[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"initial-data":3,"kb:search:disabled":33,"kb:sectionPath:null:null:af-NA":36,"kb:categories:1:af-NA":37,"kb:brandArticles:1:0:af-NA":38,"kb:articleDetails:119:af-NA":45},[4,14],{"theme":5,"assets":11},{"color-primary":6,"color-page-bg":7,"color-page-bg-dark":8,"color-content-bg":7,"color-content-bg-hover":9,"color-text-default":10},"#e51728","#ffffff","#121212","#f6f9fc","#0a2540",{"logo":12,"favicon":13},"\u002Fknowledge-base\u002Fpleased-logo.svg","\u002Fknowledge-base\u002Fpleased-favicon.svg",[15],{"name":16,"code":17,"url":17,"displayOrder":18,"isActive":19,"inboundEmailDomains":20,"outboundEmailDomain":20,"publishSettings":21,"id":18},"Pleased","pleased",1,true,"@pleased.com",{"KB":22,"CHATBOT":29},{"publishedLanguages":23,"defaultLanguage":28},[24],{"name":25,"nameLocal":26,"locale":27},"English*","English","en",{"name":25,"nameLocal":26,"locale":27},{"publishedLanguages":30,"defaultLanguage":32},[31],{"name":25,"nameLocal":26,"locale":27},null,{"data":34,"total":35},[],0,[],[],{"content":39,"number":35,"size":40,"totalElements":35,"pageable":41,"last":19,"totalPages":35,"sort":44,"first":19,"numberOfElements":35,"empty":19},[],10,{"sort":42,"offset":35,"pageNumber":35,"pageSize":40,"paged":19,"unpaged":43},{"sorted":19,"empty":43,"unsorted":43},false,{"sorted":19,"empty":43,"unsorted":43},{"article":46,"sections":55,"category":59,"relatedArticles":62,"relatedTagsArticles":64},{"id":47,"brandId":18,"sectionId":48,"categoryId":32,"title":49,"body":50,"keywords":32,"position":47,"isCommentDisabled":32,"isDraft":43,"isPromoted":43,"upvotes":32,"downvotes":32,"isActive":19,"language":27,"englishVersion":19,"createdAt":51,"createdBy":52,"updatedAt":53,"updatedBy":52,"tags":32,"includeForAi":19,"authorName":54},119,22,"Setting up the Pleased MCP","\u003Cp>Pleased MCP connects an AI assistant to your workspace. You add the Pleased MCP endpoint in the assistant. Once it is connected, the assistant can take any action that user can take in the Pleased interface.\u003C\u002Fp>\u003Cp>Billing and subscription updates are the exception. The assistant cannot change them.\u003C\u002Fp>\u003Ch2>Before you begin\u003C\u002Fh2>\u003Cp>You need:\u003C\u002Fp>\u003Cul>\u003Cli>A Pleased admin user to connect with. The assistant acts as this person, and only with their permissions.\u003C\u002Fli>\u003Cli>An AI client that can connect to a remote MCP server, such as Claude, Cursor or ChatGPT.\u003C\u002Fli>\u003Cli class=\"ql-indent-1\">Getting started with ChatGPT -  \u003Ca href=\"https:\u002F\u002Fhelp.openai.com\u002Fen\u002Farticles\u002F12584461-connecting-custom-mcp-servers-in-chatgpt\" rel=\"noopener noreferrer\" target=\"_blank\">here\u003C\u002Fa>\u003C\u002Fli>\u003Cli class=\"ql-indent-1\">Getting started with Claude - \u003Ca href=\"https:\u002F\u002Fsupport.claude.com\u002Fen\u002Farticles\u002F11175166-get-started-with-custom-connectors-using-remote-mcp\" rel=\"noopener noreferrer\" target=\"_blank\">here\u003C\u002Fa> \u003C\u002Fli>\u003Cli>The Pleased MCP endpoint URL.\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>Step 1 - Add the Pleased endpoint\u003C\u002Fh2>\u003Col>\u003Cli>Open the MCP or connectors settings in your AI client.\u003C\u002Fli>\u003Cli>Add a remote server.\u003C\u002Fli>\u003Cli>Paste the Pleased MCP endpoint URL.\u003C\u002Fli>\u003Cli>Save.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>If the client asks you to sign in, use the Pleased account you want the assistant to act as.\u003C\u002Fp>\u003Cp>The assistant then works as that account. It follows the same role, groups and brands. It cannot do something that account cannot do in Pleased.