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How to Connect a Custom Tool Server (MCP Client)

Enterprise: connect your workflow to your own MCP server with secure credentials

The MCP Client integration lets you connect a workflow to your own custom tool server — giving the AI access to any tool or data source you expose via your MCP endpoint.

Availability: ENTERPRISE only. The dashboard and API both enforce this.

Requirements

  • An ENTERPRISE subscription
  • A fully provisioned workflow (only eligible workflows appear in the selection)
  • A reachable MCP endpoint URL (https:// recommended; http:// is supported)

How to connect an MCP server

  1. Go to Dashboard → Integrations → Add Integration → MCP Client
  2. Select the workflow this MCP connection applies to
  3. Enter your endpoint URL (e.g. https://your-mcp-server.example.com/mcp)
  4. Choose an authentication method:
  5. None — no auth required
  6. Bearer Auth — provide a bearer token
  7. Header Auth — provide a header name and value
  8. MCP OAuth2 — provide a client ID and client secret
  9. Multiple Headers Auth — add multiple custom headers
  10. Click Test if the option is available, then Save

VoxeDesk stores credentials securely and attaches the MCP connection to the selected workflow.

Security notes

  • After saving, secret fields are masked as __REDACTED__ in the UI. This is expected.
  • To keep existing credentials, leave masked fields unchanged when editing.
  • To rotate credentials, enter new values in those fields and save.
  • Deleting the integration removes the connection from the workflow and permanently deletes the stored credential.

What's next

  • How System Messages Work — MCP tool instructions are added automatically to the system message when the integration is connected

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