Convertr MCP: Platform Setup Guide Follow

This guide covers how to connect the Convertr MCP server to four supported AI platforms: ChatGPT, the Claude Desktop app, Microsoft Teams / Microsoft 365 Copilot, and Slack.

Before you start

What the authorization flow looks like

Whichever platform you connect from, starting the connection opens a Convertr-hosted browser flow with three steps. The screens below show Claude Desktop as the example client — ChatGPT and other MCP clients show the same Convertr-hosted screens, with their own app name in the consent step.

1. Login — "Convertr MCP Authorisation: An MCP client is requesting access to your Convertr account." Sign in with your Convertr email/password, or SSO where enabled.

2. Consent — the client identifies itself (e.g. "Claude wants to connect to Convertr via MCP") and lists exactly what it will and won't be able to do: it will be able to use AI Reporting to query reporting data such as lead counts, campaign performance, and analytics on your behalf; it will not be able to edit, delete, or change any data, or access other users' accounts or data. Select Approve Access to continue, or Deny Access to cancel.

3. Success — once approved, a confirmation banner appears ("Your request has been approved. You will now be redirected back to Claude.") and the browser redirects back into the AI tool, where the connector is now active.

Section 1: ChatGPT

ChatGPT connects to custom remote MCP servers through Developer mode, available on Plus, Pro, Business, Enterprise, and Education accounts.

Steps

1. In ChatGPT, go to Settings → Security and login and turn on Developer mode.
2. Open ChatGPT Plugins (or the + button in the composer) and choose to create a developer-mode app for a remote MCP server.
3. Enter the Convertr MCP server URL: https://<yourdomain>.cvtr.io/ai/mcp.
4. Choose OAuth as the authentication method. ChatGPT opens the Convertr-hosted login and consent flow described above — no Client ID or Secret is needed.
5. The new app appears under Drafts in app settings. Open its details page to review and toggle individual tools on/off.
6. In a conversation, open the Plus menu → Developer mode and select the Convertr app to enable it for that conversation.

Notes

• Supported transport: SSE and streaming HTTP.
• ChatGPT calls the MCP server from OpenAI's infrastructure, not the user's device — the server must be publicly reachable.
• Use Advanced Data Analysis alongside the connector to turn pulled campaign data into charts/exports.

Section 2: Claude Desktop app

Claude Desktop connects to remote MCP servers via Custom Connectors. Available on Free, Pro, Max, Team, and Enterprise plans (Free is limited to one custom connector). Note this is the remote connector path, distinct from local MCP servers configured via claude_desktop_config.json.

Individual (Pro / Max) setup

1. In Claude Desktop, go to Settings → Customize → Connectors.
2. Click +, then Add custom connector.
3. Enter the Convertr MCP server URL: https://<yourdomain>.cvtr.io/ai/mcp. Leave "Advanced settings" (OAuth Client ID/Secret) blank — Convertr doesn't require it for this flow.
4. Click Add, then Connect. This opens the Convertr-hosted login and consent flow shown above: sign in, review what Claude will and won't be able to do, and select Approve Access.

Team / Enterprise setup

An Owner or Primary Owner adds the connector once for the whole org; members then connect individually.

1. Owner: go to Organization settings → Connectors, click Add, hover Custom, select Web, and enter the Convertr MCP server URL (Advanced settings can be left blank). Click Add.
2. Members: go to Customize → Connectors, find the Convertr connector (labelled "Custom"), and click Connect to authenticate with your own Convertr account via the login/consent flow above.

Once added, enable the connector per conversation via the + button → Connectors, and toggle it on.

Section 3: Microsoft Teams / Microsoft 365 Copilot

Teams/Copilot access to Convertr MCP is set up as a custom federated connector in the Microsoft 365 admin center. This path requires admin involvement (Global Administrator or AI Administrator role) and is a one-time org-wide setup, after which the connector is available to Copilot users in Teams.

Prerequisites

• Global Administrator or AI Administrator role in the Microsoft 365 admin center.
• An appropriate Microsoft Entra admin role (for SSO) and access to the Teams Developer Portal.
• The Convertr MCP server URL and an OAuth 2.0 client ID/secret for this integration (request from Convertr Engineering/IT).

Step 1: Register OAuth in the Teams Developer Portal

1. Sign in to the Teams Developer Portal.
2. Go to Tools → OAuth Client Registration → + New OAuth connection.
3. Enter: a descriptive Name (e.g. "Convertr MCP"), the Client ID and Client secret from Convertr, the Authorization endpoint and Token endpoint Convertr provides for its OAuth2/League implementation, and the required Scopes.
4. Enable PKCE if supported (Convertr's League OAuth upgrade includes PKCE).
5. Save, and copy the resulting OAuth client registration ID — you'll need it in Step 2.

