MCP

You can connect Claude or ChatGPT to Yorlet. They can then search your account, brief a customer or unit, pull the queues you would open in the morning, run a report, and propose follow-up — a note, an email, a task, Recover, or the write that closes the loop. Lookups run immediately. Writes still follow agent policy and wait in Approvals when they need a person. MCP is included with Standard and Premium. One paid seat unlocks it for the organisation, the same as Recover triage and the email agent. The assistant in the Dashboard stays available on Free. This is not a replacement for the assistant in the Dashboard. Use Claude or ChatGPT when you want the same work from a scheduled chat or another app. Use the assistant on Home, or in the side panel when you are already on a record in Yorlet.

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Claude

Add Yorlet as a custom connector. Claude talks to Yorlet over the internet, so the same connector works in claude.ai, Claude Desktop, Cowork, and the Claude mobile app. To add Yorlet in Claude, follow these steps:

1. In Claude, go to Customize → Connectors. On a Team or Enterprise plan, an owner must add the connector first under Organization settings → Connectors.
2. Click Add custom connector. If Claude asks for a type, choose Web.
3. Name it Yorlet.
4. Paste the MCP URL from the table above.
5. Click Add, then Connect. Sign in to Yorlet and choose the account Claude may use.
6. In a chat, click + → Connectors and turn Yorlet on for that conversation.

Connecting Claude creates an agent key named Claude on that account. Events and Approvals show that name. To disconnect Claude, remove that key on API keys. On Team and Enterprise plans, only an owner can add the connector. Each teammate then clicks Connect under Customize → Connectors and signs in with their own Yorlet user. If you want Claude to send email, provision an address and set Agent email first. See Agents and Inbox.

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ChatGPT

Yorlet is a remote MCP server. In ChatGPT you add it as a custom app (web) or as an MCP server (desktop). You need ChatGPT Plus, Pro, Business, Enterprise, or Edu — custom connectors are not on the free plan.

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ChatGPT on the web

To add Yorlet in ChatGPT on the web, follow these steps:

1. In ChatGPT, open Settings → Security and login (on some accounts, Settings → Apps → Advanced settings) and turn on Developer mode.
2. Open Settings → Apps. Click the plus button and create a custom app for a remote MCP server.
3. Name it Yorlet.
4. Paste the MCP URL from the table above.
5. If ChatGPT asks how to authenticate, choose OAuth. Do not paste an agent key.
6. Save the app, then Connect. Sign in to Yorlet and choose the account ChatGPT may use.
7. Start a chat, open the tools menu, choose Developer mode, and enable Yorlet.

Connecting ChatGPT creates an agent key named ChatGPT on that account. Events and Approvals show that name. To disconnect ChatGPT, remove that key on API keys. On Business, Enterprise, or Edu, a workspace admin may need to allow developer mode and custom MCP connectors before these settings appear. If you want ChatGPT to send email, provision an address and set Agent email first. See Agents and Inbox.

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ChatGPT desktop

The ChatGPT desktop app can send a bearer token directly. Create an agent key first. To add Yorlet there, follow these steps:

1. Create an agent key.
2. Open Settings → MCP servers.
3. Click Add server.
4. Name it Yorlet, choose Streamable HTTP, and paste the MCP URL from the table above.
5. Enter the agent key as the bearer token.
6. Save, then Restart.
7. In the composer, type /mcp to confirm Yorlet is connected.

A production key will not work against the sandbox URL, and the other way around. Agent keys look like agk_live_… in production and agk_test_… in sandbox. Other MCP clients that ask for a URL and a bearer token — for example Cursor — use the same MCP URL and the same agent key.

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Look someone up

Lookups do not create an Approvals row. They return a short summary: who or what it is, the status and money or dates that matter, and a link to the record in the Dashboard.

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Work queues

Named queues are the lists you would open yourself in the morning. Each one is capped, so ask again if you need the next page.

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Reports

Ask for portfolio numbers the same way you would in the assistant. Claude and ChatGPT run the report and return a table of rows — rent roll, occupancy, arrears totals, payment volume, owner payouts, deposits, lets agreed, and renewals. Ask for a period or building when you need a slice. Use a work queue when you want the individual records (who is in arrears). Use a report when you want totals, trends, or a snapshot across the portfolio.

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Propose a write

A proposed write is not finished until policy says so. If policy is Require approval, open Approvals in Yorlet and approve it there. Do not tell a customer that an email has gone out until the approval status is Executed. Keep Send email and Enrol in Recover on Require approval. Do not switch those to Auto-execute so a scheduled chat can email customers without someone looking first.

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Start from a prompt

Claude and ChatGPT also receive named prompts they can start from:

• Morning briefing — summarise arrears, stuck applications, upcoming viewings, and open repairs.
• Chase arrears — find overdue rent (14 days by default) and propose who to chase, or a single chase email / Recover enrolment for approval.
• Unblock waitpoint applications — find applications waiting on staff and propose the next action.

Those prompts look work up and draft writes. They do not send email or enrol Recover unless you ask, and those writes still wait in Approvals. Like the assistant, they send one email at a time — if you ask them to email a group, they will ask who first.

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What they cannot do

Claude and ChatGPT cannot approve an owner payout, void an invoice, mark an invoice paid, cancel a tenancy, or complete an application. They also cannot search Yorlet’s product docs — use the assistant in the Dashboard for that.

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Troubleshooting

• Claude or ChatGPT asks you to sign in. That is expected on the web. Complete the Yorlet sign-in and choose an account. Do not add an Authorization request header.
• 401 on ChatGPT desktop, or after pasting a key. The agent key is missing, has extra spaces, or belongs to the other environment. Fix the token and try again.
• 403, or a message about Standard or Premium. The account needs a paid AI seat. Request Standard or Premium, then connect again.
• The connector adds but no tools appear. Turn the connector on in that chat (+ → Connectors in Claude, Developer mode in ChatGPT).
• Lookups fail, or you only see notes, email, and Recover. You connected before search and work queues were available. In Claude or ChatGPT on the web, click Connect again and sign in — Yorlet updates the existing Claude or ChatGPT key. If you created an agent key yourself, create a new one and paste it into the client.
• A send, enrolment, progress, or viewing update did not happen. Open Approvals. Those actions wait for a person by default.
• Send email fails. Provision an address and set it as the agent address. See Agents and Inbox.