Connect Roster to AI Assistants
Roster connects to AI assistants like Claude and ChatGPT so you can ask questions about your program in plain language — "How is my referral program performing this month?", "Which ambassadors drove the most sales?", "What's my top social content?" — and get answers built from the same numbers you see in your Brand Portal. Every answer links back to the exact portal report it came from, so you can verify any figure in one click.
The connection is *read-only*. The assistant can view your program data to answer questions; it can never make changes to your account.
Roster connects through the Model Context Protocol (MCP) — an open standard supported by Claude, ChatGPT, and developer tools like Codex. This guide walks through connecting each one.
What you'll need
- A Roster Brand Portal login — the same email and password you use at app.getroster.com.
- The AI assistant you want to connect. Roster works with the following tools that supports remote MCP connectors:
- Claude — claude.ai (web), Claude Desktop, and Claude Cowork.
- ChatGPT — on a Plus, Pro, Business, Enterprise, or Edu plan (custom connectors require Developer mode).
- The connector enabled for your Roster account. AI connections are managed by your brand.
- A Team Admin turns this on in the Brand Portal (Settings → Integrations → AI connections)
- They can choose which roles are allowed to connect. If you try to connect and see a message that AI connections aren't turned on — or that your role can't connect — ask a Team Admin at your brand to enable them.
Every assistant connects to Roster using the same connector URL:
https://mcp.getroster.com/mcpWherever a tool asks you to "add a custom connector," "add an MCP server," or paste a server URL, this is the address you use. When you connect, a Roster login window opens — you sign in with your Brand Portal credentials, pick which brand to connect (one connection = one brand), and approve a read-only consent screen. Your assistant never sees your Roster password, and the connection can be revoked at any time.
Connect Claude (claude.ai, Desktop, or Cowork)
Open your connector settings
- In Claude, go to Settings → Connectors.
- On claude.ai, click your initials in the corner, then Settings > Connectors.
Add the Roster connector
- Click Add custom connector.
- Paste the connector URL: https://mcp.getroster.com/mcp
- Click Add, then Connect.
Sign in and choose your brand
- A Roster login window opens — sign in with your Brand Portal credentials.
- If your login has access to more than one brand, pick the brand you want Claude connected to.
- Review the consent screen and click Allow. It states exactly what Claude gets: read-only access to this brand's ambassadors, orders, campaigns, social posts, and payments.
Using Claude Team or Enterprise? An organization Owner adds the connector once for the whole org (Settings → Connectors). After that, each team member connects with their own Roster login and picks their own brand.
That's it. Back in Claude, you'll see Roster listed as a connected tool. Start a new chat and ask away.
Connect ChatGPT
Custom MCP connectors in ChatGPT require Developer mode, available on Plus, Pro, Business, Enterprise, and Edu plans.
Turn on Developer mode
- In ChatGPT, click your profile picture, then Settings.
- Go to Connectors (also called Apps & Connectors) and open Advanced.
- Toggle Developer mode on.
Add the Roster connector
- Back on the Connectors screen, click Add custom connector (or Create).
- Give it a name — for example, Roster.
- Paste the connector URL: https://mcp.getroster.com/mcp
- Set the authentication method to OAuth and save.
Sign in and choose your brand
- Click Connect. A Roster login window opens — sign in with your Brand Portal credentials.
- If your login has access to more than one brand, pick the brand you want ChatGPT connected to.
- Review the consent screen and click Allow.
Use Roster in a chat
- Start a new chat.
- Open the + / tools menu and enable the Roster connector for that conversation, then ask your question.
On Team, Business, and Enterprise plans, a workspace admin may need to allow custom connectors before members can add them. If you don't see Developer mode or the option to add a connector, check with your ChatGPT workspace admin.
Five things to try first
Once connected, start a new conversation and try these:
- "How is my ambassador program performing over the last 30 days? Build me an executive summary." — Pulls your Program Dashboard (applicants, members, posts, engagement, earned media value, referred revenue) with a link back to the portal so you can verify every number.
- "Who are my top 10 ambassadors by referred revenue this quarter? Include their commissions." — Runs the Sales Attribution report, the same one under Reports → Sales Attribution.
- "Which ambassadors generated the most earned media value last month, and what did they post?" — Combines the Social Posts report with your live Social Feed, including post links.
- "Give me a list of approved ambassadors with their email, phone, and Instagram handle, formatted as CSV." — Searches your contacts with full profile fields, ready to paste into your SMS or email tool.
- "How did the Summer Launch campaign do? Compare invites to completions." — Reads the campaign's overview page: invite funnel, content created, reach, and engagement.
What your assistant can and cannot access
Can (read-only)
- Programs & program performance
- Campaigns & campaign performance
- Ambassador profiles and search
- Sales attribution — clicks, referrals, revenue, commissions
- Social posts, engagement, and earned media value
- Roster help docs
Cannot
- Modify anything — no edits, no sends, no tagging, no payments
- See any brand other than the one you connected
- See your Roster password — Roster handles login; your assistant never receives your credentials
Every report answer includes a link to the matching Brand Portal page, so you can always verify the numbers yourself.
Switching brands
A connection is bound to a single brand. To switch to a different brand, disconnect the Roster connector in your assistant, reconnect, and pick the other brand when you sign in.
Manage or remove a connection
The same Settings → Integrations → AI connections page lists every connected app under Connected apps:
- 1. Go to Settings → Integrations → AI connections and find the Connected apps list. Each row shows the App, who authorized it, when it was connected, and a Disconnect action.
- Find the assistant you want to remove.
- Select Disconnect. This revokes access immediately — the assistant loses access to that brand's data right away, and anyone using it will need to reconnect.
FAQ
Need help?
If you need any additional assistance connecting Roster to your AI assistant, reach out to our support team at [email protected]. We're here to help!