> ## Documentation Index > Fetch the complete documentation index at: https://docs.formal.ai/llms.txt > Use this file to discover all available pages before exploring further. # Gong > Ask questions about accounts and deals, and generate briefs from Gong conversations. Communication Publisher: Gong Route Gong MCP traffic through Formal to control and log what AI agents do in Gong: * **Block** tools you don't want agents to call, such as `generate_brief`. * **Mask** sensitive data in tool results, such as emails in `ask_account` responses. * **Keep credentials at the Connector**, so users and agents never see Gong tokens. * **Log** every tool call with the user, the MCP client and its parameters. Cloud agents Laptop / VM Endpoint [https://mcp.gong.io/mcp](https://mcp.gong.io/mcp) Connector ![](https://docs.formal.ai/static/brands/mcp/gong.svg) ## 0. Prepare your Connector The Connector needs an MCP listener and a hostname with wildcard DNS and TLS. Set them up once by following [Deploy the Connector](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-gateway.md#deploy-the-connector). Every MCP server reuses them. ## 1. Add Gong MCP server to your Resources > [tab] UI > > 1. Open the [Admin Catalog](https://app.formal.ai/catalog) and click **Add MCP**. > 2. Select the **Gong** template. > 3. Enter a DNS-label **Name**, such as `gong`. > 4. Choose the **Space** containing your Connector, such as `default`. > 5. Configure upstream authentication as described below, then save. > > If no Connector is in the selected Space, the **Configuration** tab shows **MCP clients can't connect directly yet**. > The reason reads: `No Connector is in this server's Space.` > > Adding Gong to the Admin Catalog > [tab] Terraform > > Set `space_id` to the ID of the Space containing your Connector. > > ```hcl theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > resource "formal_resource" "gong" { > name = "gong" > technology = "mcp" > hostname = "mcp.gong.io" > space_id = "" > native_users_v3_enabled = true > port = 443 > tags = { > "mcp-endpoint" = "/mcp" > } > } > > resource "formal_resource_oauth_settings" "gong" { > resource_id = formal_resource.gong.id > } > ``` > [tab] Pulumi > > Set `spaceId` to the ID of the Space containing your Connector. > > ```ts theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > import * as formal from "@formalco/pulumi"; > > const resource = new formal.Resource("mcp", { > name: "gong", > technology: "mcp", > hostname: "mcp.gong.io", > port: 443, > spaceId: "", > tags: { "mcp-endpoint": "/mcp" }, > nativeUsersV3Enabled: true, > }); > > new formal.ResourceOauthSettings("mcpOAuth", { > resourceId: resource.id, > }); > ``` > [tab] API > > Create a Resource with the MCP endpoint and its Space ID. > > ```bash theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > export FORMAL_API_KEY="" > RESOURCE_RESPONSE=$(curl --fail --silent --show-error \ > --request POST \ > https://api.formal.ai/core.v1.ResourceService/CreateResource \ > --header "x-api-key: ${FORMAL_API_KEY}" \ > --header "Content-Type: application/json" \ > --data-binary @- < { > "name": "gong", > "hostname": "mcp.gong.io", > "port": 443, > "technology": "mcp", > "spaceId": "", > "tags": [ > { > "key": "mcp-endpoint", > "value": "/mcp" > } > ] > } > JSON > ) > RESOURCE_ID=$(printf '%s' "${RESOURCE_RESPONSE}" | jq -r '.resource.id') > curl --fail --silent --show-error \ > --request POST \ > https://api.formal.ai/core.v1.ResourceService/CreateResourceOAuthSettings \ > --header "x-api-key: ${FORMAL_API_KEY}" \ > --header "Content-Type: application/json" \ > --data-binary @- < { > "resourceId": "${RESOURCE_ID}" > } > JSON > ``` ## 2. Setup Authentication > [tab] Linked Accounts (Recommended) > > Each user links their own Gong account once in the Employee Catalog, and the Connector sends that user's token to Gong. > > ![Linked Accounts selected under How does Formal authenticate to this