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Setting up the QuotaPath MCP (Claude, ChatGPT and Gemini)

Connect QuotaPath to Claude, ChatGPT or Gemini in a few minutes. Read-only, for workspace admins.

The QuotaPath MCP connector lets you ask questions about your QuotaPath workspace from inside Claude, ChatGPT or Gemini. Ask about your plans, quota attainment, earnings and draws in plain language, and get answers drawn from your live QuotaPath data.

The QuotaPath MCP connector is available for every QuotaPath workspace (all paid tiers), including trials. The connector is currently read-only and works with Claude, ChatGPT and Gemini. We'd love your feedback as you try it. See "Give us feedback" below.


Before you start

You need

Details

A QuotaPath admin account

Only workspace admins can connect. A non-admin sees an "access denied" message when signing in.

A Claude, ChatGPT or Gemini account

Claude: any plan, including Free. ChatGPT: paid plan w/ developer mode (Plus, Pro, Business, Enterprise or Edu).
​Gemini: see the Gemini section.

Your organization's AI admin (Team, Business or Enterprise plans)

On company plans, an owner or admin may need to add or approve the connector first.

Server URL: https://mcp.quotapath.com/api/mcp


Connect to Claude

Works in Claude on the web (claude.ai), Claude Desktop and the Claude mobile apps. Once connected in one place, the connector is available everywhere you sign in to Claude.

Claude Free, Pro or Max

Configure the Workspace

Before you can connect you need to add the MCP connector to your workspace.

  1. As a workspace Admin open Organization Settings -> Connectors.

  2. Select Add -> Custom -> Web

  3. Add custom connector, name it "QuotaPath" and paste https://mcp.quotapath.com/api/mcp. Continue to login and authorize the connection.

  4. Leave all the other settings with their default values and click Add

Authenticate

Each user authenticates using their own credentials.

  1. In Claude, open Settings > Connectors (in some versions this is Customize > Connectors).

  2. Search for QuotaPath and select it.

  3. Click Connect. A QuotaPath sign-in window opens.

  4. If you belong to more than one workspace, choose the workspace you want to connect.

  5. Sign in with your QuotaPath account (email and password, Google or SSO, the same way you normally sign in).

  6. Review the access request and click Authorize. You're returned to Claude.

  7. Start a new chat and make sure QuotaPath is turned on in the tools menu (the sliders or "+" icon under the message box).

Claude Code (optional, for technical users)

claude mcp add --transport http quotapath https://mcp.quotapath.com/api/mcp

Then run /mcp inside Claude Code and choose QuotaPath > Authenticate to sign in.


Connect to ChatGPT

Requires a paid ChatGPT plan, used on the web (chatgpt.com). Developer mode isn't available on mobile.

  1. In ChatGPT, go to Apps & Connectors (or Plugins) and click Add, and then select Create custom MCP server.

  2. Fill in the form:

    1. Name: QuotaPath

    2. Description: Read-only access to my QuotaPath plans, attainment, earnings and draws

    3. MCP server URL: https://mcp.quotapath.com/api/mcp

    4. Authentication: OAuth.

  3. Click Create, then sign in to QuotaPath, choose your workspace and click Continue (same as Claude steps 4 to 6).

  4. In a new chat, click + > More and select QuotaPath MCP to use it in that conversation.

ChatGPT Business, Enterprise or Edu: a workspace admin has to enable developer mode or custom apps for your workspace first, and may need to create and publish the app for everyone (Workspace settings > Apps).


Connect to Gemini

Gemini app (gemini.google.com)

Google currently limits adding custom MCP servers to admins only for Google Workspaces.

Gemini Enterprise (for Google Workspace organizations)

A Gemini Enterprise admin adds QuotaPath as a custom MCP connector (Manage team > Connected apps > Add MCP server, or a custom MCP data store), using https://mcp.quotapath.com/api/mcp with OAuth.

Each person then signs in with their own QuotaPath admin account.

  1. In Gemini, open Settings > Connected apps > Custom apps and choose Add a custom app.

  2. Name it "QuotaPath" and paste https://mcp.quotapath.com/api/mcp.

  3. Sign in to QuotaPath, choose your workspace and click Allow (same as Claude steps 4 to 6).

  4. In a new chat, ask "Using QuotaPath, list my active plans."

Gemini CLI (optional, for technical users)

Add this to ~/.gemini/settings.json:

{"mcpServers": {"quotapath": {"httpUrl": "https://mcp.quotapath.com/api/mcp"}}}

Then run /mcp auth quotapath and sign in.


What's next

Once you're connected, see:

Quick test: start a new chat and ask "List my active plans."


Permissions and data

  • Only workspace admins can connect, and the connector sees the same workspace data that the admin account sees.

  • Everything is read-only. Nothing in your workspace can be changed through the connector.

  • Sign-in uses standard OAuth through QuotaPath, so your AI tool never sees your QuotaPath password. Access tokens expire after an hour and refresh automatically.

  • To revoke access, disconnect QuotaPath in your AI tool's connector settings.

  • Your AI provider's own data policies apply to the conversations you have there.

Troubleshooting

What you see

What to do

"Access denied" (403) when signing in

Only workspace admins can connect. Ask an admin in your workspace to connect, or to make you an admin.

The connection fails right away

Check that you pasted the server URL exactly (https://mcp.quotapath.com/api/mcp), then remove the connector and add it again. If it still fails, contact us.

QuotaPath isn't in Claude's connector directory

Check that you're on Settings > Connectors and search "QuotaPath". On Team or Enterprise plans, your organization owner has to add it first.

Answers come from the wrong workspace

The connector is tied to one workspace. Disconnect, reconnect and choose the right workspace.

The assistant doesn't use QuotaPath

Make sure the connector is turned on for the chat, and start your prompt with "Using QuotaPath...".

You're asked to sign in again

Sessions refresh automatically, but if you were signed out of QuotaPath or your access changed, reconnect.

The assistant says it can't make a change

Expected: the connector is read-only for now. Write access is next.

Slow or partial answers on large requests

Ask for a narrower period, team or plan. Large workspaces can take longer.

A number looks wrong

Tell us. Include the prompt and the answer (a screenshot is great), and we'll dig in.


Other AI tools and MCP hubs

We support Claude, ChatGPT and Gemini today. If you use another AI tool or run your own MCP hub, reach out to us through the live chat in your QuotaPath workspace. and tell us which tool you would like support for in the future.

Give us feedback

We want to hear what you ask, where answers are right or wrong and what you'd like it to do next. You can always send an email to our support team at [email protected].

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