MCP Server

Introduction

The Model Context Protocol (MCP) is an open standard that allows you to securely connect Ada with external AI assistants, such as Claude Desktop and ChatGPT. Through MCP, you can query and analyze AI agent data conversationally, unlocking insights like CSAT trends and AR drivers without navigating dashboards.

What MCP Can Do Today

  • Connect Ada to external MCP clients like Claude Desktop and ChatGPT
  • Query and analyze bot data conversationally:
    • Retrieve Ada metrics (CSAT, AR rate, conversation volume, etc.)
    • Access conversation transcripts and summaries for performance review
    • Pull structured metadata like classification reasons and inquiry summaries
    • Search knowledge articles before suggesting new ones
  • Test and validate AI agent behavior:
    • Simulate conversations to test how your agent responds before making changes live
    • Discover available communication channels configured for your bot

Tools Available

get_ada_configuration

Fetches all entities (guidance, playbooks, actions, coaching, company description) along with comprehensive improvement guide resource. This tool is what enables the AI client to give improvement suggestions.

get_ada_metric

Retrieves:

  • Metrics (Automated resolution rate, CSAT rate, engaged conversation volume; can be filtered using get_available_filters and desired date ranges)
  • Conversation metadata
    • conversation_id - Unique identifier for the conversation
    • timestamp - When the conversation was engaged (earliest engagement time)
    • customer_inquiry_summary - AI-generated summary of what the customer was asking about
    • automated_resolution_status - Whether the conversation was “Resolved” or “Unresolved” by automation
    • automated_resolution_reason - Explanation for why the conversation received its resolution classification

get_available_filters

Returns available filter types and operators for conversation filtering (CSAT scores, engagement, handoff, article/action IDs, AR status).

get_conversations_by_filters

Retrieve conversation IDs that match specific filters (CSAT, engagement, handoff status, etc.) within a date range.

get_conversation

Retrieves the transcript for a given conversation ID.

search_knowledge

Searches for knowledge articles to check existing content before suggesting new articles. Used in conjunction with get_ada_configuration.

search_coaching

Searches for coaching to check existing coaching before suggesting new coaching. Used in conjunction with get_ada_configuration.

list_channels

Lists all available communication channels configured for the client (e.g., Chat, Email, Voice). Useful for discovering channel IDs needed by other tools like simulate_conversation.

simulate_conversation

Simulates a single-turn conversation with the Ada agent without affecting real conversations or analytics. Send a test message and receive the agent’s response to validate configuration changes before applying them. Currently supports Chat and Email channels. Use list_channels to find available channel IDs.

The conversation simulation tool is currently in beta. If you don’t see simulate_conversation in your available tools, contact your Customer Solutions Consultant to request access.

Getting Started

Requirements

Users with Read Only access cannot connect to the MCP server. If you need to upgrade your permissions, ask an Admin or Owner on your team to change your role.

Data Privacy

Some MCP tools—such as get_conversation—retrieve conversation transcripts that may contain personally identifiable information (PII). Before connecting Ada to an AI assistant, we recommend disabling model training on your chat data to ensure customer information isn’t used to train AI models.

  • ChatGPT: Go to Settings → Data Controls → disable “Improve the model for everyone”
  • Claude: Go to Settings → Privacy → disable “Allow training”

If you’re using a company or enterprise subscription for ChatGPT or Claude, model training is typically disabled by default. However, we recommend verifying this setting with your IT administrator.

If you prefer not to share conversation transcripts with your AI assistant, Claude Desktop allows you to disable individual tools like get_conversation after connecting—you can still get value from the other available tools. (ChatGPT does not currently support disabling individual tools.)

Authentication Methods

The MCP server supports two authentication approaches:

MethodMCP Server URLBest for
OAuth (recommended)https://<your-dashboard-domain>/api/mcp/oauthInteractive use with browser-based login
API Keyhttps://<your-dashboard-domain>/api/mcpAutomated setups or programmatic access

Your dashboard domain is the URL you use to access Ada (e.g., acme-corp.ada.support, acme-corp.eu.ada.support, or acme-corp.maple.ada.support).

