--- title: "Pro Actions Overview — AVCodex Docs" description: "Pro Actions Overview — AVCodex documentation for AV integrators, programmers, and ops teams." lang: en json-ld: --- [](/) Solutions [Pricing](/pricing)[The Signal](/blog)[Resources](/resources) Learn [Free AI Assessment](/scorecard)[Get Started →](/pricing) [Documentation Home](/docs) Guides Custom Actions Pro Actions - [Pro Actions Overview](/docs/pro-actions/pro-actions-overview) - [Getting Started](/docs/pro-actions/getting-started) - [Examples](/docs/pro-actions/examples) - [Fireflies MCP](/docs/pro-actions/fireflies-mcp) - [Otter MCP](/docs/pro-actions/otter-mcp) - [SeekOut MCP](/docs/pro-actions/seekout-mcp) API Builder API Agentic Commerce (ACP) Integrations [Docs](/docs)/ Pro Actions / Pro Actions # Pro Actions Overview Last updated · MAR 2026 · [Read as Markdown](/docs/pro-actions/pro-actions-overview.md) # What are MCP Pro Actions? Connect to 20+ enterprise services instantly with the Model Context Protocol. * * * > **Note:** MCP Pro Actions require a Builder plan or higher. Upgrade to Builder MCP (Model Context Protocol) Pro Actions give your AVCodex agent instant access to popular enterprise services like HubSpot, Zapier, and 20+ other platforms. No code needed. Where Custom Actions cover individual API calls, MCP Pro Actions hook into entire service ecosystems with hundreds of pre-built capabilities. ## [How it works# ](#how-it-works) 1. **Pick a provider.** HubSpot, Zapier, Notion, plus others. 2. **Authenticate once.** API key or OAuth. 3. **Choose capabilities.** Enable specific tools, for example "Search HubSpot contacts" or "Trigger Zapier workflow." 4. **Start using.** Your agent can now drive that service from the chat. ## [MCP vs Custom Actions# ](#mcp-vs-custom-actions) Feature MCP Pro Actions Custom Actions **Setup time** 2 minutes. 10-30 minutes per action. **Capabilities** 10-100+ per service. 1 per configuration. **Authentication** API key or OAuth. Manual API key setup. **Maintenance** Provider handles updates. You maintain the endpoints. **Best for** Popular enterprise services. Your own APIs and bespoke tools. ## [Available integrations# ](#available-integrations) ### [CRM and sales# ](#crm-and-sales) **HubSpot (API key, read-only)** - Search contacts and companies. - View deals and opportunities. - Access activity history. **Close (API key)** - Manage leads and contacts. - Update deal stages. - Log calls and emails. ### [Productivity# ](#productivity) **Otter (Bearer token)** - Search meeting transcripts. - Get AI-generated summaries and action items. - Analyze patterns across meetings (great for design-review or commissioning calls). **Fireflies (API key)** - Access meeting transcripts and summaries. - Search conversation history (project kickoffs, RFP reviews). - Get speaker-attributed transcripts. ### [Automation# ](#automation) **Zapier** - Trigger workflows. - Connect to 5,000+ apps. - Automate repetitive tasks like field-tech check-in routing. ### [Data and RAG# ](#data-and-rag) **Needle (API key)** - Semantic search across documents (programming guides, AS-built drawings). - RAG-powered knowledge retrieval. - Enterprise search. **Dappier (API key)** - Real-time data enrichment. - Knowledge graph queries. - Multi-source aggregation. **Audioscrape** - Extract insights from audio. - Transcription and analysis. - Podcast and meeting intelligence. **LLM Text (SSE)** - Advanced text processing. - Document analysis (spec sheets, RFP responses). - Content extraction. ### [Web data# ](#web-data) **Apify (API key)** - Web scraping and crawling. - Data extraction from any website. - Automated browser workflows (great for pulling manufacturer firmware notes from Crestron, QSC, Biamp, Extron). ### [E-commerce and payments# ](#e-commerce-and-payments) **Mercado Libre (API key)** - Product listings. - Order management. - Inventory tracking. **Mercado Pago (API key)** - Payment processing. - Transaction management. - Refunds and chargebacks. **Dodo Payments (API key, SSE)** - Payment processing. - Subscription management. - Financial reporting. ### [Communications# ](#communications) **Telnyx (API key)** - SMS and voice calls. - Phone number management. - Communication APIs. ### [Software and code# ](#software-and-code) **Semgrep (SSE)** - Code analysis and security scanning. - Vulnerability detection. - Code quality checks (useful for control-system code reviews). **GitMCP** - Repository management. - Code search and analysis. - Commit history (your Crestron SIMPL or Q-SYS Lua module repos). **Javadocs.dev** - Java documentation search. - API reference lookup. - Code examples. ### [AI platforms# ](#ai-platforms) **Hugging Face** - Model discovery. - Dataset access. - ML pipeline integration. ### [Infrastructure# ](#infrastructure) **OpenMesh** - Service discovery. - API catalog. - Integration management. ### [Markets and forecasting# ](#markets-and-forecasting) **Manifold Markets** - Prediction markets. - Probability tracking. - Event forecasting. ## [Real examples# ](#real-examples) ### [Notion: project documentation# ](#notion-project-documentation) User: "Create a Notion page for the 1200 Market 40-room refresh with sections for goals, timeline, and budget." The agent: 1. Creates a new page in your Notion workspace. 2. Adds structured headings and content. 3. Links related pages (room schedule, signal flow diagrams). 4. Returns the page URL. ### [HubSpot: lead qualification# ](#hubspot-lead-qualification) User: "Is jane.doe@client.com in our CRM? What's the deal status?" The agent: 1. Searches HubSpot contacts. 2. Finds the contact record. 3. Checks associated deals. 4. Reports current stage and value. ### [Zapier: automated workflows# ](#zapier-automated-workflows) User: "When a new contact is added to HubSpot, fire our welcome-email workflow." The agent: 1. Watches HubSpot for new contacts. 2. Triggers the designated Zapier workflow. 3. Executes connected steps. 4. Confirms workflow completion. ## [Authentication types# ](#authentication-types) ### [OAuth (recommended)# ](#oauth-recommended) - **Services:** Notion, Atlassian. - **Setup:** click "Connect" then authorize in the popup. - **Security:** tokens managed automatically, revoke anytime. - **Best for:** user-specific data access. ### [API key# ](#api-key) - **Services:** HubSpot, Close, Needle, Apify. - **Setup:** paste your API key from the service. - **Security:** encrypted storage, never exposed to the agent. - **Best for:** workspace or account-level access. ### [Server-Sent Events (SSE)# ](#server-sent-events-sse) - **Services:** Semgrep, Dodo Payments. - **Setup:** real-time streaming connection. - **Best for:** live updates and monitoring. ## [Security and privacy# ](#security-and-privacy) **Your data stays secure** - OAuth tokens stored encrypted. - API keys never logged or exposed. - Scoped permissions (read-only when possible). - Revoke access anytime in settings. **What the agent can access** - Only what you authorize during OAuth. - Limited to specific tools you enable. - No access to credentials or tokens. - All actions logged for audit. ## [Setup guide# ](#setup-guide) ### [OAuth services (Notion, Atlassian)# ](#oauth-services-notion-atlassian) 1. Go to **Build** > **Capabilities** > **Add Pro Action**. 2. Find your service (for example Notion). 3. Click **Connect**. 4. Authorize in the popup window. 5. Choose which tools to enable. 6. Click **Save**. ### [API key services (HubSpot, Close, Needle)# ](#api-key-services-hubspot-close-needle) 1. Get your API key from the service: \- **HubSpot**: Settings > Integrations > API Key. - **Close**: Settings > Your API Keys > Create Key. - **Needle**: Dashboard > API Keys > Generate. 1. Go to **Build** > **Capabilities** > **Add Pro Action**. 2. Find your service. 3. Click **Configure**. 4. Paste the API key. 5. Pick the transport type (HTTP or SSE). 6. Click **Test & List Tools**. 7. Enable the capabilities you want. 8. Click **Save**. ### [Custom remote MCP server# ](#custom-remote-mcp-server) Have your own MCP server (for example a custom Crestron or Q-SYS bridge)? Connect it: 1. Click **Custom Remote MCP**. 2. Enter the server URL (for example `https://your-mcp-server.com/mcp`). 