This article explains how to connect ChatGPT to the Meisterplan MCP server via the developer mode. Once connected, your ChatGPT agent can access your Meisterplan data directly and answer questions about your portfolio.

• Prerequisites
• Create an Agent in ChatGPT
• Add an MCP Connection
  • Step-by-Step Instructions
• Tips for Use

Prerequisites

Make sure the following prerequisites are met:

• The Access to MCP Server right is enabled for your user group (under Manage > User Groups > Views & Areas > AI Features).
• You have created and copied an MCP server API token. To do this, navigate to My Profile > Manage Apps > API Tokens and select the type MCP Server. Copy the token immediately as it cannot be displayed again after this step.
• You have a business account in ChatGPT with the developer mode enabled.

For details on access rights and user accounts, see the article Meisterplan MCP Server.

Create an Agent in ChatGPT

Open ChatGPT and create a new blank agent under Agents in the left sidebar. Choose a name that is based on the name of your Meisterplan instance, so you can easily identify the agent.

Add instructions and skills depending on the tasks that the Copilot agent should perform.

Add an MCP Connection

Step-by-Step Instructions

Note: To add MCP servers, the developer mode must be enabled in your ChatGPT workspace. Contact your admin if you do not have the right to enable developer mode.

In your agent, click Browse Apps and select Custom MCP > Create app to create a new MCP app.

Fill in the fields:

1. Name: Enter a name for the connection, for example the name of your Meisterplan system.
   Do not use special characters in the name.
2. Description: Enter a short description (at least 30 characters).
   
3. Server URL: Enter the MCP server URL. The URL depends on whether your Meisterplan system is hosted in the EU or the US:
   EU: https://mcp.eu.meisterplan.com/mcp
   US: https://mcp.us.meisterplan.com/mcp
4. Authentication: Select Access Token / API Key > Custom Header and enter the word Authorization as the header name:
   

Connect to your Meisterplan System

Grant the MCP app access to your Meisterplan system by entering your Meisterplan MCP server API token.

Use the following format:
Bearer + space + <API token>

For example, this could look as follows:
Bearer MCP-abc123xyz

Test the Connection

Once connected, you can start asking your agent questions. For example:

Tips for Use

• Use a powerful model: The quality of responses depends on the AI model being used. Use a powerful model for more accurate results.
• Add instructions: Use the Instructions section to teach the agent the terminology and abbreviations used in your Meisterplan system. This helps the agent understand system-specific terms such as option field values or project field names.
• Use a dedicated user account: If you share the agent with multiple people, we recommend using a dedicated Meisterplan user account for the MCP connection.
  For details, see the article Meisterplan MCP Server.