> ## Documentation Index > Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Connect Claude or another AI helper > Turn on AI agents (MCP), copy the Connector URL, and let staff sign in from Claude or Cursor so the helper can look up facility records. This page is the Settings walkthrough for the same job as [Connect Claude to your facility](https://www.carstoragesoftware.com/docs/ai-assistant/connect-claude-to-your-facility.md). Use this guide when you already have [Settings > Integrations](https://www.carstoragesoftware.com/dashboard/settings/integrations) open and want every label explained in order. Open **AI agents (MCP)** under [Settings → Integrations](https://www.carstoragesoftware.com/dashboard/settings/integrations?integration=mcp). This card is separate from the **API** card (API keys). ## What you will accomplish * Find the **AI agents (MCP)** card and open its window. * Turn the switch from **Enable this integration** to **Enabled**. * Copy the **Connector URL** and add it in Claude, ChatGPT, Cursor, or Claude Code. * Sign in as staff, choose look-up access first, and try one question about cars or customers. ## When to use this page Use this when someone on your team already chats in **Claude** (or Cursor) and you want that helper to see *your* cars, customers, and schedule. You do **not** need this to use [AI Assistant](https://www.carstoragesoftware.com/agent) in the dashboard sidebar. That helper is already inside Car Storage Software. > [!NOTE] > > **Plain-English names** > > **AI agents (MCP)** is the card name. **MCP** is a technical nickname for the connection. The **Connector URL** is the address you paste into Claude. You do not create an API key for this card. ## Before you start * Sign in as a **team admin**. The window says **Admin access is required to turn this on or off** if you are not an admin. * Have Claude, Cursor, or Claude Code ready. * Use a **staff** account when the helper asks you to sign in—not a customer portal login. ## Open the card **1. Go to Integrations** Open [Settings > Integrations](https://www.carstoragesoftware.com/dashboard/settings/integrations). **2. Search if needed** In **Search integrations...**, type **claude** or **mcp**. **3. Click AI agents (MCP)** The window title is **AI agents (MCP)**. The subtitle is **Connect Claude, Cursor, or Claude Code to your facility data.** ![Integrations page with mcp in the search box and only the AI agents (MCP) card showing On](https://mintcdn.com/carstoragesoftware/i8C8ltdi21A8xYJ0/images/settings/integrations-search-claude-sep29.webp?fit=max\&auto=format\&n=i8C8ltdi21A8xYJ0\&q=85\&s=961ec22b4a1f65fc755797252b5e599d) *Search for **mcp** or **claude** to isolate the card. **On** means you already flipped the switch. **Off** means you still need to enable it.* ## Turn it on **1. Read the reminder if it is Off** When the switch still says **Enable this integration**, a box titled **Turn it on to connect** explains that you can add the connector in your helper first—or turn the switch on now. **2. Flip the switch** At the bottom of the window, turn the switch so it says **Enabled**. **Expected result:** The card on the catalog shows **On**. (It says **Connected** only after a staff member has finished sign-in from Claude or Cursor.) **3. Copy Connector URL** Click **Copy** next to **Connector URL**. On a live facility this is: `https://www.carstoragesoftware.com/api/mcp/v1` A practice site may show a different address. Always copy the value from *your* Settings page. ![AI agents (MCP) window with Turn it on to connect, Connector URL, Claude steps, and Enable this integration switch](https://mintcdn.com/carstoragesoftware/i8C8ltdi21A8xYJ0/images/settings/integrations-mcp-dialog-off-sep29.webp?fit=max\&auto=format\&n=i8C8ltdi21A8xYJ0\&q=85\&s=d29591e33ae904ea227d1dc7d66dfc8e) *Turn **Enable this integration** on before you expect Claude to finish sign-in. The **Claude** tab is selected by default.