resource?](https://mintcdn.com/formal/vzPMpIcsF4BYmdx8/assets/images/mcp-servers/auth-linked-accounts.png?fit=max\&auto=format\&n=vzPMpIcsF4BYmdx8\&q=85\&s=dc448db2a373faa6e1bf49fd5ffaf7c4) > > Under **OAuth app**, choose one of the two options. > > #### 1. Formal's App (default) > > Formal has a registered OAuth app with Gong, so you register nothing. > Users see Formal on Gong's consent screen. > > #### 2. Your OAuth App > > Users see your app's name on Gong's consent screen. > > > [accordion] Set up your own Gong OAuth app > > > > See [Gong OAuth documentation](https://help.gong.io/docs/create-an-integration-to-connect-to-the-mcp-server) and [register an app](https://app.gong.io). > > > > **1. Open integration settings** > > > > In [Gong](https://app.gong.io), open **Admin center** → **Settings** → **Ecosystem** → **MCP** → **MCP servers**. > > > > **2. Register a manual integration** > > > > Click **New MCP server integration**, enter **Integration name**, and select **Manual** under **Registration type**. > > > > **3. Set the callback** > > > > Paste Formal’s **Redirect URI** into Gong’s **Redirect URI** field. > > > > **4. Choose access** > > > > Select **Personal access** or **Shared access** under **Authorization context**, then click **Save**. > > > > **5. Copy credentials and choose scopes** > > > > Copy **Client ID** and **Client Secret**; request `mcp:read`, `mcp:write`, or both when authorizing. > > > > **6. Enter the app in Formal** > > > > > [tab] UI > > > > > > Back in the Admin Catalog, enter the **Client ID** and **Client secret**, then save. > > > Users then link their accounts on the Gong server's page in the [Employee Catalog](https://catalog.formal.ai). > > > > > > ![Your OAuth App selected in the Admin Catalog, with the Redirect URI, Client ID and Client secret fields](https://mintcdn.com/formal/R-3CwVgs8IU6liji/assets/images/mcp-servers/your-oauth-app.png?fit=max\&auto=format\&n=R-3CwVgs8IU6liji\&q=85\&s=00584678f4f2696805678de060eaea0a) > > > > > [tab] Terraform > > > > > > Use these OAuth settings instead of the ones from step 1. > > > > > > ```hcl theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > > > variable "gong_oauth_client_secret" { > > > type = string > > > sensitive = true > > > } > > > > > > resource "formal_resource_oauth_settings" "gong" { > > > resource_id = formal_resource.gong.id > > > upstream_oauth_mode = "pre_registered" > > > client_id = "" > > > client_secret_wo = var.gong_oauth_client_secret > > > client_secret_wo_version = 1 > > > } > > > ``` > > > > > [tab] Pulumi > > > > > > Use these OAuth settings instead of the ones from step 1. > > > Store the secret with `pulumi config set --secret gongOauthClientSecret`. > > > > > > ```ts theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > > > import * as pulumi from "@pulumi/pulumi"; > > > > > > const config = new pulumi.Config(); > > > > > > new formal.ResourceOauthSettings("mcpOAuth", { > > > resourceId: resource.id, > > > upstreamOauthMode: "pre_registered", > > > clientId: "", > > > clientSecret: config.requireSecret("gongOauthClientSecret"), > > > }); > > > ``` > > > > > [tab] API > > > > > > Use this call instead of the `CreateResourceOAuthSettings` call from step 1. > > > The OAuth app is fixed at creation. > > > > > > ```bash theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > > > curl --fail --silent --show-error \ > > > --request POST \ > > > https://api.formal.ai/core.v1.ResourceService/CreateResourceOAuthSettings \ > > > --header "x-api-key: ${FORMAL_API_KEY}" \ > > > --header "Content-Type: application/json" \ > > > --data-binary @- < > > { > > > "resourceId": "${RESOURCE_ID}", > > > "upstreamOauthMode": "pre_registered", > > > "clientId": "", > > > "clientSecret": "" > > > } > > > JSON > > > ``` > > > > > [!WARNING] > > > > > > Switching between Formal's App and your OAuth app unlinks every account. Users must link again. > [tab] Shared Credentials > > An administrator stores one Gong token in Formal, and the Connector sends it on every user's requests without showing it to them. > > ![Shared Credentials