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
- Open the Admin Dashboard.
- Select your assistant.
- Go to MCP Server.
- Click New MCP.
- Fill in the server details.
- Click Create MCP.
- 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
| Field | Meaning |
|---|---|
| Name | A recognizable name for the MCP server |
| Description | What the server's tools can do |
| Server URL | URL of the MCP server |
| Transport | Connection type, usually sse or streamable-http |
| Authorization Type | Authentication type if your server requires it |
| Icon URL | Optional icon shown in the admin UI |
If your MCP server needs special authentication, prepare a suitable endpoint or proxy before connecting 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.
| State | Meaning |
|---|---|
| Created | The MCP is saved and attached to the assistant |
| Connected | The assistant connects to this MCP and can use its tools |
| Disconnected | The MCP remains in the list, but the assistant does not use it in conversations |
How MCP Tools Are Used
When an MCP is connected:
- Assistant Core connects to the MCP server.
- The server returns its tool list.
- The tools become available in the chat or voice session.
- If the user asks for a matching task, the assistant calls the tool.
- The assistant summarizes the result for the user.
Example Use Cases
| Need | Possible MCP tools |
|---|---|
| Customer lookup | find_customer, list_recent_orders |
| Database access | query_sales_report, lookup_invoice |
| Task management | create_ticket, update_task_status |
| Internal operations | restart_service, get_service_health |
Troubleshooting
| Issue | Check |
|---|---|
| MCP tools are not visible | Make sure the MCP is Connected |
| Connection fails | Confirm the Server URL is reachable from the backend |
| Tool call fails | Check the MCP server parameter schema and server logs |
| Assistant does not use the tool | Improve the tool description or add guidance to the system prompt |