Mcp agent connect

MCP Agent Connect

Look up an agent's MCP endpoint from CRM, discover their capabilities, register in Claude Code, and interact via tools.

When to use

• "Connect to [contact]'s agent"
• "What can [company]'s agent do?"
• "Book a meeting through [person]'s agent"
• A CRM contact has mcp_url set and user wants to interact
• User provides a new agent URL to register

Paths

What	Path
CRM Companies	$CRM_PATH/contacts/companies.csv
CRM People	$CRM_PATH/contacts/people.csv
Activities	$CRM_PATH/activities.csv

How to execute

Step 1: Find mcp_url from CRM

Parse $ARGUMENTS for the contact name or company name.

import pandas as pd

name = "$1"  # contact or company name from arguments

# Search people
people = pd.read_csv('$CRM_PATH/contacts/people.csv')
match = people[
    people['first_name'].str.contains(name, case=False, na=False) |
    people['last_name'].str.contains(name, case=False, na=False)
]

# Search companies
companies = pd.read_csv('$CRM_PATH/contacts/companies.csv')
comp_match = companies[
    companies['name'].str.contains(name, case=False, na=False)
]

# Get mcp_url
if not match.empty and pd.notna(match.iloc[0].get('mcp_url')):
    mcp_url = match.iloc[0]['mcp_url']
    contact_name = f"{match.iloc[0]['first_name']} {match.iloc[0].get('last_name', '')}"
elif not comp_match.empty and pd.notna(comp_match.iloc[0].get('mcp_url')):
    mcp_url = comp_match.iloc[0]['mcp_url']
    contact_name = comp_match.iloc[0]['name']
else:
    print(f"No mcp_url found for '{name}'. Add it to the contact's CRM record first.")
    exit()

If the user provided a URL directly instead of a contact name, skip CRM lookup and use the URL.

Step 2: Discover agent capabilities

Use WebFetch to get the agent discovery endpoint:

URL: {base_url}/.well-known/agent.json

Where base_url = mcp_url with trailing /mcp/ removed.

Parse the response for:

• name -- agent name
• description -- what the agent does
• capabilities -- dict of capability → {url, tools}

Show the user what this agent can do.

Step 3: Register MCP server

Generate a slug from the agent name:

import re
slug = re.sub(r'[^a-z0-9-]', '', name.lower().replace(' ', '-'))

Register in Claude Code:

claude mcp add <slug> --transport http <mcp_url>

Tell the user: "Agent {name} registered as {slug}. Restart your Claude Code session to use their tools."

Step 4: Log activity

After any MCP interaction, log to activities.csv:

import csv
from datetime import date

activity = {
    'activity_id': f'act-mcp-{date.today().isoformat()}',
    'person_id': person_id,      # if known
    'company_id': company_id,    # if known
    'type': 'message',           # or 'meeting' for bookings
    'channel': 'mcp',
    'direction': 'outbound',
    'subject': f'MCP interaction with {contact_name}',
    'notes': 'Describe what tools were called and the outcome',
    'date': str(date.today()),
    'created_by': 'ai',
}

Update the contact's last_contact and last_updated fields.

Troubleshooting

Problem	Solution
Tools not available after add	Restart Claude Code session
agent.json not found	Check URL, try {base_url}/.well-known/agent.json in browser
Connection timeout	Verify agent server is running and accessible
MCP URL returns 404	Ensure URL ends with / (trailing slash)
No mcp_url in CRM	Ask user to provide the URL, then add it to the contact record

Related skills

• agent-contacts -- local agent phone book (add/list/remove without CRM)
• log-activity -- log any communication to activities.csv
• query-leads -- find CRM contacts, filter by mcp_url