Example: If your dashboard is at https://acme-corp.eu.ada.support, your MCP Server URL is: https://acme-corp.eu.ada.support/api/mcp/oauth

To generate an API key, go to Settings → Integrations → API Integrations in your Ada dashboard. See Authentication for details.

Ada’s MCP server is compatible with any AI assistant or tool that supports MCP connections—not just ChatGPT and Claude. The setup instructions below cover the most common clients, but you can use these same connection URLs with other MCP-compatible tools like Cursor, VS Code, or custom integrations.

ChatGPT Setup

  1. Open ChatGPT in your browser
  2. Click your name in the bottom left
  3. Click ‘Settings’
  4. Click ‘Apps’
  5. Scroll down and click ‘Advanced settings’
  6. Toggle ‘Developer mode’ to ‘On’
  7. Click ‘Create app’ just above the toggle
  8. Fill out these values:
    • Name: A name for this connection (e.g., “Ada” or your company name)
    • Description: A description that helps ChatGPT recognize when to use this connection (e.g., “Use when asked about Acme Corp’s AI agent data, CSAT, or conversation analytics”)
    • MCP Server URL: https://<your-dashboard-domain>/api/mcp/oauth (see Authentication Methods above)
    • Authentication: OAuth
    • OAuth Client ID (Optional): Leave blank
    • OAuth Client Secret (Optional): Leave blank
  9. Click the checkbox next to ‘I understand and want to continue’
  10. Wait 5-10 seconds to be redirected to a page where you are asked to enter your Ada handle
  11. Enter your Ada handle (the subdomain from your dashboard URL), select your region from the dropdown, and click ‘Continue to Login’
  12. Log in with your Ada credentials
  13. Click ‘Allow access’ on the authorization page
  14. Wait 15-30 seconds for the connection to complete
  15. Start asking ChatGPT questions about your Ada bot! See the prompt library for inspiration.

Helping ChatGPT recognize your Ada connection: A descriptive app description (step 8) helps ChatGPT automatically detect when to use your Ada connection. However, if ChatGPT doesn’t use it automatically, you can manually add it: click the ’+’ icon in the chat bar → ‘More’ → select your Ada app to ensure it’s used throughout that conversation.

Claude Desktop Setup

The MCP server supports both OAuth and API key authentication. Choose the method that works best for you.

  1. Open Claude Desktop
  2. Go to Settings → Developer → Edit Config
  3. Add the following to your claude_desktop_config.json:
1{
2 "mcpServers": {
3 "ada": {
4 "command": "npx",
5 "args": ["mcp-remote", "https://acme-corp.ada.support/api/mcp/oauth"]
6 }
7 }
8}
  1. Replace acme-corp.ada.support with your Ada dashboard domain (see Authentication Methods above)
  2. Restart Claude Desktop
  3. When prompted, authorize the connection with your Ada credentials

Option 2: API Key

  1. Generate an API key from Settings → Integrations → API Integrations in your Ada dashboard
  2. Open Claude Desktop and go to Settings → Developer → Edit Config
  3. Add the following to your claude_desktop_config.json:
1{
2 "mcpServers": {
3 "ada": {
4 "command": "npx",
5 "args": [
6 "mcp-remote",
7 "https://acme-corp.ada.support/api/mcp",
8 "--header",
9 "Authorization:${AUTH_HEADER}"
10 ],
11 "env": {
12 "AUTH_HEADER": "Bearer YOUR_API_KEY"
13 }
14 }
15 }
16}
  1. Replace acme-corp.ada.support with your Ada dashboard domain (see Authentication Methods above)
  2. Replace YOUR_API_KEY with your API key
  3. Restart Claude Desktop

Connecting Multiple Bots

If you manage multiple Ada bots, you can connect them all to Claude Desktop by adding each one to your config file with a unique name:

