> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloosphere.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Marketplace

> Cloosphere's first-party service catalog for adding PPT/Word/Excel/HTML document generators and Google Workspace/Microsoft 365 integrations to your agents

The Marketplace is **Cloosphere's own (first-party) catalog of add-on services**.
Attach document generators (PPT, Word, Excel, HTML) and external SaaS integrations (Google Workspace, Microsoft 365) to your agents to extend their capabilities.

```mermaid theme={null}
flowchart TD
    CAT[Marketplace catalog<br/>Cloosphere first-party services] --> K{Service type}
    K -->|Document generators| SK[PPT · Word · Excel · HTML]
    K -->|External integrations| MCP[Google Workspace · Microsoft 365]
    SK --> INST[Create document capability instances<br/>palette · template · format]
    MCP --> CONN[Connect with user SSO]
    INST --> AGENT[Attach to an agent]
    CONN --> AGENT
    AGENT --> CHAT[Used automatically in chat]
```

<Warning>
  The Marketplace is a **separately-priced add-on.** Your license must include the Marketplace feature, and an administrator must complete the [prerequisite setup](#administrator-prerequisites).
</Warning>

***

## What is the Marketplace?

The Marketplace has two kinds of services. Depending on the kind, the connection method and where they attach on an agent differ.

<Columns cols={2}>
  <Card title="Document generators" icon="file-lines">
    Capabilities that produce PPT/Word/Excel/HTML documents. Specify palette, template, and format to create **multiple capabilities (instances)** and attach them to the agent's **Skills** section.
  </Card>

  <Card title="External integrations (MCP)" icon="plug">
    Connect Google Workspace/Microsoft 365 as agent tools. Each user **signs in with their own account (SSO)**, and they attach to the agent's **Marketplace Tools** section.
  </Card>
</Columns>

### Catalog services

| Service                   | Type                 | Description                                                                |
| ------------------------- | -------------------- | -------------------------------------------------------------------------- |
| **PPT Generator**         | Document generator   | Presentations (.pptx). 13 slide layouts, native charts, 12 palettes        |
| **Word Generator**        | Document generator   | Structured documents (.docx). Headings, lists, tables, charts, page breaks |
| **Excel Generator**       | Document generator   | Formatted spreadsheets (.xlsx). Multi-sheet, formulas, charts              |
| **HTML Report Generator** | Document generator   | Self-contained HTML reports. SVG charts, KPI cards, light/dark themes      |
| **Google Workspace**      | External integration | Gmail, Calendar, Drive, Docs, Sheets, Slides, and more                     |
| **Microsoft 365**         | External integration | Outlook, Teams, OneDrive, SharePoint, Calendar, and more                   |

<Note>
  Although the tab is called "Marketplace," the first screen of **Workspace > Marketplace** is a list of *the connections and capabilities you've created*. To add a new one, click the **New Connection** button at the top right to go to the catalog.
</Note>

***

## Administrator prerequisites

To use the Marketplace, an administrator must set up the following first. If any step is missing, services won't appear or won't work.

<Steps>
  <Step title="Register the license">
    In **Admin Settings > License**, register the Marketplace add-on feature key. The Marketplace is a separately-priced feature not included in any plan.
  </Step>

  <Step title="Deploy the service containers">
    Document generators require a **code execution (Jupyter)** container, and external integrations require each **MCP service** container. These are sidecar containers deployed separately from Cloosphere.
  </Step>

  <Step title="Configure connections">
    In **Admin Settings > Marketplace**, enter each service's URL, run **Test connection**, and then **Activate**.

    * Document generators: enter Jupyter URL + token → enable the code execution engine
    * MCP services: enter the service URL → activate (creates the connection)
  </Step>

  <Step title="Grant permissions">
    In **Admin Settings > Users > Groups**, grant groups the **Marketplace Access** permission (read/write). The default is locked.
  </Step>
</Steps>

<Note>
  Document generators appear **disabled in the catalog until the code execution engine is ready** (with a "Set up the code execution engine in Admin > Settings > Code Execution" hint). External integrations (MCP) appear in the catalog only after an administrator has configured their URL and connected them.
</Note>

***

## Creating a document generator

From a single generator (e.g. PPT Generator), you can create **multiple document capabilities.** For example, you can prepare a "company standard deck" and a "customer proposal deck," each with different colors and templates.

<Steps>
  <Step title="Select a generator from the catalog">
    In **Workspace > Marketplace > New Connection**, click the document-generator card you want.
  </Step>

  <Step title="Create the capability">
    Enter a name, description, and access permission, then save. You go straight to the settings screen.
  </Step>

  <Step title="Configure the format">
    On the settings screen, set colors, template, and format instructions.

    | Setting                 | Description                                                                                  |
    | ----------------------- | -------------------------------------------------------------------------------------------- |
    | **Colors**              | Choose Default / preset palette / custom colors (presets and custom cannot be used together) |
    | **Background theme**    | Light / Dark (PPT and HTML only)                                                             |
    | **Template file**       | Upload a template to base generated documents on (PPT=.pptx, Word=.docx, Excel=.xlsx)        |
    | **Format instructions** | Free text specifying the document's tone, structure, sections, etc. (up to 4000 chars)       |
  </Step>
</Steps>

<Tip>
  **Format instructions** greatly affect generation quality. Be specific, e.g. "Cover → agenda → key summary → details → conclusion, with no more than 3 bullets per slide."
</Tip>

<Note>
  The document capability you create also appears in the **Workspace > Skills** list (because it is internally a skill). Its settings such as colors and template can be edited **only in the Marketplace edit screen.**
</Note>

***

## Connecting an external integration (MCP)

Connect Google Workspace/Microsoft 365 as agent tools.

