Assistant CoreAssistant Core
Tools & MCP

MCP Server

Connect your assistant to an MCP server by URL and enable tools from that server.

MCP Server is for connecting an existing Model Context Protocol server to an assistant. It is useful for CRM systems, databases, internal tools, automation services, or company-specific systems.

When Should I Use MCP Server?

Use MCP Server when:

  • You already have an MCP server running and reachable by Assistant Core.
  • You want one assistant to use multiple tools provided by that server.
  • You want to connect or disconnect that server per assistant.

If you only need to call a simple HTTP API, Custom API Tools are usually easier to configure.

Add An MCP Server

  1. Open the Admin Panel.
  2. Select your assistant.
  3. Go to MCP Server.
  4. Click New MCP.
  5. Fill in the server details (URL, transport, authentication if needed).
  6. Click Create MCP.
  7. Turn on Connected for that MCP.

When the MCP is connected, Assistant Core discovers tools from the server when a chat or voice session starts. Users do not need to name the tool; the assistant chooses it when relevant.

Fields

FieldMeaning
NameA recognizable name for the MCP server
DescriptionWhat the server's tools can do
Server URLURL of the MCP server
TransportSSE or HTTP (streamable-http)
Auth TypeAuthentication type if your server requires it
CredentialToken, API key, or username:password (see table below)
Header NameCustom header name (for API Key or Custom Header auth)
Icon URLOptional icon shown in the admin UI

Transport

TransportDescriptionWhen to use
SSEServer-Sent Events — the default MCP transportMost current MCP servers
HTTPStreamable HTTP — newer MCP transport (2025+)MCP servers supporting streamable-http

Authentication

Many MCP servers require authentication. The platform supports 5 auth types:

Auth TypeWhat to enterHeader generated
None(nothing)(no header sent)
BearerToken (e.g. sk-abc123)Authorization: Bearer sk-abc123
API KeyAPI key valueX-API-Key: <value> (or custom header)
Basicusername:passwordAuthorization: Basic <base64 encoded>
Custom HeaderHeader value<Header Name>: <value>

Credentials are AES-256 encrypted before being stored in the database. The Admin UI never displays saved credentials — it only shows a "Credential saved (encrypted)" indicator.

Authentication Examples

MCP server using a Bearer token:

FieldValue
Auth TypeBearer
Credentialyour-api-token-here

MCP server using an API Key with a custom header:

FieldValue
Auth TypeAPI Key
Credentialabc123-your-key
Header NameX-Custom-API-Key

When updating an MCP server, leaving the credential field empty keeps the existing credential. Only enter a new value when you want to replace it.

Created Vs Connected

Creating an MCP saves it and attaches it to the assistant. It is only used in conversations after it is connected.

StateMeaning
CreatedThe MCP is saved and attached to the assistant
ConnectedThe assistant connects to this MCP and can use its tools
DisconnectedThe MCP remains in the list, but the assistant does not use it in conversations

How MCP Tools Are Used

When an MCP is connected:

  1. Assistant Core connects to the MCP server (via SSE or HTTP).
  2. Auth headers are injected automatically if configured.
  3. The server returns its tool list.
  4. The tools become available in the chat or voice session.
  5. If the user asks for a matching task, the assistant calls the tool.
  6. The assistant summarizes the result for the user.

Example Use Cases

NeedPossible MCP tools
Customer lookupfind_customer, list_recent_orders
Database accessquery_sales_report, lookup_invoice
Task managementcreate_ticket, update_task_status
Internal operationsrestart_service, get_service_health
Travel servicessearch_flights, search_hotels, search_places

Troubleshooting

IssueCheck
MCP tools are not visibleMake sure the MCP is Connected
Connection failsConfirm the Server URL is reachable from the backend
Authentication failsVerify the auth type and credential are correct. Try entering a new credential
Tool call failsCheck the MCP server parameter schema and server logs
Assistant does not use the toolImprove the tool description or add guidance to the system prompt

On this page