The two directions
Use Saga from another AI assistant. Connect an assistant you already use — like Claude or ChatGPT — to your Saga workspace. You can then ask that assistant questions and it will answer using your Saga projects, documents, and workflows. Here, Saga is the source the assistant pulls from. Bring outside tools into Saga. Connect external tools and data sources to Saga, so the AI inside Saga can use them while you chat. For example, your firm might connect a research database or an internal system. Here, Saga is the one reaching out to those tools. A simple way to remember it:| You want to… | Use this | In plain terms |
|---|---|---|
| Work with your Saga content from Claude, ChatGPT, etc. | Connect your assistant to Saga | Saga is the source |
| Let Saga’s AI use outside tools and data | Connect tools to Saga | Saga is the user |
These are independent — setting up one doesn’t require the other. Pick whichever fits what you’re trying to do, or set up both.
Which one do I set up?
- If you live in Claude or ChatGPT and want them to draw on your matters, start with Connect your assistant to Saga.
- If your firm wants Saga’s AI to reach an external system or database during chats, that’s Connect tools to Saga, and it’s usually set up by an administrator.
- Building a custom integration yourself? See Developer setup for the technical details.
