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SET IT UP, THEY SWITCH IT ON

You choose the apps. The client clicks Connect.

With Allow reseller to manage Apps and MCP granted, you can browse the catalog, plan every app a client’s agents need, and get a connection ready to go. The moment a step needs the client’s login or their secret, the control locks. Not because of a missing scope, because it always does. This page shows you exactly where that line sits and how to hand it off cleanly.

The one thing to internalize

Every connect control is locked in a delegated session.

There is no scope that changes this. It doesn’t matter what the client’s toggles say.

Connect
Grant access
Install
Client action required This app requires the client’s credentials or authorization to complete installation. Ask the client to install or connect this app directly.

The same lock, the same lock icon, and the same tooltip appear on Connect, Reconnect, Grant access (the OAuth scope upgrade), Recheck, Disconnect, and Switch to OAuth. It disables the entire API-key form, input fields included, not just its submit button. It disables the app detail page’s Install button, Uninstall, and the confirm button on the Install plan sheet. If a control finishes a connection or touches a credential, it is locked.

There is no scope check behind this lock. It fires for any active delegated session, full stop. Grant Allow reseller to manage Apps and MCP completely and the Connect button still shows the lock icon. The backend agrees independently: every mutating install, connection, and OAuth endpoint rejects delegated sessions outright. This isn’t a permission you can be missing, it’s a boundary with no toggle on either side.

The scope

What “Allow reseller to manage Apps and MCP” actually gives you.

The client grants this under the label Allow reseller to manage Apps and MCP. Its full description, in the product’s own words: “Manage the Apps section, including tools, MCP servers, and app connections that don’t require credentials. Installing credential-based apps, connecting OAuth apps, and disabling or modifying anything tied to API keys, OAuth tokens, or other secrets is always off-limits, regardless of this setting.”

You can, with this scope granted
Browse the app catalog, including search, facets, featured, and popular.
Open any app’s detail page and read its full description.
Read install and subscription state for apps already on the workspace.
Read the connection list and each connection’s health.
Decide which apps a client’s agents actually need.
Prepare everything around a connection, so the client only has to click through the last step.
Always the client, no matter what’s granted
App install
Install plan
Configure
Subscription configure
Subscription uninstall
Installed triggers
Connection delete
Connection health check
Connection refresh
Connection exchange
OAuth start
Static credential connections

Marketplace browsing itself is deliberately never locked, delegated or not. You can always look, compare, and plan. What changes is whether you can act on what you find.

Inside the nav

The Apps section, scope by sub-page.

The Apps nav item itself unlocks with tools_and_integrations OR skills, either one is enough to see it. Once inside, its three sub-pages each check their own scope.

If a delegated session carries only skills and not tools_and_integrations, it lands on the Skills sub-page rather than Browse. That’s deliberate: Browse needs tools_and_integrations, so a skills-only session would find it locked. The app routes you to the one page you can actually use instead of opening on a dead end.


Plan before you ask

Reading the catalog before you commit.

Every app declares its own connection method, OAuth, an API-key form, or both, so what a connection needs from the client varies app to app. Two sets of signals tell you what’s realistic before you request anything: the state chip on an Install plan row, and the badges on an app’s detail page. Reading both first means you can batch every request the client needs to act on into one message, instead of dripping requests in one at a time.

Install plan state chips
App detail page badges

Read these before you write to the client, not after. A five-minute pass through the apps a client’s agents need turns into one clear message instead of three follow-ups.

A narrower boundary

MCP servers.

Be precise about what’s actually documented here, because MCP servers work a little differently from apps.

The MCP servers sub-page is gated at the route level by tools_and_integrations, the same scope as Browse. What the permission copy itself says is that the scope covers “MCP servers” alongside tools and app connections, as part of the same Allow reseller to manage Apps and MCP grant.

Beyond that route-level gate, the MCP servers page doesn’t carry the same per-action locks the Apps surface does. What that means for any specific action inside a delegated session isn’t part of the documented material available here, so this page won’t tell you that a reseller can, or can’t, complete a particular MCP install on the client’s behalf. Treat it as unresolved rather than assuming either way.

One thing is confirmed either way: an MCP server that requires its own OAuth authorization follows the same client-only rule as apps do. After it’s installed, that server shows a “Needs auth” state until the client completes the consent screen in their own account, at which point it turns connected. If a step needs the client’s login, it needs the client, MCP server or app, no exceptions.

For the full reference on what MCP servers are and how they’re configured, see MCP servers.


The handoff

Requesting a connection well.

The client’s side of a connection is short: they sign in to their own account, open the app, click Connect, complete the provider’s consent screen in their own browser, and the connection appears. Your job is making sure they know exactly which apps, in one pass.

1

Identify every app the client's agents need

Walk the agents you’ve configured for this client and list every app or MCP server they call. Check each one’s state chip and detail badges from the previous section so you know exactly what’s missing.
2

Batch the requests into one message

Send one message covering everything the client needs to act on, not a separate ping per app. A client who connects three apps in one sitting is far more likely to finish than one who gets interrupted three separate times.
3

Name the exact app and the exact button

Tell them precisely where to go and what to click, for example “open Apps, find Salesforce, and click Connect.” Vague requests like “please connect your CRM” cost you a follow-up question.
4

Let them authorize on their side

The client signs in, clicks Connect, and completes the provider’s consent screen themselves. Nothing here happens inside your delegated session.
5

Verify from your side

Re-open the app or MCP server’s detail page in your next delegated session and check its state chip and connection health. Confirm it before you tell the client their agent is ready.

A short template covers most handoffs. Adjust the app list to what’s actually missing for that client.

message draft

When something looks stuck

Troubleshooting connections.

A quick index for the signals you’ll actually see while reading a client’s Apps section from inside a delegated session.

Connect, Reconnect, Install, or any similar button shows a lock icon and won’t respond
Working as intended. Every connect and install control is disabled for any active delegated session, regardless of granted scopes. There’s no setting to change.
Client
”Missing permissions”
The connected account no longer grants everything the app needs. The client has to reconnect and re-approve the full permission set.
Client
”Expired — reconnect”
The provider’s authorization token has expired. The client needs to reconnect from their own session.
Client
”Reconnect needed”
A general prompt that the connection needs attention before it will work again. Same fix as above: the client reconnects.
Client
”API key needs attention”
The stored key is being rejected by the provider. Only the client can open the API-key form and paste a fresh one, the whole form is locked for you.
Client
”Not connected”
The app has never been linked. Send the client a request naming the exact app and button, per the handoff steps above.
Client
”Coming soon” veil on an app’s detail page
No connection method works on this deployment yet. There’s nothing for you or the client to configure. Check whether a verified MCP server covers the same app instead.
Support
A connection keeps expiring and needing reconnection
Usually a short-lived provider token. Ask the client to reconnect first. If it recurs often for the same app, that’s worth flagging to Actionist support rather than repeating the same request.
Support

For issues that go beyond the Apps section, see the full Troubleshooting index.


Apps and MCP

Plan it fully. Hand off cleanly.

Everything short of the client’s own login and secrets is yours to configure.

Every connect, install, and credential control locks for any active delegated session, no scope changes that.
Marketplace browsing stays open the whole time · so does everything short of the client’s login.

Keep going

Next steps.

Credentials and API keys

Why secrets stay permanently out of reach, and how the hard limit differs from this page’s lock.

Full app catalog

Browse every app Actionist supports, outside the reseller context.

MCP servers

The full reference for MCP servers, how they’re configured, and what authorization they need.

Skills

Choosing, adding, and maintaining the reusable task packs an agent loads on demand.