Connect to ChatGPT, Claude, Codex and Cursor

Engage

What you can do

Ask questions: “How many conversations are still open today?”, “Show the last five messages with +1 415 555 0123.”
Act on them: “Send the order_update template to that contact.” (only if you allow sending)
Build: “Build a support assistant for my dental clinic”, “Make an automation that tags people who say ‘price’.” (only if you allow it)

It works through a standard called MCP, served at one address. Engage is not listed or endorsed by the AI apps below; you add the address yourself as a custom connector or server.

Step by step

Copy your connect address

In Engage open Settings → API keys. The Connect an AI app card shows your address. It looks like this:

https://engage.scale360x.com/mcp

You need to be an admin of the workspace to approve a connection.

Add it in your AI app

ChatGPT. Open Settings → Connectors → Advanced and turn on Developer mode, then create a connector (an MCP server), paste the address and choose OAuth as the sign-in method.

Claude (claude.ai and Claude Desktop). Open Settings → Connectors, choose Add custom connector and paste the address.

Claude Code. Run this, then type /mcp in Claude Code and sign in to engage:

claude mcp add --transport http engage https://engage.scale360x.com/mcp

Codex. Add the server in ~/.codex/config.toml (or with codex mcp add), then sign in if it asks:

[mcp_servers.engage]
url = "https://engage.scale360x.com/mcp"

Cursor. In ~/.cursor/mcp.json (or .cursor/mcp.json in a project):

{ "mcpServers": { "engage": { "url": "https://engage.scale360x.com/mcp" } } }

These apps change their menus often, so the exact labels may differ from what you see. The address and the approval screen below stay the same.

Approve it in Engage

The app sends you to Engage, signing you in first if needed. On the approval screen:

Pick the WhatsApp number the app may work with.
Choose its permissions. Only viewing is selected by default; sending, building and broadcasts are separate switches.
Press Allow access. You are sent back to the app, now connected.

Try it

Ask the assistant to run whoami. It should answer with your workspace name, the WhatsApp number it can see and its permissions.

What it can see, and how to turn it off

One number per connection. The app sees only the contacts, conversations, messages and templates of the number you chose. Other numbers and workspaces are not visible to it.
You decide what it may do. Viewing by default. Sending messages, changing contacts, building assistants and templates, and broadcasts are each opt-in, and your own role limits what you can grant.
Disconnect any time. Settings → API keys → Connected apps → Revoke. Access stops straight away.
It expires on its own. A connection lasts 90 days; the app then asks you to reconnect.

Questions and troubleshooting

Do I have to copy an API key?

Not for apps that support signing in (ChatGPT and Claude connectors, Claude Code, Codex). They open an approval screen in Engage, and the key is created for you once you approve. Tools that only take a fixed header can still use a key you create under Settings → API keys.

What can the assistant see?

Only the one WhatsApp number you pick on the approval screen: its contacts, conversations, messages and templates. Other numbers and other workspaces are not visible to it, and it cannot widen that by itself.

Can it send messages or change things?

Only if you tick those permissions. Viewing is the only thing selected by default. Sending to many people (broadcasts) is a separate permission and each launch still needs an explicit confirmation.

How do I disconnect an app?

Open Settings → API keys, find the app under Connected apps and press Revoke. Its access stops immediately.

How long does a connection last?

A connection lasts 90 days. After that the app asks you to reconnect, which is the same approval screen again.

Which plans can use it?

It uses the same API access as the REST API, so it needs a plan that includes API access. If your plan does not, the approval screen tells you.

It says the connector is not available or cannot connect. What now?

Check that the address ends in /mcp, that you are signed in to Engage as an admin, and that your plan includes API access. Menus in ChatGPT, Claude and other tools change often, so a label here may differ from what you see; the address and the approval step stay the same.

Building your own integration instead? See the Developer API.

