Glean

Connect Extole to Glean so your Glean Assistant and Glean Agents can manage referral programs using natural language.

Glean can act as an MCP host, connecting to external MCP servers and surfacing their tools inside Glean Assistant and Glean Agents. Once the Extole MCP server is registered, users can run performance reports, query program configuration, and trigger program actions directly from Glean without leaving the platform.

Who this is for

This guide is for Glean administrators. Setup is done once in the Glean Admin Console and applies to all authorized users in your organization. Individual users do not need to configure anything.

Requirements

Before you begin, you'll need:

• Glean admin access you must be able to open the Admin Console and access Platform Actions
• MCP access enabled for your Extole organization contact your Extole administrator if unsure
• OAuth credentials issued by your Extole administrator

Setup

Step 1: Open the Actions configuration

In Glean, open the Admin Console and navigate to Platform Actions.

Step 2: Add the Extole MCP server

Click Add, then select Import tools from MCP server.

Step 3: Configure the server

Fill in the following fields:

• MCP server name Extole
• Description Access Extole referral program data, reports, and management tools
• MCP server URL:

https://mcp.extole.com

• Transport type Streaming HTTP

Step 4: Configure authentication

Select OAuth User as the authentication method. Provide the following:

• Authorization URL contact your Extole administrator
• Token URL contact your Extole administrator
• Client ID contact your Extole administrator
• Client secret contact your Extole administrator (not required for public clients Glean uses PKCE automatically)
• Scopes use the minimum scope needed: read for report and query access, write for program management

After you save, Glean will discover the tools the Extole MCP server exposes.

Step 5: Enable tools

After connecting to the server, click Edit settings and review the list of tools Extole exposes.

For each tool you want to make available:

• Enable it for Glean to allow Glean Assistant to invoke it in conversational flows
• Enable it for Agents to allow agent builders to use it in multi-step Glean Agent workflows
• Optionally apply role-based access to restrict which users or teams can add sensitive tools to agents

Click Save.

Step 6: Test the connection

From Glean Assistant, ask a question that should use an Extole tool, such as:

"Use the Extole tool to show me the performance report for our refer-a-friend program."

Verify that Glean calls the Extole action and returns expected results. If calls fail, check your Extole MCP server logs or contact your Glean Solutions Engineer.

Using Extole tools in Glean

Once configured, users can invoke Extole capabilities using natural language in Glean Assistant or as steps in Glean Agents.

Example prompts for Glean Assistant:

"Show me this month's conversion report for our refer-a-friend program."

"What's the current advocate reward in the holiday campaign?"

"Increase the friend reward in campaign X to $20."

Using Extole in Glean Agents:

In Agent Builder, add a Plan + Execute step and select an Extole tool. You can chain it with other Glean actions for example, fetch an Extole performance report and then send a summary to Slack.

Note

MCP tools are only available in Plan and Execute steps in Glean Agents, not single-step selections.

Write operations

Actions that modify programs, rewards, or campaign components execute immediately under the authenticated user's Extole permissions and are recorded in the Extole change log. Consider enabling human-in-the-loop confirmation steps in your agent workflows before applying write operations.

Data policies

Access to the Extole MCP server in Glean is governed by your Glean tenant's admin-controlled action settings. Admins can restrict which tools are available, limit access to specific user groups, and audit all tool invocations via Admin Console Insights MCP Insights.

If your Extole MCP server is hosted in a private network or VPC, coordinate with your Glean Solutions Engineer to configure the necessary allowlist or proxy settings.