Assembly Guide | MCP

MCP

Connect AI tools like Claude, ChatGPT, and Cursor to your Assembly workspace using MCP.

Overview

The Assembly MCP server lets you connect AI tools like Claude, ChatGPT, and Cursor to your Assembly workspace. Once connected, your AI assistant can read from and act on your clients, companies, invoices, messages, tasks, forms, files, and more — without leaving your chat.

MCP (Model Context Protocol) is an open standard that serves as a secure bridge between the AI tool you already use and your Assembly data, using your own Assembly login.

A few things you can ask your AI once connected:

Get briefed on clients prior to calls: "Summarize past messages and internal notes from Acme Corp. Get a sense of customer health/sentiment."
Find information fast: "Which clients have an overdue invoice older than 30 days?"
Create work in bulk: "Send a message to clients in my Gold tier."
Answer and analyze: "What are the most common questions we get from our clients?"

You can find full technical documentation on what the MCP covers in our docs.

Before you start

You need to be an Assembly admin. The MCP server acts as you through Assembly's API, which is admin-only. Non-admin teammates won't be able to use it.
You need an AI tool that supports MCP. Claude, ChatGPT, and Cursor are detailed below.

Connect Claude

You can add Assembly to Claude connectors via any of the following options. Connectors in Claude are available on all paid plans.

On the website (claude.ai)

Go to Customize > Connectors
Click Add custom connector.
Enter the MCP URL:

https://mcp.assembly.com 4. Click Connect and sign in to Assembly when prompted. 5. Test the connection by starting a new chat and asking Claude something about your workspace, for example: "What apps do I have installed in my Assembly workspace?" or “Who are my team members in my Assembly workspace?”

On Claude Desktop

Open Claude Desktop and go to Customize → Connectors.
Click Add connector, choose Custom, and paste

https://mcp.assembly.com 3. Sign in to Assembly in the browser window that opens. 4. The Assembly tools will appear in your tool menu the next time you start a chat.

On Claude Code

If you use Claude Code in your terminal, run:

claude mcp add --transport http assembly https://mcp.assembly.com

You'll be sent through a browser sign-in to authorize access. After that, Assembly tools are available in every Claude Code session.

Connect ChatGPT

Apps like Assembly are available on ChatGPT Plus, Pro, and Business plans.

Add Assembly to ChatGPT

In ChatGPT, go to Settings → Apps → Advanced Settings and enable Developer mode. You must be on Plus or higher to see this setting.
After enabling, you will see the option to Create an app.
Set the name to

Assembly 4. Set the MCP server URL to

https://mcp.assembly.com 5. Set the authentication method to OAuth. You will be redirected to log in with Assembly. 6. Accept the checkbox and click Create. The app will appear as a Draft in your Apps settings. 7. For admins/owners on Business plans: Go to Workspace Settings → Apps → Drafts, select the Assembly app, and click Publish.

Use Assembly in ChatGPT

Start a new chat.
Open the tools menu (the + button) and select Assembly from the "More" dropdown.
Try a simple prompt to test, e.g. "What apps do I have installed in my Assembly workspace?" or “Who are my team members in my Assembly workspace?”

Connect Cursor

Option 1: Use the install deeplink.

Option 2:

In Cursor, open Settings → Cursor Settings → MCP.
Click Add new MCP server and choose the HTTP transport.
Name the server

assembly 4. Set the URL to

https://mcp.assembly.com 5. Save and sign in to Assembly when Cursor prompts you.

Connect Perplexity

Navigate to the correct settings page: For your account: Account settings → Connectors

For the organization (admins only): Enterprise settings → Permissions → Connectors permissions

Click + Custom connector in the top-right corner. In the modal pop-up, select Remote.
Name the server

assembly 4. Set the URL to

https://mcp.assembly.com 5. Check the acknowledgement box to confirm you understand the risks of custom connectors. 6. Click Add. The connector will appear in the Connectors screen in your Account settings. 7. Click the connector card to start the authentication flow and enable it. To modify or remove the connector later, click the ellipsis (⋮) and choose the appropriate option.

Disconnecting MCP

To revoke access, remove the Assembly connector in your AI tool's connector settings. The AI loses access immediately.

Example prompts


Type	Example prompt
Simple actions	"Create a task assigned to myself called 'Quarterly review'. Include a summary of what we just talked about in the description." "Create an invoice for John Doe for marketing services, $5,000 total, due in 30 days."
Bulk actions	"Send a message to all clients who have the tier custom field set to 'Advanced'." "Create a task 'Upload tax documents' for all clients who have plan custom field set to 'Starter'."
Analysis	"How responsive has my team been in replying to clients this past month?" "What are the most common pain points we've heard from clients this past week?"
Search	“Can you figure out which clients I talked to about ‘Form 941-X’?
Audit	"Show me everything that changed on the Acme Corp account in the last week and who did it."

Frequently asked questions

What data can the AI see?

The AI can see any data available in the Platform API for any workspace where you have admin-level access. You can refer to our our docs for full technical documentation on the MCP's coverage, and our AI policy on how we approach data handling.

Can the AI change things in my workspace?

Yes. It can create and update clients, tasks, invoices, messages, forms, products, prices, and more when you ask it to. We recommend reviewing all actions before confirming. Most AI tools show you the request before sending. You can see the full tool list in our docs.

Can the AI delete things in my workspace?

Yes, for the following items if you give it permission: clients, companies, tasks and task comments, files, internal notes, and notifications. Warning: deleting any of these items is non-recoverable. Exercise caution and do not allow blanket deletions from your AI tools.

Can non-admin teammates connect?

Not today. The MCP server uses Assembly's admin-only API, so only admins can use it. Staff-role internal users and client-portal end users cannot connect.

Is my data used to train AI models?

Data handling with the MCP is governed by the AI tool you connect. Refer to our AI policy section on MCP connections and check your AI tool's plan and privacy policies for specifics.

What happens if I have multiple workspaces?

If your account belongs to more than one workspace, the AI will ask which workspace to use each time it makes a request. Answer in chat, for example, "Use the Acme Agency workspace," and it will carry that choice through the rest of the conversation.

Do my clients need to do anything?

No. MCP is an internal tool for your team only. Clients don't see it.

The AI says it can't find my workspace or data. What's wrong?

Try disconnecting and reconnecting the Assembly connector in your AI tool, or try restarting your tool after installing the Assembly MCP. Make sure you select the app/mention the app "Assembly" by name.