---
title: "Set up an MCP client connection"
slug: "set-up-an-mcp-connection"
updated: 2026-08-23T11:23:24Z
published: 2026-08-23T11:23:24Z
canonical: "help.gong.io/set-up-an-mcp-connection"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.gong.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up an MCP client connection

> **Who can use this**: Tech admin
> 
> **Available on**: Any Gong plan
> 
> **Ideal for**: Sales manager, RevOps

Use MCP connections to connect Gong to external MCP servers. To connect external AI clients, such as Claude, ChatGPT, or CoPilot to Gong, see [Create an integration to connect to the MCP server](/v1/docs/create-an-integration-to-connect-to-the-mcp-server).

## Define the MCP connection

**To define an MCP connection:**

1. In the left sidebar, click **Admin center**.
2. In the **Settings** tab, click **MCP**, under **Ecosystem**.
3. Click **New MCP client connection**, and select **New MCP client connection**.
4. Enter a name for the MCP connection. The name is displayed in Gong when choosing the MCP server you want to connect to.
5. Enter the **MCP server URL**.
6. Toggle on **Authentication required** if the MCP server requires credentials to set up the connection.
7. For servers that authenticate with OAuth 2.0 with pre-configured credentials: Expand **Client access** and provide:
  - Client_id
  - Client secret
8. Under **Who can use this connection**, select whether the connection will allow:
  - **Shared access**: A single token is used for all users to connect to the external MCP server and individual users don’t need to sign in separately.
  - **Personal access**: The user who sets up the initial connection authorizes the connection at a company level, and each individual user must then authorize their own account separately.
9. Click **Connect**.
10. Complete authentication if prompted.

#### FAQs

****When should I choose shared access and when should I choose personal access?****

Use shared access when:

- The connection is used for backend or system-level integrations
- The external MCP server provides shared resources
- Individual user identity does not affect the data returned
- The use case involves automation, reporting agents, or pipelines

Shared access is best suited for machine-to-machine scenarios where a single connection represents the organization.

Use personal access when:

- The connection is used in interactive tools such as AI clients
- The external MCP server enforces per-user permissions
- The data returned depends on the individual user’s access

Common examples include:

- Chat-based AI tools such as Claude, ChatGPT, or Copilot
- Systems with user-specific data such as private Jira boards or personal Notion pages

A team member who manages and configures the Gong platform and handles CRM integrations, user provisioning, permissions, and system settings. [Find my Tech admin](/v1/docs/find-your-technical-or-business-admin).

Access to this feature depends on your [assigned seat](/v1/docs/plans-and-seats).

A team member who manages a team of sales reps.

A team member who manages and optimizes revenue-related workflows by managing business entities such as metrics, targets, and dashboards.