Managing MCP Tools

Unlike traditional static tools, the Links MCP Server provides dynamic tools based entirely on your active data connections and configurations.

To use a tool in your AI agent (like Claude or Postman), you must first configure and publish it as an MCP connection in the Links dashboard.

How to Enable MCP Tools

Follow these steps to create and publish a new tool for your AI agent.

Navigate to Connections

You can access the Connections page from two places:

Go to the Links Home Page.
Click on your profile dropdown in the top navigation.
Select External Systems and MCP.

Go To External System

Open the Financial Accounting Hub.
Navigate to Links -> Connections in the sidebar.

Go To FAH

The Connections Dashboard

Once on the Connections page, you will see three tabs:

All connections: Every data source connected to your workspace.
Published MCP: Tools currently enabled and available for your AI agents to use.
Archive: Past or disabled connections.

To add a new tool, click the Create button.

Select and Configure a System Type

On the Create page, you can choose from four different types of data systems to expose as an MCP tool. Select a tab below for specific setup instructions:

1. Connect via OAuth If you haven't connected to the system (e.g., Stripe) yet, an OAuth connection prompt will trigger. Log in to authorize the connection.

2. Select Supporting Data Once connected, choose the specific table or supporting data you want to expose. This will automatically pull and display the schema.

3. AI Auto-Definition For external systems, the Definition panel on the right side is specially assisted by AI, automatically populating the tool configuration for you.

1. Initial State The setup screen will initially be empty.

2. Upload File Upload your CSV or Excel spreadsheet. The system will automatically parse the file and display the data and schema.

3. Manual Definition Unlike external systems, you must manually fill out the Definition panel on the right side to describe the tool.

1. Input JSON Provide your JSON input in the provided editor.

2. Generate Schema Click the "Generate Schema with AI" button on the left-hand side. The system will automatically determine and extract the schema and content.

3. Manual Definition You will need to manually fill out the Definition panel on the right side to describe the tool.

1. Predefined Schema You do not need to upload anything during this setup phase. The extraction schema for contract documents is strictly predefined by the system.

2. Manual Definition You just need to manually fill out the Definition panel on the right side to finalize the tool configuration.

Review the Definition panel on the right side of the screen. Depending on the system you chose, this may be auto-populated by AI or require manual entry. You can freely tweak the definition if needed.

Critical Step

To make this data available as a tool in your MCP client, you MUST toggle AI Enablement (MCP) to Active / True.

If this is left off, the connection will only sync data internally and will not be exposed to your AI agents.

Save and Use

Click Save.

Your newly configured connection will now appear under the Published MCP tab. The specific tools available (e.g., search, read, list) will dynamically appear in your AI Agent based on the actions and data tables you configured!