Getting Started with MCP Pro Actions

Connect your first MCP service in five minutes.

This guide walks you through connecting your first MCP service and creating your first agent-driven workflow.

• Builder plan or higher (upgrade).
• An account with the service you want to connect (Notion, HubSpot, etc.).
• About five minutes.

Recommended starting points:

• Notion (OAuth) if you keep documentation in Notion (programming guides, room books, SOPs).
• HubSpot (API key) if you have a CRM tracking RFPs and dealer relationships.
• Zapier if you want to chain multiple services.

Pick one service to start. You can add more later.

1. Go to app.avcodex.com.
2. Open your agent (or create a new one).
3. Click Build in the sidebar.
4. Scroll to Capabilities.
5. Click Add Pro Action.

You'll see a modal listing the available MCP providers.

Option A: OAuth services (Notion, Atlassian)#

For Notion:

1. Find Notion in the provider list.
2. Click Connect.
3. A popup opens at notion.com.
4. Click Select pages and choose which pages to share.
5. Click Allow access.
6. The popup closes automatically.

You're connected. AVCodex can read and write to your selected Notion pages.

Option B: API key services (HubSpot, Close, Needle)#

For HubSpot:

1. Get your HubSpot API key:

- Go to HubSpot > Settings > Integrations > Private Apps. - Click Create a private app. - Name it "AVCodex Assistant." - Under Scopes, select: - crm.objects.contacts.read - crm.objects.contacts.write - crm.objects.deals.read - Click Create app and copy the access token.

1. Back in the AVCodex modal:

- Find HubSpot in the list. - Click Configure. - Paste your API key. - Leave Transport as "HTTP." - Leave Auth Type as "API Key."

1. Click Test & List Tools.

- Wait 2-5 seconds. - You'll see capabilities like: - Search contacts. - Get contact by ID. - Update contact. - Create deal.

1. Check the boxes for the tools you want.

- Start with 2-3 tools to test. - Add more later.

1. Click Save.

Done. Your agent can now search and update HubSpot contacts.

After connecting, you'll see a list of available tools. Don't enable everything yet.

Recommended starting set:

For Notion

• Search pages.
• Create page.
• Read page content.

For HubSpot

• Search contacts.
• Get contact details.
• Create contact.

For Zapier

• Trigger Zap.
• List available Zaps.

Why selective?

• Easier to test and debug.
• Clearer agent behavior.
• Better performance.
• You can add more anytime.

Now verify it works.

Test in the chat interface#

1. Go to the Preview tab (or Share > Test).
2. Ask a question that requires the integration:

For Notion

"Search my Notion workspace for pages about the 1200 Market 40-room refresh."

For HubSpot

"Find contact information for project-manager@client.com in HubSpot."

For Zapier

"What Zaps do I have available?"

1. Watch the agent:

- It should recognize the request. - Call the MCP tool. - Return results from the service.

Success: if you see results from your connected service, you're done. The integration is working.

Troubleshooting test issues#

Agent doesn't use the tool

• Make sure you enabled the relevant tool in Step 4.
• Be explicit: "Use Notion to search for ..."
• Check the agent's system prompt does not forbid actions.

"Authentication failed"

• OAuth: disconnect and reconnect.
• API key: confirm you copied the entire key.
• Check the service's status page.

"Tool not found"

• The tool may not be enabled.
• Go back to Pro Actions > Configure > enable the tool.

For better agent behavior, mention the integration in the system prompt.

Example for Notion

You have access to the AV team's Notion workspace. When the user asks
about programming guides, AS-built drawings, or commissioning notes,
search Notion for the relevant page.

Example for HubSpot

You can search and update our HubSpot CRM. When the user asks about
clients, leads, or active RFPs, use HubSpot tools to look up
current information.

This helps the agent understand when to use the tools.

Notion: project documentation assistant#

System prompt

You help techs and PMs find and create project documentation in Notion.
When they want to record commissioning notes, create a new page in the
"Commissioning Reports" database with today's date and the room name.

Test

User: "Create a commissioning report for Boardroom 4."
Agent: creates a Notion page, returns the link.

HubSpot: lead qualification#

System prompt

You qualify incoming leads by checking HubSpot. When given an email,
search for the contact, check their deal stage, and report whether
they are an active client and what projects they have open.

Test

User: "Is sarah@acme.com a current client?"
Agent: searches HubSpot, checks deal status, reports findings.

Zapier: workflow automation#

System prompt

You can trigger Zapier workflows. When a tech wants to log a job, kick
off a truck-roll, or push a record to multiple systems, fire the
appropriate Zap.

Test

User: "Log this lead to our newsletter and CRM."
Agent: triggers "New Lead → Mailchimp + HubSpot" Zap.

Add more integrations. Try connecting 2-3 services that work together. Example: Notion + Slack + HubSpot.

Enable more tools. Revisit Pro Actions > Configure and enable additional capabilities.

Build workflows. Combine multiple MCP tools in one conversation. Example: search Notion, create a HubSpot contact, send a Slack message.

Monitor usage. Check Analytics to see which tools are used most.

Advanced patterns

• Chain tool calls: "Search Notion, then create a HubSpot deal from the info."
• Conditional logic: "If the contact exists in HubSpot, update it. Otherwise, create it."
• Multi-service workflows: "Find the project in Notion, check Asana for tasks, post status to Slack."

Add another MCP service

1. Build > Capabilities > Add Pro Action.
2. Choose service > Connect or Configure.
3. Enable tools > Save.

Disable a tool

1. Build > Capabilities > find the integration.
2. Click Configure.
3. Uncheck the tool > Save.

Revoke access

1. Build > Capabilities > find the integration.
2. Click the trash icon and confirm.
3. Also revoke in the service's settings.

Check tool usage

1. Go to the Analytics tab.
2. View "Tool Calls."
3. See which MCP tools are being used.

Not working?

• Email support@avcodex.com.
• Reach out to your AVCodex onboarding contact.

*AVCodex · Your AV expertise. Amplified by AI.*