Choose and check services
Choose by access direction before opening the relevant guide. Model configuration and third-party login are covered in models and accounts.
Open
Choose a service
| Goal | Feature | Guide |
|---|---|---|
| Phone AI calls external tools | MCP client | Add and refresh tools |
| Computer client calls phone tools | MCP server | Binding, auth and endpoint |
| Browser controls phone conversations | Web access | Web access and previews |
| Run remote commands | SSH | SSH and remote files |
| Transfer remote files | WebDAV, FTP/FTPS/SFTP | File services |
| Read/send mail | IMAP, SMTP |
Prepare configuration
Obtain an actual endpoint, protocol, credentials and permissions. Distinguish display names from configuration IDs, and phone-local addresses from remote hosts. Do not guess IDs from names.
Verify connections
Start read-only
Save and enable configuration, list tools/directories and read test data. Connectivity only verifies part of the chain; business permissions need their own check.
Test writes
Use test directories, recipients or recoverable data. Verify destinations and effects. After a connection loss inspect the target before retrying.
Diagnose failures
Check network/port, TLS, authentication, permissions and arguments, then MCP transport/protocol if relevant. Preserve redacted errors in logs. See backup for credential coverage.