Settings

Assistant Settings lets you configure what appears in the Assistant experience and what the Assistant is permitted to do.

Settings are organized into three sections: Prompts, Skills, and MCP Integrations.

Prompts

Quickstart prompts are suggested questions displayed in the chat interface to help users get immediate value. Clicking a prompt inserts its text directly into the chat input, saving users from having to type common queries from scratch.

The prompts list displays each prompt’s name, a preview of the prompt text, its visibility (Private or Shared), and whether it is currently enabled. The list can be filtered by All, Private, or Shared to quickly locate what you are looking for.

To create a new prompt, click the Create Prompt button in the top-right corner.

A dialog will appear with the following fields:

• Title: A short, scannable label for the prompt
• Prompt: The actual text that gets inserted into the chat input when the prompt is selected. This field is required.
• Private: When enabled, only you can see and use the prompt. Disable it to share the prompt with everyone in the workspace.
• Enabled: Controls whether the prompt is active and visible in the chat interface. You can disable a prompt when it is outdated or seasonal without deleting it.

Once you have filled in the required fields, click Create to save the prompt.

Skills

Skills are reusable instructions the Assistant can follow. They are useful for standardizing investigations, codifying runbooks, and enabling repeatable workflows across your team.

Each skill is defined by the following properties:

• Title: The name that users and agents will recognize when referencing or activating the skill.
• Content: The actual skill instructions. Skills are typically written in Markdown and include a short metadata header followed by the detailed steps the Assistant should follow.
• Visibility: When enabled, only you can use or manage the skill. When disabled, the skill is shared with the entire workspace.
• Enabled: Turns the skill on or off without deleting it, useful when you want to temporarily pause a skill.

The skills list can be filtered by All, Private, or Shared to help you quickly locate skills by their visibility scope.

Creating a New Skill

To create a skill from scratch, click the New Skill button in the top-right corner.

This opens the skill editor screen, which shows a Title field at the top and a Content editor below it. The content editor comes pre-populated with a structured template, it includes a metadata block at the top where you fill in the skill name and description, followed by a content section where you describe the steps the Assistant should follow in detail.

Fill in the title, replace the template placeholders with your actual skill instructions, configure the Private toggle as needed, then click Save to create the skill.

Importing a Skill from a Template

To get started quickly from a pre-built starting point, click Browse Templates in the top-right corner.

This opens the Import Skill Template dialog, which lists a set of curated templates ready to import. Click Import next to any template to add it to your skills list. Once imported, you can open and customize the skill to suit your specific environment and workflows.

MCP Integrations

MCP (Model Context Protocol) integrations connect the Assistant to external systems such as OAuth providers or your own custom MCP servers. After connecting an integration, you configure which of its tools are enabled and whether the Assistant must request approval before running any of them.

Connected Integrations

The Connected Integrations section lists all integrations you have already configured. For each integration, you can see its display name, whether it is scoped privately to your account or shared across the workspace, and its current connection status.

A status of Error indicates the integration requires attention. Use the Validate button to re-test the connection, or the menu to edit or remove the integration.

If you see a Reconnect Required status, the integration’s authorization has expired and needs to be refreshed. Click the validate or reconnect option to re-authenticate.

Available Integrations

The Available Integrations section lists pre-built connectors you can activate.

Click Connect next to any provider to begin the connection flow.

Connecting a Custom MCP Server

To connect an MCP server that is not listed among the available providers, click Connect Custom Server in the top-right corner.

This opens the Connect Custom MCP Server dialog where you configure the following:

• Integration Name: A friendly label for the integration.
• MCP Server URL: The publicly accessible endpoint for your MCP server. This field is only required when connecting a custom server; for managed OAuth providers, it is pre-filled.
• Headers (optional): Additional HTTP headers to be sent with every MCP request. Use this for API key or token-based authentication, tenant or workspace routing, or any other custom metadata the server requires.
• Private: When enabled, only you can use the integration. When disabled, it is shared across the workspace. Keep integrations private for personal credentials, testing environments, or dev and staging connections, and share them when they are organization-managed and intended for the whole team.
• Enable Integration: The master on/off switch for the integration. Disable it during incidents, provider outages, security reviews, or when you want to deprecate the integration without permanently deleting it.
• Agent Access: Select which agents are permitted to use this integration. You must choose at least one. The available options are KloudMate Assistant , KloudMate Builder , and KloudMate Investigator. Narrow the scope for sensitive or high-impact integrations where only specific agents should have access.

After completing the form, click Connect to save the integration.

Tool-Level Settings

After connecting an integration, you can configure each of its individual tools. For every tool exposed by the integration, you can control two things:

• Enabled: Determines whether the Assistant is allowed to call the tool at all. Disable individual tools you do not need to reduce the Assistant’s scope of action.
• Approval Mode: Determines whether the Assistant must ask for confirmation before running the tool. Setting it to Default uses the platform’s built-in behavior. Setting it to Ask Before Run requires the Assistant to confirm with you every time it wants to invoke the tool. Setting it to Auto Approve allows the tool to run without any confirmation prompt.

Tools may also carry labels that hint at their behavior.

• A Read label indicates the tool is intended to be read-only and carries lower risk.
• A Write label indicates the tool may perform destructive or state-changing actions and should be used with care.

When deciding on approval mode, it is advisable to apply stricter settings such as Ask Before Run for Write tools and for any tool with access to sensitive or production systems.