At a glance
- Sign up at https://advisable.ai/panel and verify your email.
- Create a workspace and start the 15-day free trial (no card).
- Connect one system, for example SoftOne or Ecommercen.
- Copy one URL: your workspace MCP URL.
- Add it to Claude or ChatGPT, sign in with your Advisable AI account and ask your first question.
Use the right address: the only correct sign-in address is https://advisable.ai/panel. If you have seen another address in the past (e.g. mcp.advisable.com), don't use it.
Panel menu: My connections · AI Chat · Workspace · 💳 Billing · Logout.
What you need
For Advisable AI
- An email address you can access, so you can verify it.
- Access details for the system you will connect (see SoftOne and Ecommercen).
Which Claude and ChatGPT plans support custom connectors
| App | Plans with custom connectors (remote MCP) | Who adds it |
|---|---|---|
| Claude (claude.ai, Claude Desktop) | Free (up to 1 custom connector), Pro, Max, Team, Enterprise | Free/Pro/Max: you. Team: the organization's Owner or Primary Owner. Enterprise: Owner/Primary Owner, or a role with "Manage access to Libraries". After that, each member clicks "Connect" with their own account |
| ChatGPT | Business, Enterprise and Edu only, on ChatGPT web only (not mobile) | Business: workspace admins/owners only. Enterprise/Edu: admins/owners, or members the admin has given permission |
| ChatGPT Pro: read-only [TO CHECK] | According to OpenAI's FAQ, Pro can connect custom MCP servers with read/fetch permissions only | The user themselves [TO CHECK] |
Important for ChatGPT: on ChatGPT Free or Plus you cannot use Advisable AI as a custom MCP server. ChatGPT Pro: read-only [TO CHECK], with no writes, and the steps in the ChatGPT section don't apply to Pro. If you're on one of these plans, use Claude or Advisable AI's own AI Chat.
Don't have a suitable plan? AI Chat inside the Advisable AI panel uses the same connections, with no Claude or ChatGPT subscription.
Your Claude or ChatGPT subscription is separate from Advisable AI. Advisable AI's AI tokens only cover AI Chat. They don't add tokens to your Claude or ChatGPT account.
Create your workspace and first connector
Sign up and verify your email
- Go to https://advisable.ai/panel and choose sign up.
- Open the verification email and click the link within 60 minutes. You must verify your email before you can sign in for the first time.
- You don't need approval from us. Once you have verified, you're ready to start.
If you try to sign in with your password before verifying, you will see a message asking you to verify your email from the link we sent, or to choose "Sign in with email" to get a new link.
Verification email missing or expired?
- Check your Spam and "Promotions" folders, and make sure you signed up with the right email.
- Request a new link: on the sign-in page, click Sign in with email — no password and enter your email. If your account isn't verified yet, you'll receive a new verification link. You can also use Request a new verification link on the page shown after sign-up. [TO CHECK: update after feature/verify-resend merges]
- If you do nothing, we send one automatic reminder after about 24 hours. Its link is valid for 1 hour.
- For security, you can request up to 5 links per 15 minutes. If you hit the limit, wait a little and try again.
- Email sign-in without a password (magic link): the link is valid for only 30 seconds. Open it as soon as it arrives, or request a new one. [TO CHECK: update after fix/magic-link-ttl merges]
- Forgot your password? Reset it from the sign-in page. The reset link is valid for 60 minutes.
- Still stuck? Email welcome@advisable.ai or use https://advisable.ai/contact.
Workspace and free trial
- Create your workspace (e.g. named after your company or pharmacy).
- Choose the 15-day free trial or buy a subscription.
- 15 days
- 1 user
- 1 connection
- 200,000 AI tokens
- No card, and no automatic charge when it ends.
- 1 user (you, the owner) and 1 connection (connector).
- 200,000 AI tokens in total for AI Chat. Tool calls from Claude/ChatGPT have no limit.
- When it ends: the panel shows Your free trial is active, its Expires: … date and how many AI tokens remain. The same information appears under 💳 Billing. We don't send an email before the trial ends, so check the date in the panel. [TO CHECK: update after feature/trial-expiry-emails merges]
- When it ends, AI Chat and access from Claude/ChatGPT stop until you activate a subscription. Your data is kept and you are not charged automatically.
After the trial: €49/month per workspace with the owner included, +€10/month per connector, +€5/month per additional member, excluding VAT. Owner with 1 connector: €59/month excluding VAT.
Your first connector
The trial includes one connector, so pick the one you use every day:
| If you have… | Start with |
|---|---|
| SoftOne ERP | SoftOne ERP |
| An Ecommercen e-shop (e.g. a pharmacy) | Ecommercen |
| Mostly email | Gmail or Outlook / Microsoft 365 |
In the panel, open My connections, search for the connector and fill in its details. We test the details on the spot and store them encrypted. If you signed up from a connector page, search for that connector again in My connections after signing up.
SoftOne ERP: details checklist
Your SoftOne administrator or your company's SoftOne partner usually provides these. Collect them before you start.
Required
- Web Services enabled on your installation (s1services).
- API URL of s1services, e.g.
https://SERIAL.oncloud.gr/s1services. This is the web services address of your installation, not the login page. - App ID for Web Services (e.g.
1001). - Username and password of a SoftOne user with Web Services rights and access to the data you want the AI to see.
Optional
- COMPANY (company code, e.g.
