# Connect your AI agent

> Use the in-app screen to connect Claude, ChatGPT, Claude Code or another AI assistant to your Bigly account, and manage connected apps and access tokens.

- Section: Using the app (manual) › AI agent
- Web page: https://docs.biglysales.com/manual/connect-your-ai
- Availability: Not enabled on every account. Contact support to turn it on
- MCP (AI assistant) equivalent: [Connect your AI assistant](https://docs.biglysales.com/mcp/connect.md)
- Video: placeholder — "Connecting your AI assistant to Bigly" (not yet recorded)

The **Connect your AI agent** screen gets your AI assistant talking to Bigly through the **Bigly MCP**. Once connected, you can ask your assistant to review and change your AI agent's setup in plain language. For what the MCP can do, see [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md).

There are two ways to connect:

- **Claude and ChatGPT** connect with a sign-in. You don't need a token.
- **Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI** and other MCP clients use an access token you generate on this screen.

## Before you start

- The MCP must be turned on for your account. If it isn't, the screen says so. Contact support to turn it on.
- Your role needs MCP access. If the screen says you don't have permission to manage access tokens, ask an admin on your account. See [Team members](https://docs.biglysales.com/manual/team-members.md).

## Open the screen

Go to **AI › Connect your AI agent**. Under **Set up your AI agent**, pick your client from the tabs. The steps change to match it.

## Connect Claude

1. Select **Claude (web, desktop & mobile)**.
2. Click **Add to Claude**. Claude opens with the name and address already filled in. Click **Add**, then **Connect**.
   On a Team or Enterprise plan, an Owner can click **Add for my organization (Team/Enterprise Owners)** instead, and members then click **Connect**.
3. Sign in to Bigly when asked, choose this workspace and click **Allow**.

## Connect ChatGPT

1. Select **ChatGPT** and click **Open ChatGPT**.
2. In ChatGPT, click **+** and choose to add a custom MCP server. Enter the name and URL shown on the Bigly screen, set authentication to **OAuth**, and leave the client ID and secret empty.
3. Sign in to Bigly when asked, choose this workspace and click **Allow**.

> [Screenshot placeholder: Allowing access — The Bigly sign-in and consent page an assistant opens, with the workspace picker and the Allow button.]

## Connect Claude Code, Cursor and other tools

1. Select your client.
2. Type a **Token name**, such as *my-laptop*, and click **Generate token**.
3. Copy the token straight away. It's shown only once.
4. Follow the numbered steps. The command or settings block already contains your token. Click the copy icon and paste it where the step says.
5. If a **Verify the connection** step is shown, run it. You should see **bigly** listed as connected.

Anyone with the token can use the MCP as you. Don't share it or paste it into documents. If a token leaks, revoke it (see below) and generate a new one.

## Start the guided setup

For clients that show a **Start the guided setup** step, copy that text and paste it into your assistant. It reads Bigly's onboarding guide and asks you what it needs before changing anything. See [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md).

## Manage connections and tokens

- **Connected apps** lists Claude and ChatGPT connections, with when each was connected and last used. Click **disconnect** to remove one.
- **Your access tokens** lists the tokens you've generated, with when each was created and last used. Click **revoke** to stop a token working.

> [Screenshot placeholder: Connected apps and tokens — The Connected apps table with one Claude connection and its disconnect link, and the Your access tokens table with two tokens, their Created and Last used dates, and revoke links.]

## Troubleshooting

**The screen says the MCP isn't enabled.** Contact support to turn it on for your account.

**The assistant connects but can't change some settings.** Each area has its own read and update permissions. Ask an admin to check your role. See [Connecting through the MCP](https://docs.biglysales.com/mcp/connect.md).

**I lost my token.** Tokens can't be shown again. Revoke the old one and generate a new one.

## Related

- [Using Bigly with your AI assistant](https://docs.biglysales.com/mcp.md)
- [Connecting through the MCP](https://docs.biglysales.com/mcp/connect.md)
- [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md)
- [API keys](https://docs.biglysales.com/manual/api-keys.md)

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All documentation pages: https://docs.biglysales.com/llms.txt