Which server do I want?
Tool counts change and may be filtered by authorization or profile. Discover the actual
catalogue through
tools/list; a number in a guide is not evidence that your credential can
call a particular tool.
Start with one of three connections
For portal-provisioned services, the MCP screen provides
client-specific configuration and connection requirements. For direct service access, follow
the server’s guide. OAuth, workspace keys, and service-specific API keys are different paths;
use one the deployed server actually accepts.
Two transports
stdio: your host launches a local server process and exchanges MCP messages with it. The process might operate a local database or act as a bridge to a remote API. Local transport does not imply that all tool execution is offline. Streamable HTTP: your host connects to a server URL using that service’s authentication. Response and Workstream expose MCP through their deployed services; an additional MCP process is not required on those servers. Use your client’s supported connection format. If it needs a stdio bridge to a remote server, follow the client/server setup instructions rather than putting an HTTP URL in acommand
field. Exported environment-variable placeholders must be resolved by the host; they are not
credentials by themselves.
Some server guides describe repository builds as well as packaged installation. Follow the
available distribution path and check version requirements before assuming an npx command
exists for every service.
Verify the connection before making changes
Scoping access
Choose credentials and tool policies that match the task. A prompt asking for read-only work does not revoke write permissions from a key. Use server-side controls and the host’s approval settings together.
For iCommerce, follow the server’s explicit write configuration; the starter connection is
preview-only for mutations. For other servers, inspect the actual capabilities and policies
rather than assuming the same default.
A useful operating loop
- Read the current records, configuration, and evidence.
- Propose one task or change tied to a business outcome.
- Validate the inputs, permissions, and expected effect.
- Execute only the authorized operation, retaining its returned IDs.
- Read back state and inspect the downstream result.
- Preserve a failed example or corrected answer as a future check where supported.