> ## Documentation Index
> Fetch the complete documentation index at: https://docs.yorlet.com/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP

> Connect Claude or ChatGPT to Yorlet so they can propose notes, emails, and Recover enrolment under the same policy as the assistant.

You can connect [Claude](https://claude.ai) or [ChatGPT](https://chatgpt.com) to Yorlet. They then propose the same writes as the Dashboard [assistant](/business-automation/ai/assistant) — create a note, send email, or enrol in Recover. Those writes still follow [agent policy](/business-automation/ai/policy) and wait in [Approvals](/business-automation/ai/approvals) when they need a person.

This is not a replacement for the assistant. Claude and ChatGPT cannot search your customers or invoices through this connection. Use the assistant in Yorlet when you need to look something up first.

You need two things: an [agent key](/business-automation/ai/agent-keys), and the MCP URL for the [environment](/api/environments) you created that key in.

| Environment | MCP URL                         |
| ----------- | ------------------------------- |
| Sandbox     | `https://api.yorlet.io/v1/mcp`  |
| Production  | `https://api.yorlet.com/v1/mcp` |

A production key will not work against the sandbox URL, and the other way around.

<Warning>
  Treat the agent key like a password. Anyone with it can propose writes on your account. If you think it has leaked, [remove it](/business-automation/ai/agent-keys) and create a new one.
</Warning>

## Create an agent key

To create an agent key, follow these steps:

1. Go to the [API keys](https://dashboard.yorlet.com/developers) page.
2. Under **Agent keys**, click **Create agent key**.
3. Enter a **Name** — for example `Claude` or `ChatGPT`. This is how the agent appears in events and Approvals.
4. Optionally enter a **Note** for where the key is used.
5. Click **Create**.
6. Copy the key and store it somewhere safe. You cannot view it again.

If you want Claude or ChatGPT to send email, provision an address and set **Agent email** first. See [Agents and Inbox](/business-automation/inbox/agents).

## Claude

Add Yorlet as a **custom connector**. Claude talks to Yorlet over the internet, so the same connector works in [claude.ai](https://claude.ai), Claude Desktop, Cowork, and the Claude mobile app.

To add Yorlet in Claude, follow these steps:

1. Create an [agent key](/business-automation/ai/agent-keys).
2. In Claude, go to **Customize → Connectors**. On a Team or Enterprise plan, an owner must add the connector first under **Organization settings → Connectors**.
3. Click **Add custom connector**. If Claude asks for a type, choose **Web**.
4. Name it **Yorlet**.
5. Paste the MCP URL from the table above.
6. Open **Request headers**. Add a header named **Authorization**. For the value, enter `Bearer ` followed by your agent key, including the space after `Bearer`. Mark it as **Required**.
7. Click **Add**, then **Connect**.
8. In a chat, click **+ → Connectors** and turn **Yorlet** on for that conversation.

<Tip>
  If you paste the key without the word `Bearer`, Claude sends it as a bare token and Yorlet will reject it. The value must look like `Bearer yak_…`.
</Tip>

<Note>
  **Request headers** is how Claude sends an agent key. If that section is missing, Claude will try to sign in with OAuth instead, which Yorlet does not use. Wait until Request headers appears on your account, or ask Anthropic for access.
</Note>

On Team and Enterprise plans, only an owner can add the connector. Each teammate then clicks **Connect** under **Customize → Connectors** before they can use it.

## 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.

### ChatGPT on the web

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

1. Create an [agent key](/business-automation/ai/agent-keys).
2. In ChatGPT, open **Settings → Security and login** (on some accounts, **Settings → Apps → Advanced settings**) and turn on **Developer mode**.
3. Open **Settings → Apps**. Click the plus button and create a custom app for a remote MCP server.
4. Name it **Yorlet**.
5. Paste the MCP URL from the table above.
6. For authentication, choose **Token** (sometimes labelled **API key**). Paste the agent key. If the field wants a full header value, enter `Bearer ` followed by the key, including the space.
7. Save the app.
8. Start a chat, open the tools menu, choose **Developer mode**, and enable **Yorlet**.

<Warning>
  If ChatGPT starts an OAuth sign-in, cancel it. Yorlet authenticates with an agent key, not a ChatGPT login. Look for Token authentication, or add the server from the ChatGPT desktop app instead.
</Warning>

On Business, Enterprise, or Edu, a workspace admin may need to allow developer mode and custom MCP connectors before these settings appear.

### ChatGPT desktop

The ChatGPT desktop app can send a bearer token directly.

To add Yorlet there, follow these steps:

1. Create an [agent key](/business-automation/ai/agent-keys).
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.

## What they can do

Once connected, Claude or ChatGPT can propose:

| Action               | What it does                                                                                                                            | Default policy   |
| -------------------- | --------------------------------------------------------------------------------------------------------------------------------------- | ---------------- |
| **Create note**      | Attach an internal note to a customer, invoice, tenancy, or other record.                                                               | Auto-execute     |
| **Send email**       | Send from the account’s [agent address](/business-automation/inbox/agents) onto an [Inbox](/business-automation/inbox/overview) thread. | Require approval |
| **Enrol in Recover** | Enrol eligible overdue invoices in [Recover](/billing/recovery).                                                                        | Require approval |

A proposed write is not finished until policy says so. If policy is **Require approval**, open [Approvals](/business-automation/ai/approvals) in Yorlet and approve it there. Do not tell a customer that an email has gone out until the approval status is **Executed**.

<Warning>
  Sending email from Claude or ChatGPT still emails a real recipient once you approve it. Review the To, subject, and body in Approvals before you click **Approve**.
</Warning>

## Troubleshooting

* **Claude asks you to sign in with OAuth.** Request headers is missing, or the Authorization header was not marked required. Add `Authorization` with value `Bearer ` plus the key.
* **401, or ChatGPT starts an OAuth flow.** The key is missing, has extra spaces, or belongs to the other environment. Fix the token rather than completing a login prompt.
* **The connector adds but no tools appear.** Turn the connector on in that chat (**+ → Connectors** in Claude, **Developer mode** in ChatGPT).
* **A send or enrolment did not happen.** Open [Approvals](/business-automation/ai/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](/business-automation/inbox/agents).

<Note>
  Agent keys are not a substitute for secret or restricted API keys. Use a [secret or restricted key](/development/api-keys) when your own systems call the Yorlet API as an integration, not as an agent in Claude or ChatGPT.
</Note>