MCP Server Addition Protocol
Purpose: Checklist for adding new MCP servers to ensure complete integration Created: 2025-10-08 (Learning from Week 7-8 MCP integration) Status: Production Protocol
Overview
When adding a new MCP server to DA Agent Hub, follow this comprehensive protocol to ensure the MCP server is properly integrated into the specialist and role agent ecosystem.
Phase 1: MCP Server Setup & Validation (2-3 hours)
Step 1: Configure MCP Server
Location: .claude/mcp.json
Actions:
- • Add MCP server configuration with authentication
- • Configure security restrictions (read-only by default when possible)
- • Set up credential management (1Password environment variables)
- • Test MCP server connection (
claude mcp list)
Example:
{
"mcpServers": {
"new-mcp-server": {
"command": "uvx",
"args": ["package-name"],
"env": {
"API_TOKEN": "${NEW_MCP_TOKEN}",
"READ_ONLY": "true"
},
"disabled": false
}
}
}
Step 2: Research MCP Server Tools
Duration: 1-2 hours (depending on server complexity)
Actions:
- • Inventory all available MCP tools
- • Document tool parameters and usage
- • Identify security considerations
- • Test critical tools (3-5 most common operations)
- • Document known issues and limitations
- • Assign confidence levels (HIGH/MEDIUM/LOW)
Output: Create comprehensive documentation
Location: knowledge/mcp-servers/<server-name>/
Contents:
- •Tool inventory with descriptions
- •Authentication and security notes
- •Usage examples for common operations
- •Known issues and workarounds
- •Confidence scoring
Step 3: Validate MCP Tools
Duration: 30-60 minutes
Actions:
- • Test 3-5 critical tools
- • Verify authentication works
- • Confirm security restrictions enforced
- • Document test results
- • Update confidence scores based on testing
Output: Validation report
Location: projects/active/.../WEEK*_MCP_VALIDATION.md
Phase 2: Specialist Agent Integration (1-2 hours)
Step 4: Update Specialist Agent(s)
Identify which specialists need this MCP server
Actions:
- • Add MCP tool inventory to specialist agent file
- • Document tool selection framework (when to use which tool)
- • Add MCP recommendation pattern examples
- • Include security notes and authentication
- • Add confidence levels for each tool category
- • Document integration patterns with other MCP servers
Location: .claude/agents/specialists/<specialist-name>.md
Section to Add:
## MCP Tools ### <server-name> Tools **Tool Category 1** (X tools): - tool_name_1: Description, confidence level - tool_name_2: Description, confidence level **Tool Category 2** (Y tools): - tool_name_3: Description, confidence level ### Tool Selection Framework - Use tool_1 when: [criteria] - Use tool_2 when: [criteria] ### MCP Recommendation Pattern [Example of how specialist recommends MCP tool usage] ### Confidence Levels | Tool Category | Confidence | Notes | |---------------|------------|-------| | Category 1 | HIGH (0.92) | Production-validated | | Category 2 | MEDIUM (0.70) | Requires validation | ### Security Notes - Authentication: [method] - Restrictions: [read-only, permissions] - Known issues: [workarounds]
Phase 3: Role Agent Integration (1-2 hours)
Step 5: Identify Affected Role Agents
Determine which roles should have direct access vs specialist delegation
Questions to answer:
- •Which roles work in this domain regularly? (direct access)
- •Which roles occasionally need this tool? (specialist delegation)
- •What's the confidence threshold for direct use? (typically ≥0.85)
Examples:
- •dbt-mcp: analytics-engineer (direct), bi-developer (minimal), others (delegate)
- •aws-api: data-engineer (minimal), ui-ux (delegate only)
- •slack-mcp: project-manager (heavy), business-analyst (moderate)
Step 6: Update Role Agents
For each affected role agent
Actions:
- • Add MCP Tool Access section (if not exists)
- • Document primary MCP servers for this role
- • Define "When to Use MCP Tools Directly" (confidence ≥0.85)
- • Define "When to Delegate to Specialists" (confidence <0.60)
- • Add usage examples (copy-paste ready)
- • Update "When to Handle Directly" checklist (add simple MCP queries)
Location: .claude/agents/roles/<role-name>.md
Template:
## MCP Tool Access ### Primary MCP Servers **Direct Access**: <server-name>, [other servers] **Purpose**: [What role uses these MCP tools for] ### When to Use MCP Tools Directly (Confidence ≥0.85) **<server-name>** ([Usage Level: Heavy/Moderate/Minimal]): - ✅ Tool 1: Common operation description - ✅ Tool 2: Common operation description **Example**: [Copy-paste ready code example] ### When to Delegate to Specialists (Confidence <0.60 OR Complex Operations) **<specialist-name>** ([Domain]): - ❌ Complex operation type 1 - ❌ Complex operation type 2
Phase 4: Documentation & Patterns (2-3 hours)
Step 7: Create Quick Reference Card
Purpose: Fast lookup for common MCP tool operations
Actions:
- • Create quick reference card
- • Document most common operations (80/20 principle)
- • Add 3-5 common workflows
- • Include troubleshooting guide (common issues)
- • Add confidence levels
- • Document when to delegate to specialist
Location: .claude/skills/reference-knowledge/<server-name>-quick-reference/SKILL.md
Structure:
- •🚀 Most Common Operations (by category)
- •🎯 Common Workflows (multi-step real-world patterns)
- •⚠️ Important Notes (security, performance, authentication)
- •🔧 Troubleshooting (common issues with solutions)
- •📊 Confidence Levels (tool reliability ratings)
- •🎓 When to Delegate (direct use vs specialist)
Step 8: Document Cross-Tool Integration Patterns
Purpose: Show how new MCP server combines with existing servers
Actions:
- • Identify 1-3 cross-tool integration patterns
- • Document step-by-step workflow
