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Connectors give Primo AI access to tools outside the platform. A connector is a Model Context Protocol (MCP) server that you register by URL. Once connected, the assistant can call that server’s tools during a conversation — for example, to look up a page in Notion or act in another system.

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When to use a connector

Add a connector when you want the assistant to reach beyond Primo’s own data:
  • Query another system — pull information from a tool your team already uses.
  • Act in another system — let the assistant perform tasks in a connected service.
  • Extend the assistant — bring in any tool that speaks the Model Context Protocol.
If you only need the assistant to work with Primo data or your company’s own instructions, you don’t need a connector — use knowledge base items instead.

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Prerequisites

  • The AI agent write permission to add, re-authenticate, or delete connectors.
  • The URL of an MCP server that supports OAuth authentication.

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Add a connector

1

Go to Settings > AI > Connectors

Open Settings, select the AI section, then the Connectors tab.
2

Click 'Add connector'

The connector dialog opens.
3

Enter the connector details

  • Name — a label for the connector, for example Notion.
  • Server URL — the MCP endpoint, for example https://example.com/mcp.
4

Add advanced settings if needed

Expand Advanced settings only if your MCP server does not support Dynamic Client Registration. Register Primo in the provider’s OAuth console, then enter the Client ID and Client secret. Leave the secret empty for public clients that use PKCE.
5

Click 'Connect'

Primo redirects you to authenticate with the MCP server. After you authorize access, the connector returns to Primo and its status becomes Connected.

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Connector statuses

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Manage connectors

From the Connectors tab you can:
  • Re-authenticate — refresh access when a connector expires or errors.
  • Delete — remove a connector and its stored credentials.

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How Primo AI uses connectors

When a conversation needs an external tool, the assistant selects the relevant one from your connected connectors and asks you to approve the action before it runs. Open Primo AI and use the Connectors control in the message box to choose which connectors are active for a conversation. See Primo AI.