Connect Simplero Coach to other External Tools

📋 What you need before you start

• Name — a short label you'll recognize (e.g. CRM, Calendar, Support Desk)

• URL — the MCP server address (usually starts with https://)

• Description — optional notes for your own reference

• Auth headers — optional JSON credentials from the MCP server provider

Auth headers look like this:

{"Authorization":"Bearer your-token-here"}

⚠️ Treat auth headers like passwords. Only paste them from sources you trust.

➕ Add an MCP server

1. Open Simplero Coach.

2. Find the Tools tab on the right sidebar:

3. Click Add MCP Server.

4. Fill in the details: Name, URL, Description, Auth headers (if required), and leave Enabled checked.

5. Click Add server.

Simplero checks which tools the server offers and stores that list for the bot.

🔄 Refresh the tool list

Click Refresh tools when the outside service has added, removed, or changed its available tools. This re-fetches the current tool list from the server.

⏸️ Temporarily disable a server

1. Edit the MCP server.

2. Uncheck Enabled.

3. Save.

The server stays in your settings, but the bot won't use its tools until you re-enable it.

✏️ Edit or remove a server

• Edit when the URL, description, or auth headers change.

• Remove when you no longer want the bot connected to that service.

💬 How it works in conversations

When a server is enabled, its tools are available to the bot. The bot decides when a tool is useful based on the conversation — no special commands needed. Just ask normally.

The bot may not use a tool for every message. It uses them when they appear helpful.

🛠️ Troubleshooting

Server won't save?

• URL must start with http:// or https://

• URL must be reachable

• Auth headers must be valid JSON

• Server name can't duplicate an existing one

Refresh tools fails or shows nothing?

• Check the server is online

• Confirm the URL and auth headers are still valid

• Confirm the MCP server actually provides tools

Bot isn't using the tool you expected?

• Make sure the server is enabled

• Refresh tools if the server changed anything recently

• Ask clearly for something the connected tool can do

🔒 Security tips

• Only connect MCP servers from people or services you trust

• Treat auth headers like passwords

• Remove servers you no longer use

• Disable a server if you're unsure whether it should still be active