1{
2 "mcpServers": {
3 "ada-support": {
4 "command": "npx",
5 "args": ["mcp-remote", "https://support-bot.ada.support/api/mcp/oauth"]
6 },
7 "ada-sales": {
8 "command": "npx",
9 "args": ["mcp-remote", "https://sales-bot.ada.support/api/mcp/oauth"]
10 }
11 }
12}

OAuth requires authorizing one bot at a time. When using OAuth, you must add and authorize each bot individually:

  1. Add the first bot to your config file
  2. Save and restart Claude Desktop
  3. Complete the OAuth login for that bot
  4. Edit the config file to add the next bot
  5. Restart Claude Desktop and authorize
  6. Repeat for each additional bot

With API key authentication, you can add all bots to the config file at once since no interactive login is required.

Getting the Best Results

We recommend using detailed, structured prompts for best results. Being specific about the data you want to analyze (timeframe, filters, number of conversations) and the insights you’re seeking will help you get more actionable results.

See the Prompt Library below for examples organized by use case.


Prompt Library

Use these example prompts to get started with common use cases. You can ask these questions directly in your connected AI assistant.

Get improvement recommendations

The most powerful way to use MCP is to ask for actionable recommendations to improve your AI agent’s performance. The AI assistant will analyze your conversation data, review your current configuration, and suggest specific improvements.

PromptWhat you’ll learn
”How can I improve my CSAT?”Actionable recommendations based on patterns in low-satisfaction conversations
”How can I improve my automated resolution rate?”Specific suggestions for reducing unresolved conversations
”What should I change to reduce handoffs to human agents?”Recommendations for handling more conversations automatically
”Analyze my unresolved conversations from last week and tell me what’s missing”Gap analysis with specific knowledge, coaching, or playbook suggestions

These prompts work best when you’re specific about timeframes. For example: “How can I improve my CSAT? Focus on conversations from the last 7 days.”

Quick health checks

Get an immediate read on performance, trends, or experience quality.

PromptWhat you’ll learn
”What’s our CSAT this week?”High-level view of customer satisfaction over the past week
”Show my AR and volume for the last 7 days”Automated resolution rate and conversation volume trends
”How is my AR this week compared to last week?”Week-over-week performance comparison

Create visualizations

Ask the AI assistant to create charts and diagrams to visualize your data. This is especially useful for presentations, reports, or sharing insights with stakeholders.

PromptWhat you’ll get
”Create a line graph showing how AR and CSAT have trended over the last few quarters”Visual trend analysis of key metrics over time
”Create a Sankey diagram for last quarter showing the split between contained vs not contained, then resolved vs not resolved, and finally positive vs negative CSAT”Flow visualization showing how conversations move through different outcomes
”Chart my conversation volume by week for the last month”Volume trends to identify patterns or anomalies

Example: AR and CSAT Trend Chart

Line graph showing Automated Resolution and CSAT trending upward over Q2-Q4 2025

Example: Conversation Flow Sankey Diagram

Sankey diagram showing Q4 2025 conversation flow from total conversations through contained/not contained, resolved/not resolved, to positive/negative CSAT

Diagnose performance issues

Investigate patterns by pulling summaries and metadata to understand what’s driving outcomes.

PromptWhat you’ll learn
”Why did the AR drop yesterday?”Root causes behind a sudden performance change
”Show me conversation summaries with low CSAT scores from last week”Conversations where customers had a negative experience
”Which topics contributed the most to unresolved conversations this week?”Common themes in conversations your AI agent struggles to resolve
”Show me where the agent is handing off most often and why”Common handoff triggers and their root causes

Identify optimization opportunities

Find areas with the biggest potential for improvement.

PromptWhat you’ll learn
”Review 50 unresolved conversation summaries from this week and identify patterns”Common failure modes and themes across unresolved conversations
”What are customers asking about that we’re not resolving well?”Topics where your knowledge base or playbooks may need improvement
”Analyze conversations with CSAT scores of 1 or 2 from yesterday and suggest improvements”Specific recommendations based on low-satisfaction conversations

Review current configuration

Understand what your AI agent is currently configured with.

