MCP (Model Context Protocol) servers in BoldDesk allow AI agents to connect to external systems and perform actions such as retrieving data or triggering workflows. By configuring an MCP server, you enable AI agents to securely communicate with external services using a defined endpoint, authentication method, and optional request headers.

This article explains how to create, configure, and verify an MCP server in BoldDesk.

Explore the Overview of the BoldDesk MCP Server in BoldDesk to learn more.

Prerequisites

Ensure the following prerequisites are met:

• The agent creating or configuring the MCP Server must have the AI Agent Builder Full Access permission. Learn more on How to Configure AI Agent Builder Access Permission.
• The MCP endpoint URL is available
• Required authentication credentials (if any) are ready
• Any necessary HTTP headers are known

Steps to Create and Configure an MCP Server in BoldDesk

Use the steps below to create and configure an MCP server in BoldDesk.

1. Sign in to BoldDesk.

2. In the left navigation pane, click the AI icon to open the AI Center.

3. Click AI Tools. The MCP Servers Configuration page opens by default.

   

4. On the MCP Servers page, click Create an MCP server.

   

5. In the MCP Server Configuration dialog, specify the following details:

   • Name: Enter a clear name for the MCP server.

   • Description: Enter a short description that explains the purpose of the MCP server.
     

     
     
     

6. Under Connect a Remote MCP Server, provide the connection details for the remote MCP endpoint.

   • Server URL: In Server URL, enter the MCP endpoint URL. This is the endpoint that BoldDesk uses to connect to the remote MCP server and access external tools or workflows.

   • Auth type: In Auth type, choose the authentication type required by the remote MCP server. If the remote server does not require authentication, select None.
     

     
     
     

7. If the remote MCP server requires custom request headers, add them in the HTTP Headers section.

   1. In Header key, enter the header name.

   2. In Header value, enter the corresponding value.

   3. Click Add header.
      

      
      
      

8. After entering the required values, click Create. If you do not want to save the configuration, click Discard.

Verify the Created MCP Server in BoldDesk

After the MCP server is created, it appears in the MCP Servers list page.

The list shows details such as:

• MCP Name
• Description
• Created By
• Created On
• Last Modified By
• Last Modified On

You can also use the Search MCP server box to locate the server, use the sort option to change the display order, and access the Action menu for further operations.

Frequently Asked Questions

1. What is an MCP server in BoldDesk?
   An MCP server in BoldDesk allows AI agents to connect to external tools and data sources through a standardized remote endpoint. This enables AI agents to trigger remote workflows, exchange data in real time, and interact with external systems using the configured authentication and request headers.

2. Where do I create an MCP server in BoldDesk?
   To create an MCP server, sign in to BoldDesk, click the AI icon to open the AI Center, select AI Tools, then expand AI Tools in the left navigation pane and click MCP Servers. On the MCP Servers Configuration page, click Create an MCP server.

3. Can I add custom headers when creating an MCP server?
   Yes. If the remote MCP server requires custom request headers, you can add them in the HTTP Headers section of the MCP Server Configuration dialog by entering the Header key and Header value, then clicking Add header.

4. How do I verify that the MCP server was created successfully?
   After the MCP server is created, it appears in the MCP Servers list page. You can verify it by checking details such as MCP Name, Description, Created By, Created On, Last Modified By, and Last Modified On.