MCP as Context Source

Connect external tools and live systems to your agent as real-time context via the Model Context Protocol.

The context entry points covered so far all encode knowledge ahead of time — your schema, your rules, your documents, your examples. But some context lives in other systems and changes constantly: a CRM’s account state, a ticketing queue, a status page, an internal service. The Model Context Protocol (MCP) is an open standard for connecting exactly those systems to an AI agent, and your Upsolve agent can call external MCP servers at chat time to pull that live context into its answers.

Where MCP fits among the entry points

Each context entry point answers a different question:

Entry point	Answers
Data Model	What does your warehouse data look like and what does it mean?
System Prompts	What rules always apply?
Golden Assets	How has your team answered this before?
Skills	What procedures should the agent follow?
Knowledge Base	What documents explain your terms and policies?
User Memory	What does this user prefer?
MCP	What’s true right now in systems outside your warehouse?

MCP is the entry point for anything the agent should fetch live rather than be told in advance. A question like “are there any open incidents affecting this customer?” can’t be answered from your data model — but an MCP connector to your incident tracker can.

Managing connectors

MCP connectors are configured at the project level (Project Settings → MCP Connectors) and are enabled for every workspace’s agent by default — there is no per-workspace connector list. Keep a connector’s tools relevant for every agent in the project, or connect it in a project of its own if one agent would find them noise.

The other direction: exposing Upsolve over MCP

This page is about MCP as a way to bring external context into your agent. Upsolve also uses MCP in the opposite direction — exposing your agent to MCP clients. Those are deployment topics, covered in their own guides:

Use Upsolve from Claude

Build workspaces, or ask them questions, from Claude: one connector for each.

Use Upsolve Local from Claude and Codex

The same two servers against Upsolve running on your own machine.

Next steps

Knowledge Base

Store static reference documents the agent searches on demand.

Skills

Package procedures the agent follows once live context arrives.