\u003C\u002Fp>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cp>\u003Cstrong>Claude AI\u003C\u002Fstrong>\u003C\u002Fp>\u003Cdiv>For Individual Tiers (Free, Pro, & Max Plans) anyone can add a custom connector immediately\u003C\u002Fdiv>\u003Cul>\u003Cli>\u003Cstrong>Step 1:\u003C\u002Fstrong> Open Claude and navigate to \u003Cstrong>Customize\u003C\u002Fstrong> > \u003Cstrong>Connectors\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 2:\u003C\u002Fstrong> Click \u003Ccode style=\"background-color: rgb(240, 240, 240);\">\u003Cstrong>+ Add\u003C\u002Fstrong>\u003C\u002Fcode> and select \u003Cstrong>Add custom connector\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 3:\u003C\u002Fstrong> Enter a display name and paste the Pleased MCP  URL.\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 4:\u003C\u002Fstrong> Sign in with your Pleased.com login details\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 6:\u003C\u002Fstrong> Click \u003Cstrong>Add\u003C\u002Fstrong> to complete the configuration. \u003C\u002Fli>\u003C\u002Ful>\u003Cdiv>\u003Cem>Note: Free accounts can only have \u003C\u002Fem>\u003Cstrong>\u003Cem>one\u003C\u002Fem>\u003C\u002Fstrong>\u003Cem> active custom connector at a time, while Pro and Max plans allow multiple\u003C\u002Fem>\u003C\u002Fdiv>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cdiv>For Team & Enterprise Plans\u003C\u002Fdiv>\u003Cdiv>These plans enforce strict corporate data governance. As a result, adding a custom connector is split into \u003Cstrong>two distinct roles\u003C\u002Fstrong>. \u003C\u002Fdiv>\u003Cdiv>\u003Cstrong>The Owner \u002F Primary Owner's Job (Workspace Authorization)\u003C\u002Fstrong>\u003C\u002Fdiv>\u003Cdiv>An administrator must first whitelist and configure the data  for the entire organization. Regular team members cannot do this.\u003C\u002Fdiv>\u003Cul>\u003Cli>\u003Cstrong>Step 1:\u003C\u002Fstrong> Go to \u003Cstrong>Organization settings\u003C\u002Fstrong> > \u003Cstrong>Connectors\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 2:\u003C\u002Fstrong> Click \u003Cstrong>Add\u003C\u002Fstrong>, hover over \u003Cstrong>Custom\u003C\u002Fstrong>, and select \u003Cstrong>Web\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 3:\u003C\u002Fstrong> Paste the Pleased MCP URL\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 4:\u003C\u002Fstrong> Set the Authentication rules for the workforce (\u003Cem>Sign in now\u003C\u002Fem>, \u003Cem>Sign in when needed\u003C\u002Fem>, or \u003Cem>No sign in\u003C\u002Fem>).\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 6:\u003C\u002Fstrong> Click \u003Cstrong>Add\u003C\u002Fstrong> to publish it to the company library. \u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cbr>\u003C\u002Fp>\u003Cdiv>\u003Cstrong>The Team Member's Job (Individual Activation)\u003C\u002Fstrong>\u003C\u002Fdiv>\u003Cdiv>Once the owner has completed,the connector is securely available to the rest of the company, but it will not touch anyone's personal workspace until they activate it manually.\u003C\u002Fdiv>\u003Cul>\u003Cli>\u003Cstrong>Step 1:\u003C\u002Fstrong> Navigate to \u003Cstrong>Customize\u003C\u002Fstrong> > \u003Cstrong>Connectors\u003C\u002Fstrong>.\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 2:\u003C\u002Fstrong> Find the Pleased connector in the directory list\u003C\u002Fli>\u003Cli>\u003Cstrong>Step 3:\u003C\u002Fstrong> Click \u003Cstrong>Connect\u003C\u002Fstrong> to login with your Pleased.com details and grant Claude permission to use the tool in your chats. \u003C\u002Fli>\u003C\u002Ful>\u003Cp>\u003Cstrong>ChatGPT\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fhelp.openai.com\u002Fen\u002Farticles\u002F12584461-connecting-custom-mcp-servers-in-chatgpt\" rel=\"noopener noreferrer\" target=\"_blank\">View requirements to connect a custom MCP service with ChatGPT\u003C\u002Fa>\u003C\u002Fp>\u003Col>\u003Cli>Go to \u003Ca href=\"https:\u002F\u002Fchatgpt.com\u002Fplugins\" rel=\"noopener noreferrer\" target=\"_blank\">ChatGPT Plugins\u003C\u002Fa>\u003C\u002Fli>\u003Cli>Select the + button, then Add custom MCP server.