Integrations
Works with the calendar and video
your team already uses.
Each advisor connects their own account. Cordy reads their real availability and creates meetings on their own calendar and video account — nothing to re-learn.
30 days free · all modules · no card
Microsoft 365
Publisher verified
Outlook free/busy, event creation and Microsoft Teams meetings, on each advisor’s own account.
Google Workspace
Google Calendar free/busy, events and Google Meet links.
Zoom
Zoom App Marketplace listing in review
Meetings created on each advisor’s own Zoom account — the join link lands on the invite, the confirmation and the advisor’s app.
Stripe
Billing, card management and receipts — handled by Stripe.
Partner API
Pull appointments, with their UTM and referral attribution, into your own systems. Bearer-token authentication. Ask us for access and the reference.
How connecting works
Under a minute, per advisor.
The manager sends each advisor a connect link. They sign in with Microsoft, Google or Zoom and approve access — Cordy never sees their password. Access tokens stay on the server, encrypted at rest, and are never sent to the browser. Advisors can disconnect at any time.
- Row-level security in the database, isolating every organization
- Data encrypted at rest
- OAuth tokens kept server-side — never sent to the browser
- Microsoft publisher verification complete
- Billing by Stripe
- Built and operated by Core Execution Services LLC (California)
Ready when you are.
See Cordy
in your workflow.
Set up your team in an afternoon. Your scheduling team, your advisors and your clients — on one platform.
30 days free · all modules · no card