Documentation
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  • Getting Started

    • ConnectiveOne Documentation
  • Channel Configuration

    • Channels

      • Integrator — Channels Configuration Hub
      • Explanations

        • What is ConnectiveOne Widget
        • Widget JavaScript API
      • Instructions

        • How to Configure IP Blocking Message?
        • How to Configure Widget in Settings
        • How to Connect Facebook Messenger and Instagram to ConnectiveOne
        • How to Connect Gmail to ConnectiveOne
        • How to Connect Outlook to ConnectiveOne
        • How to Connect Telegram to ConnectiveOne
        • How to Connect Numbered Viber, Telegram, and WhatsApp via e-chat
        • How to Connect Viber to ConnectiveOne
        • How to Connect WhatsApp to ConnectiveOne
        • How to Customize Widget Colors
        • How to Manage Widget from Website
        • How to Pass Parameters from Website to Scenario
        • How to Configure Sending SMS via Alpha SMS
        • How to Configure Sending Viber/SMS via Infobip
        • How to Connect Widget to Website
        • How to Use Custom Code for Widget
        • How to Work with Widget on SPA Applications
  • Request Processing

    • Operator Panel (OperatorLine)

      • Operator — OperatorLine Scenarios Hub
      • Supervisor — OperatorLine Scenarios Hub
      • Administrator — OperatorLine Scenarios Hub
      • Integrator — Operator Panel Hub for OperatorLine
      • Explanations

        • About Processing Requests in ConnectiveOne
        • About Auto-Distribution of Dialogs Between Operators
        • About Automatic Connection of Free Operator to New Dialog
        • About Connecting Chat with Operator Through Operator Panel
        • About Redistribution of Chats from Operator
      • Instructions

        • Change Request Status
        • Create Filter
        • Create Folder
        • Create Outbound Request
        • How to Create a Ticket?
        • How to Link Tickets to Each Other?
        • Manage Folders
        • How to Edit Ticket Fields?
        • How to Manage Ticket Watchers?
        • Monitor Operator Statuses
        • Open Request
        • Reorder Folders
        • How to Reply to a Client?
        • Set Topic and Tags
        • Use Copilot
        • Use Quick Replies
        • How to View Active Dialogs in Client Card?
        • View Chat List
        • View Chats in Table
        • View Request Queue
        • How to View Ticket Logs?
        • How to View Ticket SLA Metrics?
    • Profile

      • Operator — Profile Scenarios Hub
      • Administrator — Profile Scenarios Hub
      • Instructions

        • How to Change Interface Language?
        • Configure Folders
        • Configure Notifications
        • Configure Quick Replies
        • Configure Signature
    • BroadcastUsers (Clients)

      • Operator — BroadcastUsers Scenarios Hub
      • Integrator — BroadcastUsers Scenarios Hub
      • Administrator — BroadcastUsers Scenarios Hub
      • Instructions

        • Create Segment by Filters
        • Edit Client Data
        • Export Client Data
        • Filter Clients
        • Manage Subscription
        • How to Find a Client?
        • Search Clients by File
        • Send Broadcast to Selected Clients
        • How to View a Client Card?
        • View Client Channels
  • Broadcasts

    • Broadcast

      • Operator — Broadcast Hub
      • Integrator — Broadcast Settings Hub
      • Analyst — Broadcast Analytics Hub
      • Instructions

        • How to Activate a Scheduled Broadcast?
        • How to Add Images to Broadcasts?
        • How to Check Broadcast Status?
        • How to Configure an Automatic Broadcast?
        • How to Configure Alias in Broadcasts?
        • How to Configure Broadcast Limits?
        • How to Create a Broadcast Template?
        • How to Create a Broadcast?
        • How to Create a Broadcast Topic?
        • How to Deactivate a Broadcast Topic?
        • How to Edit a Broadcast Draft?
        • How to Edit a Broadcast Topic?
        • How to Export Broadcast Results?
        • How to Format Messages in Broadcasts?
        • How to Launch a Broadcast Immediately?
        • How to Save a Broadcast as a Draft?
        • How to Find Contacts by File?
        • How to Send a Broadcast from the Clients Module?
        • How to Configure a Scheduled Broadcast?
        • How to Configure Subscription to Broadcast Topics?
        • How to View a Broadcast Report?
        • How to View Broadcast Results?
        • How to View Click Statistics?
        • How to View Delivery Statistics?
        • How to View Open Statistics?
  • Automation

