# Getting Started with MCP Pro Actions

Connect your first MCP service in 5 minutes



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

## Prerequisites

- Pro plan or higher ([upgrade here](https://app.chipp.ai/plans))
- 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](https://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

<Callout type="success">
  If you see results from your connected service, **you're done!** The integration is working.
</Callout>

### 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

<div className="grid gap-6 md:grid-cols-2 my-8">
  <Card title="Notion Workflows" href="/docs/pro-actions/examples#notion">
    Documentation search, page creation, database queries
  </Card>
  <Card title="HubSpot CRM Assistant" href="/docs/pro-actions/examples#hubspot">
    Lead qualification, contact management, deal tracking
  </Card>
  <Card title="Multi-Service Automation" href="/docs/pro-actions/examples#multi-service">
    Combine Notion, Slack, HubSpot, and more
  </Card>
  <Card title="Custom MCP Servers" href="/docs/pro-actions/custom-servers">
    Connect your own MCP-compatible server
  </Card>
</div>

## 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](/docs/pro-actions/troubleshooting)
- [Email support@chipp.ai](mailto:support@chipp.ai)
- [Join Discord](https://discord.gg/chipp) for community help

**Want to see it in action?**
- [Watch video tutorial](#) (coming soon)
- [Try example apps](https://app.chipp.ai/marketplace?filter=mcp)

**Ready for advanced features?**
- [Custom MCP Servers](/docs/pro-actions/custom-servers)
- [Error Handling](/docs/pro-actions/error-handling)
- [Rate Limit Management](/docs/pro-actions/rate-limits)