Set up an MCP server integration
Connect an MCP server to Creatio AI Studio to make its tools available to your agents. Once connected, Creatio discovers all tools the server exposes — you do not need to define them one by one. You also configure which access modes agents can use when calling the server.
Before you begin: make sure you have the MCP server URL and credentials if the server requires authentication.
Add the MCP server
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Go to Integrations in the left navigation panel.
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Click + New to open the integration wizard.
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Select MCP Server and continue to the setup form.
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Enter the integration name in the Name field.
The name appears in the integration catalog and in the agent's Integrations tab. Use a descriptive name that identifies the server and its environment, for example, "Bee MCP – Production."
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Enter a Description. (Optional)
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Set up authentication using the Requires authentication toggle.
When toggled on, the server requires credentials to connect. When toggled off, Creatio connects using the URL only — no credentials are needed. Most MCP servers require authentication.
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Configure the connection scope using the Same connection for all environments toggle.
When toggled on, all environments — Sandbox, Stage, Production — use the same MCP server URL and credentials. When toggled off, you can specify a separate URL and credentials for each environment.
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Enter the MCP Server URL.
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Select credentials in the Integration credentials field. To use existing credentials, select them from the list. To create new credentials, select the field → click + Create new credentials and fill in the form:
- Enter the credential name in the Name field.
- Select the credential type in the Type field: "OAuth," "Bearer token," or "API Key."
- For OAuth: enter the Identity provider URL, Token endpoint path, Client ID, and Secret. Enter a Scope if required. (Optional)
- Click Create to save the credentials.
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Click Connect MCP server to save the integration and verify the connection.
As a result, Creatio connects to the MCP server and discovers its tools. The integration appears in the catalog with an "MCP Server" label. If the connection fails, the integration is saved but flagged in Needs attention — open it to correct the URL or credentials.
Configure access modes
Access modes declare what options are available to agent creators. Each agent uses exactly one access mode — the agent creator selects it when configuring the agent.
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Open the integration and go to the Configuration tab.
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Enable the access modes you want to allow under Access methods:
- Integration credentials — the MCP server authenticates using the credentials stored on the integration. All agents whose creators select this mode use the same credentials and appear identical to the server.
- Agent-owned credentials — each agent authenticates with its own credentials. The server can identify which agent is calling and apply agent-specific permissions.
- Delegated access — the end user authenticates directly with the MCP server at the start of a session. All tool calls run on behalf of that user, using their role-based access controls. For Delegated access, copy the Redirect URL shown in the form and add it to the OAuth app in your external system.
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Click Save to apply the configuration.
Assign the integration to an agent
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Open the agent and go to the Integrations tab.
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Find the integration in the list.
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Select the access mode the agent will use under Access mode.
For Agent-owned credentials: assign credentials for each environment in the table that appears below. To generate credentials automatically for Creatio-hosted MCP servers, click Autogenerate credentials.
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Enable the tools the agent should use by checking the Enabled checkbox for each tool in the tools table.
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Click Create draft, then Deploy to publish the changes.
As a result, the agent can call the selected tools from the MCP server using the chosen access mode.