Before you start
- You need the Admin role in Invert.
- Assist must be enabled for your organization.
- Assist works only with MCP servers from the vendors below. To use another vendor, contact Invert support and ask us to add it.
| Vendor | MCP server host |
|---|---|
| Benchling | <your-tenant>.mcp.benchling.com |
| Article Galaxy | mcp.articlegalaxy.com |
| Microsoft Work IQ (Microsoft 365) | workiq.svc.cloud.microsoft |
For Microsoft 365, follow Connect Microsoft 365 to Assist (Work IQ) instead. It has steps your Microsoft admin must do first.
Step 1: Add the server
- In Invert, go to Settings → MCP servers and click Add server.
- Keep Other MCP server selected.
- Enter the MCP server URL and a Display name. Invert fills in the Server key from the display name.
- Leave Client ID and Client secret empty, unless the vendor tells you to register a client with them first. In that case, enter the client ID and secret from the vendor.
- Click Add server.
The sign-in window for the vendor opens. When you sign in, Invert loads the server's tools.
Step 2: Check the tools
Each tool on the server row has a status. Invert sets it from what the server says about the tool:
- Approved: the server says the tool only reads data. Assist can use it.
- Blocked: the server says the tool can change or delete data. Assist can't use it.
- Not approved: the server does not say if the tool is read-only. Assist can't use it.
To change a status, click Approve or Block next to the tool. To approve, you must add a note. When you approve a tool, Assist can call it in sessions for every connected user in your organization. Automations never get tools that can change data.
Step 3: Other users connect their account
You are already connected, because you signed in when you added the server. Every other user does this:
- In Invert, go to Settings → Preferences.
- Under Connected accounts, click Connect next to the server.
- Sign in to the vendor's product.
Assist can now use the approved tools in that user's sessions.