How to Connect Zippy to ChatGPT or Claude

Connect Zippy to ChatGPT or Claude with your Zipper login, then ask questions about schedules, customers, products, and reports.

5-step guide

Zippy MCP lets a supported AI assistant look up information in your Zipper organization. Every connection is read-only: it can answer questions with information you can access, but it cannot create customers, send messages, charge cards, change bookings, or edit Zipper data.

The connection uses the live Zipper permissions of the person who approves it. If that person’s access changes, Zippy follows the new access on the next request. If they are no longer an eligible organization administrator, the connection stops working.

Which ChatGPT and Claude Apps Work?

App	Supported setup
ChatGPT in a web browser	Add Zippy as a custom app and sign in through OAuth.
ChatGPT desktop	Add the server under MCP servers and sign in.
Codex CLI or IDE	Add the remote MCP server and sign in.
Claude on the web	Add a custom connector and sign in.
Claude Desktop	Use the same remote connector from your account.
Claude Code	Add the remote server, then sign in through OAuth.

The menu names and plan requirements are controlled by OpenAI and Anthropic and can change. If you cannot add a custom app or connector, check whether your account or workspace administrator has enabled that feature.

Before You Begin

You need:

Administrator access to the Zipper organization you want the AI assistant to read
Zippy enabled for that organization
A supported AI app or account that can add a remote MCP server

Information returned to the AI assistant is also handled under that provider’s privacy and data-use terms. Connect only accounts and devices you trust.

Get the Zippy Server Address

Sign in to your Zipper admin account.
Go to Settings > Organization > Integrations.
Find Zippy MCP and click Set up.
Copy the Server address.

You do not need to create or copy a Zipper token. Supported apps open Zipper in a browser so you can sign in and approve the connection.

Connect ChatGPT

ChatGPT on the Web

In ChatGPT, enable developer mode for your account if it is not already enabled. Your workspace administrator may need to allow custom apps first.
Open Settings > Apps > Create. Workspace administrators can also start from Workspace settings > Apps > Create.
Name the app Zippy and paste the Server address from Zipper as its MCP endpoint.
Choose OAuth when ChatGPT asks how to authenticate.
Click Scan tools.
In the Zipper window that opens, sign in, confirm the organization and signed-in user, choose when the connection should expire, and click Allow read-only access.
Finish creating the app, enable it, and select Zippy in a new chat.

ChatGPT custom-app availability depends on your plan and workspace settings. Zippy itself does not require a separate ChatGPT account or subscription.

ChatGPT Desktop

Open Settings > MCP servers.
Select Add server.
Name it zippy, choose Streamable HTTP, and paste the Zippy Server address.
Save and restart ChatGPT.
Select Authenticate when Zippy shows that sign-in is required.
Sign in to Zipper and approve read-only access in the browser window.

Connect Codex

The Codex CLI and Codex IDE extension use the same MCP configuration. In the Codex IDE extension, you can add Zippy from Settings > MCP servers:

Open Settings > MCP servers.
Select Add server.
Name it zippy, choose Streamable HTTP, and paste the Zippy Server address.
Save and restart the client.
Select Authenticate when Zippy shows that sign-in is required.
Approve read-only access in the Zipper browser window.

For the Codex CLI, add Zippy to ~/.codex/config.toml:

[mcp_servers.zippy]
url = "PASTE_THE_SERVER_ADDRESS_FROM_ZIPPER_HERE"

Then run:

codex mcp login zippy

Complete the Zipper sign-in in your browser. In Codex, use /mcp to confirm that zippy is connected.

You do not need an API token, OAuth client ID, or OAuth client secret. Codex discovers Zipper’s OAuth settings from the server address.

Connect Claude

Claude on the Web or Claude Desktop

For an individual Pro or Max account:

Open Customize > Connectors.
Select + > Add custom connector.
Name the connector Zippy and paste the Zippy Server address.
Leave the optional OAuth client ID and secret empty.
Select Add, then Connect.
Approve read-only access in the Zipper browser window.

