Once you’ve connected an MCP server in DialLink, you need to assign it to an AI agent so the agent can use the service during calls.
You can do this in two ways:
Option 1: From the AI agent settings
Go to Settings > AI agents.
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2. Select the agent you want to edit.
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3. In the MCP servers section, choose the connected server from the dropdown list.
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4. Click Add MCP server.
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Option 2: From the MCP server settings
Go to Settings > MCP Servers.
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2. Select the server you want to assign.
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3. In the AI agents section, choose the needed agent from the dropdown list.
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4. Click Add AI agent in the desktop or browser version.
Next step: add instructions for your MCP-enabled agent
To make sure your agent knows how to use the connected MCP server, update their instructions in the Instructions field.
See Adding instructions for MCP-enabled AI agents for details and examples.