Connect CallSync to ChatGPT or Claude

Before you connect

Have your CallSync account ready and use the workspace you want the assistant to access. Custom connections depend on your AI account and workspace permissions; an administrator may need to enable them.

Use this server URL

Enter the complete URL, including /mcp, when your AI app asks for a remote MCP server. Use the sign-in/OAuth flow offered by CallSync.

SERVER URL

https://mcp.callsyncapp.com/mcp

Connect in ChatGPT

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Open ChatGPT on the web and go to Plugins (chatgpt.com/plugins).
Select the plus button, then Add custom MCP server. Name it CallSync and add a short description.
Choose a public server connection and paste the server URL above. Configure sign-in authentication, review the connection notice and continue.
Choose Create as a plugin. Review the discovered tools, sign in to CallSync when prompted and authorize the workspace access you need.
Install the resulting plugin. Start a new chat, type @ and select CallSync before asking about calls.

Connect in Claude

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Open Claude and go to Customize → Connectors. Choose + Add → Add custom connector.
Name the connector CallSync, paste the server URL above and continue.
Review the detected authentication. Choose sign-in authentication and complete the CallSync authorization flow when prompted. If automatic OAuth registration is offered, it can identify the client without supplying your own client credentials.
Finish adding the connector. If it shows Connect, use it to sign in.
In a chat, open + → Connectors and enable CallSync before asking your question.

Verify the connection

Ask: “Show me my five most recent calls.”
Compare the returned employee, caller and time with the same calls in your CallSync dashboard.
Try: “Summarize the call history for this contact.”

If the connection fails

Check that the URL ends in /mcp, rather than /api/v1 or the dashboard address.
If no calls are returned, verify the connected workspace and whether calls exist in the dashboard.
If tools are unavailable in the chat, select the CallSync plugin in ChatGPT or enable the connector in Claude.
For sign-in errors, reconnect and confirm you can sign in to CallSync directly. Do not paste passwords into chat.

Manage or disconnect access

Manage authorized apps in CallSync → API & Apps. You can also remove or disconnect the connection in your AI app. Review tool requests before allowing changes to workspace data.

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