Advanced
How to use the MCP server
The MCP server connects MetoCRM to an AI assistant: the api key, the connection address and which roles can reach the page.
Where to find it
IntegrationsMCP
MCP (Model Context Protocol) is an open protocol for connecting language-model clients to external systems. Rather than writing a plugin per piece of software, a system is exposed once as an MCP server and any client that speaks the protocol can talk to it.
On the CRM side that means someone on your team can write "list the patients who got a quote this week and have not been touched for three days" and get the list. Nobody opens the panel to build a filter, and nobody exports a report into a spreadsheet.
Before you start
- The MCP page is open by default to Admin and Meto Supervisor (and Moderator).
- A client that supports MCP, such as Claude.
Step by step
- Open Integrations › MCP. The api key and connection address are shown masked with asterisks.
- Press the eye icon to reveal the value; the copy button copies the real value.
- Register the key and connection address in your MCP client.
- To give another role access, tick
mcp_settings_accessfor that role under Roles › Edit.
Tips and common mistakes
- Careful MCP api keys are sensitive — that is why the page is restricted to admin roles by default. Never share the key in a screenshot.
- Careful Each operator uses their own tenant's key. Do not use another organisation's key.
- Tip MCP does not replace a reporting tool; it lets an assistant reach CRM data in natural language. For regular, repeated measurement keep using the reports.
Frequently asked questions
I cannot see the MCP page.
It is open by default to Admin, Meto Supervisor and Moderator. For another role, grant mcp_settings_access under Roles › Edit.
Can the assistant see patient phone numbers?
Access to personal data follows your tenant's settings and data masking rules. Limit access deliberately when working with sensitive data.
Can I rotate the key?
If you suspect it has leaked, contact your administrator or support to have it regenerated.