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Creating Custom Bundles

Can't find the perfect pre-made bundle? Create your own! Custom bundles let you handpick exactly the tools you need for your specific workflow.

Why Create Custom Bundles?​

Pre-made bundles are great for common workflows, but you might want a custom bundle when:

  • Specific workflow - You have a unique combination of tools you use together
  • Minimal tool set - You want fewer tools to keep your AI focused
  • Mix providers - Combine tools from different services
  • Project-specific - Create bundles for specific projects or clients
  • Experimentation - Test different tool combinations

Example: A "Sales Outreach" custom bundle might include:

  • smartlead_send_campaign (Smartlead)
  • hubspot_create_contact (HubSpot)
  • slack_send_message (Slack)
  • openai_generate_text (OpenAI)

Creating Your First Custom Bundle​

Dashboard Overview

Step 1: Navigate to Bundles​

  1. Log in to MCPBundles Dashboard
  2. Click Bundles in the left navigation
  3. Click "Create Bundle" button (top right)

Step 2: Name Your Bundle​

A modal opens with a form:

Bundle Name (required)

  • What you'll see in your dashboard
  • Keep it short and descriptive
  • Examples: "Sales Workflow", "Content Creation", "Daily Tasks"

Description (optional)

  • What this bundle does
  • What tools it includes
  • Who it's for

Category (required)

  • Select the category that best fits
  • Helps organize your bundles
  • Choose from 35+ categories

Example:

Name: Sales Outreach Workflow
Description: Tools for email outreach, CRM updates, and team notifications
Category: Marketing & Sales

Step 3: Create the Bundle​

  1. Fill in the form
  2. Click "Create Bundle"
  3. Bundle is created (empty, no tools yet)
  4. You're redirected to the bundle detail page

Result: Empty custom bundle, ready to add tools!

What Makes a Good Bundle Name?​

DO:​

  • ✅ Be descriptive - "Email Marketing Suite"
  • ✅ Use workflow names - "Customer Onboarding"
  • ✅ Include purpose - "Weekly Reporting Tools"
  • ✅ Keep it short - 2-5 words
  • ✅ Use title case - "My Custom Bundle"

DON'T:​

  • ❌ Too generic - "My Bundle", "Tools"
  • ❌ Too long - "All The Tools I Use For Marketing And Sales Activities"
  • ❌ All caps - "MARKETING TOOLS"
  • ❌ Special characters - "Marketing_Tools_2024!!"
  • ❌ Version numbers - "My Bundle v2.1"

Good examples:

  • "Social Media Manager"
  • "Developer Workflow"
  • "Client Project Tools"
  • "Weekly Reports"
  • "Content Pipeline"

Adding Tools to Your Bundle​

Once your bundle is created, you need to add tools. See the detailed guide:

👉 Adding and Removing Tools

Quick overview:

  1. On your bundle detail page, click "Add Tools"
  2. Browse or search available tools
  3. Select tools to add
  4. Click "Add Selected Tools"
  5. Tools immediately appear in your bundle

Bundle Settings​

After creating a bundle, you can modify its settings:

Editing Bundle Info​

  1. Go to bundle detail page
  2. Click "Edit Bundle" button
  3. Modify:
    • Bundle name
    • Description
    • Category
  4. Click "Save Changes"

Bundle Visibility (Coming Soon)​

Future features:

  • Private - Only you can see and use
  • Shared - Share with specific users
  • Public - Anyone can discover and enable

Currently: All custom bundles are private to your account.

Organizing Custom Bundles​

By Workflow​

Create bundles for different workflows:

Daily Tasks

  • Email tools
  • Calendar tools
  • Quick communication

Deep Work

  • Content creation
  • Analysis tools
  • Research tools

Project A

  • Client-specific tools
  • Project management
  • Reporting

By Client or Project​

Client: Acme Corp

  • Their CRM
  • Their analytics
  • Their communication tools

Project: Website Redesign

  • Design tools
  • Deploy tools
  • Testing tools

By Tool Count​

Focused Bundles (3-5 tools)

  • Better AI performance
  • Clear purpose
  • Less overwhelming

Comprehensive Bundles (10-20 tools)

  • One-stop solution
  • More flexibility
  • May slow AI slightly
tip

The Sweet Spot: 5-10 tools per bundle

This gives your AI enough options without overwhelming it. Create multiple focused bundles rather than one massive bundle.

Use Cases for Custom Bundles​

1. Role-Specific Bundles​

Marketing Manager Bundle:

  • Campaign tools (Smartlead, Mailchimp)
  • Analytics (Google Analytics)
  • Social media (Twitter, LinkedIn)
  • CRM (HubSpot)
  • Reporting (Google Sheets)

Software Developer Bundle:

  • Version control (GitHub, GitLab)
  • CI/CD (GitHub Actions)
  • Issue tracking (Linear)
  • Documentation (Notion)
  • Communication (Slack)

2. Task-Specific Bundles​

Content Publishing:

  • Text generation (OpenAI)
  • Image creation (DALL-E)
  • Social posting (Twitter, LinkedIn)
  • Scheduling (Buffer)

Customer Support:

  • Ticketing (Zendesk)
  • Live chat (Intercom)
  • Email (Gmail)
  • Knowledge base (Notion)

3. Integration-Specific Bundles​

Google Workspace:

