MCP · Overview

Let your AI assistant work in MyChatBot, with you in control

MCP is a standard that lets Claude, Codex or Cursor use MyChatBot as a set of tools. This page explains what is exposed, how to connect, and what stays in your hands.

What MCP is, in plain words

MCP, the Model Context Protocol, is a standard that lets an AI assistant use tools outside the chat window: it asks a tool to do something, gets an answer and carries on.

In MyChatBot’s documentation, MCP means endpoints that an outside AI client can connect to. MyChatBot calls each endpoint a surface, and the AI app on your side (Claude Code, Codex, Cursor or the Claude app) is the client. You describe a job in ordinary language and the client uses the surface’s tools.

Work you want to repeat is saved as a routine, a multi-step workflow stored in MyChatBot that runs there. Claude or Codex does not stay in the execution path.

Two directions that are easy to mix up

MCP covers two different set-ups, and these pages are mostly about the first.

  • You connect your AI client to MyChatBot. MyChatBot hosts the servers, and Claude, Codex or Cursor uses them to configure, query or learn about the platform, with an access key, a private address or a browser sign-in.
  • A MyChatBot agent connects out to another MCP server. You add it under Agents → Connectors as a custom connector, with the address and headers you enter, so the agent can use its tools when it runs.

For the second direction, see the docs’ connectors cheat sheet and our MCP integration guide for sales assistants. The connector form asks you to acknowledge that custom connectors can introduce risks.

The five surfaces and what each one is for

MyChatBot exposes five MCP surfaces, and the docs advise choosing the narrowest one that fits the job (see the surface map).

Agents

Build and test agents, skills, connectors, knowledge, routines, schedules and triggers. It can validate, save and preview a routine, but it cannot start an immediate live run or read customer records.

  • Scope: one account, taken from the access key.
  • Setup: Agents → Tasks → Connect Claude or Codex.

Sales-Management

Manage assistants, leads, channels, follow-ups and knowledge base; read chats, orders and calendar. It has more than 100 tools, grouped into areas you can attach one at a time.

  • Scope: one account plus an optional area.
  • Setup: Agents → Connectors, the From your sales platform section, then Connect AI tools (the small i) on an area card.

Product

Search one product catalog. Every tool on this surface is read-only.

  • Scope: one catalog, and each catalog is its own server.
  • Setup: Sales Platform → Knowledge Base, a Products card’s menu, then Connect AI tools. The address itself is the key.

UGC

Generate media and speech, and use posting, post analytics and ads tools, each as its own area with its own requirements.

  • Scope: one business plus an optional area.
  • Setup: the same access key as Agents, and an address ending ?domain=content, posting, analytics or ads.

Docs

Search and read MyChatBot’s own documentation, so your AI assistant can look up exact feature and button names.

  • Scope: public documentation only, with no account data.
  • Setup: the public endpoint, with no credential.

How to connect Claude, Codex, Cursor or the Claude app

Claude Code and Codex have two routes, and the Claude app has its own connector.

Route 1: an access key from an Agent

  1. Open Agents, choose any Agent, open Tasks and click Connect Claude or Codex.
  2. Create an access key and copy the Claude Code command or the Codex config.toml block. The full key is shown only once.
  3. Run the command or paste the block. Cursor entries for the Sales-Management, Product and UGC surfaces are in the docs.

Route 2: the plugin, with browser sign-in

  1. Install the MyChatBot plugin in Claude Code or Codex; the plugin page has the commands.
  2. Sign in through the browser with your email and a one-time code. No key is copied, and an account is created if none exists for that email.
  3. Start a new conversation so the tools load.

The Claude app

No terminal is needed. Add MyChatBot as a connector from the Claude app’s directory, sign in with your email and a one-time code, and tell Claude what you sell, as in the setup guide. The docs describe it only for building a sales assistant. Adding it by hand as a custom connector needs a paid Claude plan, the docs note.