Step 2: Create the connector in the Microsoft 365 admin center

1. Sign in to the Microsoft 365 admin center.
2. Go to Copilot → Connectors → Gallery.
3. Under Created by your org, select Add on the Create a new connector tile.
4. On the Custom connector page, under Connect to MCP server, select Add.
5. Enter a Display name (e.g. "Convertr") and the Base URL: https://<yourdomain>.cvtr.io/ai/mcp.
6. Enter the OAuth registration ID from Step 1.
7. Select Save.

Step 3: Roll out to users

1. From Your Connections, select the Convertr connector and choose Staged rollout to pilot with specific users/groups first.
2. When ready, select Deploy to all users.

Section 4: Slack

Slack access to Convertr MCP is set up using the Slackbot MCP Client — Slack's built-in feature for connecting remote MCP servers to Slackbot via HTTP. Once connected, Slackbot automatically discovers the Convertr MCP server's tools and invokes them based on user prompts. This section follows Slack's own guide: Connecting an MCP server to the Slackbot MCP Client.

Prerequisites

• A Slack org on the Business+ or Enterprise+ plan.
• A Slack app to configure the MCP server on (create one at api.slack.com/apps if you don't already have one) — Convertr doesn't need to know anything about this app in advance.
• Permission to install the app to the workspace/org.
• The Convertr MCP server URL: https://<yourdomain>.cvtr.io/ai/mcp.

Step 1: Add the Convertr MCP server to the Slack app

1. Go to your app at api.slack.com/apps (or click Create New App > Blank App if you don't have one yet).
2. Provide a meaningful App name & select the Workspace (your organisation workspace) & create the app.
3. In the left sidebar under Features, click MCP Servers.
4. Fill in the fields: Name — a display name, e.g. "Convertr"; URL — the Convertr MCP server URL, https://<yourdomain>.cvtr.io/ai/mcp; Auth Type — select Dynamic Client Registration.
5. Click Save. No additional fields are needed for DCR beyond the URL.

Step 3: Install the app

1. In the app's OAuth & Permissions page, click Install to Workspace — or Install to Organization if this is a Slack Enterprise org and you want the app available across all workspaces without installing it workspace by workspace.
2. Authorize the app when prompted.

Step 4: Add the app in Slackbot

1. Open a DM with Slackbot.
2. Click the Apps button in the Slackbot toolbar.
3. On first use, a list of suggested apps appears. Click the + button next to the Convertr app to add it. (Each user can have up to 5 active MCP servers at a time.)
4. Because Convertr uses OAuth (DCR), you'll be redirected through the same Convertr-hosted login and consent flow described above — sign in and select Approve Access.
5. Once connected, the app appears under Your apps in the Integrations tab, with a Manage button.

Step 5: Verify and use it

1. Ask Slackbot a question that maps to a Convertr tool. Slackbot queries the MCP server's tool definitions and lists what's available.
2. Click Manage next to the app in the Integrations tab at any time to view its available tools and permissions.
3. Try a natural-language prompt, e.g. "Show me recent campaign performance from Convertr." Since this is a third-party tool, Slackbot will ask you to explicitly authorize each tool call (read or write) the first time: Allow once, Always allow, or Deny. Permissions can be reviewed and changed later in the MCP config dialog.

Notes & troubleshooting

• Requires Business+ or Enterprise+ — see the panel above.
• Tools must respond within 60 seconds, or Slackbot aborts the call and shows the user an error.
• If the Convertr app doesn't appear in Slackbot, confirm it has the mcp:connect bot scope and that the MCP server is saved in the app manifest/App Settings, then reinstall the app.
• invalid_client errors: since Convertr uses DCR, Slackbot registers an OAuth client with Convertr the first time the server URL is added. If that registration is ever invalidated on Convertr's side, disconnecting/reconnecting in Slackbot won't force a new registration — Slack reuses the same client ID for the same URL. To force re-registration, edit the MCP server's URL (even temporarily) and save.
• Debug logs for the connection and tool calls are available under Features → MCP Servers → Logs in App Settings (visible to app collaborators).

External vendor references

• Claude Help Center: Get started with custom connectors using remote MCP
• OpenAI: ChatGPT Developer mode
• Microsoft Learn: Set up custom federated connectors
• Slack: Connecting an MCP server to the Slackbot MCP Client