{"versionId":"9b8aad10-ec4a-4fed-4249-08dee92af19c","articleId":"474516ba-47f7-4b7b-0eeb-08deec46615a","title":"Authentication configurations | Admin guide","tags":["connectors","MCP","System admin","All articles"],"content":"<html><head></head><body><p>This guide explains how system administrators can create and manage authentication configurations in Theta Assist.</p>\n<p>Use authentication configurations when a connector or MCP server needs to sign in to an external service such as Microsoft, Google, Dropbox, or another OAuth provider.</p>\n<p>See also:</p>\n<ul>\n<li><a href=\"https://help.thetaassist.ai/article/connectors-and-mcp\" target=\"_blank\" rel=\"noopener\">Connectors&nbsp;| Admin guide</a></li>\n<li><a href=\"https://help.thetaassist.ai/article/mcp-servers-admin-guide\" target=\"_blank\" rel=\"noopener\">MCP servers | Admin guide</a></li>\n<li><a href=\"https://help.thetaassist.ai/article/m365-tools-mcp-server-admin-guide\" target=\"_blank\" rel=\"noopener\">M365 Tools MCP server | Admin guide</a></li>\n<li><a href=\"https://help.thetaassist.ai/article/adding-connectors-to-your-assistant\" target=\"_blank\" rel=\"noopener\">Adding tools and connectors to your assistant</a></li>\n</ul>\n<div class=\"mce-toc\">\n<h2>Quick links</h2>\n<ul>\n<li><a href=\"#what-authentication-configurations-are\">What authentication configurations are</a></li>\n<li><a href=\"#when-you-need-one\">When you need one</a></li>\n<li><a href=\"#before-you-start\">Before you start</a></li>\n<li><a href=\"#create-an-authentication-configuration\">Create an authentication configuration</a></li>\n<li><a href=\"#authentication-options\">Authentication options</a></li>\n<li><a href=\"#provider-specific-notes\">Provider-specific notes</a></li>\n<li><a href=\"#security-and-management-notes\">Security and management notes</a></li>\n<li><a href=\"#troubleshooting\">Troubleshooting</a></li>\n</ul>\n</div>\n<h2 id=\"what-authentication-configurations-are\">What authentication configurations are</h2>\n<p>Authentication configurations store the connection details Theta Assist needs to authenticate with an external service.</p>\n<p>They are created once by an admin and then reused by connectors or MCP servers that need that provider.</p>\n<p>For example, you might create one Microsoft authentication configuration and use it for:</p>\n<ul>\n<li>standard Microsoft connectors</li>\n<li>the M365 Tools MCP server</li>\n<li>other Microsoft-based integrations</li>\n</ul>\n<h2 id=\"when-you-need-one\">When you need one</h2>\n<p>You need an authentication configuration when a connector or MCP server requires sign-in or API access to another platform.</p>\n<p>This commonly applies to:</p>\n<ul>\n<li>Microsoft 365</li>\n<li>Google Workspace</li>\n<li>Dropbox</li>\n<li>custom OAuth-based services</li>\n<li>services that use a static API key</li>\n</ul>\n<p>If a connector or MCP server is public and does not require authentication, you may not need an authentication configuration.</p>\n<h2 id=\"before-you-start\">Before you start</h2>\n<p>Before you create an authentication configuration, make sure:</p>\n<ul>\n<li>you are a system administrator in Theta Assist</li>\n<li>you have admin access to the external provider, if required</li>\n<li>you know which connector or MCP server will use this configuration</li>\n<li>you have the required client ID, client secret, URLs, scopes, or API key ready</li>\n</ul>\n<h2 id=\"create-an-authentication-configuration\">Create an authentication configuration</h2>\n<ol>\n<li>Go to <strong>Admin &gt; Tools &gt; Auth Configurations</strong>.</li>\n<li>Click <strong>+ Add Auth</strong>.</li>\n<li>Enter a clear <strong>Configuration name</strong>, such as <strong>Microsoft 365 production</strong>.</li>\n<li>Select the <strong>Provider</strong>.</li>\n<li>Optionally add a <strong>Description</strong>.</li>\n<li>Enter the required authentication details for your chosen method.</li>\n<li>Click <strong>Save</strong>.</li>\n</ol>\n<p>After saving, you can attach the authentication configuration to a connector or MCP server that supports that provider.</p>\n<h2 id=\"authentication-options\">Authentication options</h2>\n<h3 id=\"standard-oauth-20\">Standard OAuth 2.0</h3>\n<p>Use this for most common provider integrations.</p>\n<p>You will usually need:</p>\n<ul>\n<li><strong>Authorization URL</strong></li>\n<li><strong>Token URL</strong></li>\n<li><strong>Client ID</strong></li>\n<li><strong>Client secret</strong></li>\n<li><strong>Scopes</strong></li>\n<li><strong>Tenant ID</strong> for Microsoft, where required</li>\n</ul>\n<h3 id=\"discovery-based-oauth\">Discovery-based OAuth</h3>\n<p>Some providers support OAuth discovery so Theta Assist can find the required endpoints automatically.