Supported sources
The Connections page highlights the most common sources directly:
Beyond these, the full catalog (see below) lists every other source Mesa can connect, including public sources that need no configuration at all.
Connect a source
1
Open the Connections page
Switch to the Organization area in the sidebar and click Connections. You’ll see the most common source types, a link to the full catalog, and any connections you’ve already made.
2
Pick a source and paste its URL
Click Connect on the source you want, then paste the portal or server URL (a domain for Socrata, or the portal address for Legistar). Click Test to confirm Mesa can reach it; a successful test shows details like the site title and how many datasets, services, or legislative bodies it found.
3
Name it and connect
Optionally give the connection a friendly display label, then confirm. The source is added under Active connections and its agent access is turned on by default.
Browse the full catalog
Click Browse full catalog on the Connections page to see every source your organization can connect, with a search box to filter by name. Sources come in two shapes:- Public sources need no setup at all: click Add and they’re connected immediately. The US Census Bureau (American Community Survey and decennial statistics, TIGERweb boundary layers, address geocoding) is one example.
- Sources that need a value (a URL, portal domain, or client code) show a Configure button that opens the same short setup form as connecting from the main page.
Connect an IQM2 meeting portal
Many municipalities publish their meeting record on an IQM2 portal (Granicus MinuteTraq): the meeting calendar, agendas, minutes, and legislative files such as resolutions and ordinances. Find IQM2 meeting portal in the catalog and click Configure.https://plainfieldcitynj.iqm2.com. Any page on the portal works, because Mesa normalizes the address to the portal root. Click Test to confirm the portal is reachable; a successful test reports the government name the portal gives for itself. Add a government name of your own if you want one, then click Connect portal.
Connect a CivicClerk meeting portal
Governments on CivicPlus’s CivicClerk platform publish their meeting record on a CivicClerk portal: the meeting calendar, agendas, agenda packets, minutes, and meeting video, with full-text search across published documents. Find CivicClerk meeting portal in the catalog and click Configure.https://ivgid.portal.civicclerk.com. Any page on the portal works, because Mesa normalizes the address to the portal’s tenant. Click Test to confirm the portal is reachable; a successful test reports the name the portal gives for itself. Add a government name of your own if you want one, then click Connect portal.
Connect a Municode Meetings portal
Municode Meetings (also CivicPlus) portals carry a government’s meeting calendar with the agendas, agenda packets, and minutes of its boards and committees. Find Municode Meetings portal in the catalog and click Configure.https://indianapolis-in.municodemeetings.com. Any page on the portal works; Mesa normalizes the address to the portal root. Click Test to confirm the portal is reachable; a successful test reports the government’s name. Then click Connect portal.
Control agent access
Each active connection has an Agent access switch. While it’s on, every member’s agent can search and analyze that source during a conversation. Turn it off to keep the connection but stop the agent from using it. Only connections with agent access enabled appear in the Sources picker on the chat box.Remove a connection
Open the connection and remove it, or use the trash icon on its row. Removal takes effect for the whole organization immediately, and the agent loses access to the source.Related articles
Connections
Link your own Google Drive or OneDrive for personal file imports.
Text editor
Point the agent at specific sources from the chat box.
Organization admin
Manage members, roles, and usage across your workspace.