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MCP (Model Context Protocol) Servers let your AI Agent perform advanced tasks by connecting directly to external systems and data sources. For example, connecting to an e-commerce MCP Server allows your AI Agent to automatically look up product availability and order details in real time. Any platform supporting the MCP standard can communicate directly with a ChatbotX AI Agent without requiring custom API integrations.

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How to Connect an MCP Server

To connect a new MCP Server, follow these steps:
  1. Open MCP Servers from the left navigation.
  2. Click + Create MCP Server.
create_mcp_server_button
  1. In the configuration panel, enter the connection details:
    • Name: An identifier used to recognize and manage this MCP server in your workspace.
    • URL: The endpoint URL of the external MCP server.
    • Authentication (Auth): The security method required by the server (None, Token, or Custom Header).

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Secure Authentication with Bot Fields

ChatbotX supports referencing Bot Fields when configuring authentication for MCP servers and tools, keeping your sensitive credentials centralized and secure:
  • When selecting Token or Custom Header authentication, click the variable icon (</>) on the right side of the input field to select the corresponding bot field.
  • This capability specifically utilizes Bot Fields (bot-level configuration values and secret keys), rather than contact-level custom fields.
  • Referencing bot fields eliminates the need to hardcode sensitive API keys directly into connection settings. It enhances security and allows you to update or rotate API keys centrally in Bot Fields without modifying each MCP server individually.
Chatbotx Create Mcp Server Token Bot Field
  1. After filling in the URL and authentication settings, click Get Tools. ChatbotX will scan the MCP server and retrieve the list of Available Tools.
  2. Select the checkboxes for the tools you want to make accessible to your AI Agent, then click Confirm to complete the connection.
Chatbotx Mcp Server Available Tools

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Enable MCP Tools for an AI Agent

After adding an MCP Server successfully:
  1. Open the configuration of the AI Agent that should use these tools.
  2. In the Agent’s AI Functions settings, select the connected MCP tools to grant access.
AI Agent Select Tools Modal
From this point on, your AI Agent can call available functions from the connected external system to answer customer questions and execute workflows.