Connect MCP integrations to your workspace

Genie supports the Model Context Protocol (MCP), an open standard that lets AI assistants call tools in external services. When you connect an MCP server to your workspace, every member can use those tools inside any project — without each person setting up their own credentials. A single workspace-level connection covers your whole team.

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Open the integrations page

Click the account row at the bottom of the workspace sidebar, choose Workspace settings, then open Integrations.

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Add a preset integration

Genie includes one-click presets for the most popular tools. Preset connections have their server URL, transport, and authentication type pre-configured — you just authorise and go.

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Available preset integrations

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Add a custom server

If the tool you need is not in the preset list, you can connect any MCP-compatible server manually.

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Connect any REST API

If a service has no MCP server, ask Genie AI in the workspace chat to connect it — “Connect our Shopify shop” or “Connect our internal orders API”. Genie AI writes down the API’s operations (for example List orders and Create order) and asks you for the API key on a card of its own, so the key never passes through the model. The result is a custom API integration, listed with a Custom API badge, and each of its operations is available in three places:

• as a step in the Genie Agents editor — under Your integrations in the add-step list, one row per operation such as Shop · List orders. Its inputs appear as ordinary fields, with the raw JSON still available under Advanced;
• as a tool of Genie AI itself, so “List my open orders” works in chat;
• through the Genie MCP Server, for external clients.

Open the integration’s row to see its version, its operations (method, path, whether each reads or writes) and the first problem if a change was refused, or to press Edit with Genie AI or Copy spec JSON. Every change is saved as a new version, so an earlier one can be restored. Only owners and admins can add one, and the same sharing and security rules as for any integration apply. Import operations from an OpenAPI document. If the API publishes an OpenAPI 3 description, give Genie AI its link — “Import the operations from https://api.example.com/openapi.json”. Genie AI lists what the document offers, you pick the operations you want, and they are converted exactly as the document describes them (path, query and header inputs, JSON body) and saved as one new version. Operations that can’t be converted faithfully are skipped, and Genie AI tells you why. An operation you already have is only overwritten when you ask for it. The document must be reachable over HTTPS on the public internet, and very large documents are read only up to a size limit.

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Authentication types

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Shared vs. personal connections

Most connectors are still one shared connection for the whole workspace — an admin connects it once, and every member’s tools use that same credential, as described above. A few connectors need a personal account instead, because a shared credential wouldn’t make sense there — Microsoft 365, Gmail, and Google Drive, for example, each need to reach one person’s own mailbox or files rather than something shared. For those, an admin still adds the connector itself for the workspace, but each member then connects their own account from their side, and Genie’s AI acts using that member’s own connected account whenever it’s that member talking to it, not a shared one. If you haven’t connected your own account yet, that connector simply isn’t available to you until you do — Genie never falls back to someone else’s connected account. If someone leaves the workspace, their personal connection is removed along with their membership. Only you can see that your own account is connected in a way that exposes your credentials; admins can see whether a connector is connected or not, but never the credential itself, even for connectors you’ve personally connected. An owner or admin can switch a connector between shared and per-member later, from its Edit form (“Who signs in”) — no need to remove it and add it again. Switching direction never carries an existing credential across: everyone connected under the old setting needs to (re)connect under the new one.

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Sync your own mailbox

Every member can mirror their own Outlook or Gmail mailbox into the knowledge base, so Genie AI can answer from their mail. Open Settings → Integrations and find the My mailbox card: it has one row per mailbox, each showing its state and the next step — Connect your account (an owner or admin has to add the integration first if it isn’t there), Start syncing, Pause, Resume, Try again after a failed run, or Stop. Genie AI can show the same state, and starts, pauses or stops a sync only when you press the card it offers.

• Only your own mail, last 90 days. A sync reads the mailbox of whoever started it, never someone else’s, and begins 90 days back. Mail folders aren’t copied — every message becomes one document on a single shelf, and a message you move between folders stays the same document.
• Private to you. The mail lands in your own personal access area: other members never see it, not even that it exists. The workspace’s owners and admins can still read it. If you leave the workspace, your area is held rather than opened to others.
• Not everything is knowledge. Newsletters and mailing lists, automated mail, calendar invitations and no-reply senders are skipped before anything is read, and show as Not knowledge in the sync’s file list. Junk, Deleted Items, Drafts and similar folders are never read.
• Stopping keeps what was filed. The mail already read stays in your area; starting again files it a second time.
• Time and cost, up front. Before you start, the row says how many messages it will read, roughly how long that takes and what the import and each following month cost in credits. While it runs, it shows what is left, when it should be done and what the sync has cost so far. If a mailbox is too large to count completely, the figures say at least.

Mail is read into the knowledge base like any document, so it counts toward the same limits and the same credits as other synced files.

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Manage connected servers

Each connected server appears as a row in the Connected servers list, with a plain-language status — connected, ready, not connected yet, not working, per-member, or paused — instead of raw connection details. If the status is just a sign-in away, a Connect button sits right on the row rather than in a menu. From the row you can:

• Enable / Disable — temporarily turn a server off without removing it. Disabled servers do not provide tools to the AI.
• Authorize / Re-authorize — (OAuth servers only) start or restart the OAuth flow.
• Edit — change the display name, description, or bearer token.
• Remove — permanently disconnect the server and delete its credentials.

You can also do this from the chat: ask Genie AI to reconnect or repair an integration and it shows a card with the same buttons. See Fix an integration from the chat.

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Security

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Related pages