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Source: frameworks/plugin-engagement-manager/advisory-sessions/CONNECTORS.md

Connectors

This plugin bundles no connectors. It names the category of tool it needs and works with whichever one you have connected. In the skill files, two tildes mark a placeholder: ~~task board means "whatever you use for this."

CategoryPlaceholderOptionsRequired
Transcription~~transcriptionOtter, Zoom, Fathom, Granola, or a transcript fileYes
Email~~emailGmail, Outlook, Microsoft 365Optional
Calendar~~calendarGoogle Calendar, Outlook CalendarOptional
Document store~~document storeGoogle Drive, SharePoint, a local folderOptional
Task board~~task boardNotion, Todoist, Asana, ClickUp, LinearOptional

If a category is not connected

Nothing breaks. Each skill falls back to a file in the engagement folder. No ~~email: the recap is written as a file to copy out. No ~~calendar: next-session facts are recorded and flagged as unbooked. No ~~task board: commitments stay in the state file.

The only hard requirement is a transcript.

One rule about transcription tools

Transcription tools produce a summary alongside the transcript. Never read it, never quote it, never let it stand in for the transcript. Otter's summary of the 2026-08-12 Saunders session reported "Steven acquiring 30% by 2027 and Bev retaining 70%" as settled. The transcript says the gifting schedule is settled and the purchase is not, because Steven has not calculated the debt service. A summary flattens modality. That flattening is the single most expensive error this plugin exists to prevent.

Document stores with no shell mount

A mounted network drive (G:) can usually be read and written but not moved, renamed, or deleted. A misplaced file cannot be corrected there, only added to. So destinations are resolved before the write, never after. See the hold rules in the agent.