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Proxyma
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What Proxyma connects to

Files, drives and the web

Files, drives and the web
SourceWhat is indexed
Files
Folders on Desktop, uploaded files on a server
Network shares
Read with your own domain account
Folders on a Windows file server
Web pages
A website, crawled from a starting address
Google Drive
Docs, Sheets, Slides, PDF and Office files
Dropbox
Files, and Paper docs
Box
Files, and Box Notes

Engineering

Engineering
SourceWhat is indexed
Jira
Cloud, Data Center or Server
A project's issues, with comments and history
Confluence
Cloud, Data Center or Server
A space's pages, with comments
Bitbucket
Data Center or Server
A repository's pull requests and commits
Bitbucket Cloud
Pull requests, and documentation files if you choose
GitHub
github.com or GitHub Enterprise Server
Issues and pull requests, and documentation files if you choose
GitLab
gitlab.com or self-managed
Issues and merge requests of a project or a group, and documentation files if you choose
SVN
The files of a Subversion repository

Work tracking and notes

Work tracking and notes
SourceWhat is indexed
Linear
Issues, with their comments
Asana
Tasks, with notes, comments and subtasks
monday.com
Board items, with their columns, updates and subitems
Trello
Cards, with checklists and comments
ClickUp
Tasks, with comments and subtasks
Airtable
A base's records
Notion
Pages and database rows shared with the integration

Mail, chat and meetings

Mail, chat and meetings
SourceWhat is indexed
Slack
Channel messages, never direct messages
Gmail
Mail threads under the labels you choose
Google Calendar
Events of the calendars you choose
IMAP mailbox
Any mail host that accepts a password over IMAP
Mail and attachments in the folders you choose
Zoom
Meeting transcripts and AI Companion summaries

CRM and support

CRM and support
SourceWhat is indexed
HubSpot
Companies, contacts, deals and tickets, with their activity
Salesforce
Accounts, contacts, opportunities, leads and cases
Zendesk
Tickets, and Help Center articles if you choose
Freshdesk
Tickets, and knowledge base articles if you choose

Microsoft 365

Enterprise
Microsoft 365
SourceWhat is indexed
OneDrive
Your OneDrive, or one folder in it
SharePoint
A site's pages and document libraries
Teams channels
An administrator turns it on
One channel's messages and replies
Teams chats
An administrator turns it on
Your own one-to-one and group chats
Outlook
An administrator turns it on
A mail folder or a calendar

Your own

Your own
SourceWhat is indexed
Custom source
Through the ingestion API
Documents your own scripts and tools push to it
Any MCP server
None
Your own systems: the ingestion APIMissing a source? Tell us

What the agent can do in them

What the agent can read live and change in each source
SourceSearched or read liveChanges, after you approve
Web pages
Any page by its address, and a web searchNone
Jira
Cloud, Data Center or Server
Search with JQL, read issues and commentsCreate and edit issues, comment, move through a workflow, log work, link issues
Confluence
Cloud, Data Center or Server
Search with CQL, read pagesCreate, update and move pages, comment, add labels
Bitbucket
Data Center or Server
Read pull requests, diffs, files and commitsOpen, comment on, approve and merge pull requests, create branches and tags
SVN
List folders and read files without a checkoutNone
Custom source
Through the ingestion API
NoneSaves a note into it, asking first
Any MCP server
The tools the server offersWhatever its tools do, asking before each call
Most other sources
Their indexed items, read liveNone

Several Jira, Confluence and Bitbucket servers, in one conversation

What the agent can do

Every source, and how far it has got

Sample data.

Questions & Answers