Overview

The Assembly MCP server lets you connect AI tools like Claude, ChatGPT, and Cursor to your Assembly workspace. Once connected, your AI assistant can read from and act on your clients, companies, invoices, messages, tasks, forms, files, and more — without leaving your chat.

MCP (Model Context Protocol) is an open standard that serves as a secure bridge between the AI tool you already use and your Assembly data, using your own Assembly login.

A few things you can ask your AI once connected:

• Get briefed on clients prior to calls: "Summarize past messages and internal notes from Acme Corp. Get a sense of customer health/sentiment."

• Find information fast: "Which clients have an overdue invoice older than 30 days?"

• Create work in bulk: "Send a message to clients in my Gold tier."

• Answer and analyze: "What are the most common questions we get from our clients?"

Before you start

• You need to be an Assembly admin. The MCP server acts as you through Assembly's API, which is admin-only. Non-admin teammates won't be able to use it.

• You need an AI tool that supports MCP. Claude, ChatGPT, and Cursor are detailed below.

• Install URL:

  https://mcp.assembly.com

Connect Claude

You can add Assembly to Claude connectors via any of the following options. Connectors in Claude are available on all paid plans.

On the website (claude.ai)

1. Go to claude.ai/settings/connectors.

2. Click Add custom connector.

3. Enter the MCP URL:

   https://mcp.assembly.com

4. Click Connect and sign in to Assembly when prompted.

5. Test the connection by starting a new chat and asking Claude something about your workspace, for example: "List my five most recently created clients in Assembly."

On Claude Desktop

1. Open Claude Desktop and go to Settings → Connectors.

2. Click Add connector, choose Custom, and paste

   https://mcp.assembly.com

   .

3. Sign in to Assembly in the browser window that opens.

4. The Assembly tools will appear in your tool menu the next time you start a chat.

On Claude Code

If you use Claude Code in your terminal, run:

You'll be sent through a browser sign-in to authorize access. After that, Assembly tools are available in every Claude Code session.

Connect ChatGPT

Apps like Assembly are available on ChatGPT Plus, Pro, and Business plans.

Add Assembly to ChatGPT

1. In ChatGPT, go to Settings → Apps → Advanced Settings and enable Developer mode. You must be on Plus or higher to see this setting.

2. After enabling, you will see the option to Create an app.

3. Set the name to

   Assembly

4. Set the MCP server URL to

   https://mcp.assembly.com

5. Se the authentication method to OAuth. You will be redirected to log in with Assembly.

6. Accept the checkbox and click Create. The app will appear as a Draft in your Apps settings.

7. For admins/owners on Business plans: Go to Workspace Settings → Apps → Drafts, select the Assembly app, and click Publish.

Use Assembly in ChatGPT

1. Start a new chat.

2. Open the tools menu (the + button) and select Assembly from the "More" dropdown.

3. Try a simple prompt to test, e.g. "List my five most recently created clients in Assembly."

Connect Cursor

Option 1: Use the install deeplink.

Option 2:

1. In Cursor, open Settings → Cursor Settings → MCP.

2. Click Add new MCP server and choose the HTTP transport.

3. Name the server

   assembly

4. Set the URL to

   https://mcp.assembly.com

5. Save and sign in to Assembly when Cursor prompts you.

Disconnecting MCP

To revoke access, remove the Assembly connector in your AI tool's connector settings. The AI loses access immediately.