How to Connect an MCP Server to Your AI Receptionist
MCP stands for Model Context Protocol, an open standard that lets an AI agent use the tools of another piece of software. If your CRM, help desk or back office system runs an MCP server, you can connect it to your AI receptionist. After each call, an AI agent called the Post-Call Agent can then use the tools you switched on, for example to create a contact or open a ticket.
MCP servers can be connected from the Starter plan at $39 a month. We review every server before its tools can be used. If the app you want is on Zapier, the Zapier integration is quicker, because it needs no review.
Step 1: Open Connected Apps
Sign in to your dashboard and open the Connected Apps page. Only the account owner can connect apps and change the switches. Linked members can view the page.
Step 2: Enter the Server Address and Token
Under Connect an app, give the server a name, enter its https address as the Server address and, if the server uses one, paste its token as the Access token. Click Connect. The token is stored encrypted and never shown again.
Step 3: Wait for Our Review
A connected server's tools run with your call data, so we check every MCP server other than Zapier before the agents may use it. The app shows Waiting for our approval, and then Approved or Declined.
Step 4: Accept the Risk List and Switch On Tools
Read the short list of risks and click I understand and accept, once. Connecting a server lists its tools and switches none of them on. Under Tool access there is one switch per tool, and the Post-Call Agent can use only the tools you switch on.
Step 5: Write the Post-Call Instructions
Tell the assistant in your dashboard what should happen after a call, and it switches on the tools the job needs and saves the instructions. You can also write them yourself on the Post-Call Actions card in AI Settings. On that card, tick Allow connected apps.
Step 6: Make a Test Call
Call your receptionist's number and leave a request the instructions should pick up. In the Activity Feed, open the call and click View details on its Post-Call Agent panel to see every step, every tool it called and what came back.
What the Agents Can and Cannot Do with Your Server
Two agents use connected apps: the Post-Call Agent, which runs after each call, and the assistant in your dashboard, which uses the same tools when you ask it to. The AI that talks to your callers does not use your MCP server. During the call it answers from your knowledge base and instructions and books appointments into Google Calendar.
The main risk is that a caller can try to steer the agent with what they say, so avoid giving it a tool that reads private data together with one that sends messages out. A change or deletion the agent makes on your server cannot be undone by us.
We charge no extra fee. Each run uses support agent tokens from your plan's monthly allotment, and the app behind your server may charge for its own calls. The integrations overview explains the safeguards in more detail.
If Something Does Not Work
The server still says Waiting for our approval
We have not finished the review yet. Its tools cannot be switched on until the status changes to Approved.
Nothing happened after a call
Open the call in the Activity Feed and click View details on its Post-Call Agent panel. The usual causes are a tool that is switched off under Tool access, or Allow connected apps not ticked on the Post-Call Actions card.
A tool shows Needs attention
The tool was removed or changed on the server. Click Check again on the Connected Apps page to list the tools again. The Help Center covers the rest of the Connected Apps page.
Frequently Asked Questions
What is an MCP server?
MCP stands for Model Context Protocol, an open standard that lets an AI agent use the tools of another piece of software. A CRM, a help desk or your own back office system can run an MCP server that offers actions such as create a contact or open a ticket.
Which plans can connect an MCP server?
Starter ($39 a month), Solopreneur and Business. It is not available on Essential.
Learn more: Pricing
Why do you review my server before I can use it?
A connected server's tools run with your call data, so we check every server other than Zapier before the agents may use it. Until then the app shows Waiting for our approval. Zapier needs no review and works as soon as you connect it.
Learn more: Zapier integration
Does the AI use my MCP server during the call?
No. Connected apps are used after the call ends, by the Post-Call Agent, and in your dashboard when you ask the assistant to do something. During the call your AI Receptionist answers from your knowledge base and instructions and books appointments into Google Calendar.
Learn more: Google Calendar integration
Which tools can the agent use?
Only the ones you switch on. Connecting a server lists its tools and switches none of them on. Under Tool access there is one switch per tool, and before any tool runs you read the risk list and accept it once.
Where is my token kept?
It is stored encrypted and never shown again. The assistant refuses a token or server address typed into the chat. Disconnect deletes our copy of the token.
What does it cost?
We charge no extra fee. Each Post-Call Agent run and each assistant request uses support agent tokens from your plan's monthly allotment, which the Subscription page shows. The app behind your MCP server may charge for its own calls.
Can I see what the agent did on my server?
Yes. Each call in your Activity Feed shows the Post-Call Agent's run with every step, every tool it called and what came back.
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