# 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.

## Prerequisites

- Builder plan or higher ([upgrade](https://app.avcodex.com/plans)).
- An account with the service you want to connect (Notion, HubSpot, etc.).
- About five minutes.

## Step 1: pick your first integration

**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.

## Step 2: open Pro Actions

1. Go to [app.avcodex.com](https://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.

## Step 3: connect your service

### 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.

2. 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."

3. Click **Test & List Tools**.
   - Wait 2-5 seconds.
   - You'll see capabilities like:
     - Search contacts.
     - Get contact by ID.
     - Update contact.
     - Create deal.

4. Check the boxes for the tools you want.
   - Start with 2-3 tools to test.
   - Add more later.

5. Click **Save**.

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

## Step 4: configure tool access

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.

## Step 5: test your integration

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?"
```

3. 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.

## Step 6: add to your system prompt (optional)

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.

## Common first workflows

### 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.
```

## Next steps

**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."

## Quick reference

**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.

## Get help

**Not working?**

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

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