Overview

The Links MCP Server provides dynamic tools. Every time you connect a new operational database, spreadsheet, or SaaS platform to your workspace, the system automatically generates a custom MCP tool for it.

This means your AI agents (whether that is the internal Links AI (K2) or an external client like Claude Desktop) can instantly read, search, and analyze your live financial data using the exact same connection architecture.

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How to Create an MCP Tool

Because MCP tools depends on your connection from your external systems to Links, enabling an MCP tools is part of your Data Source definition.

Tools Name

A tool's name, description, and category all come from an MCP Tool Template that Links' team authors and maintains. When you enable AI for a Data Source, you select the template that matches your object — you aren't writing or editing the tool's name or description yourself. This keeps every tool's definition consistent and accurate for the AI assistants that read it, no matter which customer or tenant is asking.

Don’t see an MCP template that matches your data source? Contact Links Support or submit a support ticket. Our team will review the source system and data type, and create an MCP-compliant template if needed.

Strictly read-only

Every tool only returns records Links has already synced into your workspace. No tool creates, updates, or deletes data, and no tool calls out live to Stripe, Salesforce, or any other source system mid-request — it queries your previously-synced data only.

One consistent execution contract

Every generated tool:

• Returns paginated results (a default page of 20 records, up to 100 per page)
• Accepts the same structured filter syntax over the columns its source data exposes
• Returns the same response shape: metadata (page, limit, total), instruction (what to do next — e.g. fetch the next page), and data

Enabled per customer, per object

Links doesn't turn on every possible tool for every customer — only the ones that match data you've actually connected and enabled. For example, a customer using Salesforce Accounts and Opportunities, but not Contracts, sees get_salesforce_account and get_salesforce_opportunity — never get_salesforce_contract. See the Tool Catalog for the full list of templates this applies to.