MCP Agent Connect Skill

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(' ', '-'))

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

Agent Skills: MCP Agent Connect

Install this agent skill to your local

Skill Files