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

# Setup Guide

> Everything you need to connect your tools to Bilanc.

This guide is for whoever is setting Bilanc up. It lists every integration Bilanc supports, **who needs to do it**, **what access they need**, and the exact steps.

You don't need to connect everything. Connect the version control system you use, plus whichever ticketing, AI, and CI tools your teams rely on. You can always add more later.

## How connecting works

Almost everything is done from one screen in the Bilanc dashboard:

1. Sign in to [app.bilanc.co](https://app.bilanc.co) as an admin.
2. Go to **Admin → Connections**.
3. Find the tool you want, click the **+** (Connect) button on its card, and follow the prompt.

Connections fall into two types:

* **OAuth** (GitHub, GitLab, Bitbucket, Jira, Slack) — you click Connect and authorize Bilanc in a popup. The person clicking must be signed in to that tool with the right level of access (see each section).
* **API key / token** (Azure DevOps, Cursor, Codex, Augment, Incident.io, CircleCI) — you generate a key or token in the other tool first, then paste it into Bilanc when prompted.

Claude Code and GitHub Copilot have a couple of extra options depending on how you license them — see [AI Coding Tools](/connect/ai-coding-tools).

<Note>
  Once connected, Bilanc backfills roughly the **last 2 months** of history automatically and then keeps syncing. There's nothing to schedule.
</Note>

## What you'll need at a glance

| Tool                            | Connect via                        | Who needs to do it                                    |
| ------------------------------- | ---------------------------------- | ----------------------------------------------------- |
| **GitHub**                      | OAuth + app install                | Org owner (to install the GitHub App)                 |
| **GitLab**                      | OAuth (cloud) or PAT (self-hosted) | Group owner / maintainer                              |
| **Bitbucket**                   | OAuth                              | Workspace admin                                       |
| **Azure DevOps**                | Personal access token (PAT)        | Service account with project access                   |
| **Jira**                        | OAuth                              | Any user with project access (site admin recommended) |
| **Linear**                      | API key                            | Workspace admin                                       |
| **Cursor**                      | Admin API key                      | Cursor team admin                                     |
| **Claude Code (API usage)**     | Anthropic Admin API key            | Anthropic org admin/owner                             |
| **Claude Code (Enterprise)**    | Telemetry / managed settings       | claude.ai org admin                                   |
| **Codex**                       | API key                            | ChatGPT workspace owner                               |
| **Augment**                     | API key                            | Augment admin                                         |
| **GitHub Copilot (org)**        | GitHub OAuth                       | Org owner                                             |
| **GitHub Copilot (Enterprise)** | GitHub OAuth + enterprise slug     | Enterprise owner                                      |
| **Incident.io**                 | API key                            | Incident.io admin                                     |
| **Slack**                       | OAuth                              | Anyone who can install Slack apps                     |
| **CircleCI**                    | Personal API token                 | Any member (token inherits their access)              |

## A note on permissions

Bilanc only ever requests **read** access. We pull metadata (pull requests, commits metadata, issues, usage counts, etc.) to compute metrics — we don't write to your repos, tickets, or channels, and we don't read source code beyond what's needed for diff-size metrics.

## Need a hand?

If anything below is unclear or a connection won't complete, email [sam@bilanc.co](mailto:sam@bilanc.co) or reach out on your shared Slack channel and we'll jump on a call.