Note: Support for MCP servers is currently a ChatGPT beta feature, and may require ChatGPT Plus or Enterprise. Check with OpenAI for current availability.

Before starting, ensure you meet all general prerequisites defined in the Getting Started guide, including choosing an authentication method.

Step 1: Open ChatGPT Settings

1. Open ChatGPT
2. Click on your profile icon
3. Select Settings
4. Select the Advanced or Integrations tab

Step 2: Add Zylo MCP Server

1. Click Add MCP Server or Add Integration
2. Enter the following information:
   • Name: Zylo
   • Server URL: https://api.zylo.com/mcp
   • Authentication: Choose either OAuth or Bearer Token (API key). Consult your Zylo admin to determine which option is right for your use case, and see the "Choose an authentication method" section in Getting Started.

Option A: OAuth 2.0 with PKCE

• Type: OAuth
• ChatGPT will open a browser window for you to sign in to Zylo
• No API key needed — uses your existing Zylo credentials

Option B: API Key

• Type: Bearer Token
• Token: Paste your full API key in the format token_id:token_secret

3. Click Save or Connect

What You Can Do

Once connected, you can ask ChatGPT to:

Analyze Your Data

• "Show me all applications spending over $50,000 annually"
• "Which contracts are expiring in the next 90 days?"
• "What's our total SaaS spend by department?"

Manage Your Portfolio

• "Create a 2025 budget of $150,000 for Salesforce"
• "Update the contract end date for DocuSign to December 31, 2025"
• "Mark the Slack application as inactive"

Get Insights

• "What applications have the highest cost per user?"
• "Show me unused or underutilized licenses"
• "Generate a renewal forecast for Q1 2025"

Troubleshooting

"Unable to connect"

Check these items:

• Verify you pasted the full API key (should be very long, ~100+ characters)
• Ensure there are no extra spaces or line breaks in the API key
• Confirm the server URL is exactly: https://api.zylo.com/mcp
• Check that your API key hasn't been revoked in Zylo

To test your API key:

1. Go to Zylo Admin Panel → Company Tokens
2. Find your token
3. Verify it shows as "Active"
4. Check the permissions assigned

"Permission denied"

Your API key doesn't have permission for the requested action.

Solution:

1. While logged into a Zylo admin account, navigate to Zylo Admin Panel → Company Tokens
2. Find the relevant token and click Edit
3. Add required permissions. To see a full list of permissions and their descriptions, see Permissions
4. Click Save
5. Try your request again (no need to reconfigure Claude)

ChatGPT doesn't respond or times out

Complex queries may need simplification:

• Add more specific filters (date ranges, status, etc.)
• Reduce the number of fields requested
• Query smaller date ranges