Check that it worked

  1. Open a new conversation, because the tool list is read when a session starts.
  2. Ask which MyChatBot tools the assistant can see. In Claude Code, claude mcp list shows registered servers.
  3. You should get a list of tools. An empty list or an authorization error points to a missing or invalid key, or an unknown area.

How control stays with you

The docs set these boundaries, and your client does the reviewing.

  • Reading is separate from writing. Write tools need explicit review in your client, and reads can still touch real account data.
  • Paid steps need review. Content generation bills your account balance and a routine preview is billed from the Agents balance; billed previews need review in the client.
  • In the plugin, publishing needs its own approval. Approval for one kind of action does not cover the next, and installing the plugin or signing in authorizes no account change.
  • Schedules and triggers start disabled. Those created over MCP stay switched off until you enable them in a separate, reviewed step.
  • Routines run without a pause. Once started, a routine runs every step to the end, so review its steps first.
  • Keys and Product URLs are credentials. Keep them out of chats, screenshots and source control, and enter connector secrets in the app, never through the model. A key covers the whole account whichever area you connect, so revoke a key that leaks.

Your client is the last gate: it can be set to auto-approve writes, so keep it on a setting that asks. In Codex, the documented writes mode asks before changes and billed previews.

What MCP does not cover

Some limits are stated in the docs, and some details are not published.

  • No immediate live run from the Agents surface. It can validate, save and preview a routine, but a preview has all tools removed and only simulates reads and writes.
  • No customer records through Agents. Leads and chats belong to the Sales-Management surface.
  • Channel sign-ins are manual. Logging in to WhatsApp or Instagram happens in the app.
  • Tool names for the UGC areas are not in the docs. Your client’s tool list shows them once you connect.
  • The supported social networks are not listed in the docs. Check the app first. Posting and post analytics need a paid social plan.
  • Advertising is list and read. The documented ads access lists ad accounts, ads and campaigns on the Scale plan or higher; creating, editing, pausing or budgeting campaigns is not described.

Next: content, sales, publishing or advertising.

Frequently asked questions

What is MCP, in one line?

MCP, the Model Context Protocol, is a standard that lets an AI assistant such as Claude or Codex use outside tools. In MyChatBot it lets that assistant configure, query or learn about the platform through five surfaces: Agents, Sales-Management, Product, UGC and Docs.

Do I need to write code to use it?

No, you describe the job in ordinary language and the client calls the tools. With the Claude app no terminal is needed. With Claude Code or Codex you run one command or paste one config block that MyChatBot gives you, or sign in through the plugin in your browser.

Is it safe to connect an AI assistant to my account?

The docs set boundaries rather than promise safety in general. Write tools and billed previews need explicit review in your client, schedules and triggers created over MCP start disabled, and publishing needs separate approval in the plugin flow. Keys and Product URLs are credentials, and a routine that has started runs to the end without a pause. Keep keys private, connect one area at a time and review what the client proposes.

Which AI tools work with MyChatBot MCP?

The docs name Claude Code, Codex, Cursor and the Claude app, and say any compatible MCP client can connect. Claude Code and Codex also have a plugin with browser sign-in, so you do not copy a key.

Does MCP cost extra?

The documentation does not list a separate charge, plan or rate limit for MCP access itself. What can cost money is the work you ask for. For example, content generation bills your account balance, a routine preview is billed from the Agents balance, and replies that sales assistants send, including follow-ups and outreach, use your sales message balance. Some areas have their own requirements: posting and post analytics need a paid social plan, and listing ads needs the Scale plan or higher. Check your plan and balance in the app.

How can a MyChatBot agent use other MCP servers?

That is the other direction. You add the outside server as a custom connector under Agents → Connectors, with its address, transport and any headers, and switch it on for the agents that need it. For a sales assistant it is the MCP tool on its Integrations page, which the guide MCP (Model Context Protocol) Integration at /guides/integrations-mcp walks through.

Connect one area and see what it can do

Create your account, connect your AI assistant to a single surface and ask it which tools it can see.