Advanced MCP Server

• Advanced MCP Server Features
  • What this module does
  • Who is this for?
    • MCP Administrators
    • MCP Users
    • Approvers
    • Common business contexts
  • Supported features
  • Real-time behaviour
  • Benefits
  • Conclusion
• Configure the MCP Server
  • Install the Advanced MCP Server
    • Prerequisites
    • Install the module
    • Grant MCP Server access rights
  • Enable & Configure the MCP Server
    • Enable the MCP Server
    • Server Settings reference
      • Smart button row
      • Rate Limits
      • Token Settings
      • Features
      • Audit
  • User Groups & Access Rights
    • The two groups
      • MCP Administrator
      • MCP User
    • Record rules in plain English
    • How to assign a group
    • Who acts on behalf of whom?
• Connection Management
  • Connect a New AI Tool
    • Where to find it
    • Pick how the AI client should connect
  • Browser Login (OAuth) — claude.ai, ChatGPT
    • When to use this
    • End-to-end workflow
      • Step 1 — (Admin) Run the wizard
      • Step 2 — (End user) Paste the URL into the AI tool
      • Step 3 — (End user) Log in via the browser
      • Step 4 — (Admin) Optional: tighten the connection
    • Disabling dynamic registration
  • API Key (Bearer) Connections
    • Create an API key connection
      • Step 1 — Open the wizard
      • Step 2 — Configure
      • Step 3 — Review and copy the key
    • Per-client setup snippets
      • Cursor
      • Claude Code CLI
      • Gemini CLI
      • Continue.dev
      • curl
      • Generic Bearer header
    • Connection statuses
  • Custom OAuth Connections
    • Step 1 — Pick Custom OAuth in the wizard
    • Step 2 — Configure the client
    • Step 3 — Review and copy the credentials
    • Rotating the client secret
  • Managing Connections
    • The Connections list
    • Search and filters
    • The Connection form
      • Header smart buttons
      • Status pill
      • Type
      • Key Info / OAuth Info
      • Permissions
      • Human-in-the-loop Approvals
      • IP Restrictions
      • Rate Limits (Bearer only)
      • Statistics & Notes
    • What MCP Users see
  • Rotate, Revoke, and Reactivate
    • When to rotate
    • When to revoke
    • Rotating an API key
    • Rotating an OAuth client secret
    • Revoking and reactivating a connection
    • What revoke really does
    • Bulk hygiene tip
  • AI Client Setup Cheatsheet
    • Compatibility matrix
    • claude.ai (web)
    • ChatGPT
    • Claude Desktop
    • Cursor
    • Claude Code CLI
    • Gemini CLI
    • Continue.dev
    • Custom backend / server-to-server
    • curl / scripts
• Tools & Capabilities
  • The Tool Catalog
    • Categories at a glance
    • Activating or deactivating a tool
    • Filtering and grouping
    • Built-in tools at a glance
  • Data Tools (Read & Write)
    • Read tools
    • Write tools
    • Execute / advanced
    • Dry-run mode
    • Read scope and ACLs
  • Workflow Tools
    • get_workflow_state
    • transition_state
    • Example workflow
    • Safety rails
  • Chatter & Activity Tools
    • post_message
    • schedule_activity
    • read_activities
    • Typical user prompts
    • Safety rails
  • Email Template Tools
    • The four tools
      • create_email_template
        • Duplicate-name handling
      • preview_email_template
      • send_test_email_template
      • stage_mass_mailing_from_template
    • Safety summary
  • Reporting & Analytics Tools
    • Pulse Report — operational health
    • Dashboards — compose_dashboard
    • Charts — generate_chart, update_chart, compose_chart
    • Odoo reports — generate_report, list_reports
    • Knowledge tools — knowledge_search, knowledge_read, knowledge_ask
    • Ontology tools — ontology_describe, ontology_search
    • Event tools — subscribe_events, unsubscribe_events
    • Session tools — get_session, update_session_context
• Governance & Security
  • Human-in-the-Loop Approvals
    • When to use approvals
    • Configure approvals per connection
    • The approval workflow
      • Step 1 — The AI tries a risky action
      • Step 2 — The approver reviews the request
      • Step 3 — Approve or reject
      • Step 4 — The AI surfaces the result
    • Approval lifecycle
    • Cron behaviour
    • Best practices
  • Audit Logs
    • Where to find it
    • What is recorded
    • Search and filter
    • Payload logging
    • Retention and cleanup
    • Cannot edit, cannot delete
    • Use cases
  • Sessions
    • Where to find it
    • What a session record contains
    • Manual control
    • How sessions interact with connections
    • Tools that use the session
    • Cleanup cron
    • Search filters
  • Rate Limits
    • Defaults
    • Per-connection overrides
    • How it is enforced
    • What happens when a connection hits the limit
  • IP Restrictions
    • Where to configure them
    • Supported formats
    • How the rules combine
    • Trusting your reverse proxy
    • Typical use cases
    • What the user sees
• Ontology Layer
  • Ontology Concepts
    • What is a Concept?
