Initial Setup

Connecting an AI assistant takes a few minutes. You add the platform as a custom connector in your assistant, then approve the connection with your own platform login and two-factor authentication.

What You Need

The MCP module enabled on your platform. If it is not, contact support.
MCP access on your account. Your data controller grants this with the user access flags Access MCP (KPI) for aggregate reporting, Access MCP (Read) for individual records, and Access MCP (Write) for creating, editing and actions. You only see the access levels your account holds when approving a connection.
Two-factor authentication (2FA) set up on your account. If you have not enrolled yet, use Setup 2FA on the main menu first.
An MCP-capable assistant. Claude requires a plan that supports custom connectors; ChatGPT requires Developer mode and a plan that includes custom connectors.

Find Your Connector Details

Open the AI Assistants (MCP) page from the Advanced menu in the platform. It shows the two things every assistant needs:

the connector URL for your platform
the OAuth Client ID

The page also lists your existing connections, and will tell you if your account is missing MCP access or 2FA.

Connecting from Claude

In claude.ai, open Settings -> Connectors and choose Add custom connector.
Enter the connector URL shown on your AI Assistants (MCP) page.
Open Advanced settings and enter the OAuth Client ID from the same page. Leave the secret blank.
Add the connector, then choose Connect. A browser window will open on your platform: sign in as usual, enter your 2FA code, and choose Approve.
In a conversation, enable the connector from the tools menu and ask a reporting question - for example, “Show invoice totals by month for this year”.

Connecting from ChatGPT

In ChatGPT, open Settings -> Security and Login and enable Developer mode (custom connectors need a plan that includes them).
Open Settings -> Plugins, then choose + at the top right to add a connector. Enter the connector URL shown on your AI Assistants (MCP) page as the MCP server URL.
Select OAuth authentication, open the Advanced OAuth settings, and enter the Client ID from the same page. Leave the secret blank.
Create the connector and connect: a browser window will open on your platform. Sign in as usual, enter your 2FA code, and choose Approve.
In a conversation, enable the connector from the tools menu before asking your reporting question.

Other Assistants

Any assistant that supports MCP connections with OAuth follows the same pattern: give it the connector URL and Client ID from your AI Assistants (MCP) page, and it will send you through the same platform sign-in and approval.

The Approval Screen

When your assistant connects for the first time, the platform shows an approval page confirming who the connection will act as. You choose what to grant:

Reporting KPIs (aggregate figures, read-only) - answer reporting questions from aggregate data
Individual records (read) - look up and search individual records
Individual records (create, edit and actions) - create and update records and run workflow actions

Read access is offered pre-ticked; write access must be a deliberate choice. You only see the options your account’s access flags allow, and everything remains limited by your own permissions.

Enter the current code from your authenticator app and choose Approve. If you did not initiate the connection from your assistant, choose Deny.

You will receive a confirmation email whenever a connection is approved with your account. If you receive one you do not recognise, revoke the connection straight away and reset your password and 2FA.

What’s Next

Using AI assistants - example questions, what the assistant can see, and managing your connections