ChatGPT, Claude and MCP: Concierge docs

Your team may already spend the day in ChatGPT or Claude. Connect Chargezen to it and they can look up orders, customers and subscriptions, pull reports, or hand a job to Concierge without leaving the chat. The connection uses MCP (Model Context Protocol), the open standard AI assistants use to reach other apps.

This guide also covers the Integrations page, where you connect the other services your agents use. For the technical details of the MCP server (sign-in method, discovery URLs), see the Chargezen MCP server page for developers.

Connect ChatGPT, Claude or another assistant

Connections start in the assistant, not in Chargezen. You'll need this server URL:

Chargezen MCP server URL

https://mcp.chargezen.com/mcp

Add the server in your assistant

In ChatGPT, Claude, or any assistant that supports remote MCP servers, add a custom connector (it may be called a custom MCP connector or remote MCP server) and paste the server URL. In Claude Code, add it as a remote server; Chargezen accepts the local sign-in Claude Code uses.

Sign in to Chargezen

The assistant opens a Chargezen sign-in page. Sign in with your Chargezen account. New to Chargezen? You can create an account on the same screen. There's no API key to copy.

Choose the workspace and allow

Pick the workspace to connect, review what the assistant may do, and select Allow. One connection reaches one workspace.

Ask away

Back in the assistant, ask in plain words: "Which orders from the last seven days haven't shipped yet?" The assistant works in that workspace as you, with your permissions.

In the Chargezen admin, the same steps are listed under Concierge > Deploy > Channels > External MCP servers: click Manage servers, then Connect a server to see the server URL and copy it.

What a connected assistant can do

When you allow the connection, you see two kinds of access:

Read workspace: read this workspace's orders, subscriptions, customers, products, reports and knowledge.
Ask Concierge: ask Concierge, the workspace's AI agent, to do work in this workspace and report back.

The read tools cover Shopify orders and fulfillment orders, store locations, customer subscriptions and plans, the subscription movement report, customer and product search, reports (sales by SKU, inventory, fulfillment status, shipments), workspace knowledge, and the list of your agents. Every change goes through Concierge, which asks you to approve consequential actions before it takes them, just as it does in Chargezen (see Approvals).

Calls, call recordings and voicemail aren't available from an assistant, and nothing it does sends a text or email to a customer by itself.

Prompts to try first

"Ask Concierge to sum up last week's customer conversations: how many came in, on which channels, and the five most common topics." Or: "What were last month's new subscriptions and cancellations, and who cancelled?" More examples are on ChatGPT and Claude.

Permissions and who's connected

The assistant acts as the teammate who connected it. Chargezen checks that teammate's access on every request, so it can never do more than they can, and removing a teammate from the workspace also ends their assistant's access.

To see every connected assistant, go to Deploy > Channels and click Manage servers on the External MCP servers card. Connected servers lists every assistant connected to this workspace. Click Disconnect to remove one: the assistant loses access to the workspace immediately. A teammate can connect it again from the assistant.

Credits

Reading data from an assistant doesn't use credits. Work you ask Concierge to do uses your workspace's credits when Concierge runs on Chargezen-managed AI models, the same as working with Concierge in Chargezen. If your balance runs out, add credits before asking Concierge from an assistant again (see Credits and usage).

Two different things

Connecting ChatGPT or Claude to Chargezen lets you use your workspace from those apps. Choosing which AI model runs your Concierge agents is a separate setting, covered in Bring your own model.

Integrations your agents use

Agents also work with the services your business runs on. Connect them on the Integrations page (Deploy > Integrations in the Concierge menu). Integrations are grouped by category, such as Commerce, Marketing, Support, Collaboration and AI.

Open the service

Pick a category, then the service. Its page has an About tab and a Setup tab.

Connect

Services that use a sign-in show Authorize: click it and approve access on the service's own screen. Services that use keys show fields to fill in; enter them and click Connect.

Let agents use it

On each agent's Configure Agent page, tick the matching capabilities under Capabilities. An agent only uses the tools you give it.

To reconnect a service whose access expired, open it and click Reauthorize, or update the key field. To remove it, click Disconnect. See the full list on Concierge integrations.

Troubleshooting and FAQ

I connected an assistant but it isn't listed

Refresh External MCP servers. The assistant appears under Connected servers once you've finished signing in and selected Allow.

The assistant is reading the wrong workspace

Each connection reaches one workspace. Disconnect it, then connect again from the assistant and pick the right workspace.

The assistant says it can't make a change

It has your permissions, no more. Ask a workspace admin for the permission, or ask Concierge to do the job so it can ask for approval.

Who can connect an assistant?

Any active teammate in the workspace. The connection keeps that teammate's permissions.

Guides

On the product page

Learn more

What is an AI agent?

ChatGPT, Claude and MCP