Getting Started with MCP Pro Actions

This guide walks you through connecting your first MCP service and creating your first AI-powered workflow.

Prerequisites

• Pro plan or higher (upgrade here)
• An account with the service you want to connect (e.g., Notion, HubSpot)
• 5 minutes

Step 1: Choose Your First Integration

Recommended for beginners:

• Notion (OAuth) - If you use Notion for documentation
• HubSpot (API Key) - If you have a CRM
• Zapier - If you want to connect multiple services

Pick one service to start. You can add more later.

Step 2: Navigate to Pro Actions

1. Go to app.chipp.ai
2. Open your app (or create a new one)
3. Click Build in the sidebar
4. Scroll to Capabilities
5. Click Add Pro Action

You'll see a modal with available MCP providers.

Step 3: Connect Your Service

Option A: OAuth Services (Notion, Asana, Atlassian)

For Notion:

1. Find Notion in the provider list
2. Click Connect
3. A popup opens to notion.com
4. Click Select pages → Choose which pages to share
5. Click Allow access
6. Popup closes automatically

You're now connected! Chipp can read and write to your selected Notion pages.

Option B: API Key Services (HubSpot, Close, Needle)

For HubSpot:

1. Get your HubSpot API key:

   • Go to HubSpot → Settings → Integrations → Private Apps
   • Click Create a private app
   • Name it "Chipp AI Assistant"
   • Under Scopes, select:
     • crm.objects.contacts.read
     • crm.objects.contacts.write
     • crm.objects.deals.read
   • Click Create app → Copy the access token

2. Back in Chipp modal:

   • Find HubSpot in the list
   • Click Configure
   • Paste your API key
   • Leave Transport as "HTTP"
   • Leave Auth Type as "API Key"

3. Click Test & List Tools

   • Wait 2-5 seconds
   • You'll see available capabilities like:
     • Search contacts
     • Get contact by ID
     • Update contact
     • Create deal

4. Check the boxes for tools you want to enable

   • Start with 2-3 tools for testing
   • You can enable more later

5. Click Save

Done! Your AI can now search and update HubSpot contacts.

Step 4: Configure Tool Access

After connecting, you'll see a list of available tools. Don't enable everything yet.

Recommended starting set:

For Notion:

• ✅ Search pages
• ✅ Create page
• ✅ Read page content

For HubSpot:

• ✅ Search contacts
• ✅ Get contact details
• ✅ Create contact

For Zapier:

• ✅ Trigger Zap
• ✅ List available Zaps

Why selective?

• Easier to test and debug
• Clearer AI behavior
• Better performance
• You can add more anytime

Step 5: Test Your Integration

Now let's verify it works.

Test in the Chat Interface

1. Go to Preview tab (or Share → Test)
2. Ask a question that requires the integration:

For Notion:

"Search my Notion workspace for pages about Q1 planning"

For HubSpot:

"Find contact information for john@example.com in HubSpot"

For Zapier:

"What Zaps do I have available?"

3. Watch the AI:
   • It should recognize the request
   • Call the MCP tool
   • Return results from the service

Troubleshooting Test Issues

AI doesn't use the tool:

• Make sure you enabled the relevant tool in Step 4
• Try being more explicit: "Use Notion to search for..."
• Check your app's system prompt doesn't forbid actions

"Authentication failed" error:

• OAuth: Try disconnecting and reconnecting
• API Key: Verify you copied the entire key
• Check the service's status page

"Tool not found" error:

• The tool might not be enabled
• Go back to Pro Actions → Configure → Enable the tool

Step 6: Add to Your System Prompt (Optional)

For better AI behavior, mention the integration in your system prompt:

Example for Notion:

You have access to the user's Notion workspace. When they ask about documentation, project plans, or notes, search Notion to find relevant pages.

Example for HubSpot:

You can search and update our HubSpot CRM. When users ask about contacts, leads, or deals, use HubSpot tools to look up current information.

This helps the AI understand when to use the tools.

Common First Workflows

Notion: Meeting Notes Assistant

System prompt:

You help users create and search meeting notes in Notion. When they want to take notes, create a new page in their "Meeting Notes" database with today's date as the title.

Test:

User: "Create meeting notes for today's standup" AI: Creates Notion page, returns link

HubSpot: Lead Qualification Bot

System prompt:

You qualify incoming leads by checking HubSpot. When given an email, search for the contact, check their deal stage, and report if they're a good fit.

Test:

User: "Is sarah@acme.com a qualified lead?" AI: Searches HubSpot, checks deal status, reports findings

Zapier: Workflow Automation

System prompt:

You can trigger Zapier workflows. When users want to automate tasks across multiple apps, offer to run the appropriate Zap.

Test:

User: "Add this lead to our newsletter and CRM" AI: Triggers "New Lead → Mailchimp + HubSpot" Zap

Next Steps

Add more integrations:

• Try connecting 2-3 services that work together
• Example: Notion + Slack + HubSpot

Enable more tools:

• Revisit Pro Actions → Configure
• Enable additional capabilities as needed

Create workflows:

• Combine multiple MCP tools in one conversation
• Example: Search Notion → Create HubSpot contact → Send Slack message

Monitor usage:

• Check Analytics to see which tools are used most
• Optimize your enabled tools based on actual usage

Advanced patterns:

• Chain tool calls: "Search Notion, then create a HubSpot deal from the info"
• Conditional logic: "If the contact exists in HubSpot, update it. Otherwise, create it."
• Multi-service workflows: "Find the project in Notion, check Asana for tasks, report status in Slack"

Examples & Templates

Quick Reference

Add another MCP service:

1. Build → Capabilities → Add Pro Action
2. Choose service → Connect/Configure
3. Enable tools → Save

Disable a tool:

1. Build → Capabilities → Find the integration
2. Click Configure
3. Uncheck the tool → Save

Revoke access:

1. Build → Capabilities → Find the integration
2. Click the trash icon → Confirm
3. Also revoke in the service's settings (e.g., Notion → Settings → My connections)

Check tool usage:

1. Go to Analytics tab
2. View "Tool Calls" section
3. See which MCP tools are being used

Get Help

Not working?

• Check our Troubleshooting Guide
• Email support@chipp.ai
• Join Discord for community help

Want to see it in action?

• Watch video tutorial (coming soon)
• Try example apps

Ready for advanced features?

• Custom MCP Servers
• Error Handling
• Rate Limit Management