Connect Amalgam to Claude or ChatGPT

What This Does

The Amalgam MCP lets you work with your Amalgam data from inside Claude or ChatGPT, just by chatting. Once connected you can list your integrations, customize and run reports, read records, and load transactions without leaving your AI tool.

What You Need

• An Amalgam account.
• The Amalgam server address: https://mcp.amalgam.me/mcp

You paste that address once and sign in to Amalgam in a browser window. There are no keys or setup files. After the first sign-in it stays connected.

Set Up in Claude

Works on the Claude website, the Claude desktop app, and Cowork. Free, Pro, Max, Team, and Enterprise plans all support custom connectors. Free is limited to one.

Free, Pro, and Max Plans

1. In Claude, go to Customize > Connectors.
2. Click + Add, then Add custom connector.
3. Name it Amalgam.
4. Paste the address https://mcp.amalgam.me/mcp and click Continue.
5. Leave the detected authentication settings as they are and click Continue.
6. Under Authentication, choose Sign in now.
7. Click Add. A browser window opens to the Amalgam sign-in page. Log in with your normal Amalgam account.
8. In any chat, click the + button at the lower left of the message box, open Connectors, and switch Amalgam on.

Team and Enterprise Plans

An Owner adds the connector once for the whole organization, then each person connects their own seat.

Owner, one time:

1. Go to Organization settings > Connectors and click Add.
2. Hover over Custom and select Web.
3. Name it Amalgam, paste https://mcp.amalgam.me/mcp, and click Continue.
4. Click Continue past the authentication settings, then Add.

Each team member:

1. Go to Customize > Connectors.
2. Find Amalgam in the list and click Connect.
3. Sign in with your own Amalgam account when the browser window opens.

Adding the connector at the organization level does not connect anyone’s seat. Every user has to click Connect themselves.

Claude Code

The same connector works in Claude Code, including the Code tab in the desktop app. Add it from Customize > Connectors as above and it is available everywhere you use Claude.

Set Up in ChatGPT

Custom MCP connections with full tool access are available on ChatGPT Business, Enterprise, and Edu plans, on the web only. Pro users can connect the server with read-only access. On Business plans only admins and owners can add and publish it; on Enterprise and Edu plans admins can grant that permission to other members.

1. In ChatGPT, go to Plugins.
2. Click the + button, then Add custom MCP server.
3. Name it Amalgam.
4. Under Connection, paste https://mcp.amalgam.me/mcp.
5. Under authentication, choose OAuth and complete the Amalgam sign-in when the browser prompts you.
6. Read the risk warning and tick I understand and want to continue.
7. Click Create as a plugin and review the tools it finds.
8. An admin or owner publishes it for the workspace from the Admin Console: open Plugins, then Manage Legacy Apps, then Drafts, then Publish.
9. In a chat, type @ in the prompt box and select Amalgam. You select it per message, not per conversation.

Check It Is Working

In a new chat, ask:

List my Amalgam integrations.

You should get back the integrations on your Amalgam account. From there, just describe what you want to do and the assistant walks you through the rest.

Common Issues

You were never asked to sign in, or Claude thinks you are already connected. Go to Customize > Connectors and click Amalgam. If it shows Connect, click it. If it shows Disconnect, click that and then connect again to re-establish the link.

You are on a Team plan and the connector does not work for you. The Owner adding it to Organization settings is only half the setup. Open Customize > Connectors on your own account and click Connect next to Amalgam.

Claude says the server could not be reached when you add it. Check the address is exactly https://mcp.amalgam.me/mcp with no spaces. If you are on an older version of the desktop app, try https://mcp.amalgam.me/mcp/ with the slash on the end.

The sign-in window opens but Claude shows an error afterwards. Update the Claude desktop app to the latest version and try again. Early versions of the Code tab in the desktop app could not complete the sign-in; that was fixed in November 2026.

Still stuck? Email support@amalgam.me with a screenshot of what you see and we will sort it out.