</p>\n<p>For this option:</p>\n<ul>\n<li>enable <strong>Use OAuth Discovery</strong></li>\n<li>enter the <strong>Discovery endpoint</strong></li>\n<li>use manual endpoint override if your provider needs custom values</li>\n</ul>\n<h3 id=\"dynamic-client-registration\">Dynamic client registration</h3>\n<p>Some providers support dynamic client registration.</p>\n<p>For this option:</p>\n<ul>\n<li>enable <strong>Supports Dynamic Registration</strong></li>\n<li>enter the <strong>Registration endpoint</strong></li>\n</ul>\n<p>The system can then register and cache client credentials automatically where supported.</p>\n<h3 id=\"static-api-key\">Static API key</h3>\n<p>Some services use a static API key instead of OAuth.</p>\n<p>For this option:</p>\n<ul>\n<li>leave the OAuth fields empty</li>\n<li>enter the <strong>Static Authorization</strong> value</li>\n</ul>\n<p>Use this only when the service supports API key authentication.</p>\n<h2 id=\"provider-specific-notes\">Provider-specific notes</h2>\n<h3 id=\"microsoft\">Microsoft</h3>\n<p>Microsoft integrations usually require:</p>\n<ul>\n<li>a Microsoft Entra ID app registration</li>\n<li>delegated Microsoft Graph permissions</li>\n<li>tenant ID, client ID, and client secret</li>\n<li>admin consent for the required scopes</li>\n</ul>\n<p>If you already use Microsoft connectors, you may be able to reuse the same app registration and extend its permissions for broader MCP use.</p>\n<p>For Microsoft-specific setup detail, see <a href=\"https://help.thetaassist.ai/article/m365-tools-mcp-server-admin-guide\" target=\"_blank\" rel=\"noopener\">M365 Tools MCP server | Admin guide</a>.</p>\n<h3 id=\"google\">Google</h3>\n<p>Google integrations usually require a Google Cloud OAuth client, the correct redirect settings, and the required scopes for the services you want to use.</p>\n<h3 id=\"dropbox\">Dropbox</h3>\n<p>Dropbox integrations usually require a Dropbox app, client credentials, and the correct scopes for file access.</p>\n<h3 id=\"other-providers\">Other providers</h3>\n<p>For other providers, use the values supplied by that service for OAuth or API key authentication.</p>\n<h2 id=\"security-and-management-notes\">Security and management notes</h2>\n<ul>\n<li>Use clear names so admins can tell production, test, and pilot configurations apart.</li>\n<li>Only grant the scopes needed for the intended use.</li>\n<li>Store and manage client secrets carefully.</li>\n<li>Review configurations regularly, especially if secrets expire.</li>\n<li>Where possible, test new configurations with a limited pilot before wider rollout.</li>\n</ul>\n<h2 id=\"troubleshooting\">Troubleshooting</h2>\n<h3 id=\"the-provider-will-not-authenticate\">The provider will not authenticate</h3>\n<p>Check that:</p>\n<ul>\n<li>the client ID and client secret are correct</li>\n<li>the authorization and token URLs are correct</li>\n<li>the redirect settings match the provider configuration</li>\n<li>the required scopes have been added</li>\n<li>admin consent has been granted where required</li>\n</ul>\n<h3 id=\"the-configuration-saves-but-does-not-work\">The configuration saves but does not work</h3>\n<p>Check whether the connector or MCP server is using the correct authentication configuration.</p>\n<p>Also confirm that the provider and scopes match the tool you are trying to enable.</p>\n<h3 id=\"users-are-prompted-unexpectedly\">Users are prompted unexpectedly</h3>\n<p>This can happen when tokens expire, consent changes, or the configuration has been updated.</p>\n<p>Ask the user to authenticate again and confirm the provider settings are still valid.</p>\n<h2 id=\"related-guides\">Related guides</h2>\n<ul>\n<li><a href=\"https://help.thetaassist.ai/article/connectors-and-mcp\" target=\"_blank\" rel=\"noopener\">Connectors&nbsp;| Admin guide</a></li>\n<li><a href=\"https://help.thetaassist.ai/article/mcp-servers-admin-guide\" target=\"_blank\" rel=\"noopener\">MCP servers | Admin guide</a></li>\n<li><a href=\"https://help.thetaassist.ai/article/m365-tools-mcp-server-admin-guide\" target=\"_blank\" rel=\"noopener\">M365 Tools MCP server | Admin guide</a></li>\n<li><a href=\"https://help.thetaassist.ai/article/adding-connectors-to-your-assistant\" target=\"_blank\" rel=\"noopener\">Adding tools and connectors to your assistant</a></li>\n</ul>\n<p>&nbsp;</p></body></html>","description":"Set up and manage authentication configurations in Theta Assist for connectors, MCP servers, and external services.","isMarkdown":false,"publishedOnUtc":"2026-07-28T03:02:26.2976736","modifiedOnUtc":"2026-07-28T01:20:15.8047412"}