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MCP (Model Context Protocol) servers let you connect tools that aren’t available as built-in integrations. Any server that implements the Model Context Protocol can be connected to Rallied.ai — the agent discovers the tools it exposes automatically and can use them in the same way it uses any other tool. Common use cases include:
  • Internal APIs and custom business systems
  • Proprietary tools specific to your MSP
  • Third-party services not yet in the built-in integration catalog

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How to connect an MCP server

1

Open the Integrations tab

Navigate to MSP Settings → Integrations.
2

Add an MCP server

Click the Add MCP Server button in the top-right corner of the page.
3

Enter the server URL

Paste the full URL of your MCP server endpoint (e.g. https://tools.yourcompany.com/mcp).
4

Complete authentication

Rallied.ai probes the server to detect what authentication it requires:
If the server uses OAuth, you are redirected to an authorization flow. Complete the authorization in your browser. The token is stored securely and passed to the server at runtime.
5

Tools are synced automatically

Rallied.ai fetches the tool list from your MCP server and adds all discovered tools to the agent’s catalog. Default policies are seeded automatically based on each tool’s name and description. The server shows as connected and the agent can start using the tools immediately.

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Authentication types

TypeHow it works
OAuth (PKCE)Rallied.ai initiates an OAuth PKCE authorization flow. You complete the login in your browser. The token is refreshed automatically.
Bearer tokenYou provide a static token. It is stored securely and sent in the Authorization: Bearer header on every request.
NoneNo authentication is required. The server accepts requests directly.

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Managing tools from MCP servers

Tools from custom MCP servers appear in the agent’s tool catalog alongside built-in integration tools. You manage their policies the same way:
  • Open the MCP server’s detail page from MSP Settings → Integrations
  • Find the tool by name (MCP tools are prefixed with mcp:<server-name>:)
  • Set the permission to Auto, Approval needed, or Disabled
Tools that look like read operations (get, list, search, fetch) are seeded with auto by default. Tools that look like write operations (create, update, delete, send) are seeded with approval needed by default. You can override any of these defaults.

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Managing multiple MCP servers

You can connect multiple MCP servers. Each server’s tools appear in the catalog independently. If two servers expose a tool with the same name, the agent uses them as separate tools distinguished by their server prefix. To disconnect an MCP server, open MSP Settings → Integrations, find the server in the list, and click Disconnect. This removes the server’s tools from the agent’s catalog and deletes the associated policies.