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Install Zuora MCP server in Glean

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Learn how to add and configure the Zuora Model Context Protocol (MCP) server as a tool in the Glean Admin Console so that agents and conversational flows can call Zuora tools.

  • Ensure that you have administrator access to Glean.
  • You must be able to open the Glean Admin Console and navigate to Platform > Tools.
  • You must also identify the correct MCP server endpoint for your Zuora environment. For more information, see Identify your MCP server endpoint.

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Complete the following steps to add the Zuora MCP server as a tool in Glean, authenticate it using OAuth 2.0, and enable the tools that it exposes for use by agents and conversational flows.

1

Open the Tools configuration in Glean.

  1. Open the Glean Admin Console.
  2. Navigate to Platform > Tools.
2

Add the MCP server as a tool.

  1. On the Tools page, select Add.

  2. On the Add tools page, select Import tools from MCP server.

  3. Specify values for the following server configuration fields.

    FieldDescription
    MCP server nameEnter a name of your choice for the server.
    DescriptionEnter a description of your choice for the server.
    MCP server URLEnter the MCP server endpoint that corresponds to your Zuora environment. For the list of endpoints, see Identify your MCP server endpoint.
    Transport typeSelect Streaming HTTP.
    Authentication methodSelect OAuth.
    Token endpoint auth methodSelect Client Secret (POST).
    Authorization URLEnter https://one.zuora.com/oauth2/authorize.
    Token URLEnter https://one.zuora.com/oauth2/token.
    Callback URLUse the callback URL that Glean generates automatically. Use this URL when you generate the OAuth 2.0 credentials in Zuora.
    Client IDEnter the client ID that is generated by the Zuora OAuth 2.0 token.
    Client secretEnter the client secret that is generated by the Zuora OAuth 2.0 token.
    ScopesLeave this field empty.

After you save the configuration, Glean discovers the tools from the MCP server and makes them available for publishing.

3

Connect to the server.

4

Enable the tools that the MCP server exposes.

  1. Select Edit settings.

  2. Review the list of tools that the MCP server exposes.

  3. For each tool that you want to make available, you can review and complete the required actions:

    • Activate the tool for agents so that agent creators can use it in Agent Builder.
    • (Optional) Activate the tool for Glean so that Glean can call the tool in conversational flows.
    • (Optional) Apply role-based access control so that only specific creators or departments can add or configure sensitive tools in agents.

  4. Select Save to save your changes.

5

Select Save.