For Team and Enterprise workspaces, an Owner or Primary Owner first adds the URL under Organization settings > Connectors > Add > Custom > Web. Each member then opens Customize > Connectors and connects their own Zipper account. A remote connector added to your Claude account is available in Claude on the web and in Claude Desktop.

Claude Code

Run the following command, replacing the example with the Server address shown in Zipper:

claude mcp add --transport http zippy PASTE_THE_SERVER_ADDRESS_HERE

Then authenticate:

claude mcp login zippy

Complete the Zipper sign-in and approval in your browser. In Claude Code, use /mcp to confirm that zippy is connected. If your installed Claude Code version does not recognize claude mcp login, start Claude Code, enter /mcp, select zippy, and start authentication there.

Use the exact server address shown by Zipper, not the example address in this article.

The AI app discovers Zipper’s sign-in service from the server address.
Your browser opens a Zipper authorization page.
Sign in to Zipper if needed.
Review the Zipper organization, signed-in user, expiration, and read-only access.
Select Allow read-only access.
The browser returns control to the AI app, which stores a revocable OAuth credential.

You do not need to create, copy, or store a Zipper API token. Do not enter your Zipper password in ChatGPT, Claude, Codex, or any MCP configuration; enter it only on Zipper’s own sign-in page.

What to Ask Zippy

Talk to Zippy in ordinary language. You do not need to know tool names or write commands. Replace the example names, products, and dates below with information from your organization.

For a first test, ask:

Use Zippy to identify the connected organization, list its staff, summarize the next seven days of classes and appointments, and give me this month’s reporting overview. Tell me which Zippy tools you used.

Organization and Scheduling

Which Zipper organization is this connection for?
List the staff in this organization.
Show me the schedule for the next seven days.
What appointment types are available?
What classes are running tomorrow?

Customers

Find the roster record for Taylor Smith.
Show Taylor Smith’s remaining credits.
Show Taylor Smith’s upcoming appointments and registrations.
Which customers have credits for the Unlimited Membership?
Explain why Taylor Smith can or cannot book Morning Reformer.
Diagnose Taylor Smith’s payment issue.

Zippy only returns customer information that the connection owner is permitted to access in Zipper.

Reporting

What reports are available?
Give me an overview of the business this month.
Show membership performance for the last 30 days.
Which customers are at risk of churning?
Summarize churn and recovery opportunities.
Run the revenue report for this month and summarize the main changes.

Products, Tasks, and Help

List our products.
Show the details for the Ten Class Pack.
What tasks are currently open?
Search Zipper help articles for cancelling a membership.

If an answer does not use current Zipper information, make the request explicit: Use Zippy, not general knowledge, to answer this question.

Confirm That the Connection Is Read-Only

Try asking Zippy to create a customer, cancel an appointment, or send an email. It should explain that it cannot complete the request. Customer MCP connections cannot create, change, or delete Zipper data.

To check the live permission behavior, ask for information the connection owner can access. Change that person’s permissions in Zipper, then ask the same question again. The connection should follow the updated permissions without requiring a new credential.

Test and Manage the Connection in Zipper

After approving the browser sign-in, return to Zippy MCP > Manage. The new connection appears automatically. Click Test connection to confirm the organization and the read-only tools available to the connection owner.

The connection list shows the connected app, its owner, expiration date, and last-used time. Expand Recent activity to see tool names and outcomes. Zipper does not store the question, tool result, customer data, or OAuth credential in this activity list.

Frequently Asked Questions

Where Can I Use Zippy Today?

Use Zippy with ChatGPT on the web, ChatGPT desktop, Codex CLI or IDE, Claude on the web, Claude Desktop, or Claude Code. Availability inside each product still depends on the plan and controls set by that product or your workspace administrator.

