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Connectors let the AI Agent work with systems that speak MCP (Model Context Protocol) — your product docs, CRM, order system, or any other MCP server. The AI reads from the connected system in real time and, if you allow it, takes actions there too. Access Connectors through AI > Tools, on the Connectors tab.
Connectors tab showing a connected server with its Lookups and Actions

Connectors

Connectors require a Pro plan, and the AI Agent must be enabled before you can add one.

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Add a Connector

Click Add connector and provide:
  • Name: A label to identify the connector (e.g. “Company Docs”)
  • MCP server URL: The MCP server’s endpoint (e.g. https://docs.company.com/mcp). It must be a public https address — private and local addresses are rejected.
  • Authentication: How Periskope signs in to the server
Add a connector dialog with name, MCP server URL and authentication type

Add a connector

You can connect up to 5 connectors per organization.

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Lookups and Actions

Once connected, Periskope discovers the tools the server offers and sorts them into two groups. Expand a connector to see them and switch individual tools on or off. A connector can have up to 100 tools switched on. Periskope uses the read-only marking the server publishes for each tool. If a server doesn’t publish one, Periskope goes by the tool’s name — names that start with a reading word such as search, get, list, read or fetch count as Lookups.
Look through the Lookups list too. For a server that doesn’t label its tools, a tool that both reads and writes (for example get_or_create_customer) can appear as a Lookup. Switch off anything you don’t want the AI to run on its own.

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How the AI Uses Actions

  • The AI can only call tools you’ve switched on, and only when the conversation calls for it.
  • The AI never repeats the same action with the same details in a conversation, so a customer’s request isn’t carried out twice.
  • If a connector doesn’t confirm an action in time (calls time out after 10 seconds), the AI doesn’t try again. It tells the customer your team will confirm. Check the connected system to see whether the action went through.
  • If an action returns an error, the AI reads it and can correct the details and try once more.
  • Anything a connector returns is treated as information, never as instructions the AI must follow.
You can see every tool call in a conversation in the Logs view under Tool Calls.

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Manage a Connector

  • Refresh re-syncs the tool list after the server’s capabilities change. Your on/off choices for existing tools are kept.
  • Disconnect removes the connector entirely.
  • If a connection using OAuth expires or is revoked, the connector is marked Needs re-auth. Click Reconnect to sign in again.

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Next Steps