    • Where to find them
    • The Concept form
    • How the AI uses concepts
    • When to add a new Concept
  • Ontology Mappings
    • Where to find them
    • The Mapping form
    • Resolution order
    • Multi-company example
    • Writing the domain
    • When to use mappings
• Knowledge Layer
  • Knowledge Layer Configuration
    • Where to find it
    • Step 1 — Pick the search engine
      • Basic Search (default)
      • Smart Search
    • Step 2 — Configure Smart Search (optional)
      • Vector Backend (Smart Search storage)
        • Detect Vector Backend
    • Step 3 — Enable the master switch
    • Re-indexing
    • Step 4 — Chunking and exclusions
    • Mimetype Catalog
  • Indexed Sources & Chunks
    • The Indexed Sources list
    • State machine
    • The Source form
    • Manually re-indexing
    • The Chunks browser
    • Search filters
  • Knowledge Search Modes
    • The three knowledge tools
    • Search modes
      • fulltext (Basic Search)
      • vector (Smart Search — pure semantic)
      • hybrid (Smart Search — recommended default)
    • Mode fallback
    • ACL enforcement
    • Typical user prompts
• Visualisation Studio
  • Charts
    • Where to find them
    • How charts are created
    • The Chart form
      • Smart buttons
      • Visualisation
      • What to chart
      • Aggregation
      • ECharts options
      • Description
    • The chart tools
    • Search filters
  • Dashboards & Pulse Reports
    • Dashboards — compose_dashboard
      • Sections
      • Two-step “save as page” flow
    • Pulse Reports — pulse_report
      • The eight dimensions
      • Typical user prompts
      • Save Pulse as Shared Page
  • Shared Pages
    • Where to find them
    • How a page is created
    • The Shared Page form
      • Smart buttons
      • Access group
      • Lifecycle group
      • Notebook
    • Field allowlist — why it exists
    • Filters
    • Revoking a page
• Events & Webhooks
  • Event Subscriptions
    • Where to find them
    • What an event subscription captures
      • Smart buttons
      • Trigger group
      • Webhook Delivery group
    • How the AI creates subscriptions
    • In-session vs. persistent
    • Watching specific fields
    • Unsubscribing
  • Webhook Delivery
    • Payload shape
    • Webhook Secret (HMAC-SHA256)
    • Per-delivery log
    • What goes wrong, and how to fix it
• Prompt Templates
  • Prompt Templates
    • Where to find them
    • The Prompt form
      • Smart buttons
    • Sample template
    • How the AI uses templates
      • End-to-end flow
      • The two MCP methods, in plain terms
      • Configuring & using prompts in each AI client
      • Variables — what the client shows the user
      • Visibility — who sees which template
    • Use cases
    • Active vs. Inactive
• Advanced MCP Server FAQs
  • Getting Started
  • Connections & Authentication
  • Permissions & Security
  • Tools & Workflows
  • Knowledge Layer
  • Visualisation, Pages, and Reports
  • Events, Webhooks, and Automations
  • Troubleshooting & Maintenance
• Advanced MCP Server Support Policy
  • Support Coverage
  • Support Exclusions
  • Contact Support
  • Required Information
  • Before Submitting
  • Additional Support
• Troubleshooting
  • The AI client cannot connect at all
    • Diagnostic checklist
  • The AI tool says “Unauthorized”
  • The AI tool says “Rate limit exceeded”
  • A specific tool is missing from the AI’s catalog
  • The AI says an action is “awaiting approval” but the approver doesn’t see it
  • A webhook subscription stopped firing
  • A Knowledge Layer file is “Failed” or “Skipped”
  • Smart Search returns weird results
  • The Pulse Report is missing dimensions
  • Sessions list is full of stale rows
  • Audit logs are growing too quickly
  • Still stuck?
• Best Practices
  • Security
  • Performance
  • Connections & UX
  • Tools & Workflow
  • Approvals
  • Governance over time
  • Knowledge Layer
  • User onboarding