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Configure the Agent

Set up your MCP agent with a name and instructions that help AI understand how to interact with your application. Each MCP-enabled application has an agent that represents its AI-facing interface.

Go to your Project, click the MCP icon in the sidebar, and select the Agent tab.

View all settings
SettingDescription
NameText input, required. Unique identifier for the agent (for example, Customer Orders).
InstructionsMulti-line text, required. Describes agent purpose and available data.

Agent Setup

Agent Configuration

Name

The agent name identifies your application to AI clients. It should be:

  • Descriptive - clearly indicates the application's purpose
  • Unique - distinct across your organization
  • Readable - uses proper casing like Customer Orders or Inventory Manager

Examples:

Customer Orders
Finance Agent
Inventory Manager

Instructions

Instructions describe what the application does and how AI should interact with it. Good instructions include:

  • Purpose of the application
  • Types of data available
  • Common use cases
  • Important constraints

Example:

Use this application to query financial data and generate
summaries. Available data includes transactions, revenue,
expenses, and budget information. Always specify date ranges
when querying historical data.

Best Practices

DoDon't
Use clear, descriptive agent namesUse generic names like "app" or "agent"
Provide context about data and capabilitiesLeave instructions empty
Document constraints and requirementsAssume AI will know implicit rules
Keep instructions concise but completeWrite lengthy paragraphs of documentation

Next Steps