• The MCP endpoint must match your BoldDesk account subdomain. Requests to a mismatched endpoint will be rejected.
  • Follow the dedicated client guides to ensure authentication flows and configuration steps align correctly with each supported client.
  • Start with read-only prompts when validating your setup before using tools that create or modify data.
  • To configure OAuth 2.0 authentication, go to AI Center > MCP Server, where you can manage MCP server availability, configure authentication settings, and manage connected OAuth clients.
  • Securely manage and rotate credentials (both API keys and OAuth tokens) according to your organization's security policies.