Copy your organisation’s address
Every organisation has its own MCP address. Find it in Settings → Connected AI apps, with one-click copy and the exact steps for each assistant.
Orbiz MCP
Your AI assistant, working in Orbiz as you
Orbiz MCP connects Claude, ChatGPT, Claude Code and other assistants that speak the Model Context Protocol to your Orbiz organisation. Ask in plain words and the assistant creates the Cadence issue, logs the Trackline hours, requests the leave or finds the file — as you, with exactly the permissions your role already has, and nothing your organisation has not switched on.
81 actions across nine Orbiz tools, plus search · included in every plan · works with Claude, ChatGPT and Claude Code
How it works
Three steps, and it acts as you
Approve in Orbiz
The assistant sends you to an Orbiz consent page. You sign in as usual — two-factor included — and tick what it may do, tool by tool. Salary changes are never ticked for you.
Ask in your own words
The assistant sees only the tools your role can use and acts as you. Every action is recorded, and you or an admin can disconnect it at any moment.
New to the protocol itself? What is Model Context Protocol (MCP)?
What it can do
Ask for the work, not the clicks
Examples of what people ask. The assistant only offers the actions your role can take.
Cadence
7 read · 11 write actionsProjects, sprints, issues and comments.
- “Report a bug in ORB: exporting an empty month gives a 500 on staging, with the steps I just described.”
- “Turn these meeting notes into issues in the WEB project and put them in the next sprint.”
- “Close ORB-142 with a comment saying it shipped in today’s release.”
Trackline
5 read · 7 write actionsDelivery projects, milestones and logged hours.
- “Log 3 hours on the Acme redesign for yesterday, against the Beta milestone.”
- “How many hours did I log this month, by project?”
- “Create a client project for Northwind starting Monday, with a Kanban board in Cadence.”
AMS
7 read · 3 write actionsAttendance, timesheets and leave.
- “How much annual leave do I have left?”
- “Request casual leave for next Friday — family event.”
- “Show me the leave requests waiting on my approval.”
HRMS
9 read · 5 write actionsYour HR tasks, jobs and candidates.
- “What HR tasks are waiting on me?”
- “Add the candidate from this email to the Backend Engineer job, source LinkedIn.”
- “List the candidates in the HR round for the Designer role.”
Notely
2 read · 3 write actionsNotes and checklists.
- “Save this as a checklist note called “Release steps”.”
- “What did I write in my notes about the Q4 offsite?”
Filespace
3 read · 3 write actionsFiles, folders and sharing.
- “Find the signed contract for Northwind.”
- “Save this summary as meeting-notes.md in the Client A folder and share it with Sara.”
Ledgr
5 read · 2 write actionsYour pay, payslips and financial history; salary changes for payroll managers.
- “What was my net pay in August?”
- “Propose a salary revision for Ali to 180,000 from January, reason: promotion to lead.”
Grabr
2 read · 0 write actionsYour recordings and their share links.
- “Find my recording of the onboarding walkthrough and give me its share link.”
Access control
An assistant never sees more than you do
One person, one organisation
A connection belongs to one member in one organisation. Its address and its token are bound to that organisation; the same token is refused anywhere else.
Your permissions, never more
Every request runs through the same permission checks as the web app. An assistant only lists the tools your role can use in tools your organisation has switched on, and a consent scope can narrow that further — never widen it.
Tokens that are not your password
Assistants sign in with OAuth 2.1 and PKCE and receive a random token Orbiz stores only as a hash. It cannot sign in to the web app, expires after an hour and is renewed only while the connection stays live.
Off-limits by design
Vault credentials and the attendance timer have no tools at all. Platform super-admin accounts cannot connect. Member look-ups return names only, and pay tools never return bank details.
A record of everything
Each action is logged with the tool, the outcome and the time — never the text of what was written. You see your own log; admins see the organisation’s.
Disconnect in one click
Disconnect any assistant from Settings → Connected AI apps. Changing or resetting your password, leaving the organisation, or an admin’s org-wide switch ends connections at once.
The platform itself — isolation, encryption, audit — is described on the security page.
Set up
Connect in under a minute
Your organisation’s address is inside Orbiz, in Settings → Connected AI apps, where an admin can also switch AI assistants off for everyone.
Claude (web, desktop and mobile)
- In Orbiz, open Settings → Connected AI apps and copy your organisation’s address.
- In Claude, open Customize → Connectors, choose Add custom connector and paste the address. On a Team or Enterprise plan an Owner adds it first.
- Press Connect, sign in to Orbiz and choose what Claude may do.
ChatGPT
- In Orbiz, open Settings → Connected AI apps and copy your organisation’s address.
- In ChatGPT on the web, turn on Developer mode in Settings, then create an app for a remote MCP server with that address and OAuth sign-in.
- Sign in to Orbiz when asked and choose what ChatGPT may do. Deep research can search and read your Orbiz content.
Claude Code
- In Orbiz, open Settings → Connected AI apps and copy the ready-made setup line for Claude Code.
- Run it in your terminal, then choose Authenticate when Claude Code asks you to sign in.
- Approve in the browser window that opens.
Other MCP clients
- Use the Streamable HTTP transport with the address shown in Settings → Connected AI apps.
- The server publishes OAuth discovery metadata, supports dynamic client registration and client ID metadata documents, and requires PKCE.
Orbiz MCP FAQ
What teams ask before connecting
What is Orbiz MCP?
Can an assistant see more than I can?
Which assistants work with Orbiz?
Can an assistant change salaries?
What can an assistant never touch?
How do I disconnect an assistant?
Does Orbiz MCP cost extra?
Want to see it on your own data?
We set up a working organisation for you to try, then connect Claude or ChatGPT to it with you on a call.