# Slate MCP Server & Agent Skill

> Source: https://ibl.ai/developer/connectors/slate

Connector · Admissions CRM

Last updated: October 20, 2026

**ibl.ai publishes a free Slate agent skill: a SKILL.md that teaches an AI agent to read and write Slate data and expose it as an MCP tool. Download it, connect your own Slate credentials, and run the agent on ibl.ai Agentic OS, where you own all the code and the data.**

Slate is a CRM that colleges use for admissions and enrollment. Each institution has its own Slate database holding person and application records and the related data its staff configure; integrations are built inside Slate by that institution.

## What is the Slate API, and what can an agent read from it?

Admins turn Query Builder queries into web service endpoints returning JSON, XML, Excel or CSV, and define source formats that accept pushed or pulled data. The Configurable API publishes read-only endpoints at /manage/service/api/{API key}/{endpoint key}.

- API: Slate web services (Query-based exports, Upload Dataset imports, Configurable API) (Mixed)
- Access: Issued by your administrator
- Base URL: https://{instance}/manage/service/import?cmd=load&format={format-id}
- Authentication: User token (h query parameter); HTTP Basic (service username and password); Client certificate (imports)

There is no vendor-wide public API. Each institution's Slate administrator (Administrator All Access role) builds the endpoints and creates the service account or user token; outside parties get credentials from that institution.

Exports accept a generated user token in the h parameter or a username and password; Slate says to use a username when a query exposes sensitive data. Imports take Basic auth or certificate auth. Optional IP or CIDR allowlists.

### What can an agent read from Slate?

- **Query web service exports** — Any Configurable Joins query an admin enables as a web service, returned as JSON, XML, Excel or CSV; reserved parameters are id, h and output.
- **Configurable API endpoints** — Read-only endpoints defined in the Slate API builder at /manage/service/api/{API key}/{endpoint key}, with custom formatting and filters.
- **Parameterized lookups** — Queries can declare custom parameters (referenced as @variable_name) so a caller can pass a value, such as an ID, at request time.
- **Scheduled export deliveries** — A query can be scheduled to push its results to an external endpoint, with optional HTTP headers for bearer or basic auth.

### What can an agent write to Slate?

- **Upload Dataset (push import)** — POST JSON to /manage/service/import?cmd=load&format={format-id}; rows map through an admin-defined source format into Slate records.
- **Scheduled pull import** — Slate pulls from a third-party URL on a schedule (minimum 60 minutes) and can POST a JSON callback after each import.

Limits: Exports: each database is limited to 300 requests and 300 seconds of web service processing in any 5-minute window. Upload Dataset: 50 posts per 5 minutes; most uploads process within 15 minutes. Pull imports run at most every 60 minutes.

Applicant and student personal data; for enrolled students these are FERPA education records. Scope each query to the fields a task needs and prefer username auth for sensitive exports.

## How do I connect Slate to an AI agent over MCP?

We could not confirm an MCP server in Technolutions' own documentation as of October 2026.

The practical path is to host a small MCP server that wraps the Slate web services (Query-based exports, Upload Dataset imports, Configurable API), or to give the agent the calls directly with the SKILL.md below.

On ibl.ai an MCP connection is three records, and a working integration always needs all three:

1. **Register the server** — `POST …/mcp-servers/` with its URL, a transport (`sse`, `websocket` or `streamable_http`) and an `auth_type` of `none`, `token` or `oauth2`.
2. **Create a connection** that holds the credential, scoped to the whole organization (`platform`), to a single agent, or to each user (`user`).
3. **Enable it on the agent** — `mcp-tool` in `tool_slugs` and the server id in `mcp_servers`. Both lists are replaced, not merged, so read the settings first.

For an API key or a service credential, one `token` connection at `platform` scope serves the whole organization; scope a connection to a single agent when that agent needs narrower access than the rest.

The field reference is in [MCP server connections](https://ibl.ai/developer/platform/mcp/mcp-connections), and the [/iblai-api-agent-mcp](https://ibl.ai/developer/skills/iblai-api-agent-mcp) skill runs all three steps from a coding agent.

## What does the Slate agent skill do?

The Slate skill is one SKILL.md file named `iblai-connect-slate`. It gives an agent the auth conventions, what to read, which writes need a person's confirmation, the ibl.ai MCP wiring, example prompts and guardrails.

[Download the Slate SKILL.md](https://ibl.ai/developer/connectors/slate/SKILL.md)

Save it as `.claude/skills/iblai-connect-slate/SKILL.md`, or in your agent's skills folder. The ibl.ai platform skills it calls come from one install:

```
npx skills add iblai/vibe --all
```

This connector skill is a starting point maintained on ibl.ai, not part of the iblai/vibe repository.

It was checked against Technolutions' documentation on October 20, 2026. Test it against your own Slate setup before you rely on it.