selected under How does Formal authenticate to this resource?](https://mintcdn.com/formal/R-3CwVgs8IU6liji/assets/images/mcp-servers/auth-shared-credentials.png?fit=max\&auto=format\&n=R-3CwVgs8IU6liji\&q=85\&s=91032e202518088292ee1cf39451b9ef) > > Gong's MCP endpoint doesn't accept API tokens, so use Linked Accounts. > [tab] Pass Through > > Each user sends their own Gong sign-in or token from their MCP client, and Formal forwards it unchanged without storing it. > > ![Pass Through selected under How does Formal authenticate to this resource?](https://mintcdn.com/formal/R-3CwVgs8IU6liji/assets/images/mcp-servers/auth-pass-through.png?fit=max\&auto=format\&n=R-3CwVgs8IU6liji\&q=85\&s=c14ae61de2dba8b567626cba03aae2cf) > > Nothing in the request identifies the Formal user. Formal attributes these requests only when they come through the [Formal Endpoint](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-gateway.md#identity-headers). Pass-through servers have no Connector address, so cloud agents can't use them. > > For OAuth, each MCP client signs in to Gong itself. ## 3. Route Endpoint traffic Auth is managed at the Connector level when you use Linked Accounts or Shared Credentials, so the Endpoint needs to forward the MCP traffic to it. Laptops and VMs with the Formal Endpoint keep using `https://mcp.gong.io/mcp`, and a network rule sends that traffic to the Connector. > [tab] UI > > 1. Go to [Network Rules](https://app.formal.ai/network-rules) and create a rule named `gong-mcp`. > 2. Paste this expression, set the rule to **Active**, then save: > > ```javascript theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > { > "condition": { > "pre_tcp": process.is_agent, > // Every MCP server added to Formal: process.is_agent && resource.technology == "mcp" > "pre_tls": process.is_agent && hostname == "mcp.gong.io", > "post_tls": true > }, > "outputs": { > "forward_to_connector": true > } > } > ``` > [tab] Terraform > > ```hcl theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > resource "formal_network_rule" "gong_mcp" { > name = "gong-mcp" > description = "Forward Gong MCP traffic from agents to the Connector" > status = "active" > > # Every MCP server added to Formal: set pre_tls to process.is_agent && resource.technology == "mcp" > cel_expression = <<-EOT > { > "condition": { > "pre_tcp": process.is_agent, > "pre_tls": process.is_agent && hostname == "mcp.gong.io", > "post_tls": true > }, > "outputs": { > "forward_to_connector": true > } > } > EOT > } > ``` > [tab] Pulumi > > ```ts theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > import * as formal from "@formalco/pulumi"; > > new formal.NetworkRule("gongMcp", { > name: "gong-mcp", > description: "Forward Gong MCP traffic from agents to the Connector", > status: "active", > // Every MCP server added to Formal: set pre_tls to process.is_agent && resource.technology == "mcp" > celExpression: ` > { > "condition": { > "pre_tcp": process.is_agent, > "pre_tls": process.is_agent && hostname == "mcp.gong.io", > "post_tls": true > }, > "outputs": { > "forward_to_connector": true > } > } > `, > }); > ``` > [tab] API > > ```bash theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > export FORMAL_API_KEY="" > # Every MCP server added to Formal: set pre_tls to process.is_agent && resource.technology == "mcp" > CEL_EXPRESSION=$(cat <<'CEL' > { > "condition": { > "pre_tcp": process.is_agent, > "pre_tls": process.is_agent && hostname == "mcp.gong.io", > "post_tls": true > }, > "outputs": { > "forward_to_connector": true > } > } > CEL > ) > jq -n --arg cel "${CEL_EXPRESSION}" '{ > name: "gong-mcp", > description: "Forward Gong MCP traffic from agents to the Connector", > status: "active", > celExpression: $cel > }' | curl --fail --silent --show-error \ > --request POST \ > https://api.formal.ai/core.v1.DesktopService/CreateDesktopRoutingRule \ > --header "x-api-key: ${FORMAL_API_KEY}" \ > --header "Content-Type: application/json" \ > --data-binary @- > ``` The rule matches [known