What you can do

Ask questions: “How many conversations are still open today?”, “Show the last five messages with +1 415 555 0123.”
Act on them: “Send the order_update template to that contact.” (only if you allow sending)
Build: “Build a support assistant for my dental clinic”, “Make an automation that tags people who say ‘price’.” (only if you allow it)

It works through a standard called MCP, served at one address. Engage is not listed or endorsed by the AI apps below; you add the address yourself as a custom connector or server.

Step by step

Copy your connect address

In Engage open Settings → API keys. The Connect an AI app card shows your address. It looks like this:

https://engage.scale360x.com/mcp

You need to be an admin of the workspace to approve a connection.

Add it in your AI app

ChatGPT. Open Settings → Connectors → Advanced and turn on Developer mode, then create a connector (an MCP server), paste the address and choose OAuth as the sign-in method.

Claude (claude.ai and Claude Desktop). Open Settings → Connectors, choose Add custom connector and paste the address.

Claude Code. Run this, then type /mcp in Claude Code and sign in to engage:

claude mcp add --transport http engage https://engage.scale360x.com/mcp

Codex. Add the server in ~/.codex/config.toml (or with codex mcp add), then sign in if it asks:

[mcp_servers.engage]
url = "https://engage.scale360x.com/mcp"

Cursor. In ~/.cursor/mcp.json (or .cursor/mcp.json in a project):

{ "mcpServers": { "engage": { "url": "https://engage.scale360x.com/mcp" } } }

These apps change their menus often, so the exact labels may differ from what you see. The address and the approval screen below stay the same.

Approve it in Engage

The app sends you to Engage, signing you in first if needed. On the approval screen:

Pick the WhatsApp number the app may work with.
Choose its permissions. Only viewing is selected by default; sending, building and broadcasts are separate switches.
Press Allow access. You are sent back to the app, now connected.

Try it

Ask the assistant to run whoami. It should answer with your workspace name, the WhatsApp number it can see and its permissions.

What it can see, and how to turn it off

One number per connection. The app sees only the contacts, conversations, messages and templates of the number you chose. Other numbers and workspaces are not visible to it.
You decide what it may do. Viewing by default. Sending messages, changing contacts, building assistants and templates, and broadcasts are each opt-in, and your own role limits what you can grant.
Disconnect any time. Settings → API keys → Connected apps → Revoke. Access stops straight away.
It expires on its own. A connection lasts 90 days; the app then asks you to reconnect.

Questions and troubleshooting

Do I have to copy an API key?

What can the assistant see?

Can it send messages or change things?

Only if you tick those permissions. Viewing is the only thing selected by default. Sending to many people (broadcasts) is a separate permission and each launch still needs an explicit confirmation.

How do I disconnect an app?

Open Settings → API keys, find the app under Connected apps and press Revoke. Its access stops immediately.

How long does a connection last?

A connection lasts 90 days. After that the app asks you to reconnect, which is the same approval screen again.

Which plans can use it?

It uses the same API access as the REST API, so it needs a plan that includes API access. If your plan does not, the approval screen tells you.

It says the connector is not available or cannot connect. What now?

Building your own integration instead? See the Developer API.

Connect Engage to ChatGPT, Claude, Codex and Cursor

What you can do

Step by step

Copy your connect address

Add it in your AI app

Approve it in Engage

Try it

What it can see, and how to turn it off

Questions and troubleshooting

Do I have to copy an API key?

What can the assistant see?

Can it send messages or change things?

How do I disconnect an app?

How long does a connection last?

Which plans can use it?

It says the connector is not available or cannot connect. What now?

Connect Engage to ChatGPT, Claude, Codex and Cursor

What you can do

Step by step

Copy your connect address

Add it in your AI app

Approve it in Engage

Try it

What it can see, and how to turn it off

Questions and troubleshooting

Do I have to copy an API key?

What can the assistant see?

Can it send messages or change things?

How do I disconnect an app?

How long does a connection last?

Which plans can use it?

It says the connector is not available or cannot connect. What now?