Workflow to Use an Integration as a Tool with MCP

Here's a summary of the steps to follow to use an integration as an agentic AI tool and discover it through Model Context Protocol (MCP).

Step Task
Prerequisites

Complete prerequisites:

  1. Find out more about how projects can be MCP servers. See FAQs for Projects as MCP Servers.

  2. Create a confidential application. Before you can discover an integration as a tool through MCP, you need to configure a confidential application to connect with OAuth. For instructions, see Complete Prerequisites: Create and Activate the Client Application.

    Step summary:

    1. Create a confidential application.
    2. Assign scopes to the confidential application.
    3. Assign the ServiceInvoker role to the confidential application.
    4. Activate the confidential application.
    5. Get the confidential application client ID and secret.
    6. Get the confidential application access token.

1

Register an Integration as an Agentic AI Tool

2

 Enable MCP for the Project
3 Get the MCP Server URL

4

 Discover Integrations as Tools from MCP Clients