<Steps>
  <Step title="Select a service from the catalog">
    In **New Connection**, click the Google Workspace or Microsoft 365 card.
  </Step>

  <Step title="Create the connection">
    Enter a name, description, and access permission to create the connection. The URL is inherited from the value the administrator configured.
  </Step>

  <Step title="Configure tools">
    On the detail screen, click **Test Connection** to load the available tool list, then select the tools to use.
  </Step>
</Steps>

### User SSO authentication

An MCP connection automatically injects **each user's own SSO access token** into every call. No separate API key is needed — users simply sign in with the matching provider (Google / Microsoft). That is, tools operate within each user's own permission scope.

### Read / write approval (HITL)

Each tool is classified as read or write.

| Classification | Behavior                                                                   |
| -------------- | -------------------------------------------------------------------------- |
| **Read**       | Auto-approved — lookup operations                                          |
| **Write**      | Requires user approval — sending mail, creating files, and other mutations |

<Tip>
  Click the **Classify with AI** button in the tool list to auto-classify read/write. It also shows whether the OAuth scope for each category has been granted.
</Tip>

***

## Attaching to an agent

Marketplace services attach in **different sections** of the agent editor depending on their type.

| Service type                                            | Agent editor section  |
| ------------------------------------------------------- | --------------------- |
| Document generators (PPT, Word, Excel, HTML)            | **Skills**            |
| External integrations (Google Workspace, Microsoft 365) | **Marketplace Tools** |

<Warning>
  There is no single "add everything from the marketplace" button. Select document generators in the **Skills section** and MCP services in the **Marketplace Tools section**.
</Warning>

***

## Using it in chat

Marketplace services attached to an agent are used automatically during a conversation.

```
User: Make a presentation of the Q3 results

Agent: [Running the PPT generation capability...]

📎 Download: [Q3 Results Presentation.pptx](link)

I've generated the Q3 results presentation. I organized 12 slides in
the order of cover, key metrics summary, business-unit details, and conclusion.
```

<Note>
  Document generation results appear first as a **`📎 Download`** link above the answer. If you follow up like "make slide 3 bold," it precisely edits only that part instead of regenerating everything.
</Note>

<Note>
  Write operations of external integrations (such as sending mail via Google Workspace) request user approval before running.
</Note>

***

## Access control and licensing

| Aspect         | Description                                                                                                                            |
| -------------- | -------------------------------------------------------------------------------------------------------------------------------------- |
| **License**    | The Marketplace is a separately-priced add-on. Without the feature key (in enforced mode), all marketplace features are blocked        |
| **Permission** | Per-group **Marketplace Access** (none/read/write). Locked by default. Write permission is required to create connections/capabilities |
| **Sharing**    | Each connection/capability can be set to public/private with per-group/org-unit read/write permissions                                 |

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="No services appear in the catalog" icon="store-slash">
    | Cause                        | Solution                                                       |
    | ---------------------------- | -------------------------------------------------------------- |
    | Document generators disabled | An administrator must configure code execution (Jupyter)       |
    | MCP services not shown       | An administrator must configure the service URL and connect it |
    | No license                   | Check the Marketplace add-on license                           |
    | No permission                | Ask an administrator for **Marketplace Access** permission     |
  </Accordion>

  <Accordion title="Documents aren't being generated" icon="file-slash">
    The code execution engine (Jupyter) must be ready. Check that the document-generator status in **Admin Settings > Marketplace** shows "Reachable."
  </Accordion>

  <Accordion title="Google/Microsoft tools say permission is missing" icon="key">
    The OAuth scope for that category has not been granted. Admin consent or re-login may be required. Check the per-category scope indicators on the detail screen.
  </Accordion>

  <Accordion title="I can't deactivate/delete a connection or capability" icon="lock">
    It's blocked if agents are using it. The number of agents using it is shown, and to proceed anyway you go through a force-confirm step.
  </Accordion>
</AccordionGroup>

***

## FAQ

<AccordionGroup>
  <Accordion title="How do document generators relate to skills?" icon="circle-question">
    A document-generator capability is internally an **executable skill.** That's why it also appears in the Workspace > Skills list and is attached in the agent's Skills section. The difference is that its settings — colors, template, etc. — are managed in the Marketplace edit screen.
  </Accordion>

  <Accordion title="Can I make multiple styles from one generator?" icon="circle-question">
    Yes. From one PPT Generator you can create multiple capabilities (instances) with different palettes and templates. Attach each to an agent separately.
  </Accordion>

  <Accordion title="Are external integrations safe?" icon="circle-question">
    They operate only within each user's permission scope using that user's SSO token, and write operations go through user approval. No shared API keys are stored.
  </Accordion>

  <Accordion title="What changes when I upload a template file?" icon="circle-question">
    Documents are generated based on the uploaded template. If you upload a template with your company's standard format and cover page, documents keep that format and just fill in the content.
  </Accordion>
</AccordionGroup>

***

## Next steps

<Columns cols={2}>
  <Card title="Skills" icon="wand-magic-sparkles" href="/en/workspace/skills">
    Standardize how agents work with reusable instruction playbooks you write yourself
  </Card>

  <Card title="Attach to an agent" icon="robot" href="/en/workspace/agents">
    Attach document generators and external integrations to your agents
  </Card>
</Columns>