3. Choose transport: HTTP or SSE. 4. Choose auth: None, Bearer, or API Key. 5. Add credentials if required. 6. Click **Test & List Tools**. 7. Enable the tools you want. 8. Click **Save**. ## [Troubleshooting# ](#troubleshooting) ### [OAuth connection fails# ](#oauth-connection-fails) **Problem:** the popup closes without connecting. **Solutions** - Allow popups for app.avcodex.com. - Try in an incognito window. - Check the service's status page. - Re-authorize from scratch. ### [API key invalid# ](#api-key-invalid) **Problem:** "Authentication failed" error. **Solutions** - Verify the key is copied in full. - Check it has not expired. - Confirm it has the required permissions. - Generate a new key if needed. ### [Tools not appearing# ](#tools-not-appearing) **Problem:** no tools listed after connecting. **Solutions** - Confirm the service is operational. - Verify authentication succeeded. - Try reconnecting. - Contact support if it persists. ### [Rate limits# ](#rate-limits) **Problem:** "Too many requests" error. **Solutions** - Check service rate limits. - Upgrade the service plan if needed. - Add delays in prompts. - Contact the provider's support. ## [Best practices# ](#best-practices) **Start small.** Enable 3-5 tools, expand as you go. **Be specific.** Use clear tool descriptions so the agent knows when to fire them. **Test first.** Run the action manually before letting the agent loose. **Monitor usage.** Check logs to understand agent behavior. **Disable what you don't use.** **Rotate keys.** Update API keys regularly. ## [Limitations# ](#limitations) **Per service** - Most MCP providers support 10-100+ tools. - Rate limits vary by provider. - Some require paid plans. **Per agent** - No hard limit on MCP connections. - Performance can vary with 50+ enabled tools. - Group related capabilities. ## [Pricing# ](#pricing) MCP Pro Actions are included with: - Builder plan. - Studio plan. - Studio Pro plan. - Enterprise (custom pricing). Service costs (separate from AVCodex): - Most services have free tiers. - Enterprise features may require paid plans. - Check each provider's pricing page. ## [Need help?# ](#need-help) - Email support@avcodex.com. - Browse all docs. - Start building at [app.avcodex.com](https://app.avcodex.com). \*AVCodex · Your AV expertise. Amplified by AI.\* Was this helpful? [Edit this page →](#) [ Previous Single-Use Custom Actions ](/docs/custom-actions/single-use-custom-actions)[ Next Getting Started ](/docs/pro-actions/getting-started) On this page - [How it works](#how-it-works) - [MCP vs Custom Actions](#mcp-vs-custom-actions) - [Available integrations](#available-integrations) - [CRM and sales](#crm-and-sales) - [Productivity](#productivity) - [Automation](#automation) - [Data and RAG](#data-and-rag) - [Web data](#web-data) - [E-commerce and payments](#e-commerce-and-payments) - [Communications](#communications) - [Software and code](#software-and-code) - [AI platforms](#ai-platforms) - [Infrastructure](#infrastructure) - [Markets and forecasting](#markets-and-forecasting) - [Real examples](#real-examples) - [Notion: project documentation](#notion-project-documentation) - [HubSpot: lead qualification](#hubspot-lead-qualification) - [Zapier: automated workflows](#zapier-automated-workflows) - [Authentication types](#authentication-types) - [OAuth (recommended)](#oauth-recommended) - [API key](#api-key) - [Server-Sent Events (SSE)](#server-sent-events-sse) - [Security and privacy](#security-and-privacy) - [Setup guide](#setup-guide) - [OAuth services (Notion, Atlassian)](#oauth-services-notion-atlassian) - [API key services (HubSpot, Close, Needle)](#api-key-services-hubspot-close-needle) - [Custom remote MCP server](#custom-remote-mcp-server) - [Troubleshooting](#troubleshooting) - [OAuth connection fails](#oauth-connection-fails) - [API key invalid](#api-key-invalid) - [Tools not appearing](#tools-not-appearing) - [Rate limits](#rate-limits) - [Best practices](#best-practices) - [Limitations](#limitations) - [Pricing](#pricing) - [Need help?](#need-help) [](/) The AI platform built exclusively for professional AV. 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