> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.plexflow.ca/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to connect Plexflow to ChatGPT or Claude (MCP server)

The Plexflow MCP server links your Plexflow account to your AI assistant, ChatGPT or Claude. Once connected, the assistant can consult and update your Plexflow data directly in the conversation, with the same rights as your account.

## Before you start

- required add-on **API Integration**. The MCP server works only if your Plexflow account has the **API Integration** add-on. To turn it on, go to **Plan**, then add **API Integration** to your plan.

![API Integration add-on in Plan](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/plexflow-ajout-integration-api_ql79p3.png)

- **MCP server address:** `https://integrations.plexflow.ca/mcp`
- **No API key to copy.** You sign in with your usual Plexflow email and password, and you authorize access.
- **ChatGPT:** web version (chatgpt.com), paid plan. In a ChatGPT Business, Enterprise, or Edu workspace, an administrator must first allow custom MCP servers.
- **Claude:** claude.ai or the desktop app, all plans (the free plan is limited to one custom connector). In a Team or Enterprise organization, it is the organization owner who adds the connector.

## Connecting Claude

1. In Claude, open **Customize** > **Connectors**.
2. Click **+ Add**, then **Add a custom connector**.
3. Name: Plexflow. URL: `https://integrations.plexflow.ca/mcp`. Click **Continue**.
4. Keep the authentication options offered by default, then click **Add**.
5. Click **Connect**. A Plexflow page opens: sign in with your Plexflow account and authorize access.
6. In a conversation, click the **+** button at the bottom left, then **Connectors**, and turn on **Plexflow**.

**Claude Team or Enterprise:** the owner goes to **Organization settings** > **Connectors** > **Add** > **Custom** > **Web** and enters the address above. Then, each member goes to **Customize** > **Connectors** and clicks **Connect** next to Plexflow.

**Example in Claude:** turn on Plexflow in the conversation, then write:

> “Which rents are late this month? Give me a list by building.”

## Connecting ChatGPT

1. On chatgpt.com, go to **Plugins** (chatgpt.com/plugins).
2. Click **+**, then **Add custom MCP server**.
3. Name: Plexflow. Server URL: `https://integrations.plexflow.ca/mcp`. Authentication: **OAuth**.
4. Confirm the warning (**I understand and want to continue**), then click **Create as a plugin**.
5. A Plexflow page opens: sign in with your Plexflow account and authorize access. Check the list of tools, then click **Install**.
6. In a conversation, type **@** and choose **Plexflow**.

ChatGPT asks you for confirmation before any change to your data.

**ChatGPT Business, Enterprise, or Edu:** an administrator must allow the creation of custom MCP servers in the workspace settings (Permissions and roles), then publish the application for the team.

**Example in ChatGPT:** type @Plexflow, then:

> “Which leases come due in the next 90 days?”

**Note: ChatGPT has changed its interface recently. If you do not see “Plugins”, look for an “Applications” or “Connectors” section in the settings.**

## Managing or removing access

In Plexflow, go to **Plan** > **API Integration** tab > **Connected Apps** section. You will see the assistants connected to your account there. Click **View Activity** to consult what they have done, or **Disconnect** to remove their access immediately.

![Connected Apps section in the API Integration tab](https://storage.crisp.chat/users/helpdesk/website/-/9/9/5/a/995a701e47028800/plexflow-applications-connecte_p8yo20.png)

## Good to know

- The assistant acts with the rights of your Plexflow account, in read and in write. Always reread a change before approving it.
- You can disconnect Plexflow at any time, in Plexflow or in ChatGPT/Claude.

## Troubleshooting

- **“Connected Apps” section not found, or connection impossible:** check that the **API Integration** add-on is active in **Plan**.
- **The Plexflow sign-in page does not open:** check that the address is exactly `https://integrations.plexflow.ca/mcp`.
- **Option not found in ChatGPT Business/Enterprise:** ask your administrator to turn on custom MCP servers.
- **Change the connection in Claude:** remove the Plexflow connector, then add it again.