Fresh 2026

SOP: Set Up Agent Handler

Procedure to give an AI agent secure, governed access to third-party tools over MCP.

Prerequisites

• A Merge account with Agent Handler enabled.
• An MCP-capable agent (Claude Code, Cursor, a custom client, or a framework that speaks MCP).

Procedure

1. Try the quickstart pack. Start from a pre-configured Tool Pack to confirm the connection end to end. See Quickstart.
2. Create a Tool Pack. Group the tools your agent should have. Tool Packs are how you scope capability. See Tool Packs.
3. Register users. Create a Registered User per end user so each call carries the right identity and credentials. See Registered Users.
4. Authenticate users. Use Link or Magic Link so each user connects their own accounts. See Link.
5. Connect your agent over MCP. Point your agent at the Agent Handler MCP endpoint with the bearer token. See MCP integration.
6. Apply security rules. Configure scoping and data-loss-prevention before going live. See Secure.
7. Turn on observability. Confirm the audit log captures who ran what. See Observe.

Verification

• tools/list over MCP returns the tools in your Tool Pack.
• A tools/call runs against a Connector and appears in the audit log.

Related

• How it works
• Key Concepts
• Agent Tool Call Flow