When using AI to perform analysis tasks, you often need to connect to external resources, such as pulling signed-order data from a CRM system or pushing generated analysis reports to an instant messaging group. You can use MCP (Model Context Protocol) connectors to integrate the data and capabilities of external systems into your AI analysis workflow to extend the AI's capabilities. On the MCP Management page, administrators can view and manage connectors that have been added to the current organization and add new ones as needed.
Prerequisites
Subscription: Your organization must have the Quick BI AIPro edition.
Permissions: Only an administrator (a user with AIPro centralized management permissions) can access the Management Center to add and manage MCP connectors. For more information about how to configure permissions, see user permissions.
Access the feature
Go to the Management Center in Quick BI AIPro and click MCP Management in the left-side navigation pane.
Add an MCP connector
On the MCP Management page, click Add Connector in the upper-right corner.
In the Import by JSON dialog box, configure the connector.
Parameter
Description
① Configure JSON
Enter the configuration JSON for the connector, which supports two modes: STDIO and SSE.
STDIO: The client and server communicate directly through standard input/output pipes without using network ports. This mode is suitable for scenarios such as local development, debugging, and single-machine deployments. The following code provides an example.
// stdio example: { "mcpServers": { "stdio-server-example": { "command": "npx", "args": ["-y", "mcp-server-example"] } } }SSE: The server pushes event messages to the client one-way over a persistent HTTP connection. This mode is suitable for scenarios that require server-side data push, remote deployments, or shared services among multiple clients. The following code provides an example.
// SSE example: { "mcpServers": { "sse-server-example": { "url": "http://localhost:8080/sse" } } }
② Connector Description
Enter a description for the connector, such as its function, business purpose, or usage notes.
Click Import to add the MCP connector. Once added, the connector is enabled and visible to all members in the organization by default. When creating a new analysis task, organization members can select from the available MCP connectors in the task dialog box.
Manage MCP connectors
The MCP Management page lists all MCP connectors added to your organization, along with their description, visibility, creator, and status. You can perform the following management operations on this page.
Actions | Description |
① Search for a connector | If you have many connectors, use the search box to find a specific one by entering a keyword. |
② Set status | Connectors are enabled by default when added. You can use the toggle switch in the Status column to enable or disable a connector. |
③ Edit | Click the |
④ Set visibility | Click the
|
⑤ Delete | Click the |
⑥ Batch delete | Select multiple connectors to delete them at once. |
icon to open the Edit Knowledge dialog box, where you can modify the connector's configuration information.
icon to open the Set Visibility dialog box and modify the connector's visibility.
icon and then confirm the deletion to remove a connector.