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MCP (Model Context Protocol) is a system that allows AI agents to connect to and interact with multiple tools simultaneously. It enables seamless orchestration between the AI model and external systems like CRMs, databases, APIs, or automation platforms. You can set up an MCP server using: i. Platforms like Zapier, Make, or n8n (for no-code/low-code routing) ii. A custom-built server that supports the MCP protocol iii. Any integration hub that can expose APIs and receive model instructions
  1. Click on Connect
Login to your MCP Server you have. We are using Zapier here. Click on connect to get the MCP Server URL.
  1. Click on Copy URL
Copy the MCP Server Url.
  1. Click on Tools & Integrations
Navigate to the Tools & Integrations section toset up MCP Server.
  1. Click on Setup
Click on the Setup button to configure the settings of MCP Server
  1. Click on Start new
Click on Start New to begin a fresh setup.
  1. Give Name
Enter a name for your new setup.
  1. Enter MCP Server URL
Provide the URL of your MCP (Model Context Protocol) server to enable your AI assistant to communicate with external tools and services. This URL should point to a valid MCP server (e.g., Zapier, Make, or a custom endpoint) that supports tool orchestration and real-time interaction.
  1. Click on Create
Click on Create to finalize the setup and save your configuration.
  1. Click on Save
Click on Save to store your changes and update the configuration.
  1. Click on Assistants
  1. Click on Edit Assistant
Click on Edit Assistant to modify the settings, tools, or behavior of an existing AI assistant.
  1. Click on Tools
Click on Tools to access the list of available tools and integrations you can connect to your AI assistant.
  1. Click on Connect Tools
Click on Connect Tools to link MCP Server Tool.
  1. Click on MCP Server from the drop down
Click on MCP Server to access and manage your Model Context Protocol server settings.
  1. Select Configuration
Select the MCP Server you have set up in earlier step. Click on close and make sure to save your changes.
  1. By following these steps—navigating through Tools & Integrations, setting up or editing your MCP server, and managing your AI assistants—you can seamlessly connect and configure your AI agents with the tools they need.