PromptWhat you’ll learn
”What playbooks do we have configured?”List of all playbooks with their descriptions and content
”Show me our custom instructions”Current custom instructions guiding agent behavior
”What actions are available to our agent?”List of configured actions the agent can use
”Summarize our current AI agent configuration”Overview of playbooks, actions, and custom instructions

Search knowledge and coaching

Find existing content before making changes.

PromptWhat you’ll learn
”Search for knowledge articles about returns”Existing articles covering return-related topics
”Do we have any knowledge articles about shipping?”Whether specific topics are covered in your knowledge base
”What coaching do we have for refund scenarios?”Existing coaching rules for handling refund requests
”Find coaching related to password reset”Coaching that applies to password-related conversations

Test agent responses

Simulate conversations to validate changes before going live.

PromptWhat you’ll learn
”Simulate how our agent would respond to ‘I want to cancel my subscription‘“The agent’s response to a cancellation request
”Test the agent’s response to ‘How do I reset my password?’”How the agent handles a common support question
”Simulate a conversation where a customer asks about refund policies”The agent’s behavior for refund-related inquiries
Simulation requires access to the conversation simulation beta. If you don’t see simulate_conversation in your available tools, contact your Customer Solutions Consultant to request access.

Deep-dive analysis

Combine multiple insights for comprehensive analysis and recommendations.

PromptWhat you’ll learn
”Review 100 inquiry summaries from yesterday where CSAT was low and share recommendations on what knowledge, coaching, or playbooks we should add or update”Actionable recommendations based on recent low-satisfaction conversations
”For all conversations today that weren’t resolved by our AI agent, what were the most common reasons for failure?”Pattern analysis across unresolved conversations
”Compare our AR this month vs last month and analyze what might be driving any changes”Month-over-month analysis with potential root causes

Tips for better results:

  • Be specific about timeframes (e.g., “last 7 days”, “yesterday”, “this month”)
  • Include the number of conversations you want to analyze (e.g., “Review 50 summaries…”)
  • Ask follow-up questions to dig deeper into initial findings
  • Use available filters: CSAT scores (1-5), resolution status (Resolved/Not Resolved), handoff status, specific article or action IDs
  • When creating visualizations, you can ask follow-up questions to refine the chart (e.g., “adjust the y-axis to start at 30%“)

Potential Future Capabilities

We’re exploring additional capabilities based on customer feedback:

  • In-dashboard AI assistant — An AI assistant within the Ada dashboard as an alternative to external tools like Claude and ChatGPT
  • Write capabilities — Allow AI assistants (with your permission) to make changes on your behalf, such as creating playbooks they’ve helped you draft

Troubleshooting

Authentication Problems

If you’re experiencing issues connecting to the MCP server, try these debugging steps:

1. Kill existing MCP connections

$pkill -f mcp-remote

2. Clear the MCP auth cache

$rm -rf ~/.mcp-auth

After running these commands, restart your MCP client (Claude Desktop or ChatGPT) and try connecting again.

If you continue to experience authentication issues after clearing the cache, verify that your user role has the required permissions. Read Only users cannot connect to the MCP server—you’ll need an Admin or Owner to upgrade your role.


FAQ

Q: What’s the value of using MCP?

A: It lets you ask natural-language questions like “How has CSAT trended this quarter?” and “What can I do to improve my CSAT?” This removes the need to dig through dashboards, and also helps generate insights that would be difficult to produce manually without the help of an LLM.

Q: Can I customize which tools are available?

A: Yes, in Claude Desktop. Once you connect Ada’s MCP server, you can disable specific tools you’re not interested in using. For example, if you prefer not to share conversation transcripts, you can disable the get_conversation tool and still get value from the other available tools. (ChatGPT does not currently support disabling individual tools.)

Q: What data flows through MCP?

A: Depending on which tools you use, conversation transcripts, reasoning history, summaries, AR status, and CSAT may be transmitted to your chosen MCP client (e.g., Claude, ChatGPT).