Create and manage MCP Connections

Create a named MCP Connection to make a remote server’s current compatible Tools eligible for selected Agent Identities. The Connection is reusable across your organization. Every assigned Agent Identity uses the same remote access configured on that Connection.

Before you create the Connection

You need:

• config:read_config and config:create_config on config:* to use the Dashboard creation flow, tools:read_catalog on tenant:<tenant_id> to inspect the observed catalog, and agent:manage_tools on each agent:<agent_id> you assign. Duale AI checks each permission for the signed-in person in the selected Tenant; Identity owns that model.
• A sign-in at AAL2 for creation, editing, and assignment. Catalog inspection needs only AAL1.
• A public HTTPS MCP endpoint that uses Streamable HTTP and responds directly at the exact configured URL. Check the supported protocol versions and HTTP behavior in the Tools reference.
• Either unauthenticated access, one bearer token, or one API key sent in a custom header.
• The Agent Identities that will receive the complete compatible Tool set.

Use a test account with the least remote access needed for the first connection. Create separate named Connections when the same MCP server must use different credentials, remote accounts, environments, or data. For example, use CRM Production and CRM Sandbox instead of two indistinguishable names. A server whose catalog is larger than one Connection accepts also needs splitting; Tool limits states that ceiling.

Create and verify the Connection

1. 1
   Open Tools

   In the Dashboard, select your Tenant, open Tools, keep the Connections view selected, then choose Create Connection.

2. 2
   Describe the remote server

   Enter a distinctive Connection name and its public HTTPS endpoint. The endpoint cannot contain user information, query parameters, or a fragment, and Duale AI does not follow a redirect to another URL.

3. 3
   Choose remote authentication

   Select No authentication, Bearer token, or API key. For an API key, enter a custom header name. Duale AI rejects headers reserved by HTTP, authentication, or MCP, including Authorization, Cookie, Host, Content-Type, and names beginning with MCP-. Saved secret values are not shown again. Replace a value to rotate it.

4. 4
   Set availability and call policy

   Keep the Connection enabled so Duale AI checks its catalog. Select Allow calls to make compatible Tools eligible after a successful check, or Block calls to observe the Connection without permitting new calls.

5. 5
   Save and inspect the catalog

   Save the Connection, then open its detail page. Expect Not observed until the first successful catalog check. Success changes the catalog to Active, and the Tool catalog section shows the Tools the server reported. Saving valid configuration alone does not prove that the server works.

6. 6
   Assign Agent Identities

   On the Connection detail page, choose Manage assignments, select up to 1,000 Agent Identities, then choose Save assignments. You can save assignments before the first successful catalog check. No Tool is offered from this Connection until Duale AI successfully reads its catalog. You can also open an Agent Identity in Agent settings, select Tools, and assign the Connection there.

After the catalog becomes active, run one low-risk test Task and confirm the expected result in the destination system. That destination record verifies the individual call. Separately, use Analytics to review final outcomes aggregated for the Connection and time window. The Connection detail page states the confirmed success rate and links to that view with View Connection Tool Analytics. Analytics cannot identify the test call, and a catalog check lists Tools without running them. Operate Tools explains catalog states, names, outcomes, and reliability. If the catalog does not become Active, follow Troubleshoot Tools.

Know which identity reaches the server

The configured bearer token or API key identifies the remote account. All Agent Identities assigned to one Connection share that account and its remote permissions. Duale AI sends neither the assigned Agent Identity nor the end-user identity to the MCP server.

If the remote server varies its catalog or behavior by credential, create one Connection for each remote account and permission set. Do not share a Connection across teams that require different remote authorization or attribution.

Change or stop access

Editing the endpoint, authentication, name, assignment list, enabled state, or call policy starts a new check of the current configuration. Editing the Connection requires config:update_config on config:*; changing an assignment requires agent:manage_tools on that agent:<agent_id>. Deleting the Connection requires config:delete_config on config:* and a sign-in at AAL3. Use these controls for different outcomes:

Changes apply shortly after you save, not instantly. They do not cancel a remote call that already started.

To remove one Agent Identity, open the Connection detail page and find it in Agent Identity assignments. Each assigned identity has a remove control, and Duale AI asks you to confirm before it saves the change. The section then lists the remaining identities. You can remove the same assignment from the Agent Identity side: open the identity in Agent settings, select Tools, and choose Remove on the Connection’s row.

The organization catalog can retain expired Tool definitions, but it does not offer or call them. Before a new call, Duale AI checks the current Connection, call policy, and assignment. Operate Tools explains retained definitions and catalog freshness.