MCP Servers

MCP (Model Context Protocol) servers provide a standardized way to connect agents to external tools and data sources. MCP is an open protocol that enables secure, two-way connections between AI systems and external services.

Plan required: Pro

Why Use MCP?

MCP offers advantages over simple API tools:

  • Multiple tools per server - One connection can expose many capabilities

  • Standardized protocol - Works with any MCP-compatible server

  • Rich tool definitions - Servers can describe their tools with detailed schemas

  • Two-way communication - Supports more complex interaction patterns

Use Cases

  • Connect to databases for real-time queries

  • Integrate with complex enterprise systems

  • Use pre-built MCP connectors for common services

  • Build custom integrations with full programmatic control

  • Access multiple related tools through a single connection

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Adding an MCP Server

Navigate to Integrations > Custom Extensions > MCP Integrations and click Add new MCP server.

Step 1: Server Configuration

Field
Description

Server name

A descriptive name for this server connection

Description

Optional description of what this server provides

Endpoint URL

The MCP server endpoint (e.g., https://mcp.example.com/api)

Headers

Optional authentication headers (API keys, tokens)

Click Add Header to add authentication. Use the visibility toggle to hide sensitive values.

Common header patterns:

Step 2: Test Connection

Click Test Connection to verify:

  • The endpoint is reachable

  • Authentication credentials are valid

  • The server responds with the MCP protocol

If the test fails, check your endpoint URL and credentials.

Step 3: Select Tools and Assign Agents

After a successful connection, the server returns its available tools. You'll see a table with:

  • Status - Toggle to enable/disable each tool

  • Tool Name - The tool identifier

  • Description - What the tool does

  • Assigned Agent - Which agent can use this tool

For each tool you want to use:

  1. Toggle the status to enable it

  2. Select which agent should have access to this tool

Step 4: Finish Setup

Click Finish Setup to save the MCP server configuration.

Managing MCP Servers

View registered servers

All registered MCP servers appear in Integrations > Custom Extensions > MCP Integrations. Click a server to view and edit its configuration.

Enable or disable tools

On the server edit page, use the toggle switch next to each tool to enable or disable it. Disabled tools won't be available to agents.

Reassign tools to different agents

Click Assign next to a tool to change which agent has access to it.

Refresh tools

If the MCP server adds new tools, click Refresh Tools to fetch the updated list. New tools will appear in the table and can be assigned to agents.

Update server settings

To modify a registered server:

  1. Click the server entry

  2. Click Configure settings to expand

  3. Update the name or description

  4. Click Save Changes

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Connection settings (endpoint URL and headers) cannot be changed after creation. To use different connection settings, delete the server and create a new one.

Delete a server

To remove an MCP server:

  1. Click the server entry

  2. Click Configure settings to expand

  3. Click Delete Server

  4. Confirm the deletion

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Building Custom MCP Servers

You can build your own MCP servers to expose custom functionality.

Best Practices

Choose specific tool names

Tools with clear, specific names help the agent understand when to use them. "get_order_status" is better than "query".

Write detailed tool descriptions

The MCP protocol allows rich tool descriptions. Use them to explain:

  • What the tool does

  • When to use it

  • What parameters are required

  • What the response contains

Limit enabled tools

Only enable tools that your agents actually need. Too many tools can confuse the agent about which to use.

Monitor tool usage

Review conversation logs to see how agents are using your MCP tools. Look for:

  • Tools that never get called (unclear descriptions?)

  • Tools called in wrong situations (description too broad?)

  • Errors or unexpected responses

Handle errors gracefully

Your MCP server should return helpful error messages that the agent can communicate to users. Avoid technical error codes without explanation.

Troubleshooting

Issue
Solution

Connection test fails

Verify the endpoint URL is correct and accessible

Authentication fails

Check that headers are correct and credentials are valid

No tools appear

Verify the server implements MCP tool discovery correctly

Tool calls fail

Check server logs for errors

Agent uses wrong tool

Review tool descriptions for clarity

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