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How Do I Set Up the Glean MCP Content Connector?

Updated
 

Subscription Required: This feature is available as a paid add-on and requires an active Glean subscription. Contact our Customer Success Team to learn more, or reach out to our Support Team with any questions.

Easily respond with content from both your Loopio Library and your organization's live Glean Knowledge Graph, allowing you to automate responses to even more of your questionnaires. Each question is sent as a live query to Glean at the moment you generate an answer, so nothing is stored in Loopio's infrastructure and your answers always reflect the current state of your Glean index.

Prerequisites

  • Active Glean subscription
  • Only users with Loopio Admin privileges (or the General Admin: Manage Integrations permission) can configure the Glean integration

  • Your Glean Admin must complete the Prerequisite Steps in Glean below before initiating the connection from the Loopio end

     

    Important: It can take 3 to 5 minutes for Glean to process redirect URL changes. Wait for this period to pass before connecting Loopio, or the Loopio UI will display an error.

Connecting Loopio with Glean

 

Permissions Required: The General Admin: Manage Integrations permission or full Administrator Role in Loopio and Glean Admin in Glean is required to connect Glean.

Prerequisite Steps in Glean

Your Glean Admin must perform the following steps on the Glean Admin Console before connecting the Glean MCP integration on the Loopio Integrations screen.

  1. In Glean, open the Admin Console
  2. Select Third-party access (OAuth)
  3. Enable the Glean OAuth Authorization Server
  4. [Recommended option] If you use DCR for Admin Clients, then follow the steps below:
    1. In Glean, open the Admin Console
    2. Select Third-party access (OAuth) > Dynamic client registrations (DCR)

    3. Add the redirect URL https://login.loopio.com/mcp/oauth/callback to the allowed redirect URLs patterns for DCR

       

      Note: It can take 3 to 5 minutes for Glean to process these authentication changes. Please wait for this period to pass before attempting to connect Loopio. If you try to connect before the updates are complete, the Loopio UI will display an error. 

      Refer to Glean's article: Dynamic Client Registration

  5. [Fallback option] If you use admin-configured static clients, then follow the steps below:
    1. In Glean, open the Admin Console
    2. Select Third-party access (OAuth) > Static clients 

    3. Create a static Oauth client for Loopio and register this callback: https://login.loopio.com/mcp/oauth/callback 

       

      Note: Refer to Glean's article: Static OAuth clients

  6. In Glean, return to the Admin Console
  7. Select Platform > Glean MCP Servers
  8. Enable the Glean MCP server
    • If you choose to use the default server with tools provided by Glean, then enable the Status of the Default tools server and copy the path

    • If you want to create a new server then please make sure that it is inclusive of “search” tool and after setting it up, copy the path

       

      Note: Refer to Glean's articles:

  9. Once the Glean admin has enabled Glean MCP Server, a user can also create an MCP Server for Loopio using the Glean MCP Configurator by following these steps:
    1. Select “Custom” in MCP Host Application and “Default tools” in MCP Server
    2. Copy the server URL

    3. Save

       

      Note: Refer to Glean's article: Using the Glean MCP Server

Steps in Loopio

  1. In Loopio, click Admin in the top navigation
  2. Select Platform Settings
  3. Click Integrations
  4. Scroll to the Content Connectors section
  5. Click Connect on the Glean tile
    Glean Connect Button.png

  6. Enter your Glean MCP Server URL
    Step to Enter Glean Server URL.png

     

    Note: See Prerequisite Steps in Glean above

  7. Complete the OAuth 2.0 flow by signing in to Glean through your organization's SSO (Google Workspace, Azure, Okta, OneLogin) and granting the required Glean permissions
    Glean Permissions Step.png
  8. Loopio automatically calls tools/list to discover Glean's MCP capabilities
    Glean Authorizatiohn Success.png

Glean is now enabled for your Loopio account! Customize your User Roles to control who will see Glean appear as an External Content Source in Automated Answers.

Grant Users Permission to Use Glean as a Content Source

 

Permissions Required: The General Admin: Manage Roles & Permissions permission is required to add a permission to a Role.

  1. Click Admin in the top navigation
  2. Select User Management
  3. Click Roles & Permissions
  4. Click Manage Roles & Permissions
  5. Click Customize Permissions beside a Role that should have access to use Glean as an information source
  6. Enable the permissions Generate & Edit Answers with AI and Can use Glean
    Permissions Required to Use Glean.png
  7. Click Save

Repeat steps 5-7 for any other Roles that should have this permission.

Update or Disconnect an Existing Connection

To update Glean credentials, disconnect and reconnect Glean rather than editing the existing connection:

  1. In Loopio, click Admin in the top navigation
  2. Select Platform Settings
  3. Click Integrations
  4. Scroll to the Content Connectors section
  5. Click Disconnect on the Glean tile
    Glean with Disconnect Option.png
  6. Follow the steps above under Connecting Loopio with Glean to reconnect

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