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Connect To Anything

OMNI is designed to connect to heterogeneous systems while preserving execution safety.

Integration strategy

  1. Prefer first-party OMNI tools for stable financial workflows
  2. Add MCP sources for external tool ecosystems
  3. Add OAuth/API sources for provider-specific capabilities
  4. Use custom endpoints only when bounded and permissioned

Practical examples

  • Add an MCP source for your internal research tools
  • Add OAuth-backed sources for productivity workflows
  • Route market and news workflows through first-party OMNI APIs where possible

Safety model

Always combine new integrations with:
  • Permission mode controls
  • Source-specific allow/deny rules
  • Session-level approval where needed