* ![AI agents (MCP) window with Enabled switch and Claude tab instructions](https://mintcdn.com/carstoragesoftware/i8C8ltdi21A8xYJ0/images/settings/integrations-mcp-dialog-enabled-claude-sep29.webp?fit=max\&auto=format\&n=i8C8ltdi21A8xYJ0\&q=85\&s=d3cca9e93b23e15d889f5dc8f0ba2dc9) *When the label says **Enabled**, copy the **Connector URL** and follow the numbered Claude steps in the same window.* ## Claude (claude.ai / Desktop / mobile) The **Claude** tab in the window is the source of truth. Follow it in order: **1. Open Connectors in Claude** Open **Customize → Connectors** (team or company owners: **Organization settings → Connectors**). **2. Add a Web connector** Click **Add** / **Add custom connector**. If asked for type, choose **Web**. **3. Paste the URL** Paste the **Connector URL**. Leave client ID and secret blank. **4. Connect and try it** Click **Add**, then **Connect**. Sign in as facility staff. Approve look-up access first. Ask Claude to list cars or customers. ## ChatGPT ChatGPT connects to the same **Connector URL** and uses the same staff sign-in. **1. Open Apps in ChatGPT** In ChatGPT, open **Settings → Apps & Connectors**. Until Car Storage Software is listed in the ChatGPT app directory, turn on **Developer mode** under **Advanced settings**, then click **Create**. **2. Paste the URL** Give it a name such as **Car Storage Software**, paste the **Connector URL**, and choose **OAuth** for authentication. **3. Connect and try it** Click **Create**, then sign in as facility staff. Approve look-up access first. Ask ChatGPT to list cars or customers. ## Cursor Use the **Cursor** tab if your team already works in Cursor. **1. Keep the switch Enabled** Confirm [Settings → Integrations → AI agents (MCP)](https://www.carstoragesoftware.com/dashboard/settings/integrations?integration=mcp) says **Enabled**. **2. Follow the Cursor tab** Click **Cursor**. Use **Copy** on the example block if you are editing Cursor's tools file, or add a remote server and paste the **Connector URL**. **3. Connect** Click **Connect** if Cursor shows **Needs authentication**. Sign in as staff and approve access. ![AI agents (MCP) window on the Cursor tab with setup steps and a copyable configuration example](https://mintcdn.com/carstoragesoftware/i8C8ltdi21A8xYJ0/images/settings/integrations-mcp-dialog-cursor-sep29.webp?fit=max\&auto=format\&n=i8C8ltdi21A8xYJ0\&q=85\&s=6d43cac4a1b012e65de5bc51dd794ca4) *The **Cursor** tab includes a **Copy** button for the example block. Staff still sign in in the browser. You do not paste a team API key here.* ## Claude Code The **Claude Code** tab is for an IT partner who works in a terminal. Everyday staff can skip it and use [AI Assistant](https://www.carstoragesoftware.com/agent) or Claude on the web. If you do use it: run the command shown on that tab, then in Claude Code run `/mcp`, choose **car-storage**, pick **Authenticate**, and sign in as staff. ![AI agents (MCP) window on the Claude Code tab showing a copyable terminal command](https://mintcdn.com/carstoragesoftware/i8C8ltdi21A8xYJ0/images/settings/integrations-mcp-dialog-claude-code-sep29.webp?fit=max\&auto=format\&n=i8C8ltdi21A8xYJ0\&q=85\&s=d970d989ab0639c63e0cc1ec0f2fb9fe) ***Claude Code** is optional. Copy the command from the window so the address matches your facility.* ## Other helpers The **Other** tab is for any helper that can add a remote web connector and open a staff sign-in page. Paste the same **Connector URL**. Sign in as staff. Helpers that only run on one computer with no web sign-in should use [Connect the API](https://www.carstoragesoftware.com/docs/settings/connect-api.md) and a team key instead. ## What you allow the helper to see When you sign in, you choose access such as look-up for cars or customers. That list matches the same areas as a team API key. > [!NOTE] > > **Read** = look up records. Start here. > > **Write** = create or change records. Turn this on only if you trust the helper to add cars, events, or photos. > > **Billing** look-up shows products, subscriptions, invoices, and what a customer owes. Billing write lets the helper change customers' plans, create draft invoices, and send, resend