About MCP connections in skills

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Who can use this: Any team member

Available on: Gong Foundation

Ideal for: Sales manager, RevOps

An MCP connection gives a skill access to an external system, such as your company's research, content, or contract tools. When an agent runs with that skill, it can read data from the system and, in some cases, take action in it as part of the run.

How MCP connections work with skills

MCP (Model Context Protocol) is a standard way for AI to connect to external systems. In Gong, agents and the Assistant can't use a connection directly. It reaches them only through a skill, which lists the external tools the agent can use, and whose instructions say when and how to use them. For example, "Before preparing the account brief, look up the company's latest funding and acquisitions in your research tool."

The following table compares a skill with and without an MCP connection.

Skill without MCP

Skill with MCP

What the skill provides

Instructions only

Instructions plus tools to read from and act in an external system

Data the agent can use

Gong data

Gong data plus data from the connected system

Actions the agent can take

Actions in Gong

Actions in Gong plus actions in the connected system, such as updating a record

Authentication

Not needed

Required

An MCP connection exposes tools that an agent can use to get data from the external system or take action in it. For example, a Read tool retrieves data, and a Write tool creates, updates, or deletes it. The Tech admin chooses which tools are enabled for each MCP connection, so you can't turn individual tools on or off for a single skill.

Learn more about adding an MCP connection to a skill.

What agents can do with MCP

These examples show the kinds of work agents can do once a skill has a connection.

Use case

What the agent does

Research an account before a call

Adds funding, acquisitions, and company details to a pre-call brief

Prioritize accounts by buying intent

Adds buying signals to an account plan

Bring in company knowledge

Finds internal docs and context related to the deal

Share approved content

Finds on-message content to include in a follow-up

Check contract status

Reports document status, signatures, and contract terms

Understand product usage

Adds product usage data to a renewal or expansion review

Learn why deals are won or lost

Adds customer win-loss feedback to a deal review

Update records after a call

Updates contacts and deals with what was discussed

Learn more about approved partners and custom MCP servers.

Roles and permissions

Different people set up an MCP connection, add it to a skill, and run the agents that use it, and each needs different access.

  • Tech admin: Sets up the connection in the Admin center by adding the MCP server, choosing how team members authenticate, and enabling the tools. Learn more about setting up an MCP client connection.

  • Skill builder: Adds the connection to a skill, which requires the Manage company agents, skills and automations permission.

  • Team members who run the agent: Don't need that permission. With a User-level connection, they connect their own account.

Authentication options

When a tech admin sets up an MCP connection, they choose how team members authenticate.

Option

How it works

What team members do

Org-level

The whole company shares one set of credentials.

Nothing

User-level

The tech admin authorizes the connection for the company first, and then each team member connects their own account. The agent acts with that account's permissions, so it can reach only the data that account can.

Connect their account before the skill can use the connection

Manually triggered agents and the Assistant

When you run a manually triggered agent, including from the Assistant, the agent can use the tools of the MCP connections added to its skills. The Assistant doesn't use MCP connections on its own. Set up the connection in a skill, and add the skill to an agent. You can't call a skill with an MCP connection directly in the chat.

  • Write actions: Before the agent creates, updates, or deletes data in the external system, it asks you to confirm.

  • Authentication: If a User-level connection isn't connected yet, the agent asks you to connect it and runs without that connection's tools until you do. If an Org-level connection isn't set up, the agent asks you to contact your admin.

  • Credits: Running the agent doesn't use Gong credits.

Automated agents

To use an MCP connection in an automated agent, add a skill that has the connection to the agent's Generate with AI step. The agent can use the connection's tools only in that step.

  • Read-only: An automated agent can retrieve data from the external system but can't create, update, or delete data in it, because no one is present to confirm changes when a trigger starts a run. If the agent tries a write action, the run fails.

  • Authentication: Authenticate each connection before the agent runs, because a run fails if authentication is missing. After you connect, the agent uses the connection from the next time its trigger fires.

  • Credits: Each run uses Gong credits, with or without an MCP connection.

Learn more about adding skills to agents.

Frequently asked questions

What happens if an external tool fails?

If an external tool returns an error, times out, or reaches a rate limit, the agent continues with the other tools available to it, and its response can say which tool failed.

If a tool that changes data gives an unexpected result, correct the data directly in the external system.