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Connect internal company knowledge to ChatGPT and Claude

Your team already works inside ChatGPT or Claude; what those assistants cannot see is your internal knowledge. In this tutorial, you connect your Invero internal MCP server to ChatGPT or Claude, so your team gets answers from company knowledge directly inside the assistant they already use. Access is restricted to employees with Invero accounts and the appropriate permissions, so your internal information stays secure.

By the end of this tutorial, you will have:

  • Your Invero MCP server connected to ChatGPT or Claude as an app or connector.
  • Members of your organization asking questions about your product and internal resources directly in their assistant, with responses grounded in your knowledge sources.

Before you start​

You need:

  • A Invero project with a hosted MCP server configured, using the Internal authentication type.
  • Some knowledge sources connected to that project.
  • A Invero account with the Use Internal Chat Assistant permission for the project (see Roles and permissions).
  • An AI assistant subscription:
    • ChatGPT: available on Business, Enterprise, and Education plans.
    • Claude: available on Pro, Max, Team, or Enterprise plans. Team and Enterprise plans require additional setup steps by owners before individuals can connect.

Authentication and security​

You must configure your Invero MCP server with the Internal authentication type.

If you are unsure about your authentication configuration, check it in your Invero project settings under Integrations > Hosted MCP Server before proceeding.

When a user connects to your internal MCP for the first time, they are directed to the Invero login page. The user then logs in with their Invero account, using whichever authentication methods are permitted for your Invero team, including SAML SSO if it is enabled.

To access the internal MCP server, the user account must have the Use Internal Chat Assistant permission for the project. Refer to Roles and permissions for more information on managing project permissions.

Connect your MCP server​

Note

Developer mode and full MCP support are currently in beta for ChatGPT. Features and UI may change.

An admin or owner needs to create and publish a custom MCP app for your organization.

Admin or owner setup:

  1. Make sure developer mode is enabled. Navigate to Settings > Apps > Advanced Settings to check and enable this setting.
  2. Navigate to Workspace Settings > Apps > Create.
  3. Provide your MCP server details:
    • Name: This will be the name of the app in the interface.
    • MCP Server URL: Your Invero MCP server URL. You can find this in Invero under Integrations > Hosted MCP Server. Format: https://your-subdomain.mcp.invero.ai.
    • Authentication: OAuth. Leave the Client ID and Client Secret empty.
  4. Click Create.
  5. Go through the Invero authentication flow. When complete, the app appears as a draft in Workspace Settings > Apps > Drafts.
  6. Test the app:
    1. Open a new chat.
    2. Select your draft app from the tools menu.
    3. Test with questions about your documentation.
    4. You should see ChatGPT using the search_<CUSTOMER_PRODUCT_NAME>_knowledge_sources tool.
  7. Publish the app:
    1. Go to Workspace Settings > Apps > Drafts.
    2. Click Publish.
    3. Review safety warnings.
    4. Click Publish.
    5. Enterprise and Education: Configure access control using RBAC and select which actions the app can perform.

Team members can now connect to the Invero app you created:

  1. Open the ChatGPT web interface.
  2. Go to Settings > Apps.
  3. Find and click the Invero connector in the list.
  4. Click Connect.
  5. Complete the Invero login authentication flow.

You must manually select the Invero app to make it available in each chat:

  1. In a chat, open the tools menu (+ icon).
  2. Select More > your Invero app.

Verify the connection​

Once connected, verify that it works:

  1. Start a new chat.
  2. Type a question about your internal documentation.
  3. Verify the responses include information from your knowledge sources. You can also check that your AI is using the search_<CUSTOMER_PRODUCT_NAME>_knowledge_sources tool.

Summary​

In this tutorial, you:

  • Connected your Invero internal MCP server to ChatGPT or Claude as an app or connector.
  • Completed the Invero authentication flow, so access stays restricted to employees with the right permissions.
  • Verified that answers in the assistant draw on your internal knowledge sources.

Troubleshooting​

The official documentation for the beta features this tutorial relies on: Apps in ChatGPT, Developer mode and MCP apps in ChatGPT, and Getting started with custom connectors using remote MCP for Claude.

ChatGPT: I created an app, but cannot see it​

Make sure you are on a Business, Enterprise, or Education plan. Individual plans can go through an app creation process, and will get a success message when connecting the Invero MCP server, but the rollout of this feature is incomplete in ChatGPT. The app will not show up on your apps list or be available in your chats.