What Controls the Information Zippy Can Return?

The connection acts with the current Zipper access of the administrator who created it. There is no extra set of MCP permissions. Changes to that administrator’s access apply to future requests automatically, and their connections are revoked if they are no longer an eligible administrator.

Is This a Separate Zippy Permission System?

No. Approving a connection does not create a second set of data permissions. Zippy checks the approving person’s current Zipper organization access whenever the AI app makes a request.

No. You sign in on Zipper’s own page. The AI app receives a limited, revocable OAuth credential for Zippy’s read-only MCP tools; it does not receive your Zipper password or session cookie.

Do I Need an API Token or OAuth Client Secret?

No. Supported apps discover Zipper’s OAuth configuration from the server address and open the Zipper sign-in page. If Claude shows optional OAuth client ID and secret fields, leave them empty.

Does Zipper Provide the ChatGPT or Claude Account?

No. You bring your own account for a supported AI app. The provider decides which plans, app versions, and workspace settings can use MCP connections.

Should I Rely on Every Answer?

Use answers to find patterns and investigate faster, not as a substitute for checking the source. The AI assistant can misunderstand a question or summarize a result incorrectly. Confirm financial figures, customer details, and important business decisions in Zipper.

Will Recent Changes Appear Right Away?

Most lookups for schedules, products, staff, and customers read the latest Zipper records. Business-intelligence summaries and some payment reports may rely on prepared or cached information. Check the relevant Zipper page when timing matters.

Where Does My Information Go?

Zipper returns information to the AI app only after it receives an authenticated request. Zipper does not use MCP questions or results to train a Zipper AI model. After information reaches the connected app, its storage and use are governed by that provider’s terms and your account or workspace settings.

What Happens If I Ask Zippy to Make a Change?

Zippy will not perform it. MCP connections can retrieve and explain information, but they cannot modify customers, bookings, payments, messages, products, or organization settings.

Revoke or Replace a Connection

Revoke a connection immediately if a device is lost or the AI app should no longer have access.

Go to Settings > Organization > Integrations.
Open Zippy MCP > Manage.
Find the connection and click Revoke.
Click Confirm revoke.

Revocation blocks new requests and OAuth refreshes immediately. To reconnect, use the AI app’s Connect or Authenticate action and approve a new Zipper connection.

Troubleshooting

Zippy MCP is missing from Integrations

Confirm that you are an administrator of the active organization and that Zippy is enabled for it. Staff and managers cannot approve MCP connections.

ChatGPT does not show Zippy

For ChatGPT web, confirm that developer mode and custom apps are permitted for your account or workspace, then check Settings > Apps. For ChatGPT desktop or Codex, confirm that the server URL is saved under MCP servers, restart the client, and choose Authenticate.

Claude Code reports an authentication error

Run claude mcp login zippy again, or open /mcp, clear Zippy’s stored authentication, and authenticate again. If the browser callback cannot reach Claude Code, copy the full callback URL from the browser and paste it into Claude Code when prompted.

Codex reports OAuth metadata discovery failed

Confirm that the url in ~/.codex/config.toml exactly matches the HTTPS Server address shown in Zipper, including /mcp. Then run codex mcp login zippy again. A private localhost URL works only when Zipper is running on that same computer; customer connections should use the Zipper address shown in the integration.

The browser says the authorization expired

Start Connect or Authenticate again from the AI app. For security, an unfinished Zipper approval can only be used for a short time and cannot be replayed.

The connection worked before but stopped

The credential may have expired or been revoked, Zippy may be disabled for the organization, or the credential owner may no longer be an eligible administrator. Open Zippy MCP > Manage to check its status.

A tool or answer is missing

Zippy checks the credential owner’s permissions whenever the connection is used. Confirm that the administrator can see the same information while signed in to that organization in Zipper.

Need a hand?

Email our team at support@joinzipper.com and we'll usually reply within a few hours.

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