# Connector setup for Claude, ChatGPT and Microsoft Copilot

Docs · Human page: https://quelvio.com/docs/assistants · Machine view: https://quelvio.com/ai/docs/assistants

## 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.

```text
https://mcp.quelvio.com/http
```

## 1. 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](https://quelvio.com/docs/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.

## Related

- [Human view of this page](https://quelvio.com/docs/assistants)
- [Everything for agents: llms.txt](https://quelvio.com/llms.txt)