    • Scenario Dialog (Legacy)

      • Integrator — Scenario Dialog Scenarios Hub
      • Explanations

        • Actions in Scenarios — What They Are and How They Work
        • About Using autobroadcast__create Action in Scenarios
        • About Copying Existing Bot Scenario
        • About ConnectiveOne Integration with Corezoid Through Operator Panel
        • About Displaying Images to User
        • About Email Categorization Using AI
        • About Facebook Ads Referral Tags
        • About Launching Scenario from Facebook Ads
        • About HTML Text Formatting in Telegram and Widget
        • About Inline Keyboard in Telegram and Widget
        • About Configuring Alias for Outgoing Dialog
        • About Payment via Bot
        • About Telegram Group Bots
        • About Telegram WebApp in Scenarios
        • About Viber Keyboard Styling
        • About Viber Start Message
      • Instructions

        • How to Add Translations to a Scenario?
        • How to Create a New Bot Scenario?
        • How to Create a Scenario Section?
        • How to Edit an Existing Bot Scenario?
        • How to Export or Import a Scenario?
        • How to Use an Action in a Scenario?
        • How to View and Restore Scenario Versions?
    • ActionJail

      • Operator — ActionJail Scenarios Hub
      • Instructions

        • How to Create and Maintain an Action in ActionJail (Administrator)
        • How to Clone an Action in ActionJail
        • How to Quickly Find an Action in ActionJail
        • How to Connect an ActionJail Action to a Bot Scenario (Integrator)
      • Reference

        • Actions Reference — Actions Guide
    • Integrations

      • Integrator — ConnectiveOne Integrations Hub
      • Explanations

        • Launch Scenario via Deeplink
        • Transfer UTM Tags Through Messages
        • What are ConnectiveOne Integrations
      • Instructions

        • How to Integrate Operator Panel as Widget in CRM/ERP
        • How to Configure Product Name for Zoho CRM
        • How to Integrate External System via Custom Channel
        • How to Get Data from API Using send_request
        • How to Send Data from ConnectiveOne via send_request
        • How to Configure User Subscription to Notifications
        • How to Launch Bot Scenario via API call_node
        • How to Integrate ConnectiveOne with eSputnik
        • How to Send Phone Broadcast via Route
        • How to Use ConnectiveOne API
        • How to Configure Operator Panel Webhook
      • Reference

        • API Reference — ConnectiveOne API Reference
    • Custom Data

      • Integrator — Custom Data Scenarios Hub
      • Administrator — Custom Data Scenarios Hub
      • Analyst — Custom Data Scenarios Hub
      • Instructions

        • Add Field to Model
        • How to Configure Field Display in Custom Data?
        • Configure Field Type
        • How to Create an Association Between Tables in Custom Data?
        • Create Group
        • How to Create a Data Model?
        • Edit Model
        • Export Filtered Data
        • How to Export Model Data?
        • How to Extend Client Contacts Table Through Custom Data?
        • How to Find Records by Filters?
        • Import Data from File
        • How to Save Data from Scenario to Custom Data?
        • Sort Records
        • How to Use AI Magic to Create Custom Data Models?
        • How to Use custom_modules__get Action to Get a Record?
        • How to Use Autocomplete Search in Custom Data?
        • How to Use custom_modules__set Action to Create a Record?
        • Validate Data
        • View Model Records
    • FileManager

      • Operator — FileManager Scenarios Hub
      • Instructions

        • How to Create a Jira Task with a File?
        • How to Delete a File or Folder?
        • How to Navigate to a Folder?
        • How to Upload a New File?
        • How to View the File List?
  • Artificial Intelligence

    • FastLinePro

      • Integrator — FastLinePro Scenarios Hub
      • Administrator — FastLinePro Scenarios Hub
      • Instructions