agents](https://docs.formal.ai/docs/guides/network-rules.md#known-agent-identities) only. See [Identity headers](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-gateway.md#identity-headers). Cloud agents such as Claude, ChatGPT and Cursor Cloud Agents don't run the Endpoint. Point them at this server's Connector address, `https://gong./mcp`. Find it in the [Admin Catalog](https://app.formal.ai/catalog): open Gong, then copy **Connector address** on the **Configuration** tab. ## 4. Create policies ### Tools The Admin Catalog lists these tools for Gong: | Tool | Description | | - | - | | `ask_account` | Answer questions about a single account. | | `ask_deal` | Answer questions about a single deal. | | `generate_brief` | Generate a brief for an account, deal, or contact. | ### Policies examples > [tab] Mask a tool's output > > This policy replaces email addresses in results returned by `ask_account`, `ask_deal`, and `generate_brief`. > > ```rego theme={"languages":{"custom":["/languages/cel.json","/languages/rego.json"]}} > package formal.v2 > > import future.keywords.if > import future.keywords.in > > email_pattern := `[A-Za-z0-9._%+-]+@[A-Za-z0-9.-]+\.[A-Za-z]{2,}` > > response := { > "action": "rewrite", > "body": regex.replace(input.http.body, email_pattern, "[REDACTED-EMAIL]"), > "reason": "Mask emails in Gong results", > } if { > input.resource.name == "gong" > input.mcp.tool_name in {"ask_account", "ask_deal", "generate_brief"} > regex.match(email_pattern, input.http.body) > } > ``` See [MCP resources](https://docs.formal.ai/docs/guides/policies/evaluation.md#mcp-resources) for the `input.mcp` fields and [Rewrite Action](https://docs.formal.ai/docs/guides/policies/enforcement.md#rewrite-action) for body rewrites. ## 5. Check the logs Open [Logs](https://app.formal.ai/logs) and search for `resource.name:gong`. Each Gong tool call is one `request` log with the user, the MCP client and the tool. Open a log to see its tool parameters and the policies it triggered. A masked search shows the rewrite policy. Gong tool calls in Logs, including a masked response and a blocked write See [Logs](https://docs.formal.ai/docs/guides/observability/logs.md) for search syntax and filters. ## Troubleshooting > [accordion] The agent says Formal has no current sign-in > > The agent relays: `Formal has no current gong sign-in for you. Link or re-link your gong account in Formal…` > > **Cause:** The user never linked Gong, or the token expired and couldn't be refreshed. > > **Fix:** Open the server in the [Employee Catalog](https://catalog.formal.ai) and link Gong again. > [accordion] The agent says Gong rejected your credentials > > The agent relays: `gong rejected your credentials. Link or re-link your gong account in Formal…` > > **Cause:** Gong no longer accepts the linked token, for example after the user revoked access in Gong. > > **Fix:** Link Gong again from the [Employee Catalog](https://catalog.formal.ai). > [accordion] Laptop traffic doesn't appear in Logs > > **Cause:** The Endpoint isn't running, or the network rule doesn't match the client. > > **Fix:** Check the Endpoint is connected. The rule above only matches [known agents](https://docs.formal.ai/docs/guides/network-rules.md#known-agent-identities). Other clients, such as a browser, reach Gong directly unless the rule also matches them. See [Network rules](https://docs.formal.ai/docs/guides/network-rules.md). > [accordion] MCP clients can't connect directly yet > > **Cause:** The **Configuration** tab lists the reason, most often `No Connector is in this server's Space.` > > **Fix:** Edit the server and choose the Space containing its Connector. ## Next Steps > [card] [MCP Gateway](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-gateway.md) > > Configure Connector routing and downstream access > [card] [All MCP servers](https://docs.formal.ai/docs/guides/core-concepts/connectors/mcp-servers/index.md) > > Browse every MCP server template This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.