Connect Claude, ChatGPT and other AI assistants

Connect an AI assistant such as Claude or ChatGPT to Hey Customer, and it can answer questions about your accounts, contacts, leads, opportunities and tickets using the same information you see in the app.

How it works

Hey Customer runs an MCP server, the standard way AI assistants connect to other apps. Its address is the same for everyone: https://mcp.heycustomer.com/mcp. You add that address to your assistant once and sign in to Hey Customer. From then on, when you ask about a customer, the assistant looks it up.

The assistant sees exactly what you can see in Hey Customer, in the one organization you choose when you connect, and nothing more. If your permission group only lets you see the leads and opportunities assigned to you, that's all your assistant sees too. It can only read: it can't create, change or delete anything.

You'll find the address, with a Copy URL button and short setup notes, under Profile then API & connected apps.

Connect Claude

1. In Claude, open Settings, then Connectors.
2. Add a custom connector, name it Hey Customer, and paste https://mcp.heycustomer.com/mcp. Leave any client ID and client secret fields empty.
3. Select Connect. Claude opens the Hey Customer sign-in page.
4. Sign in if you're asked, choose the organization Claude may read, and select Connect.

You're taken back to Claude, and the connection is ready to use.

Connect ChatGPT

1. In ChatGPT's settings, turn on developer mode, then create a new connector.
2. Paste https://mcp.heycustomer.com/mcp as the connector's address and choose to sign in with OAuth.
3. Sign in to Hey Customer when asked, choose the organization ChatGPT may read, and select Connect.

Connect Claude Code, Cursor or another tool

Any tool that supports remote MCP servers connects the same way: add https://mcp.heycustomer.com/mcp as a remote (HTTP) server, and sign in when the tool asks. In Claude Code, run:

claude mcp add --transport http hey-customer https://mcp.heycustomer.com/mcp

Then run /mcp, pick hey-customer and choose Authenticate.

If a tool can't sign in this way, give it an API key instead, sent in an Authorization: Bearer header. Configuration examples for Claude Code, Cursor, VS Code and the Claude and OpenAI APIs are at developers.heycustomer.com.

The sign-in screen

Before anything is shared, Hey Customer shows you which assistant is asking and what it will be able to do.

• It names the assistant and where approving sends you, such as claude.ai.
• If you belong to more than one organization, you choose which one the assistant may read. Only organizations where your permission group allows API keys & AI assistants are listed.
• If Hey Customer can't confirm who made the app, it's marked Unverified app. Only connect it if you started the connection yourself, from an app you trust.
• Signed in as the wrong person? Select Not you? Use another account. After you sign in again, you come back to the same screen.

What you can ask

Your assistant can search Hey Customer by name, email address or ticket number, read any account, contact, lead, opportunity or ticket in full, list records filtered by things like status or who they're assigned to, and read the notes on a record. Every record it mentions comes with a link that opens it in Hey Customer.

Try questions like these:

• Which opportunities assigned to me were won this month?
• Summarize the open tickets for Acme Corp.
• What's the latest note on the Globex renewal?

See and disconnect your assistants

Every assistant you've connected is listed under Profile then API & connected apps, with who makes it, what it can read, when you connected it and when it was last used. Select Disconnect and confirm to cut one off. It loses access straight away, and you can connect it again at any time.

Administrators can see and disconnect everyone's assistants under Configurations then Security, described in API keys.

Good to know

• Connecting needs the API keys & AI assistants permission. If it's turned off, or your access to the organization ends, your assistants stop working straight away.
• Each connection reads one organization. To use another one, connect again and choose it.
• Assistants can only read. They can't create, change or delete records.
• Other people's private notes are never shared with your assistant, just as you can't see them in the app.
• A connection you don't use for 90 days ends. Connect again when you need it.
• Each connection can make up to 120 requests a minute.
• If your subscription needs attention, or your account is scheduled for deletion, assistants can't read anything until that's resolved.
• The technical reference for developers is at developers.heycustomer.com.