> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.trustmary.com/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 Trustmary to an AI assistant with MCP # Quick steps 1. In the AI assistant, add a custom MCP server with the address `https://mcp.trustmary.io/mcp`. 2. Sign in to Trustmary when asked, choose the organisation on the *Authorize access* screen, and click **Approve**. 3. In a chat, pick the Trustmary connector and mention Trustmary in the request. # About Trustmary's MCP server Trustmary's MCP server lets an AI assistant such as Claude, ChatGPT or Microsoft Copilot work inside the Trustmary account from a chat: read answers and reviews, build surveys and reports, check who received a survey. MCP (Model Context Protocol) is the open standard these assistants use to reach outside services. The server is hosted by Trustmary, so nothing is installed on the computer: the assistant connects over the internet and signs in with a Trustmary user account. The feature is in beta. || The assistant can do only what the connecting user can do in Trustmary, and only with the tools the organisation's owner has allowed. A new organisation starts with read-only tools. # Add the server in the AI assistant The server address is the same in every client, and sign-in happens in the browser, so no API key is needed. In a company workspace, custom connections usually have to be allowed by the organisation's admin first, so if the option to add one is missing, ask the admin: ``` https://mcp.trustmary.io/mcp ``` ### Claude (claude.ai and Claude Desktop) 1. Open **Settings** from the profile menu, then **Connectors**, and click **+ Add → Add custom connector**. 2. Enter a name, such as `Trustmary`, and the server address, then click **Continue**. Keep the detected authentication settings, choose **Sign in now**, and click **Continue** again. 3. Click **Add**. On a Team or Enterprise plan only an owner can add the connector, under **Organization settings → Connectors → Add → Custom → Web**; each member then clicks **Connect** next to *Trustmary* under **Settings → Connectors**. Claude Code takes the same address on the command line, followed by `/mcp` to sign in: ``` claude mcp add --transport http trustmary https://mcp.trustmary.io/mcp ``` ### ChatGPT (web) 1. Open the **Plugins** page in ChatGPT, click **+**, then **Add custom MCP server**. 2. Enter a name, paste the server address under **Server URL**, and choose **OAuth** as the authentication. 3. Confirm the warning with **I understand and want to continue**, click **Create as a plugin**, and install the plugin. In a Business, Enterprise or Edu workspace an admin may have to allow custom servers first. OpenAI's own guide is [Custom MCP servers in ChatGPT](https://developers.openai.com/api/docs/guides/custom-mcp-server). ### Microsoft 365 Copilot In Microsoft 365 an MCP server is added to an agent in **Copilot Studio** by an admin or an agent builder, not by each user: 1. On the agent's **Tools** page, click **Add a tool → New tool → Model Context Protocol**. 2. Enter a server name, a description and the server address. Choose **OAuth 2.0** with the type **Dynamic discovery**, click **Create**, then **Next**. 3. Click **Create a new connection**, sign in to Trustmary, and click **Add to agent**. Then publish the agent to Microsoft 365 Copilot. Any other assistant that supports remote MCP servers with browser sign-in, such as Cursor or GitHub Copilot in VS Code, takes the same address. # Approve the connection Signing in opens the *Authorize access* screen in Trustmary, which names the application asking and the tools it gets. Choose the organisation and click **Approve** to return to the assistant. ![The organisation selector and the tool groups the connection gets.](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/01-consent_1h3z4s2.png =600xauto) A connection is tied to one organisation. To use another one, disconnect the client on the **Connected clients** page and connect again. # Use the connector in a chat Pick the Trustmary connector in the chat: in Claude under **+ → Connectors**, in ChatGPT by typing `@` and choosing the plugin, in Copilot by opening the agent. Then mention Trustmary in the request, so the assistant uses the connector rather than answering from memory: * *Trustmary: which survey has the most answers this month, and what do people complain about?* * *Build a Trustmary report with one card per question of the onboarding survey, and give me a share link.* Before a write, the assistant asks for confirmation; deleting a survey or report always requires one. Every change to a survey keeps the previous version, and the assistant can restore one. # Managing what an assistant may do Two pages behind the gear icon in Trustmary control the connections: * **MCP tool access** — tools come in the groups **Read**, **Create**, **Edit**, **Delete** and **Manage access**. Under *My tools* each user unticks the tools their own assistants should not use and clicks **Save**. Under *Organization* an owner sets the default for everyone with **Edit default**, or a different set for one user with **Edit**. * **Connected clients** — every approved connection, with the user, the date it was connected and when it was last used. **Disconnect** revokes it at once. ![](https://storage.crisp.chat/users/helpdesk/website/-/b/8/0/8/b8083cc0c8b32000/02-my-tools_1n8ur9v.png =1000xauto) || **Please note:** removing a tool takes effect on the assistant's next call, but a tool that has been added shows up only after the client is disconnected and connected again, because a client learns its tool list when it connects. # Wrapping up The assistant reads what the user can see in Trustmary, and nothing more. Contacts and contact lists, the email sent with a survey, and question-by-question editing of the default surveys stay in the app for now. The tool descriptions on the **MCP tool access** page are the right thing to forward to an IT department asking what the connection can do. Questions and feedback go to [help@trustmary.com](mailto:help@trustmary.com).