        • Activate KB Plugin
        • How to Check AI Agent Response in Scenario?
        • Check Synchronization Status
        • Configure Agent Prompt
        • How to Configure Agent Variables in FastLinePro?
        • How to Configure Chunking in FastLinePro Knowledge Base?
        • Configure KB Plugin Synchronization
        • Configure Knowledge Synchronization
        • How to Connect Knowledge Base to AI Agent in FastLinePro?
        • Create Agent
        • How to Create a Chatbot?
        • How to Create a Knowledge Base?
        • Deactivate KB Plugin
        • How to Prepare a File for FastLinePro Knowledge Base?
        • Run KB Synchronization
        • Update KB Files
        • Upload Files to KB
        • How to Use action_fastline_pro Action in Scenario?
    • Quality Assurance

      • Supervisor — Quality Assurance Scenarios Hub
      • Administrator — Quality Assurance Scenarios Hub
      • Analyst — Quality Assurance Scenarios Hub
      • Instructions

        • How to Adjust AI Assessment Criteria?
        • How to Approve Assessment?
        • Assess Request
        • Conduct Quality Check
        • How to Create a New Dialogue Assessment?
        • Export Assessments
        • Filter Assessments
        • Use Checklist
        • View Assessment Details
        • How to View Assessments List and Find the Needed One?
        • View Quality Dashboard
        • View Quality Reports
  • Statistics

    • Statistics

      • Supervisor — Statistics Scenarios Hub
      • Administrator — Statistics Scenarios Hub
      • Analyst — Statistics Scenarios Hub
      • Instructions

        • Apply Filters to Report
        • How to Configure CSAT (Customer Satisfaction) in Statistics?
        • How to Create and Configure a Funnel in Statistics?
        • Create Detailed Report
        • Create Funnel
        • Export Report
        • How to Export Statistics Data?
        • Set Target Metrics
        • View Daily Report
        • View Dashboard
        • How to View Metabase Dashboards in Statistics Module?
        • How to View Operator Schedule in Statistics?
        • View Shift Report
      • Reference

        • Statistics Metrics — Reference
  • Administration

    • Settings

      • Supervisor — Operator Panel Settings Hub
      • Administrator — System Settings Hub
      • Instructions

        • How to Activate or Deactivate a Bot?
        • How to Configure Authentication and Access Management?
        • How to Configure a Bot?
        • How to Configure Operator Calendars?
        • How to Configure Chat Parameters?
        • How to Configure Client Card Fields?
        • How to Configure Client Fields?
        • How to Configure File Parameters?
        • How to Configure Hot Keys?
        • How to Configure Instance Parameters?
        • How to Configure Operators in Chats?
        • How to Configure Roles and Access Rights?
        • How to Configure Styles and Scripts?
        • How to Configure Ticket Topics?
        • How to Configure General System Settings?
        • How to Configure Ticket Parameters?
        • How to Configure Timers for Chats?
        • How to Configure User Fields?
        • How to Create a New Bot?
        • How to View Bots List?
        • How to View System Status?
        • How to View Users List?
      • Reference

        • What Are Server Requirements for Hosting ConnectiveOne?
    • Access Recovery

      • Access Recovery — Scenarios Hub
      • Instructions

        • How to Enable Password Recovery Flow (Administrator)
        • How to Generate a Password Reset Link Manually (Administrator)
        • How to Reset Password Through "Forgot Password?"

How to Connect an AI Assistant to a Scenario via MCP

If you want an AI assistant (e.g. Cursor or another MCP-capable client) to call sections of your scenario as tools, you need to configure the section in the Constructor and add the connection in the AI client. This guide walks you through both steps.

When You Need This

  • You need the AI assistant to get data from ConnectiveOne (exchange rates, catalog, checks).
  • You need to call existing scenario logic from the AI client without duplicating code.
  • You use Cursor or another application that supports MCP (Model Context Protocol).

