> For the complete documentation index, see [llms.txt](https://docs.trycaliber.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.trycaliber.ai/getting-started/prerequisites.md).

# Prerequisites

Caliber roles (admin, team lead, member) and the permissions each integration needs.

Before you connect providers, know which **Caliber role** people need and which **provider-side permissions** each integration requires.

## Caliber roles

| Role                        | What they see                                                                     | What they can do                                                      |
| --------------------------- | --------------------------------------------------------------------------------- | --------------------------------------------------------------------- |
| **Admin** (and super admin) | Org-wide Home, Insights, Teams, Practitioners, Settings                           | Connect integrations, invite members, manage alerts, Code attribution |
| **Team lead**               | Home and people scoped to their team (or reporting subtree); peer team aggregates | Coaching and briefing for their team; not org-wide integration admin  |
| **Member**                  | Their own usage (person page / My usage), habit progress, Caliber MCP             | No org Home; cannot connect integrations                              |

Deeper visibility behavior: [Roles and visibility](/getting-started/roles-and-visibility.md).

## Accounts and network

* A work email that can sign in with **Google** or **Microsoft**
* Access to <https://app.trycaliber.ai>
* Devices and browsers must reach `https://app.trycaliber.ai` and the provider APIs Caliber syncs on your behalf

## Per-integration permissions

Only a **Caliber admin** connects integrations in Settings. The table lists who must approve on the provider side.

| Integration                         | Auth type                                     | Provider-side permission                         | Notes                                                         |
| ----------------------------------- | --------------------------------------------- | ------------------------------------------------ | ------------------------------------------------------------- |
| Anthropic (Claude) - **Enterprise** | Admin API key and/or Enterprise Analytics key | Anthropic Org Owner / Primary Owner              | Caliber syncs analytics from Anthropic’s APIs                 |
| Anthropic (Claude) - **Team**       | Org ingest via Caliber station plugin         | Caliber admin + IT / MDM (or self-serve install) | No Anthropic org analytics API; deploy Caliber station plugin |
| Caliber Analysis (MDM / plugin)     | Org Analysis ingest token                     | Caliber admin (+ IT for MDM)                     | Redacted transcripts for enrolled users                       |
| Cursor                              | Team API key                                  | Cursor Team Admin                                |                                                               |
| OpenAI                              | Admin API key                                 | OpenAI org admin                                 |                                                               |
| ChatGPT Enterprise                  | Admin key + workspace UUID, or Users CSV      | ChatGPT Enterprise admin                         |                                                               |
| Microsoft Entra ID                  | OAuth or app registration                     | Entra admin (consent)                            |                                                               |
| Shapes                              | Admin refresh token                           | Shapes admin                                     |                                                               |
| GitHub                              | GitHub App or PAT                             | GitHub org owner / admin                         | Pair with Caliber Code for AI code %                          |
| GitLab                              | PAT (`read_api`)                              | GitLab token owner                               | Credential prep; sync coming soon                             |
| Jira                                | OAuth or email + API token                    | Atlassian admin / token owner                    |                                                               |
| Slack                               | OAuth                                         | Slack admin who can install apps                 | Configured under Alerts                                       |
| Langfuse / LangSmith                | Project API keys                              | Project owner                                    |                                                               |
| AWS Bedrock                         | IAM assume-role (preferred) or keys           | AWS admin                                        |                                                               |
| Salesforce                          | In-app OAuth                                  | Salesforce admin                                 | Tokens today; CRM sync later                                  |
| Mixpanel                            | Service account + project                     | Mixpanel analyst+                                | Credentials today; events later                               |
| Snowflake                           | Caliber-generated key pair                    | Snowflake user admin                             | Encrypted key; warehouse queries later                        |

{% hint style="success" %}
You do not need every integration on day one. Connect one AI usage source, confirm Home looks right, then expand. Procurement detail (what Caliber reads / does not): [Access you need to grant](/getting-started/access-you-need-to-grant.md).
{% endhint %}


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