MCP connections let the business bring approved external tools into Maximo AI while keeping visibility, authentication, transport, network, and write-access controls explicit.
MCP connections let the business bring approved external tools into Maximo AI while keeping visibility, authentication, transport, network, and write-access controls explicit.
TransportsHosted HTTP, SSE, local stdio
AuthNone, bearer, API key, basic, headers, OAuth client
ControlsEnable, AI usage, write tools, private network
MCP connections are owner/admin-only and are hidden from Members, Viewers, and Employee Viewers.
Add hosted HTTP, legacy SSE, or local stdio MCP servers from Settings > Integrations.
Use catalog starters for hosted custom servers, filesystem, Postgres, Slack, Google Drive, GitHub, Git, browser, memory, payments, and CRM gateways.
Choose user-only or company visibility for each connection.
Configure no auth, bearer token, API key, basic auth, custom headers, or OAuth client credentials.
Discover and test tools before enabling a connection for Maximo.
In Maximo chat, type / and select an enabled MCP server from the slash menu to attach it to the next request.
Use allowlists and denylists to control which tools are callable.
Keep write tools disabled unless the business explicitly trusts the connected service.
Local stdio and private-network access require clear approval flags before they can be used.
Selected MCP servers are routing context; Maximo still calls list_mcp_connections and call_mcp_tool only when the request actually needs an approved tool.
Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.
The app checks the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.
Type /side, /compact, /fork, /review, /computer, /codex, /syntax, /hermes, or /openclaw in the Maximo composer. /side opens a separate side chat, /compact manually compacts thread context, /fork creates a new thread, and /review asks Maximo to audit the chat and changes. /computer runs the built-in Maximo Computer, while /codex, /syntax, /hermes, and /openclaw use configured agent profiles. The same slash menu can also select active Agent Skills and enabled MCP servers as context chips for the next request; Maximo still loads and uses them through the normal permission-checked tools.
RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.
Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.
Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.
Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.
Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.
The guide now covers MyTabulon Calendar, Google Calendar, Calendly, Google Drive, Gmail, Notion, QuickBooks, Xero, Mono, Paystack, Dodo Payments, Slack, WhatsApp, Telegram, SMTP email, browser push, Zapier, DocuSign, Google Cloud Storage, Google Analytics, MCP connections, Agent Skills, and the AI model stack.
When should I use Zapier instead of a native integration?
Use native integrations when MyTabulon has a built-in workflow, such as Calendar, Calendly, Drive, Gmail, Notion, accounting, Mono, Slack, or DocuSign. Use Zapier when a no-code workflow needs outbound Catch Hook events or inbound actions from another app.
What is the difference between MCP connections and Agent Skills?
MCP connections add external tools Maximo can call. Agent Skills add repeatable instructions for how Maximo should work. MCP changes what tools exist; skills change the playbook for using approved tools and MyTabulon records. In Maximo chat, type / to select enabled MCP servers or active Agent Skills as context for the next request; Maximo still respects permissions, allowlists, and safety checks before using either one.
Who can add or manage Bring Your Own Model (BYOM) connections?
Only Business Owners and Administrators have permissions to manage BYOM connections and import/edit models under Settings > Integrations > Bring Your Own Model. Workspace Members and Viewers cannot manage connections.
