This article provides step-by-step instructions on how to connect an MCP server and assign it to your AI voice agent.
Before you start
Before adding an MCP server, make sure that:
You have an active account in the business tool you want to connect. DialLink does not provide access to external tools, you must have your own account.
You have admin access in the external tool or access to required credentials (for example, an API key).
You have admin or owner access in your DialLink account.
You have already created an AI voice agent. See Creating an AiVA AI agent.
Step 1: Connect an MCP server to your DialLink account
Before assigning an MCP server to an AI agent, you need to connect it to your account.
To access the MCP server library:
Go to Settings
Desktop:
Mobile:
2. Navigate to AI settings
3. Open MCP servers
Desktop:
Mobile:
The setup process may vary depending on the integration. Follow the instructions for your selected tool:
Step 2: Assign an MCP server to an AI agent
Once the MCP server is connected, assign it to your AI voice agent.
You can do this in two ways:
Option 1: From the AI agent settings
Go to Settings > AI agents.
Desktop:
Mobile:
2. Select the agent you want to edit.
Desktop:
Mobile:
3. In the MCP servers section, choose the connected server from the dropdown list.
Desktop:
Mobile:
Option 2: From the MCP server settings
Go to Settings > MCP Servers.
Desktop:
Mobile:
2. Select the server you want to assign.
Desktop:
Mobile:
3. In the AI agents section, choose the needed agent from the dropdown list.
Desktop:
Mobile:
Step 3: Add instructions for the MCP-enabled AI agent
After connecting an MCP server, you need to define how the AI agent should use it.
Even though the agent has access to the tool, it will not know when or how to use it without clear instructions. You must guide the agent by adding logic to the Instructions field in the Personality section.
See Creating an AiVA AI agent to learn where to add instructions.
Example: Scheduling appointments with Cal.com
If you’ve connected the Cal.com MCP server and want your AI voice agent to schedule appointments, you can add instructions like the following:
“If a caller wants to schedule an appointment, ask for their preferred date and time. Then access the ‘Client appointments’ calendar in Cal.com and check availability.
If the selected time is available, confirm it with the caller, collect their details (first name, last name, phone number), and create the appointment in the ‘Client appointments’ calendar.
If the selected time is not available, suggest alternative time slots on the same date. Once the caller confirms a suitable option, collect their details and create the appointment.”
Be as specific as possible when writing instructions so the AI agent understands your workflow and executes it correctly.
For general guidance, see Writing effective instructions for AiVA AI agent.