Connect FlatRate Pro to ChatGPT or Claude through MCP

Set up the hosted connection

MCP server URL (Streamable HTTP)

1. Choose a compatible MCP client. In ChatGPT, use the Apps settings and your workspace's custom-app or developer controls when available. A workspace administrator may need to enable access. Opening ChatGPT from this page does not create a connection.
2. Add the server URL above and choose OAuth. Use the remote HTTP connection, not an imported Actions schema or a local bridge. The client discovers the authorization server automatically.
3. Sign in to GearGenius and review consent. Use the account whose work you want to access. Read permissions cover your account data and reports; approve write permissions only if you want supported job logging and status changes.
4. Return to your client and select the app. Try "Show my earnings report for this week." Missing records, hours, or a saved pay rate should be reported as unavailable, not invented.

Other remote MCP clients can use the same URL and OAuth flow. Interactive HTML reports require an MCP Apps-compatible host; other clients receive structured and text results.

Connect Claude (web or Desktop)

Anthropic documents custom remote connectors for Pro and Max accounts and organization-managed Team/Enterprise accounts. These steps were checked against its official guide on October 31, 2026. Connect only after the updated GearGenius server is deployed.

1. Open Customize > Connectors in Claude. On Pro or Max, choose "+ Add," then "Add custom connector." Name it "GearGenius FlatRate Pro" and enter https://geargenius.ai/mcp. Click "Continue."
2. Review the detected authentication settings. Continue, select "Sign in now" under Authentication, and choose "Register automatically" under OAuth client. GearGenius currently supports dynamic client registration; Claude's "Use Claude's published identity" option is not implemented here. Leave Request headers empty.
3. Click "Add" and complete GearGenius OAuth sign-in. Review the requested permissions and authorize your own account. If Claude shows a "Connect" button, select it to finish authentication. No manual keys or client secrets are needed.
4. Enable it in a conversation. Open the "+" menu at the lower left of the chat, choose "Connectors," and turn on GearGenius. Ask "Show my earnings report for this week" or "Show my technician portfolio for this year."

Team and Enterprise: An Owner or Primary Owner first opens Organization settings > Connectors, clicks "Add," then Custom > Web, and adds the same URL and OAuth configuration. Enterprise custom roles with "Manage access to Libraries" can also add connectors. Members then go to Customize > Connectors and click "Connect" individually; adding it to the organization does not authorize every member.

Network: Claude reaches remote connectors from Anthropic's cloud, even in Claude Desktop. A localhost preview, private network, VPN-only server, or blocked firewall is not sufficient. Use the public HTTPS endpoint; this is not a local claude_desktop_config.json setup.

Reports: Claude supports interactive connectors, but this particular widget has only been tested with the local MCP Apps host. Verify OAuth, report tools, and interactive rendering in Claude after deployment. If the host does not render the widget, use the structured/text report results instead.

To disconnect, use Customize > Connectors and "Remove" (or the connector's three-dot menu). To edit a custom connector, Anthropic instructs you to remove it and add it again with the updated details.

Open Claude

Sources: Anthropic custom remote connector instructions and connector usage and permissions.

Claude Code (separate developer setup)

In your terminal, register the remote server for your user:

Start a Claude Code session, run /mcp, select geargenius, and choose "Authenticate." Finish OAuth in the browser, then check the connection with claude mcp list. This setup is separate from the Claude web/Desktop connector and does not imply CLI support for the embedded HTML report.

Source: Claude Code MCP quickstart.

Control access to your account

Never paste credentials into a conversation. OAuth credentials are exchanged by the client, not by this page or the report widget. The visual reports exclude customer contacts, VINs, notes, photos, and credentials.

Manage or remove the app in your client's settings. Removing a connection does not delete your GearGenius records. For server-side access revocation or help retiring an older connection, contact info@geargenius.ai.

If sign-in loops, permissions are denied, or the preview reports do not appear, check workspace access and deployment status first. Reconnect through OAuth if your client requests fresh consent; do not switch to a manual key.

Authorization discovery: protected-resource metadata.