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MODULE 2.2

🔌 Connections: Connects to Your Tools

Live data, no pasting. Your AIOS is only useful if it can reach the systems where your work happens — calendar, email, projects, finances. This module maps the 7 Tier-1 domains, the 4 connection mechanisms, and why you should balance reading with writing.

7
Topics
40
Minutes
Interm.
Level
Data
Type
AIOS your personal OS 💰 Revenue/Finance 🤝 Client interactions 📅 Calendar 💬 Communication ✅ Projects/Tasks 🎙️ Meetings 📁 Knowledge/Files Integration Ladder API CLI Browser Auto. Scraping ↑ more reliable Read / Write Balance 📖 READ ✍️ WRITE (≥1) If everything is read-only, AIOS is a viewer, not an OS.

Detailed content

1

🧪 The Connections Test

There is a simple, brutal test to see whether your AIOS has real Connections: ask a question that requires live data. Not data you pasted into the chat — data the system needs to fetch on its own. If the answer comes back without you copying anything, your Connections works.

🎯 The One-Sentence Test

"What’s on my calendar tomorrow, and which tasks are due?" — if that answer arrives without pasting, you have Connections.

  • • Pasted data = you're still doing the manual search work.
  • • Live data = AIOS reaches the system, searches, and responds. You just read.
  • • The test applies to any domain—finance, tasks, communication, meetings.

✓ Real connections

  • ✓"What’s due today?" → automatic lookup
  • ✓Email summary → MCP or script
  • ✓Next meeting + agenda → Calendar API
  • ✓Monthly revenue → Finance API

✗ False Connections

  • ✗Copy a Google Calendar meeting and paste it into the chat
  • ✗Manually export CSV and upload it to the context
  • ✗Type the tasks due into the prompt
  • ✗Make the AIOS ask "send me the data"
2

🗺️ The 7 Universal Tier-1 Domains

Every knowledge-work task passes through 7 domains. They’re called Universal Tier-1 because they show up regardless of the industry — agency, SaaS, consulting, freelancer. Covering them is the foundation of a functional AIOS.

📋 Map of the 7 Domains — what to cover before anything else

# Domain What it includes Examples of tools
1 💰 Revenue/Finance Revenue, expenses, cash flow Stripe, QuickBooks, Notion finance
2 🤝 Client interactions Leads, deals, support, feedback HubSpot, Pipedrive, Intercom, Linear
3 📅 Calendar Personal calendar, meetings, deadlines Google Calendar, Calendly, Notion cal
4 💬 Communication Email, chat, DMs, notifications Gmail, Slack, Discord, Linear comments
5 ✅ Projects/Tasks To-dos, sprints, backlog, deliverables Linear, Notion, Asana, Trello
6 🎙️ Meeting Intelligence Transcripts, action items, recordings Fireflies, Otter, Notion meetings
7 📁 Knowledge/Files Docs, wikis, SOPs, knowledge base Notion, Drive, Confluence, Obsidian

💡 Practical Tip — Start with the domain that hurts the most

Don’t try to connect all 7 at once. Identify which domain takes the most time to search manually in your day. Connect that one first. /audit scores coverage across all 7 domains—0 domains = a 4x multiplier on the score penalty.

3

⚙️ The 4 Mechanisms (tool-agnostic)

The AIS-OS kit is API-first and agnostic: no matter which tool you use, there are 4 ways to make AIOS reach a system. Each mechanism has tradeoffs in reliability, setup, and maintenance.

📄 connections.md — Table Structure
# Domain Tool Mechanism Auth Last check
1 Calendar Google Calendar mcp OAuth 2026-06-01
2 Communication Gmail script OAuth 2026-05-28
3 Projects Linear key+ref .env API_KEY 2026-05-15
4 Knowledge Notion export CSV dump 2026-05-01

One line per reachable system. Keep it up to date — /audit reads this file.

The 4 mechanisms—from most to least integrated

MCP

mcp — MCP server

More integration · more complex setup · bidirectional

Claude Code connects directly to the tool’s MCP server. Real-time reading and writing. Requires configuration in .claude/settings.json. It’s the preferred mechanism when available.

script

script — Python/Bash calling an API

High flexibility · API-first · you’re in control

Python or Bash scripts that call the tool’s REST API. Stored in scripts/. Good when there’s no MCP. You version, test, and adapt it.

key

key+ref — .env key + references/{tool}-api.md

Lightweight · quick to set up · a good foundation for future skills

API key in .env + reference guide in references/{tool}-api.md. AIOS reads the guide and assembles the calls. The researched-once-saved-forever pattern.

exp.

export — CSV/JSON dump

More manual · no ongoing integration · starting point

Export manually and drop it into the context. Valid for Day 1 when the API is complex. But be careful: data becomes stale quickly. Use it as a starting point, not a final destination.

4

📋 connections.md — the central registry

O connections.md is your AIOS integration manifest. One line per reachable system. The /audit reads this file directly to score coverage of the 7 domains and check connection freshness.

📌 Required fields per row

  • # Number — simple sequence. It means nothing beyond ordering.
  • Domain One of the 7 Tier-1 (or your own custom subdomain).
  • Tool Exact name from the tool (Gmail, Notion, Linear…).
  • Mechanism mcp / script / export / key+ref — how the connection works.
  • Auth OAuth / API Key / .env / no auth. Don’t put keys here—only the type.
  • Last check Date the connection was last tested/validated. /audit penalizes poor freshness.

