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_filtersand desired date ranges) - Conversation metadata
conversation_id- Unique identifier for the conversationtimestamp- When the conversation was engaged (earliest engagement time)customer_inquiry_summary- AI-generated summary of what the customer was asking aboutautomated_resolution_status- Whether the conversation was “Resolved” or “Unresolved” by automationautomated_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.
simulate_conversation in your available tools, contact your Customer Solutions Consultant to request access.Getting Started
Requirements
- Access to Claude Desktop or ChatGPT (paid plan recommended for higher usage limits)
- For Claude Desktop: Node.js installed locally (LTS version recommended)
- Agent, Admin, or Owner role in your Ada dashboard
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:
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
- Open ChatGPT in your browser
- Click your name in the bottom left
- Click ‘Settings’
- Click ‘Apps’
- Scroll down and click ‘Advanced settings’
- Toggle ‘Developer mode’ to ‘On’
- Click ‘Create app’ just above the toggle
- 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
- Click the checkbox next to ‘I understand and want to continue’
- Wait 5-10 seconds to be redirected to a page where you are asked to enter your Ada handle
- Enter your Ada handle (the subdomain from your dashboard URL), select your region from the dropdown, and click ‘Continue to Login’
- Log in with your Ada credentials
- Click ‘Allow access’ on the authorization page
- Wait 15-30 seconds for the connection to complete
- 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.
Option 1: OAuth (Recommended)
- Open Claude Desktop
- Go to Settings → Developer → Edit Config
- Add the following to your
claude_desktop_config.json:
- Replace
acme-corp.ada.supportwith your Ada dashboard domain (see Authentication Methods above) - Restart Claude Desktop
- When prompted, authorize the connection with your Ada credentials
Option 2: API Key
- Generate an API key from Settings → Integrations → API Integrations in your Ada dashboard
- Open Claude Desktop and go to Settings → Developer → Edit Config
- Add the following to your
claude_desktop_config.json:
- Replace
acme-corp.ada.supportwith your Ada dashboard domain (see Authentication Methods above) - Replace
YOUR_API_KEYwith your API key - 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:
OAuth requires authorizing one bot at a time. When using OAuth, you must add and authorize each bot individually:
- Add the first bot to your config file
- Save and restart Claude Desktop
- Complete the OAuth login for that bot
- Edit the config file to add the next bot
- Restart Claude Desktop and authorize
- 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.
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.
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.
Example: AR and CSAT Trend Chart
Example: Conversation Flow Sankey Diagram
Diagnose performance issues
Investigate patterns by pulling summaries and metadata to understand what’s driving outcomes.
Identify optimization opportunities
Find areas with the biggest potential for improvement.
Review current configuration
Understand what your AI agent is currently configured with.
Search knowledge and coaching
Find existing content before making changes.
Test agent responses
Simulate conversations to validate changes before going live.
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.
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
2. Clear the MCP auth cache
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).