> ## Documentation Index > Fetch the complete documentation index at: https://docs.parley.so/llms.txt > Use this file to discover all available pages before exploring further. # Claude and ChatGPT > Use Parley from Claude or ChatGPT to check on your cases, read files and notes, and make updates when you ask. Connect Parley to Claude or ChatGPT and you can check on a case and act on it without switching apps. Ask about a Project, find a Contact, read the files on a Project, or add a Task, and the assistant does it in Parley, as you. > **[Add to Claude](https://claude.ai/customize/connectors?modal=add-custom-connector\&connectorName=Parley\&connectorUrl=https%3A%2F%2Fapi.parley.so%2Fmcp)** > > Opens Claude with Parley's details filled in for you to review. > **[Add to ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_6ac7e837b7f48191b046ce18da7144bf)** > > Opens Parley's plugin page in ChatGPT, where you install it. When an app asks for Parley's server URL, use: ```text theme={null} https://api.parley.so/mcp ``` ## Before you start * **A Parley account.** You sign in with the same account you use at [app.parley.so](https://app.parley.so). Owners, Admins, and Members can all connect. * **Claude** works on every plan. On the Free plan you can add one custom connector. On Team and Enterprise plans, an Owner adds Parley for the organization first. * **ChatGPT** installs Parley from the web at [chatgpt.com](https://chatgpt.com) or the desktop app. On Business, Enterprise, and Edu, your ChatGPT admin decides which plugins you can install. If you can't install Parley, ask them to allow it in **Workspace settings > Plugins**. ## Connect Claude **1. Open the connector form** Select [Add to Claude](https://claude.ai/customize/connectors?modal=add-custom-connector\&connectorName=Parley\&connectorUrl=https%3A%2F%2Fapi.parley.so%2Fmcp). Or, in Claude, go to **Customize > Connectors**, select **+ Add**, then **Add custom connector**, and enter **Parley** as the name and the server URL above. **2. Review and add** Check that the URL is `https://api.parley.so/mcp`, then select **Continue**. Keep the default sign-in settings and select **Add**. **3. Sign in to Parley** Select **Connect**, sign in to Parley, choose your organization, and approve access. **4. Try it** In a chat, select **+**, open **Connectors**, and make sure Parley is on. Then ask something like "What's due this week across my Projects?" > [!NOTE] > > On a Claude Team or Enterprise plan, an Owner adds Parley once for everyone. Go to **Organization settings > Connectors**, select **Add**, hover over **Custom**, select **Web**, and enter **Parley** and the server URL. Each person then finds Parley under **Customize > Connectors** and selects **Connect** to sign in with their own Parley account. ## Connect ChatGPT **1. Open Parley in ChatGPT** Select [Add to ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_6ac7e837b7f48191b046ce18da7144bf). Or, in ChatGPT, open **Plugins** and search for Parley. **2. Install and sign in** Select **Install plugin**. When ChatGPT asks, select **Connect**, sign in to Parley, choose your organization, and approve access. **3. Try it** Start a new conversation, type **@**, and select Parley. Then ask something like "Find a Contact and list the Projects they're on." > [!NOTE] > > If you added Parley to ChatGPT as a custom MCP server before, uninstall that copy from your personal plugins so you only have the official one. ## Claude Code and Codex If you use Claude Code or Codex, add Parley from your terminal and sign in when asked. ```sh Claude Code theme={null} claude mcp add --transport http --scope user parley https://api.parley.so/mcp ``` ```sh Codex theme={null} codex mcp add parley --url https://api.parley.so/mcp codex mcp login parley ``` In Claude Code, run `/mcp`, select **parley**, and sign in to Parley. In the Codex app, you can instead go to **Settings > MCP servers**, select **Add server**, choose **Streamable HTTP**, enter the server URL, and select **Authenticate**. Claude Code and Codex can also add new files to Parley. Claude and ChatGPT can't do that from a chat yet. ## What the assistant can do | Area | Look up | Change | | - | - | - | | Projects, Accounts, and Contacts | Search by name or email, list, and open a record with its links and fields | Create, update, and delete | | Tasks | List by status, assignee, due date, or the record they're about | Create, update, close, and delete | | Files | List the files on a Project, Account, or Contact, or in the Library, and read their text | Create folders, rename, move, and delete | | Notes | List and read | Create, update, and delete | | Activity | See record changes, notes and files added, synced emails and meetings, and USCIS case status updates | None | | Fields | List | Create, update, and delete (Owners and Admins only) | | Skills | List and read | Create, update, and delete | | Automations | List, read, and see past runs | Create, update, run now, and delete | | People | List the people at your firm | None | ## Permissions and access * **The assistant works as you.** It only sees the Projects you can see in Parley, and email content hidden by mailbox privacy settings stays hidden. * **Access is tied to one organization.** You choose it when you sign in, and the connection can't reach any other. To switch, disconnect Parley and connect again. * **You approve changes.** Claude and ChatGPT ask before Parley adds, changes, or deletes anything, unless you choose to always allow it. Deletions can't be undone. * **What the assistant reads leaves Parley.** Anything it looks up is sent to Claude or ChatGPT to answer your request, and is handled under your Claude or ChatGPT account's terms. For how Parley protects your data, see [Security and compliance](/security-and-compliance/overview.md). ## Disconnect * **Claude:** go to **Customize > Connectors**, select Parley, and remove it. On Team and Enterprise plans, an Owner removes it for everyone from **Organization settings > Connectors**. * **ChatGPT:** open [Parley in ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_6ac7e837b7f48191b046ce18da7144bf) and select **Uninstall plugin**. On Business, Enterprise, and Edu, your admin may manage Parley for the workspace instead. * **Claude Code:** run `claude mcp remove parley`. * **Codex:** run `codex mcp remove parley`. For help, see [Getting support](/help/getting-support.md). This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.