or void invoices. Claude and ChatGPT ask you before each of those. No access level lets a helper charge a card, refund, or move money; do those in [Payments](https://www.carstoragesoftware.com/dashboard/payments). > > If a write fails and Claude asks you to sign in again, reconnect and approve the extra access. Many teams never enable write and keep creating records in the dashboard, where [Review AI proposals](https://www.carstoragesoftware.com/docs/ai-assistant/review-ai-proposals.md) shows cards first. ## Change plans and send invoices from the chat You can ask the helper things like "add another car to Sam's plan at $350 a month", "remove the car that sold", "raise the storage price to $400", or "switch the indoor storage line to outdoor storage". **1. Check the summary** The helper first shows what would change: the plan total before and after, and when it starts. Nothing has changed yet. **2. Approve it** Say yes, and Claude or ChatGPT asks you to allow the change. Approve it there. The change starts with the next bill; nothing is charged now. For a one-time invoice, ask something like "invoice Sam for a $75 detail and a $40 battery tender, due the 15th". The helper creates it as a draft and shows you the lines and total. Ask it to send the invoice, and approve the send when Claude or ChatGPT asks: the customer gets an email and picks how to pay. You can also open the draft in [Payments → Invoices](https://www.carstoragesoftware.com/dashboard/payments/invoices) and send it yourself. > [!WARNING] > > If you choose **Always allow** for a tool in Claude, it stops asking before that tool runs. Keep asking on for billing tools. Turn the card **Off** to stop new connections. You can also disconnect from inside Claude or Cursor. ## Work across more than one facility The connection starts on the facility you were signed in to when you approved it. Switching facilities in the dashboard sidebar does not move it. Instead, tell the helper which facility you mean, for example "switch to the Main Street location". It lists the facilities you can use, switches the connection, and keeps working there until you switch again. A facility only shows up if you are an **admin** there and its **AI agents (MCP)** card is **Enabled**. Ask the helper "which facilities can I switch to?" to see why one is missing. ## Confirm it worked * The catalog card says **On** (or **Connected** after the first successful sign-in). * Claude (or Cursor) can list a customer or car that you can also see in [Contacts](https://www.carstoragesoftware.com/dashboard/contacts) or [Cars](https://www.carstoragesoftware.com/dashboard/cars). * A customer portal login cannot finish the sign-in page. ## Troubleshooting > [!WARNING] > > **Authorization failed after sign-in** > > The switch must say **Enabled**. Sign in as **staff**. Customers and vendor portal users cannot complete this sign-in. > [!NOTE] > > **No tools or empty answers** > > Confirm the Connector URL ends with `/api/mcp/v1` and that you approved at least one look-up area. Copy the URL again from Settings if you typed it by hand. > [!WARNING] > > **Write failed / asked to sign in again** > > Look-up access cannot create a drop-off or upload photos. Reconnect and approve write access only if you want the helper to change records. > [!TIP] > > **I do not see the card** > > Use **Search integrations...** and type **mcp**. If Integrations itself is missing, you need Schedule access to open the page—see [Browse the Integrations catalog](https://www.carstoragesoftware.com/docs/settings/browse-the-integrations-catalog.md). ## What to do next * Staff who will stay in the dashboard: [Connect Claude to your facility](https://www.carstoragesoftware.com/docs/ai-assistant/connect-claude-to-your-facility.md) and [Use the AI Assistant](https://www.carstoragesoftware.com/docs/ai-assistant/use-the-ai-assistant.md). * For team keys and the API docs window, see [Connect the API](https://www.carstoragesoftware.com/docs/settings/connect-api.md). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.