Connect an AI agent (MCP) — Tips

• Name each connection after the tool and machine it lives in — “Dana's Cursor — laptop”. When a key leaks or a laptop is retired, that name is how you know which one to revoke. • Bind the connection to the person whose view the agent should have. An agent for a client-facing teammate bound to that teammate can never accidentally read fields you hid from them. • Tell your assistant to use aggregate_records for totals if it ever tries to sum listed rows itself — the server teaches it this, but a reminder in your own prompt costs nothing.