# Connect your AI assistant

> Connect Claude, ChatGPT, Claude Code or another MCP-capable assistant to your Bigly account, and disconnect it when you no longer need it.

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

Before your AI assistant can work in Bigly, you connect it to your account once. Everything you need is on one screen in the app: **AI › Connect your AI agent**. It lists every supported assistant and gives you the exact steps, links and settings to copy for the one you pick.

There are two ways to connect, depending on the assistant:

| Assistant | How it connects |
|---|---|
| **ChatGPT** | You sign in to Bigly and click **Allow**. No token needed. |
| **Claude (web, desktop & mobile)** | You sign in to Bigly and click **Allow**. No token needed. |
| **Claude Code**, **OpenAI Codex CLI**, **Cursor**, **VS Code / GitHub Copilot**, **Windsurf**, **Gemini CLI**, **Any other MCP client** | You generate an access token in Bigly and paste it into the assistant's settings. |

## Before you start

- **The feature must be turned on for your account.** If it isn't, the **Connect your AI agent** tab says the MCP integration isn't enabled yet. Contact support to turn it on.
- **You need permission to use the MCP.** The account owner and users with an admin role have it by default. Managers, agents and viewers don't. If the tab says you don't have permission to manage access tokens, ask an admin. See [Team members](https://docs.biglysales.com/manual/team-members.md).
- Each connection is tied to **you** and to **one workspace**. If you belong to several Bigly workspaces, connect each one separately.

## Open the setup screen

1. In the top navigation, click **AI**.
2. In the left tab list, click **Connect your AI agent**.
3. Under **Set up your AI agent**, click the button for your assistant, for example **ChatGPT**, **Claude (web, desktop & mobile)** or **Claude Code**.

The numbered steps below the buttons change to match the assistant you picked.

## Connect Claude (web, desktop or mobile)

1. On **Connect your AI agent**, pick **Claude (web, desktop & mobile)**.
2. Click **Add to Claude**. Claude opens with the connector name and server URL already filled in.
3. In Claude, click **Add**, then **Connect**.
4. A Bigly sign-in page opens. Sign in with your usual Bigly login.
5. If you belong to more than one workspace, choose the one you want Claude to work in.
6. Review the request and click **Allow**.

Claude can now use Bigly in your chats.

**On a Claude Team or Enterprise plan**, an Owner can click **Add for my organization (Team/Enterprise Owners)** instead. That adds the connector for the whole organization. Each member then clicks **Connect** in Claude and signs in with their own Bigly login.

You can also add it by hand in Claude under **Customize › Connectors › Add custom connector**. Copy the name and server URL shown on the Bigly setup screen.

> [Screenshot placeholder: Bigly consent page — The Bigly page that opens after clicking Connect in Claude: the chosen workspace, the signed-in email, and the Allow button.]

## Connect ChatGPT

1. On **Connect your AI agent**, pick **ChatGPT**.
2. Click **Open ChatGPT**.
3. In ChatGPT, click **+** and choose **Add custom MCP server**.
4. Copy the **Name** and **MCP server URL** from the Bigly setup screen into ChatGPT.
5. Set **Authentication** to **OAuth**. Leave the client ID and secret empty.
6. Create it as a plugin.
7. When asked, sign in to Bigly, choose the workspace and click **Allow**.

> [Screenshot placeholder: ChatGPT custom MCP server form — ChatGPT's Add custom MCP server form with the Bigly name and server URL filled in and Authentication set to OAuth.]

## Connect Claude Code or another token-based client

Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI and other MCP clients connect with an **access token** instead of a sign-in.

1. On **Connect your AI agent**, pick your client, for example **Claude Code**.
2. In the token box, type a name you'll recognize later, for example *my-laptop*.
3. Click **Generate token**. The token appears in a green box and is copied to your clipboard.
4. Copy it somewhere safe now. **It's shown only once.**
5. Follow the numbered step for your client. For Claude Code, copy the command shown and run it in the project folder where you want to use Bigly. For the others, copy the settings into the file named in the step. The token is already filled in.
6. Check the connection. For Claude Code, run `claude mcp list` and look for the Bigly server in the list.

> [Screenshot placeholder: Generate token and Claude Code command — The Claude Code option selected, the token name field and Generate token button, the one-time token in a green box, and the copy-ready claude mcp add command below it.]

Anyone with the token can change your AI setup. Don't share it or paste it into chats. If it leaks, revoke it (see below) and generate a new one.

### The server URL

You don't need to type the server address yourself. The setup screen always shows the right one for your account:

- **Claude and ChatGPT** use one shared Bigly address. You choose the workspace when you sign in.
- **Token-based clients** use an address that includes your workspace, ending in `/api/v2/mcp`.

## Start the guided setup

The last step on the setup screen, **Start the guided setup**, gives you a line to paste into your assistant. It loads Bigly's onboarding guide so the assistant asks you the right questions before changing anything. See [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md).

> **Example request to your AI assistant:** "Read the Bigly onboarding guide and tell me what you need from me to set up our AI agent."

## See and remove connections

The bottom of **Connect your AI agent** shows two tables.

**Connected apps** lists Claude, ChatGPT and other apps you connected by signing in, with **App**, **Connected** and **Last used**. To remove one:

1. Click **disconnect** next to the app.
2. Click **Yes, disconnect it!**

The app loses access to this workspace straight away. To use it again, connect it again.

**Your access tokens** lists the tokens you generated, with **Name**, **Created** and **Last used**. To remove one:

1. Click **revoke** next to the token.
2. Click **Yes, revoke it!**

Any assistant set up with that token stops working.

You can also remove a connection from inside Claude or ChatGPT, in their connector settings.

> [Screenshot placeholder: Connected apps and access tokens — The Connected apps table with one Claude row and a disconnect link, and the Your access tokens table with one token and a revoke link.]

## Common questions

**The tab says the MCP integration isn't enabled.** The feature is off for your account. Contact support.

**The tab says I don't have permission.** Your role doesn't include MCP access. Ask an admin to connect for you or to change your role.

**The sign-in page says AI app connections aren't available.** None of your workspaces allow you to use the MCP, either because it's off for the account or because your role doesn't include it.

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

**Do I need to reconnect regularly?** Claude and ChatGPT stay connected while you use them. If you remove the connection, lose MCP access, or leave the workspace, you'll need to connect again.

**What can the assistant see?** Only your AI setup: settings, prompts, intros, follow-ups, SMS agents, web calling and webhooks. It can't read your contacts, lists or call history. Passwords and secret keys come back hidden. See [What the MCP doesn't cover](https://docs.biglysales.com/mcp/not-covered.md).

## Related

- [Connect your AI (in the app)](https://docs.biglysales.com/manual/connect-your-ai.md)
- [How changes are made safely](https://docs.biglysales.com/mcp/how-changes-work.md)
- [Onboarding guide](https://docs.biglysales.com/mcp/onboarding-guide.md)
- [Troubleshooting](https://docs.biglysales.com/mcp/troubleshooting.md)

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