Connecting MCP integrations
- Open the Integrations page in the dashboard.
- Select the MCP tab.
- In the integrations list, click Connect for the MCP provider you want (e.g. Gmail, Zendesk, Trello).
- Complete sign-in or authorization in the new tab.
- When done, the MCP server appears under Active Integrations.
Using MCP integrations
After connecting, you can attach MCP integrations to:- Assistants — for real-time actions (e.g. send email, fetch calendar, update CRM).
- Workflows — for multi-step tasks that use tools.
Custom MCP integration
If your provider isn’t in the list, add a Custom MCP Integration:- In the MCP tab, click Add Custom MCP.
- Enter:
- MCP Server URL
- Headers (optional) — e.g. for auth or custom metadata
- Timeout (seconds) — how long to wait for the server
- After saving, the system connects to the MCP server, fetches the schema, and adds it to Active Integrations.
Authorization and security
- MCP integrations use OAuth where the provider supports it.
- Credentials are stored securely and are not shown in plain text.
- You can disconnect or revoke access anytime from the integrations dashboard.