\u003C\u002Fli>\u003Cli>Enter a name e.g. Pleased.com \u003C\u002Fli>\u003Cli>Under Connection, paste the Pleased MCP server URL\u003C\u002Fli>\u003Cli>Tick I understand I want to continue\u003C\u002Fli>\u003Cli>Select Create plugin\u003C\u002Fli>\u003Cli>Select Connect to the name of the MCP you gave in step 3\u003C\u002Fli>\u003Cli>Complete SIgn in\u003C\u002Fli>\u003C\u002Fol>\u003Ch2>Step 2 - Confirm the connection\u003C\u002Fh2>\u003Col>\u003Cli>Start a new conversation in the AI client.\u003C\u002Fli>\u003Cli>Ask it to do something small you can already do in Pleased, such as finding one of your open tickets.\u003C\u002Fli>\u003Cli>Check the result in Pleased.\u003C\u002Fli>\u003C\u002Fol>\u003Cp>When that matches what you see in the product, the endpoint is connected.\u003C\u002Fp>\u003Ch2>What the assistant can do\u003C\u002Fh2>\u003Cp>It can take any action you can take in the Pleased interface. If you can open a page and complete a task there, the assistant can complete that task too.\u003C\u002Fp>\u003Cp>That covers the helpdesk, live chat, voice, the knowledge base, analytics and the workspace settings your role can open. An action hidden from you in Pleased is hidden from the assistant as well.\u003C\u002Fp>\u003Ch2>What it cannot do\u003C\u002Fh2>\u003Cp>Billing updates  invoices, payment method, billing details\u003C\u002Fp>\u003Cp>Subscription updates - plan changes, buying seats\u003C\u002Fp>\u003Cp>Those changes are made in the billing portal. Administrators open it from Settings > Billing, where the portal is enabled for the workspace. \u003C\u002Fp>\u003Ch2>Troubleshooting\u003C\u002Fh2>\u003Cp>\u003Cstrong>The assistant cannot connect\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Check that the endpoint URL was pasted exactly, that the client is set to a remote MCP server, and that you finished signing in.\u003C\u002Fp>\u003Cp>\u003Cstrong>An action fails that you can do yourself in Pleased\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>Confirm you are signed in as the same user, and that you are looking at the same brand. The assistant cannot go beyond the users role you are logged in with. \u003C\u002Fp>\u003Cp>\u003Cstrong>The assistant will not change the plan, seats or payment details.\u003C\u002Fstrong> That is expected. Billing and subscription updates are not available through Pleased MCP.\u003C\u002Fp>\u003Cp>\u003Cstrong>You don't have permission to connect\u003C\u002Fstrong>\u003C\u002Fp>\u003Cp>For ChatGPT check the requirements \u003Ca href=\"https:\u002F\u002Fhelp.openai.com\u002Fen\u002Farticles\u002F12584461-connecting-custom-mcp-servers-in-chatgpt\" rel=\"noopener noreferrer\" target=\"_blank\">here\u003C\u002Fa> and for Claude check the requirements \u003Ca href=\"https:\u002F\u002Fsupport.claude.com\u002Fen\u002Farticles\u002F11175166-get-started-with-custom-connectors-using-remote-mcp\" rel=\"noopener noreferrer\" target=\"_blank\">here\u003C\u002Fa>\u003C\u002Fp>","2026-10-21T08:43:23.000+00:00",15,"2026-10-27T10:14:59.000+00:00","Kaan Sarilar",[56],{"id":48,"brandId":18,"categoryId":57,"parentSectionId":32,"position":48,"title":58,"description":58,"titleTranslated":32,"descriptionTranslated":32,"sections":32,"articles":32,"isActive":19,"language":27,"englishVersion":19,"isInternal":43},18,"Pleased MCP",{"id":57,"brandId":18,"position":57,"title":60,"description":61,"titleTranslated":32,"descriptionTranslated":32,"isActive":19,"language":27,"englishVersion":19,"isInternal":43},"Developer Docs","External Events",[63],{"id":47,"brandId":18,"sectionId":48,"categoryId":32,"categoryName":32,"categoryNameTranslated":32,"title":49,"titleTranslated":32,"position":47,"isDraft":43,"isPromoted":43,"isActive":19,"language":27,"englishVersion":19,"updatedAt":32,"isInternal":32,"includeForAi":32,"expiryTime":32,"priority":43,"isPriority":43},[]]