Example agent tasks
Connecting
Connect CB Insights over MCP for direct access to its tools.1
Add the connection
From the agent’s tools, add CB Insights.
2
Authorize
A connect card appears. Authorize and approve access.
3
The agent gets to work
The agent can now reach CB Insights through the MCP server.
What you share
Connecting grants the agent access to CB Insights on your behalf. As with every connection, credentials are handled by the secure proxy and never exposed to the model.How credentials stay safe
The proxy model that keeps tokens out of the model’s reach.