Agent settings

Connect a custom MCP server

This guide explains how to connect a custom MCP server and how to check the result before you finish.

Reviewed by LocalCMO Editorial Team Last reviewed September 15, 2026

Before you start

You can open Agent settings.
You know the workspace, client, location, skill, playbook, or connection you want to configure.
You have access to the current setting, permission, connected service, and approval rule.

Steps

Choose the right scope
Open Agent settings and select the workspace, client, location, skill, playbook, or connection you want to configure.
Check the current state
Review the current setting, permission, connected service, and approval rule. Keep the current value or status visible before you make a change.
Connect a custom MCP server
Review the current Agent capabilities and connections, then add an MCP server with the client scope and permissions you intend to use.
Review before you finish
Test the smallest safe scope before you allow the setting to affect more work.
Confirm the saved or submitted result
The setting shows the intended scope, permissions, approval rule, and current state.

EXPECTED RESULT

What you should see when you finish

The setting shows the intended scope, permissions, approval rule, and current state.
The page shows the client or location you intended to change or review.
Any approval, publishing, or follow-up status is recorded separately from the draft.

If something does not look right

The option or data is missing

Check the selected scope, date range, account connection, and your permissions. Available Agent actions depend on product access, connected services, permissions, credits, and approval settings.

The result does not match the source

Return to Agent settings, confirm the source and checked date, then repeat the task with the same scope. Do not replace a missing value with zero or assume a submitted change is already live.