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Overview

Apps extend what your AI agents can do. Connect to your CRM, calendar, helpdesk, and more. When a caller asks to book an appointment, your agent checks your actual calendar. When a lead calls, their info is logged directly to your CRM. Magpipe has two levels of app configuration:
  • Apps (global) - Connect external services like Cal.com, HubSpot, and Slack
  • Functions (per-agent) - Enable built-in capabilities like SMS, transfers, and booking

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Connected Apps

Connected Apps are external services that your agents can use. Configure them once in the Apps section, then they’re available to all your agents.

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Cal.com (Calendar)

Book appointments and check availability. Features:
  • Check real-time calendar availability
  • Book appointments during calls
  • Send calendar invites automatically
  • Respect busy times and working hours
  • Cancel or reschedule bookings
Setup:
  1. Go to Apps from the main navigation
  2. Find Cal.com and click Connect
  3. Sign in with your Cal.com account
  4. Grant calendar access
  5. Select which event types to use
What Agents Can Do: 
"Book an appointment" → Creates booking
"When are you available?" → Checks calendar
"Cancel my appointment" → Cancels booking
"Reschedule to Thursday" → Reschedules

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HubSpot (CRM)

Sync contacts and log interactions. Features:
  • Import contacts from HubSpot
  • Auto-create contacts for new callers
  • Log calls to contact timeline
  • Sync company information
  • Update contact properties
Setup:
  1. Go to Apps from the main navigation
  2. Find HubSpot and click Connect
  3. Create a Private App in HubSpot (Settings → Integrations → Private Apps)
  4. Enter your HubSpot API key
  5. Select data to sync
What Agents Can Do: 
"Look up John Smith" → Searches contacts
"Add this as a new lead" → Creates contact
"Note that they're interested in Plan A" → Updates properties

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Slack (Team Chat)

Send notifications and interact with your team. Features:
  • Send messages to channels
  • Receive notifications for calls/messages
  • Post call summaries
  • Alert team to urgent calls
Setup:
  1. Go to Apps from the main navigation
  2. Find Slack and click Connect
  3. Authorize Magpipe in Slack
  4. Select notification channels
What Agents Can Do: 
"Alert the sales team" → Posts to #sales channel
Automatic: Call summary posted after each call
Automatic: New lead notifications

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Disconnecting Apps

To disconnect a connected app:
  1. Go to Apps
  2. Find the app
  3. Click Disconnect
  4. Confirm
This immediately revokes Magpipe’s access.

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Agent Functions

Functions are built-in capabilities that you enable per-agent. Configure them in each agent’s Functions tab.

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Send SMS

Allow your agent to send text messages during or after calls. Use cases:
  • Send appointment confirmations
  • Share links or documents
  • Follow up after calls
  • Send directions or contact info
Enable:
  1. Go to your agent → Functions tab
  2. Toggle on Send SMS

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Transfer Calls

Allow your agent to transfer calls to a human. Use cases:
  • Escalate complex issues
  • Connect to sales team
  • Route to specific departments
  • Emergency transfers
Enable:
  1. Go to your agent → Functions tab
  2. Toggle on Transfer Calls
  3. Set transfer number in Settings tab

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Book Appointments

Allow your agent to schedule appointments via Cal.com. Requirements:
  • Cal.com must be connected in Apps
Use cases:
  • Schedule consultations
  • Book service appointments
  • Reserve meeting times
Enable:
  1. First connect Cal.com in Apps
  2. Go to your agent → Functions tab
  3. Toggle on Book Appointments

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MCP Servers

MCP (Model Context Protocol) servers let you add custom tools beyond the built-in apps.

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What is MCP?

Model Context Protocol is an open standard for connecting AI to external tools. Magpipe supports any MCP-compatible server, giving you access to 40+ pre-built servers plus the ability to create custom ones.

