The MCP screen (titled MCP servers in the CMS) connects your agent to Model Context Protocol servers, whose tools the agent can call during a conversation. Found in the agent sidebar under Tools → MCP. After you add, change or delete a server, the agent is shown as draft until you publish it again.
MCP Servers
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| Search servers or tools | Filters the list by server name or tool name. |
| Status | Shows All servers, only Active ones, or only those Turned off. |
| Add MCP server | Opens the Add MCP server panel. |
| Empty state | "No MCP servers yet", with an Add MCP server button. |
| Clear filters | Shown when nothing matches the search or status filter. |
Server List
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| Server | The server name and URL. Hover to see its description. Click a row to edit the server. |
| Status | Active or Turned off. |
| Tools | How many tools are on, for example "3 of 5 on". Shows "None yet" before tools are fetched, and "5 saved" while the server is turned off. |
| Authorization | The authorization method: None, Bearer, Custom Header, Server OAuth or Client OAuth. |
| Availability switch | Turns the server on or off. Turning it off hides all its tools from conversations but keeps the setup. |
| More actions menu | Edit setup, Manage tools and Delete server. Delete asks for confirmation and removes the tools from the agent right away. |
Setup Tab: Server
The panel shows Setup and Tools tabs for a saved server. A new server shows only the setup fields; after Save server the panel stays open on the Tools tab.
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| Server URL | The MCP endpoint from your provider. Must start with https://. |
| Display name | The name shown in the server list. |
| Description (optional) | What the server is for, so teammates know why it is there. |
Applied to tools discovered from this server. Each tool can override them later.
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| Loading message | What users see while a tool from this server runs: None, Fixed, Dynamic or Auto (default). |
| Message | Shown for Fixed (the text displayed for as long as the call takes) and Dynamic (what the agent should say while the tool runs). |
Setup Tab: Availability
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| Make these tools available to the agent | Turn it off to keep the setup saved but hide every tool from conversations. |
Setup Tab: Authorization
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| Authorization method | None (public server), Bearer (a fixed token on every request), Custom Header (a fixed value in a header the provider chose), Server OAuth (one shared credential, the server signs in as the app) or Client OAuth (each user signs in with their own account the first time a tool runs). |
| Token | Bearer only. Stored encrypted and never shown again after you save. |
| Header Name / Header Value | Custom Header only. The value is stored encrypted and never shown again after you save. |
| Provider | Server OAuth: Client Credentials or Google Service Account. Client OAuth: Google or Microsoft. |
| Token URL / Client ID / Client Secret | Server OAuth settings. |
| Client ID / Tenant ID (optional) | Client OAuth settings. Tenant ID is for Microsoft. |
| OAuth Scopes | The scopes to request, one per entry. Add Scope adds an entry. |
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| Fetch tools from server | Shown before any tools are loaded. Reads the tool list from the server. |
| Search tools | Filters the tool list. |
| All / On / Off | Shows all tools, only those turned on, or only those turned off. |
| Refresh from server | Reloads the tool list from the server. |
| Tool switch | Lets the agent call that tool, or not. |
| Test run | Fill in the tool's parameters and click Run test to call it. The Result shows whether it succeeded. |
| Behaviour | Per-tool settings: When to use it (added to the agent's instructions), How to present the result, the Loading message while it runs, and Send agent, user and conversation identifiers to the server. |
| Schema | The tool's Full description and Input schema. |
| Client OAuth notice | For Client OAuth servers, tools cannot be pre-selected here because availability depends on each user's own sign-in. |
Saving
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| Save server / Save changes | Saves the server and its tools. |
| Cancel | Closes the panel without saving. |
Related guide: Connect an MCP Server