Building workflow integrations with Service MCP and Connect MCP

2 Tasks

40 mins

Pega Platform '26

Visible to: All users Applies to: Pega Platform '26

Advanced

English

Scenario

After vendor approval, Metro Delivery Company(MDC) must provision the vendor for operational onboarding and create the documentation required to begin business operations. Today, onboarding teams manage these activities manually through separate systems and email-based processes. As a result, onboarding artifacts are not consistent, and teams have limited visibility into onboarding progress.

MDC wants to standardize this process by automating and exposing onboarding services through a Model Context Protocol(MCP) server. The vendor enrollment workflow can then invoke these services after approvals to initiate the vendor activation activities.

As a Lead System Architect (LSA), your task is to implement a technical proof of concept that:

Exposes Vendor Activation capability through a Service MCP implementation
Invokes the capability from the Vendor enrollment workflow using a Connect MCP

The following table provides the credentials you need to complete the challenge:

Role	User name	Password
Application Developer	`admin@deliveryservice`	`rules`

Note: You can complete this challenge only by using the Pega challenge instance provided with the Lead System Architect training mission on Pega Academy.

Detailed Tasks

1 Expose vendor activation as Service MCP

In the Pega Platform™ instance for the challenge, enter the following credentials:
1. In the User name field, enter admin@deliveryservice.
2. In the Password field, enter rules.
In the header of Pega Infinity Studio™, switch to the Compliance application.
Add a new Ruleset version in the ComplianceMgmt Ruleset.
In the navigation pane of Pega Infinity Studio, click App > RECORDS .
Click Integration-Services > Service MCP and click Create.
In the Label field, enter Vendor activation, and then click Create and open.
On the Definition tab, select the Enable MCP Service for Compliance checkbox.
Copy the generated Service endpoint URL into a notepad. You use this URL to configure the Connect MCP integration.
On the CASE TYPES tab, click Add under Tool section and then select VendorActivation as the Case Type.
Save the Service MCP Rule.

Note: If you regenerated the PegaApp_ComplianceMgmt OAuth 2.0 client secret while completing the Optimizing case processing with Pega GenAI agents challenge, you do not need to repeat these steps.

In the Records explorer, click Security > OAuth 2.0 Client Registration.
In the list of instances, open the PegaApp_ComplianceMgmt record.
In the Client Credentials section, click Regenerate client secret, and then in the dialog box, click Regenerate.
Click View & Download to save the file and then close the dialog box.
In the PegaApp_ComplianceMgmt Rule, click Save.

2 Configure Connect MCP in Vendor Enrollment Case

Switch to the Truck Service application.
Create a new version in the TruckService Ruleset.

Note: If you created the VendorCompliance authentication profile while completing the Optimizing case processing with Pega GenAI agents challenge, you do not need to repeat step 3 to step 9.

In the Records Explorer, click Security > Authentication Profile, and then click Create.
In the Type list, select OAuth 2.0.
In the Name field, enter VendorComplianceAuthProfile, in the Short description field enter a short description, and then click Create and open.
On the Client configuration landing page, select Client credentials in the Grant type list.
Enter the client identifier, client secret, access token endpoint, and revoke token endpoint by using the information you downloaded in step 14 of the previous task.
In the Advanced configuration section, in the Lowest allowable SSL/TLS version field, enter or select TLS version 1.2.
Save the Authentication Profile Rule.
In the Records explorer, click Integration-Connectors > Connect MCP and then click Create.
Configure the fields as follows:
1. Enter Vendor activation in the Label field.
2. Enter MDC-TS-Work-VendorEnrollment in the Apply to field.
3. Then, click Create and open.
On the SERVICE tab, configure the following settings:
1. Select Streamable HTTP in the Transport type.
2. Select Provide URL in the URL Configuration section and then enter the Service endpoint URL copied in step 8 of the previous task.
3. In the Authentication section select Use Authentication profile and choose VendorComplianceAuthProfile from the Authentication profile list.
4. Enter an appropriate Description in the HISTORY tab.
5. Save the Connect MCP Rule.
6. Click Test Connectivity to ensure successful connection to the Service MCP exposed in Compliance application and to view the list of available Tools.
In the navigation pane of Pega Infinity Studio, click Case Types > Vendor Enrollment.
Add an Automation Step in the Resolve Stage and then select MCP Connect.
Complete the Step configuration as given below:
1. Select VendorActivation in the Connect MCP Name field.
2. Select Create_Vendor_Activation_Case as the Tool Name.
3. Set the StartingFieds parameter as .FreightVendor.OrganizationName.
4. Set Output_message parameter as .VendorActivationResponse.
Save the Case Type.
Extract and map the Service MCP response by following the below steps:
1. Open the newly created Resolve Flow which got created and configure the Connector leading to End shape with MapVendorActivationCaseID Data Transform in Set Properties section.
2. Set the jsonData parameter as .VendorActivationResponse and the executionMode parameter as DESERIALIZE.
3. Save the Flow Rule.
4. Navigate back to the Vendor Enrollment Case and click Actions > Refresh.
5. On the UX tab, on the Full Page View tab, click Add under the Tabs section and name the tab as Vendor activation.
6. Open the View and add Vendor activation case and Vendor activation response fields and click Save.