Docs/Pro Actions/Pro Actions

    Pro Actions Overview

    Last updated · MAR 2026·Read as Markdown

    What are MCP Pro Actions?

    Connect to 20+ enterprise services instantly with the Model Context Protocol.


    Note: MCP Pro Actions require a Builder plan or higher. <a href="https://app.avcodex.com/plans" target="_blank" rel="noopener noreferrer" > Upgrade to Builder </a>

    MCP (Model Context Protocol) Pro Actions give your AVCodex agent instant access to popular enterprise services like HubSpot, Zapier, and 20+ other platforms. No code needed.

    Where Custom Actions cover individual API calls, MCP Pro Actions hook into entire service ecosystems with hundreds of pre-built capabilities.

    1. Pick a provider. HubSpot, Zapier, Notion, plus others.
    2. Authenticate once. API key or OAuth.
    3. Choose capabilities. Enable specific tools, for example "Search HubSpot contacts" or "Trigger Zapier workflow."
    4. Start using. Your agent can now drive that service from the chat.
    Feature MCP Pro Actions Custom Actions
    Setup time 2 minutes. 10-30 minutes per action.
    Capabilities 10-100+ per service. 1 per configuration.
    Authentication API key or OAuth. Manual API key setup.
    Maintenance Provider handles updates. You maintain the endpoints.
    Best for Popular enterprise services. Your own APIs and bespoke tools.

    CRM and sales#

    HubSpot (API key, read-only)

    • Search contacts and companies.
    • View deals and opportunities.
    • Access activity history.

    Close (API key)

    • Manage leads and contacts.
    • Update deal stages.
    • Log calls and emails.

    Productivity#

    Otter (Bearer token)

    • Search meeting transcripts.
    • Get AI-generated summaries and action items.
    • Analyze patterns across meetings (great for design-review or commissioning calls).

    Fireflies (API key)

    • Access meeting transcripts and summaries.
    • Search conversation history (project kickoffs, RFP reviews).
    • Get speaker-attributed transcripts.

    Automation#

    Zapier

    • Trigger workflows.
    • Connect to 5,000+ apps.
    • Automate repetitive tasks like field-tech check-in routing.

    Data and RAG#

    Needle (API key)

    • Semantic search across documents (programming guides, AS-built drawings).
    • RAG-powered knowledge retrieval.
    • Enterprise search.

    Dappier (API key)

    • Real-time data enrichment.
    • Knowledge graph queries.
    • Multi-source aggregation.

    Audioscrape

    • Extract insights from audio.
    • Transcription and analysis.
    • Podcast and meeting intelligence.

    LLM Text (SSE)

    • Advanced text processing.
    • Document analysis (spec sheets, RFP responses).
    • Content extraction.

    Web data#

    Apify (API key)

    • Web scraping and crawling.
    • Data extraction from any website.
    • Automated browser workflows (great for pulling manufacturer firmware notes from Crestron, QSC, Biamp, Extron).

    E-commerce and payments#

    Mercado Libre (API key)

    • Product listings.
    • Order management.
    • Inventory tracking.

    Mercado Pago (API key)

    • Payment processing.
    • Transaction management.
    • Refunds and chargebacks.

    Dodo Payments (API key, SSE)

    • Payment processing.
    • Subscription management.
    • Financial reporting.

    Communications#

    Telnyx (API key)

    • SMS and voice calls.
    • Phone number management.
    • Communication APIs.

    Software and code#

    Semgrep (SSE)

    • Code analysis and security scanning.
    • Vulnerability detection.
    • Code quality checks (useful for control-system code reviews).

    GitMCP

    • Repository management.
    • Code search and analysis.
    • Commit history (your Crestron SIMPL or Q-SYS Lua module repos).

    Javadocs.dev

    • Java documentation search.
    • API reference lookup.
    • Code examples.

    AI platforms#

    Hugging Face

    • Model discovery.
    • Dataset access.
    • ML pipeline integration.

    Infrastructure#

    OpenMesh

    • Service discovery.
    • API catalog.
    • Integration management.

    Markets and forecasting#

    Manifold Markets

    • Prediction markets.
    • Probability tracking.
    • Event forecasting.

    Notion: project documentation#

    User: "Create a Notion page for the 1200 Market 40-room refresh with sections for goals, timeline, and budget."

    The agent:

    1. Creates a new page in your Notion workspace.
    2. Adds structured headings and content.
    3. Links related pages (room schedule, signal flow diagrams).
    4. Returns the page URL.