What You Need to Know

  • MCP Tool — trigger type on the section’s entry point; it exposes the section as a tool for AI clients.
  • Input Schema — description of the tool’s input parameters (names, types) that the AI client can pass when calling.
  • Return Schema — description of the result and the list of keys the platform returns from the section in the MCP response.
  • Section result — for the AI to get useful data, the section must write the result to a special constant at the end (configured via an action in the scenario).
  • Two connection options: the platform supports connection with authorization via headers (recommended) or via a URL with a token (alternative when the client cannot send headers). The difference is described below.

For more on how it works: Calling scenario sections from AI assistants (MCP).

Before You Start

  • You are signed in with integrator or administrator rights.
  • You have a scenario and a section you want to call from the AI assistant (or you are ready to create a new section).
  • You have the ConnectiveOne platform URL, access token, and bot ID (provided by the administrator or obtained after sign-in).

Step-by-Step Instructions

1. Configure the Section as an MCP Tool in the Constructor

  1. Go to the Scenario module via the menu and open the bot’s scenario.
  2. Select the section that will be the “tool,” or create a new section.
  3. Open the Start node (entry point) of that section — the trigger settings appear in the right panel.
  4. In the trigger type, select MCP Tool.
  5. Fill in Input Schema — add the parameters the tool should accept (e.g. currency, date). Specify name, type, and optionally description.
  6. Fill in Return Schema — description of the tool for the AI and the list of result keys to return from the section.
  7. Ensure that at the end of the section logic the result is written to the special constant (via “save to constant” or the corresponding action). Without this, the MCP response may be empty.
  8. Save the scenario changes.

The editor has two buttons for copying the configuration. Which one to use depends on the connection method (see step 3).

2. Get Connection Data

To connect the AI client you need:

  • Platform URL — ConnectiveOne server URL (e.g. for local development or production). The administrator or platform settings will give you the exact URL.
  • Access token — obtained after sign-in or via the relevant settings. Keep it in a secure place.
  • Bot ID — numeric ID of the bot whose scenario you configured as the MCP tool. You can see it in the interface when selecting the bot or in the scenario editor URL.

If you are unsure where to get these values — ask the platform administrator.

3. Add the MCP Server in the AI Client (e.g. Cursor)

Recommended: connection with authorization via headers (access token and bot ID). Alternative — URL with a token — only if the client does not support headers (see the paragraph after step 3).

  1. Open MCP settings in your AI client (in Cursor this is usually the MCP config file or MCP settings section).
  2. Add a new MCP server with:
    • URL — platform URL + path to MCP messages (you can get it from the platform docs or from the “Copy config” button in the Constructor).
    • Transport type — HTTP (if the client supports it).
    • Headers — include the access token and bot ID in the format required by the platform (e.g. authorization header and header with bot ID).
  3. Save the configuration and reload the MCP client (if needed).

After this, the AI assistant can get the list of tools for your bot and call them by name, passing parameters according to the Input Schema.

Two configuration options. The recommended one is with headers (access token and bot ID), as described above; use the Copy config for .cursor/mcp.json button for this. If the AI client does not support sending headers, use the Copy URL-token config (no headers) button — the platform will generate a URL with an embedded token. In that case the URL with the token may end up in logs or be shared with third parties; the token is long-lived. Use this option only when the header-based method is not possible and you accept these risks.

4. Verify It Works

  1. In the AI client, confirm that the new MCP server and the list of tools for your bot appear.
  2. Call one of the tools (e.g. with minimal parameters) and check that the response is returned and contains the expected data.
  3. If the response is empty — check that the section writes the result to the special constant at the end and that the correct keys are listed in Return Schema.

What Next

  • Add other sections as MCP tools if you need multiple types of calls.
  • Update Input Schema and Return Schema when you change the section logic so the AI client gets an up-to-date description and results.
  • If the AI should pass data when calling (city, date, identifier, etc.) — configure the tool parameters and their use in the scenario: How to configure MCP tool parameters in a scenario.

Related Articles

  • Calling scenario sections from AI assistants (MCP) — why MCP tools are useful and how they work.
  • How to configure MCP tool parameters in a scenario — add input parameters and use them in the scenario.
  • How to use an action in a scenario — add an action to write the result to a constant.