  • Gmail
  • Google Calendar
  • Google Drive
  • Google Docs
  • Google Sheets

Microsoft 365:

  • Outlook
  • Teams
  • SharePoint
  • OneDrive

4. Experiment Bundles​

Testing New Tools:

  • Create a bundle with new tools
  • Test them out
  • Keep what works
  • Delete the bundle if not useful

Before/After Comparison:

  • Create "Old Workflow" and "New Workflow" bundles
  • Try both
  • See which is better
  • Delete the loser

Managing Multiple Custom Bundles​

Viewing All Your Bundles​

Dashboard → Bundles → "My Bundles" tab shows:

  • Pre-made bundles you've enabled
  • Your custom bundles
  • Status of each
  • Quick actions

Enabling/Disabling Bundles​

Enable when you're actively using it:

  • Tools appear in your AI
  • Can use them in conversations

Disable when you're not using it:

  • Tools disappear from your AI
  • Reduces tool count for better performance
  • Bundle and settings are preserved
  • Can re-enable anytime

Deleting Custom Bundles​

When to delete:

  • Bundle no longer needed
  • Was just for testing
  • Replaced by better bundle
  • Want to start fresh

How to delete:

  1. Go to bundle detail page
  2. Click "Delete Bundle"
  3. Confirm deletion
danger

Deletion is permanent!

  • Cannot be undone
  • All tool associations removed
  • Configuration lost forever

Consider disabling instead if you might use it later.

Best Practices​

Start Small​

For your first custom bundle:

  1. Pick 3-5 tools you use every day
  2. Give it a clear, descriptive name
  3. Use it for a week
  4. Add more tools as needed

Why?

  • Easier to learn what works
  • Better AI performance
  • Can iterate and improve

One Bundle vs. Multiple Bundles​

Use ONE bundle when:

  • Tools are closely related
  • You use them all together
  • Common workflow
  • Prefer simplicity

Use MULTIPLE bundles when:

  • Different workflows
  • Context switching (work vs personal)
  • Want to enable/disable groups
  • Better organization

Example: Instead of one "All My Tools" bundle, create:

  • "Morning Routine" bundle
  • "Client Work" bundle
  • "Personal Tasks" bundle

Naming Conventions​

If you create many bundles, use consistent naming:

By project:

  • Project: Website Redesign
  • Project: Mobile App
  • Project: Marketing Campaign

By client:

  • Client: Acme Corp
  • Client: TechStartup Inc
  • Client: Local Business

By time:

  • Daily Tasks
  • Weekly Reports
  • Monthly Planning

Advanced Tips​

Tool Dependencies​

Some tools work better together:

CRM workflow needs:

  • Contact management tools
  • Email tools
  • Task tracking tools

Build this awareness into your bundles - include tools that complement each other.

Credential Reuse​

Tools from the same provider share credentials:

Example: If you have 5 GitHub tools in a bundle, you only need ONE GitHub credential.

Benefit: Easy to set up bundles with many tools from few providers.

Bundle Templates (Coming Soon)​

Future feature:

  • Save custom bundles as templates
  • Share templates with others
  • Clone templates to create new bundles
  • Community template library

Troubleshooting​

Can't Create Bundle​

Possible causes:

  1. Form validation error

    • Fix: Make sure name and category are filled
    • Check for error messages

  2. Backend error

    • Fix: Refresh page and try again
    • If persists, contact support

Bundle Created But Empty​

This is normal! New bundles start with zero tools.

Next step: Add tools using the "Add Tools" button.

See Adding and Removing Tools.

Bundle Shows "Blocked"​

Cause: Tools in the bundle require providers you haven't connected.

Fix:

  1. Look at "Required Providers" section
  2. Connect each provider
  3. Validate credentials
  4. Bundle status will update to "Operational"

Comparing Custom vs. Pre-Made Bundles​

FeatureCustom BundlesPre-Made Bundles
Setup Time5-10 minutes1 minute
Tool SelectionYou choose every toolCurated by experts
Tool CountAs many/few as you wantFixed set
FlexibilityComplete controlLimited
MaintenanceYou manage updatesAuto-updated
Best ForSpecific workflowsCommon use cases

Most users: Start with pre-made bundles, then create 1-2 custom bundles for their unique needs.

Examples of Great Custom Bundles​

Example 1: Freelance Writer Bundle​

Name: "Freelance Writing Workflow"
Category: Content Creation
Tools:

  • openai_generate_text - Draft content
  • grammarly_check_text - Proofread
  • wordpress_create_post - Publish
  • google_docs_create - Collaborate
  • stripe_create_invoice - Bill clients

Example 2: E-commerce Manager Bundle​

Name: "E-commerce Operations"
Category: E-commerce
Tools:

  • shopify_list_orders - Check orders
  • stripe_list_charges - Track payments
  • shipstation_create_label - Ship orders
  • slack_send_message - Team updates
  • google_sheets_update - Update inventory

Example 3: DevOps Engineer Bundle​

Name: "DevOps Daily Tools"
Category: Developer Tools
Tools:

  • github_list_repos - Code management
  • github_actions_trigger - Deploy
  • datadog_get_metrics - Monitoring
  • pagerduty_create_incident - Alerts
  • slack_send_message - Team notifications

Next Steps​

Need Help?​