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Available MCP Servers

  • Google Drive - Search and access files
  • Google Docs - Read and create documents
  • Google Sheets - Read and write spreadsheets
  • Dropbox - File storage access
  • OneDrive - Microsoft file access
  • Evernote - Note access
  • Gmail - Read and send emails
  • Outlook - Microsoft email
  • Discord - Server messaging
  • Microsoft Teams - Team chat
  • Telegram - Bot messaging
  • WhatsApp Business - Messaging
  • Salesforce - Full CRM access
  • Pipedrive - Deal management
  • Zoho CRM - Contact management
  • Close - Sales CRM
  • Copper - Google-integrated CRM
  • Freshsales - Sales automation
  • Zendesk - Ticket management
  • Freshdesk - Support tickets
  • Intercom - Customer messaging
  • Help Scout - Email support
  • Front - Shared inbox
  • Asana - Task management
  • Monday.com - Work OS
  • Trello - Kanban boards
  • Jira - Issue tracking
  • ClickUp - Productivity platform
  • Basecamp - Project collaboration
  • Shopify - Store management
  • WooCommerce - WordPress commerce
  • Stripe - Payment data
  • Square - Point of sale
  • BigCommerce - Online store
  • Mailchimp - Email marketing
  • ActiveCampaign - Marketing automation
  • Klaviyo - E-commerce email
  • Constant Contact - Email campaigns
  • SendGrid - Transactional email
  • Google Analytics - Web analytics
  • Mixpanel - Product analytics
  • Amplitude - Behavioral analytics
  • Segment - Customer data
  • GitHub - Repository access
  • GitLab - DevOps platform
  • Sentry - Error tracking
  • PagerDuty - Incident management
  • Datadog - Monitoring
  • PostgreSQL - Query databases
  • MySQL - Query databases
  • MongoDB - Document database
  • Redis - Cache access
  • Supabase - Backend as a service
  • Weather - Current conditions
  • News - Headlines and articles
  • Wikipedia - Encyclopedia search
  • Web Search - General search
  • Calculator - Math operations

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Adding an MCP Server

  1. Go to Apps in the main navigation
  2. Scroll to MCP Servers section
  3. Click + Add MCP Server
  4. Enter server details:
    • Name - Display name
    • URL - Server endpoint
    • Authentication - API key if required
  5. Click Test Connection
  6. Save if successful

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Custom MCP Servers

Build your own MCP server for custom tools:
  1. Implement the MCP specification
  2. Host your server (cloud function, VPS, etc.)
  3. Add the URL in Magpipe
  4. Your tools become available to agents
See MCP Documentation for implementation details.

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How Apps Work

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Tool-Based Architecture

Each connected app provides “tools” that agents can use: 
Caller: "I'd like to book an appointment for next Tuesday at 2 PM"
          ↓
Agent uses calendar_check_availability tool
          ↓
Cal.com returns: Tuesday 2 PM is available
          ↓
Agent uses calendar_create_booking tool
          ↓
Cal.com creates the appointment
          ↓
Agent: "I've booked you for Tuesday at 2 PM. You'll receive a confirmation email."

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Automatic Tool Selection

Agents automatically choose the right tool based on context. You don’t need to configure when to use each tool - the AI determines this naturally from the conversation.

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Prompt Guidance

Help agents use apps effectively by adding instructions to your system prompt: 
APP INSTRUCTIONS:
- When a caller wants to book, use Cal.com to check availability
- Always offer at least 3 available time slots
- Log all new callers to HubSpot as leads
- For urgent issues, alert the team in #support Slack channel

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Data & Privacy

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What Data is Shared

When you connect an app:
  • Magpipe receives OAuth tokens or API keys
  • Agents can access data within granted scopes
  • Call context may be sent to apps (e.g., contact lookup)

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What Data is NOT Shared

  • Call recordings are not sent to connected apps
  • Full transcripts are not shared
  • Personal notes are kept private

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Troubleshooting

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App Not Working

  1. Check connection status - Go to Apps, verify “Connected”
  2. Check permissions - Ensure sufficient scopes granted
  3. Check agent functions - Verify function enabled for agent
  4. Check tool usage - Review call transcript for tool calls

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Authentication Errors

  • OAuth tokens can expire - reconnect the app
  • API keys may be revoked - check in third-party service
  • Scopes may have changed - re-authorize with updated permissions

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Slow Responses

App calls add latency:
  • Simple lookups: +200-500ms
  • Complex queries: +1-2 seconds
  • Database writes: +500ms-1s

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Best Practices

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Start Simple

  1. Begin with 1-2 key apps
  2. Test thoroughly with real calls
  3. Add more as needed

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Security

  • Only connect apps you actively need
  • Use least-privilege permissions
  • Regularly audit connected apps
  • Disconnect unused apps

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Agent Instructions

  • Be explicit about when to use apps
  • Provide fallback instructions if app fails
  • Set expectations (“I’ll check the calendar…”)

MCP Documentation

Learn about Model Context Protocol

AI Agents

Configure agent functions