- • Include real-world example (production-validated if possible)
- • Define tool-specific responsibilities
- • Add troubleshooting for integration issues
- • Document success metrics
Location: .claude/skills/reference-knowledge/cross-tool-integration-<pattern-name>/SKILL.md
Required Patterns (1-3 depending on MCP complexity):
- •Primary integration: How new MCP combines with most-used existing MCP
- •Secondary integration (if applicable): Alternative workflow pattern
- •Specialist coordination (if applicable): How specialists use multiple MCPs together
Example Patterns:
- •dbt + Snowflake: Model optimization
- •AWS + Docs: Infrastructure deployment
- •GitHub + Investigation: Cross-repo error analysis
- •NEW SERVER: [server] + [existing-server]: [workflow name]
Step 9: Update Central MCP Integration Guide
Location: .claude/skills/reference-knowledge/agent-mcp-integration-guide/SKILL.md
Actions:
- • Add server to MCP Server Inventory table
- • Add specialist(s) to Specialist Agent MCP Integration section
- • Document cross-tool integration pattern
- • Update role agent MCP access table
- • Add known issues/limitations (if any)
- • Update maintenance & verification checklist
Phase 5: Validation & Testing (1-2 hours)
Step 10: Execute Integration Pattern Test
Purpose: Validate cross-tool pattern works as documented
Actions:
- • Execute documented integration pattern step-by-step
- • Use actual MCP tool calls (not just documentation)
- • Document any issues or adjustments needed
- • Validate success metrics achieved
- • Update pattern documentation with findings
Example: If added tableau-mcp
# Test: Tableau + dbt + Snowflake optimization pattern 1. mcp__tableau-mcp__get_dashboard_details (identify slow dashboard) 2. mcp__dbt-mcp__get_model_details (understand data source) 3. mcp__snowflake-mcp__run_query (analyze query performance) 4. Delegate to tableau-expert (optimization recommendations) 5. Validate improvement
Step 11: Production Validation (Optional - Highly Recommended)
Purpose: Validate MCP integration with real use case
Actions:
- • Identify small, low-risk production use case
- • Execute using MCP integration patterns
- • Measure actual business impact
- • Document learnings and pattern refinements
- • Update confidence scores based on production validation
Example: Use new MCP server to solve actual Issue from GitHub backlog
Phase 6: Knowledge Capture (30-60 minutes)
Step 12: Update Project Context
Location: projects/active/.../context.md
Actions:
- • Add MCP server to Active MCP list
- • Document new specialist(s) created/updated
- • Update specialist count (track progress toward 17+ goal)
- • Record any blockers or known issues
- • Update next actions
Step 13: Create Completion Documentation
Purpose: Record what was accomplished for future reference
Actions:
- • Create WEEK*_<MILESTONE>_COMPLETE.md file
- • Document deliverables (research, specialists, roles, patterns)
- • Record metrics (time, quality, coverage)
- • Capture key discoveries and learnings
- • Provide next steps recommendations
Location: projects/active/.../WEEK*_<MILESTONE>_COMPLETE.md
Checklist Summary
Quick Validation - Did you complete all critical steps?
Configuration & Research
- • MCP server configured in
.mcp.json - • Credentials set up (1Password environment variables)
- • MCP server connection tested
- • Complete tool inventory documented
- • 3-5 critical tools validated
- • Security considerations documented
Integration
- • Specialist agent(s) updated with MCP tools
- • Tool selection framework documented
- • Confidence levels assigned
- • Role agent(s) updated with direct access patterns
- • Delegation patterns defined
- • Usage examples provided (copy-paste ready)
Documentation
- • Quick reference card created
- • 1-3 cross-tool integration patterns documented
- • Central MCP Integration Guide updated
- • Known issues and workarounds documented
- • Troubleshooting guide included
Validation
- • Integration pattern tested with actual MCP calls
- • Production validation (if possible)
- • Confidence scores validated through testing
- • Project context updated
- • Completion documentation created
Time Estimates
Phase 1 (Setup & Validation): 2-3 hours Phase 2 (Specialist Integration): 1-2 hours Phase 3 (Role Integration): 1-2 hours Phase 4 (Documentation): 2-3 hours Phase 5 (Validation): 1-2 hours Phase 6 (Knowledge Capture): 30-60 minutes
Total: 8-13 hours for complete MCP server integration
Faster if:
- •MCP server has good documentation (reduce research time)
- •Tool inventory is small (<10 tools)
- •Only 1-2 specialists affected
- •Few role agents need direct access
Slower if:
- •Poor documentation (require experimentation)
- •Large tool inventory (>40 tools like dbt-mcp)
- •Multiple specialists need updates
- •Complex cross-tool integration patterns
Success Criteria
Complete integration achieved when:
- •✅ MCP server operational and validated
- •✅ At least 1 specialist has complete tool inventory
- •✅ Affected role agents have direct access patterns
- •✅ Quick reference card created
- •✅ At least 1 cross-tool integration pattern documented
- •✅ Central MCP Integration Guide updated
- •✅ Integration pattern tested with actual MCP calls
Related Resources
- •MCP Integration Guide:
.claude/skills/reference-knowledge/agent-mcp-integration-guide/SKILL.md - •Quick Reference Template: Use existing cards as template
- •Integration Pattern Template: Use Week 7 Day 5 patterns as template
- •Specialist Template:
.claude/agents/specialists/specialist-template.md - •Role Template:
.claude/agents/roles/role-template.md
Created: 2025-10-08 Learning from: Week 7-8 MCP integration experience Purpose: Ensure complete, consistent MCP server integration