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What this does

You can use Alpha from inside other AI apps, such as Claude, ChatGPT, Microsoft Copilot Studio, Cursor, VS Code or Gemini. The AI app connects to your company’s Alpha address. Once connected, it can answer from your PSA and documentation, and make the changes you’ve allowed. AI apps follow the same rules as Alpha in MSP Process:
  • Anything that is Off on the Permissions page stays off for AI apps too.
  • Pause all changes also stops AI apps from changing anything.
  • Every change an AI app makes is recorded in the activity log.
  • The first time an AI app connects, you’ll see a consent screen to allow it, including permission to make changes.

Before you start

  • An admin must turn on Allow AI apps to connect (Part 1). Only Tenant Admins can do this and copy the Alpha address.
  • Each person signs in with their own MSP Process account when they connect.
  • Your AI app plan must allow custom connectors. For example, ChatGPT needs Developer mode, which is offered on Pro, Team, Enterprise and Edu plans.
  • If the AI apps card says “AI apps aren’t turned on for this environment. Ask your MSP Process contact to turn them on.”, contact MSP Process first.

Part 1: Allow AI apps and copy the Alpha address (admins)

  1. Go to AI Service Desk > Alpha > Settings.
  2. Scroll to the AI apps card.
  3. Turn on Allow AI apps to connect. You’ll see Saved.
  4. Next to Alpha address, click the copy button (Copy Alpha address).
  5. Share the address with your team.

Part 2: Connect your AI app

Pick your AI app below. Each one connects to the same Alpha address and signs in with your MSP Process account. AI apps sometimes rename their menus, so if a label looks different, check the app’s own help.

Claude (web and desktop)

  1. In Claude, open Customize, then Connectors, then Add custom connector.
  2. Name it MSP Process Alpha.
  3. Paste your Alpha address.
  4. Leave the OAuth client fields empty.
  5. Click Add.
  6. Click Connect.
  7. Sign in with your MSP Process account when asked, and allow access on the consent screen.
Custom connectors are on all Claude plans (Free plans can add one). On Team and Enterprise plans, an Owner first adds the connector under Organization settings. Then members click Connect.

ChatGPT

  1. In ChatGPT, open Settings, then Apps (or Connectors), then Advanced.
  2. Turn on Developer mode.
  3. Click Create app and paste your Alpha address.
  4. Set authentication to OAuth.
  5. Click Create.
  6. Click Connect and sign in with your MSP Process account.
  7. In a chat, pick the app from the tools menu.

Microsoft Copilot Studio

  1. Open your agent, then Tools, Add a tool, New tool, Model Context Protocol.
  2. Enter a name and description, and paste your Alpha address as the Server URL.
  3. Set Authentication to OAuth 2.0 and choose Dynamic discovery.
  4. Click Create.
  5. Choose Create a new connection and sign in with your MSP Process account.
  6. Click Add to agent.
Your Power Platform data policies must allow the connection. If the first connection fails, send the redirect address it shows to your MSP Process contact so it can be allowed.

Cursor

  1. Open Settings, then MCP, then Add.
  2. Use your Alpha address as the server URL. You can also add a server named msp-process-alpha with your Alpha address as its url in Cursor’s MCP settings file (~/.cursor/mcp.json).
  3. Click Connect (or Needs login) next to the server and sign in with your MSP Process account.

VS Code with GitHub Copilot

  1. Open the Command Palette and run MCP: Add Server.
  2. Choose HTTP.
  3. Paste your Alpha address, name the server, and allow the sign-in prompt.
  4. Open Copilot in Agent mode and turn the server on under Tools.
Your organization can turn MCP off in VS Code by policy.

Gemini CLI

  1. Add a server named msp-process-alpha to Gemini CLI’s settings file (~/.gemini/settings.json), with your Alpha address as its httpUrl.
  2. Run /mcp auth msp-process-alpha in Gemini CLI.
  3. Sign in with your MSP Process account when asked.

Part 3: See and manage who is connected (admins)

  1. Go to AI Service Desk > Alpha > Settings.
  2. Scroll to the Connected people table.
  3. Check each row: Person, App, Access (Read & write or Read only), Connected, Last used and Status (Active or Expired).
  4. To remove one person, click Disconnect on their row.
  5. In the Disconnect [name]? window, confirm. They are signed out of their AI apps right away. They can connect again by signing in.
  6. To remove everyone, click Disconnect everyone and confirm in the Disconnect everyone? window.
After you disconnect someone, you’ll see “Disconnected [name]. Their AI apps can no longer use Alpha.”

Block AI apps

  1. On the AI apps card, turn off Allow AI apps to connect.
  2. You’ll see Saved.
  3. If people are still connected, the Overview page shows “AI apps are blocked, but people are still connected.” Click Review AI apps and disconnect them.

Troubleshooting

FAQ

Where can I see what AI apps did?

Go to Alpha > Activity & usage. The AI apps tab shows usage. In the Activity log tab, set Channel to AI apps.

Can an AI app do more than Alpha can?

No. AI apps follow the same Permissions as Alpha. Anything that is Off stays off for AI apps too.