✓ Correct connections.md

  • ✓One line per tool, simple
  • ✓Mechanism filled in (mcp/script/export/key+ref)
  • ✓Current check date (less than 30 days old)
  • ✓7 domains represented

✗ Common errors

  • ✗Put API keys in the file (it goes into git)
  • ✗Leave “Last checked” blank
  • ✗Don’t record export-type connections (they count toward the score)
  • ✗Read-only only (see Topic 6)
5

💾 Researched-Once-Saved-Forever

Every time you research how an API works—endpoints, authentication, queries—you’re investing research time. Save this investment in references/{tool}-api.md is the "researched-once-saved-forever" pattern: you research once, and every future use — yours, a skill's, or an agent's — is instant.

📊 Why this matters so much

  • Future skills don’t research things again — The skill reads references/{tool}-api.md and already knows the endpoints.
  • /audit rewards this — The presence of API guides in references/ is scored directly in the Connections score.
  • Real compounding — 10 API guides saved = an AIOS that's 10x faster for any new skill involving those systems.
  • No manual re-research — You documented the Linear API once. Every skill that uses Linear inherits that knowledge.
📄 references/linear-api.md — Suggested Structure
# Linear API — Guia de Referência
## Base URL
https://api.linear.app/graphql

## Auth
Header: Authorization: {API_KEY}
Var: LINEAR_API_KEY no .env

## Queries mais usadas
- Listar issues: query { issues { nodes { id title state } } }
- Issues do usuário: query { viewer { assignedIssues { ... } } }

## Mutations
- Criar issue: mutation { issueCreate(input: {...}) }
- Fechar issue: mutation { issueUpdate(id: "...", input: {stateId: "..."}) }

## Última atualização: 2026-06-01

💡 Tip — Document as you connect

Whenever you make a new connection (MCP, script, or key+ref), open the file references/{tool}-api.md and record the endpoints you tested, the authentication that worked, and the most common parameters. It takes 5 minutes and saves hours in the future.

6

⚖️ Read AND Write Balance

An AIOS that only reads is a sophisticated viewer, not an Operating System. To be a real OS, at least one connection needs to write — send email, create an issue, post a message, update a record. The ability to act in the world is what separates a consultation from automation.

🔄 The distinction that matters

📖 READ (reference)
  • • “What meetings do I have today?”
  • • “How many open issues are there in Linear?”
  • • “What was last month’s revenue?”
  • • “Summarize my unread emails”

Useful, but you still need to act manually.

✍️ WRITE (action)
  • • Send the follow-up email
  • • Creates the issue in Linear
  • • Schedules the meeting
  • • Post the update in Slack

AIOS takes action. You just approve (or don’t even need to).

⚠️ Caution — /audit penalizes all-read-only

If all if your connections are read-only, /audit applies a 2x multiplier to the Connections gap. That alone can take 8-12 points off your score. The requirement is small: 1 connection with write capability already clears this penalty.

💡 Where to start writing

The simplest writing connection for most people: Gmail with permission to create drafts. AIOS creates the draft — you review and send it. It covers the write-balance without the risk of accidental sending.

As you build confidence: Bike Method phase = starts by creating drafts, progresses to sending with approval, then automatic sending for specific categories.

7

🪜 The Integration Ladder

Not every connection is equally trustworthy. The Integration Ladder defines a reliability hierarchy: use the highest available level for each tool. Lower levels are used when higher ones don't exist — never by preference.

🪜 Reliability hierarchy — API at the top

1
Direct API PREFERRED

Official, versioned, documented interface. Responds predictably. Has clear rate limits. Doesn’t break when the UI changes.

2
CLI (command line) good alternative

Tools like gh (GitHub), gcloud (GCP). Less granular than an API, but much more stable than a browser.

3
Browser Automation use with caution

Playwright, Puppeteer, Computer Use. Fragile — any layout change breaks it. Higher maintenance costs. Use only when APIs and CLIs don’t exist.

4
Scraping last resort

HTML parsing of public pages. Highly unstable — breaks with every deploy. Often prohibited by terms of service. Never use as a long-term solution.

✓ Apply the Ladder

  • ✓Checks whether an API exists before Browser Automation
  • ✓Document the mechanism used in connections.md
  • ✓Plans to move to a higher tier when available

✗ Ignore the Ladder

  • ✗Using scraping when an API exists (fragile + unnecessary)
  • ✗Browser automation for a tool with an official CLI
  • ✗Build integration one step at a time and never review it

🔌 Module 2.2 Summary

✓
The Connections test — live data without pasting. If you copy it, you still don’t have Connections.
✓
7 Tier-1 Domains — Revenue, Clients, Calendar, Communication, Projects, Meetings, Knowledge. Covering these is the foundation.
✓
4 mechanisms — mcp / script / key+ref / export. The kit is API-first and tool-agnostic.
✓
connections.md — integration manifest. Read by /audit to score coverage and freshness.
✓
Researched-once-saved-forever — referencias/{tool}-api.md. Research once, use forever across skills and agents.
✓
Read AND Write — at least 1 connection that writes. All-read-only = viewer, not OS.
✓
Integration Ladder — API > CLI > Browser Automation > Scraping. Always move up to the most reliable available level.

Next Module:

2.3 — Capabilities: Knows how to do the work 🧩

One sentence triggers an artifact. Skills vs. Agents, the Autonomy Spectrum, and how /level-up builds capabilities week by week.