MCP Overview

// A connector provides tools like:
{
  "name": "sendgrid",
  "tools": [
    "send_email",
    "read_emails",
    "search_emails",
    "reply_to_email"
  ]
}

// Example: SendGrid's send_email tool
{
  "name": "send_email",
  "description": "Send an email message",
  "parameters": {
    "to": "recipient@example.com",
    "subject": "Meeting reminder",
    "body": "Don't forget our 3pm meeting"
  }
}

Dashboard -> Connectors -> SendGrid -> Connect -> paste the API key
-> the agent's Connectors tab -> add it

Agent -> Tools Tab -> Add Tool -> Add New
-> Enter MCP URL: https://mcp.example.com -> Connect

// 1. Agent decides to use a tool
User: "Send an email to john@example.com about the meeting"

// 2. Agent makes MCP request
{
  "connector": "sendgrid",
  "tool": "send_email",
  "parameters": {
    "to": "john@example.com",
    "subject": "Meeting reminder",
    "body": "Don't forget our meeting at 3pm today"
  }
}

// 3. Connector executes via SendGrid API
SendGrid API.sendEmail({...})

// 4. MCP returns result
{
  "success": true,
  "message_id": "msg_abc123",
  "timestamp": "2025-01-05T15:30:00Z"
}

// 5. Agent responds to user
Agent: "I've sent the email to john@example.com"

1. User presses Connect
2. Redirected to the service to approve access
3. The code is exchanged server-side; the browser never sees a token
4. The connection is created — only now, and only if that succeeded
5. Its tools are read from the server and stored

1. Get API key from MCP server provider
2. Enter URL when connecting to agent
3. Optionally provide API key if required
4. Connector authenticates with external service

1. Connect, once, on the Connectors screen:
   - HubSpot     who asked, and what they asked about
   - Serper      what people search for before they find you
   - WordPress   the pages themselves

2. Allow them, per agent, from its Connectors tab.

3. Then:

User:  "What are people asking sales that the pricing page doesn't answer?"
Agent: *reads HubSpot deals and notes* "Six of the last twelve asked about
       per-seat vs usage billing. The pricing page never uses the word 'seat'."

User:  "What do people search for around that?"
Agent: *uses Serper* "'per seat pricing', 'usage based pricing calculator',
       'how much does X cost for 5 users'."

User:  "Add a short section answering it."
Agent: *edits the page in WordPress* "Added 'What counts as a seat?' under
       the pricing table."

Agent -> Insights Tab -> Tool Analytics
- See which tools are called
- View success/failure rates
- Monitor response times

Agent -> Playground Tab
- Ask agent to use tools
- See real-time tool execution
- Debug parameter passing

User:  "Create a HubSpot contact for this lead"
Agent: "I don't have HubSpot connected. Add it from the Connectors screen and I can."