission editor.

Updated 2026-11-11

If an assistant needs a capability that its current Institution connection lacks, reconnect it through the OAuth consent flow. The permission editor can reduce access but does not add new scopes.

Review the requested company, capabilities, duration, and return destination before approving the expanded connection. Grant only the permissions needed for the work you intend the agent to perform.

A request from the assistant is not itself authorization. Wait until the portal displays the requested capability and you choose Allow selected access. The assistant should then inspect the current permissions and supported workflow before retrying.

An added scope does not promote your account role or bypass approval requirements in Institution. If your account cannot perform the operation in the underlying workflow, a broader connector grant does not make it available. Ask the company’s authorized administrator about that separate permission issue. Do not share another person’s credentials to give the assistant access it lacks under your account.

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