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OAuth 2.0

OAuth 2.0 credentials manage access tokens with automatic refresh — for APIs that issue short-lived tokens via authorization code or client credentials grants.

FlowUse when
Client credentialsMachine-to-machine, no user login
Authorization codeUser-delegated access to a provider (CRM, calendar, etc.)

Exact provider fields depend on your OAuth server — Chatevo stores client ID, client secret, token URL, and scopes encrypted.

  1. CredentialsCreateOAuth 2.0.
  2. Name — e.g. CRM API OAuth.
  3. Grant type — Client credentials.
  4. Token URL — provider token endpoint.
  5. Client ID and Client secret.
  6. Scopes — space-separated if required.
  7. Save → Chatevo fetches and refreshes tokens automatically.
  1. Register redirect URI with your OAuth provider (Chatevo shows the callback URL).
  2. Enter authorization URL, token URL, client ID, secret, and scopes.
  3. Click Authorize in the dashboard to complete consent.
  4. Attach credential to tools.

Chatevo requests or refreshes tokens before tool calls. The model never sees access or refresh tokens.

OAuth 2.0Bearer token
Expiring access tokensLong-lived static token
Provider requires refreshSimple PAT from vendor dashboard
IssueCheck
401 after weeksRe-authorize; confirm refresh token valid
invalid_clientClient ID/secret mismatch
insufficient_scopeAdd scopes on credential

See Troubleshooting tools.