Connector setup for Claude, ChatGPT and Microsoft Copilot
Ask from your assistant
Ask from Claude, ChatGPT or Microsoft Copilot. Quelvio serves the sources' own sentences; your assistant words the reply.
How it works
- Each assistant connects to Quelvio's MCP server through your organisation's own workspace at that assistant. A person's individual plan cannot connect.
- Each person signs in as themselves, and reads only what they may read, checked at every call.
- A person's assistant gets Knowledge's seven tools only: no memory tool.
- Each call to a metered tool (
knowledge_ask,knowledge_search,knowledge_changes) counts as a run. - What Quelvio serves to the assistant goes to that assistant's provider, under your organisation's own terms with it.
https://mcp.quelvio.com/http1. An organisation owner turns it on
On the Lab's Assistants screen, an organisation owner turns "Assistants" on and presses "Make a client" for that assistant. The page shows the server's address, the client's id and its secret, each with a copy button. The secret is shown once.
2. The workspace's administrator adds Quelvio, once
| Assistant | What the administrator does |
|---|---|
| Claude | In Claude: Organization settings, Connectors, Add, Custom, Web. Pastes the server's address, chooses "Use your own OAuth client", and pastes the id and the secret. |
| ChatGPT | On the web: Plugins, the plus button, "Add custom MCP server". A name, the server's address, OAuth with the id and the secret; "Create as a plugin"; then "Publish", to the workspace's roles. |
| Microsoft Copilot | In the Teams Developer Portal, an OAuth client registration with the id and the secret. In the Microsoft 365 admin center: Copilot, Connectors, Gallery, "Create a new connector", "Connect to MCP server", with the server's address. Then rolls it out to people or groups. |
"Microsoft Copilot" is Microsoft 365 Copilot, with a work account.
3. Each person signs in and presses "Allow"
| Assistant | What each person does |
|---|---|
| Claude | Customize, Connectors, Quelvio, "Connect"; signs in to Quelvio; "Allow". |
| ChatGPT | Installs the plugin; at the first question signs in to Quelvio; "Allow". |
| Microsoft Copilot | In Copilot Chat: Settings, Sources, Quelvio, "Connect"; signs in to Quelvio; "Allow". |
From a terminal
Where an organisation owner has allowed the CLI on the Assistants screen, quelvio login opens the browser once, and the person signs in as themselves. quelvio ask prints the answer as an agent receives it. See The CLI.
In the Lab
The Lab's Ask screen is the evidence view: the sources' sentences, with no summary. A person's question in the Lab is never counted.