### What can I ask a Slate agent to do?

- “List Fall 2027 applicants whose application is complete but who have no decision yet”
- “Pull this week's new inquiries from our Slate export and count them by intended program”
- “Push today's event check-ins into Slate through our import source format”
- “How many admitted students have not yet submitted an enrollment deposit?”

## How do I run a Slate agent on ibl.ai?

[Agentic OS](https://ibl.ai/product/agentic-os) is where the agent runs on ibl.ai: it holds the Slate MCP connection, the model the agent uses, its instructions and its conversation history.

On ibl.ai you own all the code and the data, run it model-agnostic across any LLM, and pay with no per-seat pricing — so you can deploy anywhere, from your own cloud to a fully air-gapped network.

- [AI agents for Higher Education](https://ibl.ai/solutions/higher-education) — what ibl.ai deploys in this sector

### Which ibl.ai agents work with Slate data?

- [Enrollment Advisor](https://ibl.ai/solutions/higher-education/agent/enrollment-agent) — Higher Education
- [Application Reader](https://ibl.ai/solutions/higher-education/agent/application-reader-agent) — Higher Education
- [Yield Advisor](https://ibl.ai/solutions/higher-education/agent/yield-agent) — Higher Education

### Where does ibl.ai describe the Slate integration?

- [Slate with Agentic OS](https://ibl.ai/resources/integrations/slate-agentic-os) — what ibl.ai builds on top of Slate
- [Slate and ibl.ai](https://ibl.ai/slate) — the integration overview

### Which ibl.ai platform skills does a Slate agent use?

- [/iblai-api-agent-mcp](https://ibl.ai/developer/skills/iblai-api-agent-mcp) — MCP connectors for ibl.ai agents, end to end
- [/iblai-vibe-agent-mcp](https://ibl.ai/developer/skills/iblai-vibe-agent-mcp) — Add the agent MCP tab (Model Context Protocol connector management with featured connectors, custom connectors, OAuth,…
- [/iblai-api-agent-tool](https://ibl.ai/developer/skills/iblai-api-agent-tool) — Enable or disable an ibl.ai agent's tools via the platform API

## What else should I know before connecting Slate to an AI agent?

### Is there an official Slate MCP server?

Not that we could confirm. We could not confirm an MCP server in Technolutions' own documentation as of October 2026.

The SKILL.md on this page gives an agent the integration directly, and any MCP server you host can be registered on ibl.ai.

### Who can get Slate API credentials?

There is no vendor-wide public API. Each institution's Slate administrator (Administrator All Access role) builds the endpoints and creates the service account or user token; outside parties get credentials from that institution.

### Does Slate data leave my infrastructure when an ibl.ai agent uses it?

On ibl.ai, you own all the code and the data. Self-hosted in your cloud or data center, the agent, its MCP connections and its conversation logs stay inside your perimeter.

Because the platform is model-agnostic, you can point the agent at a model you host, so Slate records need not reach a third-party model provider.

### Is the Slate agent skill free to use?

Yes. The SKILL.md is a free download with no sign-up. It assumes you already have Slate credentials, and your agreement with Technolutions still governs how you use its API.

## Which other data sources can an AI agent connect to alongside Slate?

### Which other Higher Education systems have a connector?

- [1EdTech OneRoster](https://ibl.ai/developer/connectors/oneroster) — Rostering and gradebook data standard
- [Blackboard Learn](https://ibl.ai/developer/connectors/blackboard-learn) — Learning management system
- [Canvas LMS](https://ibl.ai/developer/connectors/canvas) — Learning management system
- [D2L Brightspace](https://ibl.ai/developer/connectors/d2l-brightspace) — Learning management system
- [EAB Navigate360](https://ibl.ai/developer/connectors/eab-navigate) — Student success CRM
- [Ellucian Banner](https://ibl.ai/developer/connectors/ellucian-banner) — Student information system / ERP
- [Ellucian Colleague](https://ibl.ai/developer/connectors/ellucian-colleague) — Student information system / ERP
- [Encoura Reach (Anthology Reach)](https://ibl.ai/developer/connectors/anthology-reach) — Higher-education CRM
- [Handshake](https://ibl.ai/developer/connectors/handshake) — Career services and early-career recruiting platform
- [Jenzabar One](https://ibl.ai/developer/connectors/jenzabar-one) — Higher education ERP and student information system
- [Moodle LMS](https://ibl.ai/developer/connectors/moodle) — Learning management system
- [PeopleSoft Campus Solutions](https://ibl.ai/developer/connectors/peoplesoft-campus-solutions) — Student information system
- [Raiser's Edge NXT](https://ibl.ai/developer/connectors/raisers-edge-nxt) — Fundraising and donor CRM
- [Salesforce Education Cloud](https://ibl.ai/developer/connectors/salesforce-education-cloud) — Education CRM
- [Workday Student](https://ibl.ai/developer/connectors/workday-student) — Student information system

Every connector, grouped by sector, is on the [connectors hub](https://ibl.ai/developer/connectors).
