Connect Syncly MCP to Claude and AI Clients

You can connect Claude or ChatGPT to Syncly so the AI client can work with data from your Syncly workspace. This guide starts with Claude, which is the recommended first setup path. Other MCP clients such as ChatGPT, Cursor, and Claude Desktop may have different screens and support levels.

Before you start

• You must be logged in to Syncly.
• You must be a member of the workspace you want to connect.
• You must be able to sign in to the Claude or ChatGPT account you want to connect.
• Your Claude or ChatGPT plan and organization settings may affect whether the connection is available.

1. Open Connected Apps

1. Log in to Syncly.
2. Select the gear icon in the lower-left corner.
3. In Settings, open My Account.
4. Scroll to the Connected Apps section.
5. Find Claude or ChatGPT.

2. Connect to Claude

Connect Claude from the Connected Apps section in Syncly. Menu names may differ depending on your Claude plan or organization settings.

1. In Syncly, go to Settings → My Account.
2. Under Connected Apps, find Claude.
3. Select Connect.
4. Sign in to Claude if prompted.
5. Review the requested permissions and approve the connection.
6. Return to Syncly and confirm that Claude is shown as connected.

After connecting Claude, open a new conversation before testing the connection.

3. Connect to ChatGPT

Connect ChatGPT from the Connected Apps section in Syncly. Availability may depend on your ChatGPT plan and organization settings.

1. In Syncly, go to Settings → My Account..
2. Under Connected Apps, find ChatGPT.
3. Select Connect.
4. Sign in to ChatGPT if prompted.
5. Review the requested permissions and approve the connection.
6. Return to Syncly and confirm that ChatGPT is shown as connected.

After connecting ChatGPT, open a new conversation before testing the connection.

4. Test the connection

After setup, start with a short test question in a new chat.

Tell me what data or tools are available in this Syncly workspace.

You can also try:

Summarize the latest analysis results in this workspace.

Start with a simple question to confirm the connection. Then ask more specific questions about Queries, Posts, Dashboards, or Reports.

5. Manage connected apps

You can review and remove connected AI clients from the Connected Apps section in My Account.

• A connected app displays its current connection status.
• Select Revoke to remove an app’s access to Syncly.
• Reconnect the app if you later want to use it again.
• Only connect accounts that you trust and control.
  

Troubleshooting

Situation	What to check
I cannot find Connected Apps	Open the gear icon, select My Account, and confirm that your account has access to AI connections.
Syncly does not appear in Claude	Confirm that Claude shows as connected in Syncly, then open a new Claude chat.
I cannot connect ChatGPT	Check your ChatGPT plan and organization settings, then try the Connect button again from Syncly.
The connection works, but answers are vague	Include the workspace, Query, time period, and expected output in your question.
I see data from the wrong workspace	Confirm which workspace is selected or available to the connected account.
I connected the wrong Claude or ChatGPT account	Select Revoke in Connected Apps, then reconnect using the correct account.

Related features

• Getting Started with Workspaces
• Create a Query
• Analyze in Query Dashboard
• Ask questions with Hey Syncly