Who can connect
- Team owners, admins, and managers can connect. Other roles see “AI app connections aren’t available for this account.”
- Each connection works on one team, the team you have open in the dashboard when you connect.
Connect your AI app
- Claude
- Claude Code
- ChatGPT
- Cursor
- VS Code
- Other apps
These steps work in Claude on the web and in Claude Desktop. A connector you add in one shows up in the other.
- Go to Customize → Connectors.
- Click + Add, then Add custom connector.
- Enter
Answering Agentas the name andhttps://answeringagent.com/api/mcpas the URL. - Click Continue and follow the prompts to sign in.
Sign in and approve
The first time the app uses the server, it opens a sign-in window.- Sign in with the login you use for the Answering Agent dashboard.
- Answering Agent shows Connect an AI app to your team name and lists what the app can do. Check the team, then click Approve.
- On the next screen, allow the AI app to access your account.
- Back in the AI app, the server shows as connected. Ask it a question.
Try these prompts
- “What was our AI-resolved rate each week for the last 8 weeks, by location?”
- “Who closed the most tasks in the last 30 days, and what was their median time to close?”
- “What did customers ask for most this week? Group it by category.”
- “Find the call where a customer mentioned a damaged mirror and summarize what they said.”
- “How many retention offers did we pitch last month, and how many were accepted?”
- “Which hours of the day get the most calls at the Lamar Blvd location?”
- “List the open tasks assigned to me, oldest first.”
- “What greeting does the Lamar Blvd line use?”
- “Assign the oldest open damage claim to Priya and add a note that the customer sent photos.”
- “Mark Dana Ruiz’s cancellation task done and add a note that her membership is cancelled in the POS.”
Tools
Most tools only look things up:
Two tools change data:
Neither tool contacts a customer. Your AI app decides when to ask before it runs a tool. Claude and ChatGPT ask you to approve a tool that changes data before it runs.
The MCP server and the API share the lookups for the account, conversations, tasks, contacts, and reports, so a report in Claude matches the same report over HTTP. They also share task updates and task notes. Only the MCP server has
get_settings, list_support_requests, and search_help. Only the API downloads call recordings and lists the metric catalog.
Security
- You sign in with OAuth. The AI app never sees your password, and you need no API key.
- The AI app can look up your data, change a task’s status or assignee, and add internal notes to tasks. It cannot change settings or message your customers.
- Claude and ChatGPT ask you before they run a tool that changes data.
- A connection works on one team and sees what you see in the dashboard. If your access is limited to some phone lines, so is the connection.
- A change runs as you, with your dashboard permissions. The task’s activity shows it under your name.
- If you leave the team, or your role changes to one that cannot connect, the connection stops working on its next tool call.
- To disconnect, remove the server in your AI app.