An MCP server is the bridge that connects a system — your CRM, your calendar, your catalog, a payments or documentation tool — with your AI agent, so it can use it as a tool while chatting: looking up data, creating records, searching for information. There are two routes to having one connected:
What an MCP server is, in one sentenceAn MCP server is the bridge that connects a system — your CRM, your calendar, your catalog, a payments or documentation tool — with your AI agent, so it can use it lik…
The screen: Settings → MCP serversRequirements: Admin role.
The catalog by levelEvery template in the catalog carries a level badge, which sums up how much we've reviewed it before offering it to you and how you connect to it.
Procedure: viewing the "What you're enabling" sheetBefore connecting any template, review its info sheet — it tells you exactly what you're about to enable, in plain language.
Procedure: connecting a level-A template (with a key)Requirements: Admin role; an API key from the provider, ideally with the minimum permissions its info sheet indicates (section 4).
Procedure: connecting via OAuth (level B)Requirements: Admin role; an existing account with the provider to authorize access from.
Managing and disconnecting an existing connectionThe card of an already-connected template (level A or B) shows a summary: "{active} of {total} tools active" and the Disconnect button.
What happens when a server stops being verifiedThe Platform periodically checks that every server in the catalog is still responding and is still the same service it always was.
The "Connect with MCP" piece in your flowsAny MCP connection you have active — Custom or from the catalog — also shows up as a piece in the Flows builder (Manual 55 · Jobs and Flows), so a flow can use its…
Frequently asked questionsCan I connect the same template twice, with two different keys?