Connect an external AI app that supports remote MCP servers with OAuth to your Cust workspace. Retrieve customer context and use available Cust tools from that app, including tools that change workspace data.
Your workspace must include Cust MCP, and an Admin or Owner must allow AI app access. Each connection acts as the member who authorized it, in the workspace they selected.
Read the Cust MCP server setup guide.
For services that your Cust Assistant calls, see Assistant connectors. The Cust MCP server brings Cust tools into an external AI app.
Retrieve company context and action items through available Cust tools. Returned record references link back to Cust.
Available tools follow your user access and the workspace’s enabled capabilities. Review requests in the external AI app, where tool approvals are handled.
Review or revoke your connections in Settings → You → AI apps. Administrators can manage workspace connections or turn off AI app access for everyone.
An Admin or Owner turns on Allow AI apps to connect in Settings → Workspace → AI app access. The change saves automatically.
Open Settings → You → AI apps for setup instructions and your region’s MCP endpoint. Add it in your AI app and sign in to Cust to authorize the connection.
Choose the workspace and allow the connection. Ask a focused question, such as a summary of open customer action items. Review tool permissions before allowing changes.