Skip to content
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
29 changes: 29 additions & 0 deletions guides/ai-agents/mcp-servers.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -68,6 +68,35 @@ MCP servers are configured per project and can be attached to one or more agents
Per-user OAuth (where each user connects their own account) is planned but not yet supported.
</Info>

## Choose which tools are exposed to the agent

Each MCP server exposes a set of tools, and you decide which ones the agent can use. Open an MCP server in your project settings and use **Tool permissions** to enable just the tools that fit the agent's job.

<Frame>
<img
src="/images/guides/ai-agents/mcp-tool-curation.png"
alt="MCP server tool permissions view showing the Notion MCP server with one of fourteen tools enabled"
/>
</Frame>

A few ways teams use this:

- **Stick to read-only when that's all you need.** Enable tools like `search` or `fetch` and leave write tools (create, update, delete) off so the agent can look things up without changing anything.
- **Match tools to the agent's role.** A support insights agent probably needs to read Notion pages, not move or delete them.
- **Open things up gradually.** Start with a small set of tools and add more as you see how the agent uses them.

## Pick the right MCPs and tools for each agent

Every enabled tool — its name, description, and parameter schema — is included in the agent's context on every turn. That context is shared with instructions, conversation history, and the model's own reasoning, so a long menu of tools leaves less room for the things that make answers good.

The fix is simple: be intentional about what you turn on.

- **Build agents around a job.** A focused product analytics agent or RevOps agent usually beats one general-purpose agent with every MCP attached.
- **Attach the MCPs that agent actually uses.** If a product analytics agent never touches Confluence, don't connect it.
- **Enable the specific tools for the task.** Within an MCP, turn on the handful of tools the agent needs and leave the rest off.

This isn't a reason to avoid MCPs — they're what makes agents useful. It's just worth picking a curated set per agent rather than enabling everything by default.

## Example agents

**Product analytics agent + Linear**
Expand Down
4 changes: 2 additions & 2 deletions guides/formatting-your-fields.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -1019,7 +1019,7 @@ Currently you can format 2 types of fields in the Lightdash UI:
You can adjust the formatting of your pre-defined metrics from the results table.

<Frame>
<img src="/images/guides/formatting-your-fields/yaml-metric-formatting.jpg"/>
<img src="/images/guides/formatting-your-fields/yaml-metric-formatting.png"/>
</Frame>

You can customize the formatting of your custom metrics when you create them, and later on from the results table.
Expand Down Expand Up @@ -1085,4 +1085,4 @@ You can then choose from the following formatting types:
* `separator`, e.g. from `.` to `,`
* `compact` value to compact your metric to a certain unit, e.g. from `1,000,000` to `1M`
* `prefix` value to add a prefix to your metric, e.g. `+` or `-`
* `suffix` value to add a suffix to your metric, e.g. `%`
* `suffix` value to add a suffix to your metric, e.g. `%`
Binary file added images/guides/ai-agents/mcp-tool-curation.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading