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Set up the Ontra MCP

Updated

Connect Atlas entity data and Insight fund documents and obligation data to your preferred AI tool (Claude or ChatGPT) using the Ontra Model Context Protocol (MCP). Once configured, you can query your data in Ontra without switching between tools. 

Table of Contents

Set up in Claude

For Team and Enterprise plans

Set up steps for Owners 

Before members of Team and Enterprise plans can use connectors, an Owner or Primary Owner needs to enable Ontra for the organization. Enabling a connector makes it available to your team, but it doesn't automatically grant anyone access. Each person still needs to authenticate individually before they can use it.

  1. Navigate to Organization settings > Connectors
  2. Click Browse connectors at the bottom of the page
  3. Find Ontra in the list and click Add to your team

For EU Customers

  1. Navigate to Organization settings then Connectors
  2. Click Add
  3. Hover over Custom, then select Web
  4. Enter your connector's remote MCP server URL by copying and pasting: https://mcp-eu.ontra.ai/mcp
  5. If prompted, name the connector "Ontra" so it is easy for other team members to recognize
  6. Optionally, click Advanced settings to specify an OAuth Client ID and OAuth Client Secret for your server
  7. Finish configuring your connector by clicking Add

Steps for members after connector is configured

  1. Navigate to Customize > Connectors 
  2. Click on the Ontra connector
  3. Click Connect to authenticate and start using the connector with Claude

For Pro and Max plans

  1. Navigate to Customize > Connectors 
  2. Click the + button
  3. Browse available connectors and select Ontra
  4. Click Connect to authenticate and start using the connector with Claude

For EU Customers

  1. Navigate to Customize > Connectors 
  2. Click + then Add custom connector
  3. Add your connector's remote MCP server URL: https://mcp-eu.ontra.ai/mcp
  4. Optionally, click Advanced settings to specify an OAuth Client ID and OAuth Client Secret for your server
  5. Finish configuring your connector by clicking Add

Enabling connectors after configuration

To use your connector, click the + button in the lower left of your chat interface, hover over Connectors, and toggle on Ontra. Once enabled, your AI assistant can access data from the Ontra products connected to your account. This may include Atlas entity data, Insight fund and obligation data, or both, depending on the products you use. 

Set up in ChatGPT

Custom connectors, referred to in ChatGPT as Apps, are available for ChatGPT Plus, Pro, Business, and Enterprise/Edu plans.

For Business, Enterprise, and Edu Plans

Set up steps for Workspace Admins

  1. Go to Workspace Settings → Apps
  2. Enable Developer Mode if prompted
  3. Click Create
  4. Configure the connector:
  5. Configure authentication if applicable (OAuth/SSO or API token authentication)
  6. Click Scan Tools and wait for the scan to complete. If your server uses OAuth, complete the authorization prompt, then wait for the tool scan to finish.
  7. Click Create to save the connector
  8. Test the connector in ChatGPT
  9. Publish the connector to your workspace

Once published, workspace members will see the connector available in ChatGPT.

Refresh a connector as a Workspace Admin

When Ontra adds or changes MCP tools, ChatGPT does not automatically pick up those server-side changes. A Workspace Admin will need to take the appropriate steps to update the connector: 

For Business plans:

  1. Go to Workspace Settings → Apps
  2. Remove the Ontra connector
  3. Set up the connector again by following the set up steps above
  4. Start a new chat for the refreshed tools to appear

For Enterprise and Edu plans:

  1. Go to Workspace Settings → Apps
  2. Click the ••• button next to the Ontra connector
  3. Select Action control
  4. Click Refresh to pull the latest tools from the MCP server (new tools are disabled by default)
  5. Toggle on the tools you want available for your workspace
  6. Start a new chat for the refreshed tools to appear

Troubleshooting

If selected tools still do not appear after following the refresh steps above: 

  1. Confirm the connector is connected and published to the workspace.
  2. Confirm the new tools are toggled on in the connector details page.
  3. If the tools still do not surface, fully remove and re-add the connector, then repeat the refresh and enablement steps.

Steps for members after the connector is configured

  1. Open a new chat 
  2. Open the Tools menu (via the + button)
  3. Select Ontra
  4. Authenticate if prompted
  5. Once connected, your AI assistant can access data from the Ontra products connected to your account. This may include Atlas entity data, Insight fund and obligation data, or both, depending on the products you use. 

For Plus and Pro Plans

Plus and Pro users can configure the connector themselves using Developer Mode.

  1. Open Settings → Apps → Advanced Settings
  2. Enable Developer mode
  3. Go to Settings → Apps
  4. Click Create
  5. Enter:
  6. Configure authentication if required
  7. Click Scan Tools and wait for the scan to complete. If your server uses OAuth, complete the authorization prompt, then wait for the tool scan to finish.
  8. Click Create to save the connector
  9. Open a new chat and enable Ontra from the Tools (+) menu
  10. Once connected, your AI assistant can access data from the Ontra products connected to your account. This may include Atlas entity data, Insight fund and obligation data, or both, depending on the products you use. 

Additional Resources

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