> ## Documentation Index
> Fetch the complete documentation index at: https://kb.mspprocess.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using Alpha from Claude, ChatGPT, Cursor and other AI apps

> 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…

## 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

| Message | What to do |
| - | - |
| AI apps aren't turned on for this environment. Ask your MSP Process contact to turn them on. | Contact MSP Process. |
| Couldn't load your AI apps settings. | Refresh the page. |
| Couldn't allow AI apps. Try again. / Couldn't block AI apps. Try again. | Try the switch again. |
| No AI apps connected yet. | Nobody has connected an AI app yet. |
| You don't have permission to disconnect people. | Ask a Tenant Admin to do it. |
| That person isn't in your organization. | Refresh the page. The person may already be removed. |
| Status: Expired | The person's connection has ended. They can sign in again from their AI app. |

## 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.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.