As a Nimble account owner, you can use MCP Admin Controls to manage your AI app connections, keep track of their activity, choose which team members can use MCP, and set permissions for what AI apps can do with your CRM data.
Accessing MCP Admin Controls
To manage MCP connections and permissions, navigate to Settings >> MCP Admin Controls in your Nimble account.
You'll see three tabs that help you manage and monitor AI assistant integrations:
Connected Apps - View all AI assistants connected to your Nimble account and manage existing connections.
Activity Log - Track actions performed through connected AI assistants and review the records involved.
Settings - Control who can connect AI assistants to Nimble and what actions they're allowed to perform.
Let's explore each in more detail!
Connected Apps
The Connected Apps tab gives you an overview of all AI assistants connected to your Nimble account. Here, you can see which team members have connected AI applications and manage their connections.
For each connection, you'll find the following details:
User - the team member who connected the AI assistant.
AI App - the name of the connected AI assistant, such as Claude.
Connected - when the connection was established.
Last Refreshed - when the connection was last refreshed.
Actions - the option to disconnect the AI assistant.
To revoke an AI assistant's access to Nimble, simply locate the connection and click Disconnect on the right.
Activity Log
The Activity Log helps you keep track of actions performed in Nimble through connected AI assistants. You can see what changes were made, which team members initiated them, and whether the actions were completed successfully.
Each activity entry includes the following details:
When - the date and time the action was performed.
User - the team member whose AI assistant performed the action.
AI App - the AI assistant used, such as Claude.
Action - the operation performed, such as creating a contact, adding a note, or creating a task.
Records - the number of records associated with the action. Click the record count to view the related records.
Status - the status of the action.
To find specific activities, click Filters and narrow down the results by:
User - View activities associated with a particular team member.
AI App - View activities performed through a specific AI assistant.
You can also click Export CSV to download the activity log for further review or recordkeeping.
Settings
The Settings tab gives you control over who can connect AI assistants to Nimble and what actions those assistants can perform. Here's what you can configure:
Connections - Use the Allow AI Assistant Connections toggle to enable or disable AI assistant connections for your Nimble account.
Who Can Connect - Choose which team members can connect AI assistants to Nimble. Select All users to allow everyone on your team to connect AI assistants, or Only selected users to restrict connections to specific team members.
Default Access Level - Set the default permissions for AI assistant connections. Choose Read only to allow AI assistants to retrieve information without modifying CRM records, or Read and write to allow them to access information and make permitted changes.
User Access Levels - Assign individual access levels to specific team members. Click Select users to add a team member, then choose Read only or Read and write for their AI assistant connections.
Allowed Changes - Choose which types of changes AI assistants can perform in Nimble. You can allow them to create, update, or delete records by selecting the corresponding checkboxes. These permissions apply to connections with read-and-write access.
Once you've configured your preferences, click Save to apply the changes.
*** You can remove users from Users Access level anytime clicking Remove next to the team member's name.
With MCP Admin Controls, you can manage AI assistant access, monitor activity, and set permissions that fit your team's needs — all from one place in Nimble.
Want to learn more about Nimble MCP? Explore our guides:
You can also visit our Nimble MCP page to explore Nimble MCP capabilities and discover more ways to work with your account using AI assistants.
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If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.