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How to choose MCP toolsets for Connected Agents and API tokens

Pick which Drum MCP toolsets an AI connection or API token can use, including the My work default and what happens when a tool is not selected.

Written by Ben Walker

Each Connected Agent connection and each API token stores the MCP toolsets you selected. The MCP endpoint only serves tools from that selection. Your Drum role and permissions still decide what each tool can see and do.

What toolsets are

A toolset is a named group of MCP tools for a type of work. Screens show only the toolsets that give you tools in that account.

Toolsets that currently offer tools include:

  • My work (default): time, costs, projects and tasks you work on, plus shared lookup tools

  • Sales: opportunities, conversion to a project, company merges and the sales reports

  • Insights: overview, revenue and receivables reports, plus projects

Other toolset names exist in Drum for later work. They are not offered on the screens until they have tools of their own.

The default selection is My work.

Choose toolsets when you connect

When an AI client uses Sign in with Drum:

  1. Open the connection request from your AI client.

  2. Sign in to Drum if asked.

  3. Choose the Drum account the agent may use.

  4. Under Toolsets, tick the toolsets for that account. Counts show how many tools your role permits.

  5. Review the client and access, then approve.

When you switch account on the consent screen, the toolsets and counts update for that account. My work stays selected unless you change it.

Change toolsets for a Connected Agent

  1. In Drum, open Settings > Connected Agents.

  2. Find the connection.

  3. Select Change toolsets.

  4. Tick or untick toolsets, then select Save toolsets.

Changing toolsets does not revoke the connection. The client picks up the new tools the next time it lists them. Some clients only list tools when they connect, so reconnect or restart the client if the tools do not change.

Until you save a selection on an existing connection, Drum shows: "This connection now uses My work. Select more toolsets for more tools."

Choose toolsets on an API token

  1. In Drum, open Settings > API (the API Tokens page).

  2. Create a token, or open an existing token to edit it.

  3. Under Toolsets, tick the toolsets for that token.

  4. Save the token as usual.

Until you save a selection on an existing token, Drum shows: "This token now uses My work. Select more toolsets for more tools."

Account-scoped API tokens authenticate the MCP endpoint the same way they authenticate the REST API. See Drum API authentication, permissions and rate limits.

If a tool is not in your selection

The MCP endpoint /api/v1/mcp only serves tools in the stored selection. If a client calls a tool you can use in Drum but that is not in the selected toolsets, Drum returns a tool error with reason tool_not_selected.

The message names the toolsets that include that tool. Add one of those toolsets on Connected Agents or on the API token, then ask the client to list tools again.

This is separate from a permission failure. If your role cannot use the tool, Drum answers not_authorized whether the toolset is selected or not.

Existing connections and tokens

Connections and tokens created before toolset selection keep My work until you expand them. For a full administrator that means fewer tools than the old all-tools list until you select more toolsets (for example Sales or Insights).

Warning when you select many tools

When the selection is more than about 30 tools, Drum shows a warning: the agent can choose the wrong tool more often with more than 30 tools, mainly in claude.ai and ChatGPT. You can still save the selection.

A tool that appears in more than one selected toolset counts once in the total.

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