    HubSpot: lead qualification#

    User: "Is jane.doe@client.com in our CRM? What's the deal status?"

    The agent:

    1. Searches HubSpot contacts.
    2. Finds the contact record.
    3. Checks associated deals.
    4. Reports current stage and value.

    Zapier: automated workflows#

    User: "When a new contact is added to HubSpot, fire our welcome-email workflow."

    The agent:

    1. Watches HubSpot for new contacts.
    2. Triggers the designated Zapier workflow.
    3. Executes connected steps.
    4. Confirms workflow completion.
    • Services: Notion, Atlassian.
    • Setup: click "Connect" then authorize in the popup.
    • Security: tokens managed automatically, revoke anytime.
    • Best for: user-specific data access.

    API key#

    • Services: HubSpot, Close, Needle, Apify.
    • Setup: paste your API key from the service.
    • Security: encrypted storage, never exposed to the agent.
    • Best for: workspace or account-level access.

    Server-Sent Events (SSE)#

    • Services: Semgrep, Dodo Payments.
    • Setup: real-time streaming connection.
    • Best for: live updates and monitoring.

    Your data stays secure

    • OAuth tokens stored encrypted.
    • API keys never logged or exposed.
    • Scoped permissions (read-only when possible).
    • Revoke access anytime in settings.

    What the agent can access

    • Only what you authorize during OAuth.
    • Limited to specific tools you enable.
    • No access to credentials or tokens.
    • All actions logged for audit.

    OAuth services (Notion, Atlassian)#

    1. Go to Build > Capabilities > Add Pro Action.
    2. Find your service (for example Notion).
    3. Click Connect.
    4. Authorize in the popup window.
    5. Choose which tools to enable.
    6. Click Save.

    API key services (HubSpot, Close, Needle)#

    1. Get your API key from the service:

    - HubSpot: Settings > Integrations > API Key. - Close: Settings > Your API Keys > Create Key. - Needle: Dashboard > API Keys > Generate.

    1. Go to Build > Capabilities > Add Pro Action.
    2. Find your service.
    3. Click Configure.
    4. Paste the API key.
    5. Pick the transport type (HTTP or SSE).
    6. Click Test & List Tools.
    7. Enable the capabilities you want.
    8. Click Save.

    Custom remote MCP server#

    Have your own MCP server (for example a custom Crestron or Q-SYS bridge)? Connect it:

    1. Click Custom Remote MCP.
    2. Enter the server URL (for example https://your-mcp-server.com/mcp).
    3. Choose transport: HTTP or SSE.
    4. Choose auth: None, Bearer, or API Key.
    5. Add credentials if required.
    6. Click Test & List Tools.
    7. Enable the tools you want.
    8. Click Save.

    OAuth connection fails#

    Problem: the popup closes without connecting.

    Solutions

    • Allow popups for app.avcodex.com.
    • Try in an incognito window.
    • Check the service's status page.
    • Re-authorize from scratch.

    API key invalid#

    Problem: "Authentication failed" error.

    Solutions

    • Verify the key is copied in full.
    • Check it has not expired.
    • Confirm it has the required permissions.
    • Generate a new key if needed.

    Tools not appearing#

    Problem: no tools listed after connecting.

    Solutions

    • Confirm the service is operational.
    • Verify authentication succeeded.
    • Try reconnecting.
    • Contact support if it persists.

    Rate limits#

    Problem: "Too many requests" error.

    Solutions

    • Check service rate limits.
    • Upgrade the service plan if needed.
    • Add delays in prompts.
    • Contact the provider's support.

    Start small. Enable 3-5 tools, expand as you go.

    Be specific. Use clear tool descriptions so the agent knows when to fire them.

    Test first. Run the action manually before letting the agent loose.

    Monitor usage. Check logs to understand agent behavior.

    Disable what you don't use.

    Rotate keys. Update API keys regularly.

    Per service

    • Most MCP providers support 10-100+ tools.
    • Rate limits vary by provider.
    • Some require paid plans.

    Per agent

    • No hard limit on MCP connections.
    • Performance can vary with 50+ enabled tools.
    • Group related capabilities.

    MCP Pro Actions are included with:

    • Builder plan.
    • Studio plan.
    • Studio Pro plan.
    • Enterprise (custom pricing).

    Service costs (separate from AVCodex):

    • Most services have free tiers.
    • Enterprise features may require paid plans.
    • Check each provider's pricing page.
    • Email support@avcodex.com.
    • Browse all docs.
    • Start building at app.avcodex.com.

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

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