Connect Roster to AI Assistants

connect your roster account to an ai assistant and ask questions about your ambassador program in plain english — "how is my vip program performing this month?" , "who are my top ambassadors by referred revenue?" , "what are people posting about us right now?" your assistant reads the same numbers your brand portal reports show, links back to the exact portal page for every answer, and can never modify your data roster connects through the model context protocol (mcp) https //modelcontextprotocol io — an open standard supported by claude, chatgpt, and developer tools like codex this guide walks through connecting each one the roster connector is currently in closed beta access is enabled account by account to use the roster connector in claude, chatgpt, codex, or any other ai assistant, contact your roster customer success manager (or email support\@getroster com mailto\ support\@getroster com ) to check your eligibility and have it turned on for your account what you'll need a roster brand portal login — the same email and password you use at app getroster com https //app getroster com the ai assistant you want to connect roster works with any tool that supports remote mcp connectors, including claude — claude ai (web), claude desktop, and claude cowork chatgpt — on a plus, pro, business, enterprise, or edu plan (custom connectors require developer mode) codex — openai's command line developer tool the connector enabled for your roster account (limited beta — ask your csm) the one thing every assistant needs every assistant connects to roster using the same connector url https //mcp getroster com/mcp wherever 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 connect codex codex is openai's command line developer tool it connects to roster as a remote (streamable http) mcp server with oauth you'll need codex installed and signed in add the roster server run this in your terminal codex mcp add roster url https //mcp getroster com/mcp this registers roster in your codex configuration ( / codex/config toml ) sign in and choose your brand authenticate to roster codex mcp login roster your browser opens a roster login window — sign in with your brand portal credentials if your login has access to more than one brand, pick the brand you want codex connected to, then approve the read only consent screen confirm the connection list your configured servers to confirm roster is connected codex mcp list start a codex session and ask about your program to end access later, run codex mcp logout roster the commands above use codex's built in support for remote oauth servers if you're on an older version of codex that only supports local (stdio) servers, update codex first, or bridge the connection with the mcp remote helper contact support\@getroster com mailto\ support\@getroster com if you need help 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 disconnecting you can end access from either side at any time from your assistant remove the roster connector in its connector/settings screen (in claude settings > connectors > roster > remove ; in codex codex mcp logout roster ) access ends immediately from roster go to brand portal → integrations → api integration → connected apps and click revoke next to the app access ends immediately, even mid conversation faq why do the numbers match the portal exactly? by design the connector reads from the same reports your brand portal uses nothing is recalculated or approximated, and every answer links back to the portal page it came from is my data used to train ai models? roster's connector only responds to requests you make in your own conversations how your assistant handles conversation data is governed by your plan with that provider (anthropic for claude, openai for chatgpt and codex) — see their documentation for your plan my assistant says the connection expired someone may have revoked the connection in the brand portal, or your roster access changed reconnect from your assistant's connector settings and sign in again i get "not enabled for your account yet " the connector is in limited beta contact your csm or support\@getroster com mailto\ support\@getroster com to request access can i connect more than one assistant? yes each assistant connects independently with its own consent use the same connector url and brand portal login for each is the data in my roster portal secure when i connect my ai assistant? yes connecting an ai assistant doesn't expose anything new the mcp connector uses oauth, so you authenticate directly with roster — your assistant never sees your roster login credentials from there, the connector only pulls the specific, read only data defined in its configuration, and that's the same data that's already available through roster's api in other words, from a data security standpoint, nothing new is being disclosed; the benefit of connecting an ai assistant is the ability to gain more insights from your existing data and automate workflows, not additional data access need help? if you need any additional assistance connecting roster to your ai assistant, reach out to our support team at support\@getroster com mailto\ support\@getroster com we're here to help!