1000) and BRANCH (e.g.1000). If you leave them empty, the matching company/branch, or the only available one, is selected automatically. If you have several companies, fill them in. - MODULE (default
0) and REFID (e.g.264). Only fill these in if your SoftOne partner gives them to you.
Writes are off by default (see Reads and writes).
Tips: Use a user with only the rights it needs — the AI sees what this user sees. Several companies or branches? Each one is a separate connection, and uses a separate connector slot. If the test fails, don't create a new connection each time — fix the details in the same connection, or contact us.
Ecommercen (pharmacies and e-shops)
- In the Ecommercen admin, open Settings → MCP Connector.
- Under "Create new token", add a label and choose permissions: "SEO & Content" for the catalog, "Sales Statistics" for reports, and optionally "Blog Content" for articles. Then click "Create token".
- Under "Active tokens", copy the complete "Connection URL".
- In Advisable AI, open My connections → MCP Ecommercen. Add a name, paste the URL and run the test.
Caution: the Ecommercen URL gives access to your store. Keep it private, like a password. Don't put it in Claude or ChatGPT. There you only use the workspace URL.
Gmail / Outlook
Sign in with Google or Microsoft and approve the permissions. Microsoft 365 may need approval from your organization's administrator. These connectors don't send email. Drafts are optional.
How do I know a connection is active?
- In My connections, the connection shows an active badge. During the trial, the connection in your free slot shows Active in your trial.
- The "Your connection was created" email means the connection was saved. To confirm that it works, check the badge in the panel.
- The quickest check is to ask something in the panel's AI Chat (see First questions). If it answers with your data, the connection works.
- Second connection during the trial: you will see Purchase access before connecting. The trial includes one connection. More connections need a subscription (+€10/month each).
Find your workspace MCP URL
One URL for all the connections in your workspace. Add it once to Claude or ChatGPT, and every new connection appears at the same URL.
- Open /panel (or Workspace).
- Find the One MCP for all your connections card and its Workspace MCP server URL field.
- Click Copy URL.
https://advisable.ai/mcp/workspace/<workspace-id>placeholder — copy the real URL from the panelEvery workspace member uses the same URL. Each member signs in with their own account and sees only their own connections and those shared with them. Each connection card also has a collapsed "Optional: connect only this integration" section. Ignore it. This guide only uses the workspace URL.
Two different "logins": don't mix them up
| What it is | Where it goes | |
|---|---|---|
| (a) Your system's details (SoftOne: API URL, App ID, username/password; Ecommercen: private URL) | Let Advisable AI read your system | Only in the Advisable AI panel, in the connection form |
| (b) Claude/ChatGPT sign-in with OAuth | Claude/ChatGPT asks you to sign in with your Advisable AI account (Advisable AI email/password) and approve access | In the sign-in window that Claude/ChatGPT opens |
Never enter your SoftOne credentials in Claude or ChatGPT. You don't need a Client ID or Client Secret either. The app registers automatically.
How long does the sign-in last?
You stay signed in while you use it, because the session renews automatically. You only need to sign in again if:
- you don't use it for about 30 days,
- you change your password,
- your account is paused, or
- you lose your workspace membership or a connection share.
Claude (web and Desktop)
Custom connectors in Claude connect from Anthropic's cloud. Anything you add on claude.ai also appears in Claude Desktop (and the mobile apps) on the same account. You don't need to edit claude_desktop_config.json. That file is for local MCP servers, not Advisable AI.
Pro, Max or Free
- In Claude, open Customize → Connectors.
- Click "+ Add", then "Add custom connector".
- Name: e.g.
Advisable AI. - URL: paste the
https://advisable.ai/mcp/workspace/<workspace-id>you copied and click Continue. - Review the authentication settings Claude detected and click Continue.
- Authentication: choose "Sign in now" (or "Sign in when needed"). Not "No sign in".
- OAuth client: choose "Register automatically".
- Request headers: leave them empty. No API key is needed.
- Click Add. The Advisable AI sign-in page opens. Sign in with your Advisable AI email and password and approve access. On the approval screen, you choose which connections Claude can see.
⚠️ In step 7, don't choose "Use Claude's published identity". It doesn't work with Advisable AI — Advisable AI has no published client identity in Claude. Choose "Register automatically" (Dynamic Client Registration).
The Free plan allows one custom connector, and Advisable AI only needs one: the workspace URL.
Team or Enterprise
Owner / Primary Owner (once for the organization):
- Open Organization settings → Connectors → Add.
- Hover over "Custom" and choose "Web".
- Enter the name
Advisable AIand the URLhttps://advisable.ai/mcp/workspace/<workspace-id>, then click Continue. Follow steps 5–8 of Pro, Max or Free ("Register automatically") and click Add.
Each member:
- Open Customize → Connectors and find
Advisable AI(it has a "Custom" badge). - Click "Connect" and sign in with your own Advisable AI account.
There is one URL for the whole Advisable AI workspace, so the Owner adds it once. Each person sees only their own connections and those shared with them.
Use it in a conversation
- In a new conversation, click "+" at the bottom left → Connectors, and turn on
Advisable AI. - Claude asks before it uses a tool. For read tools you can choose "Allow always". For write tools, keep approving each time.
- Added a new connection in Advisable AI? It appears at the same URL. If you don't see it, start a new conversation. [TO CHECK: live test, whether disconnect/reconnect is needed]
ChatGPT (Business, Enterprise, Edu, web only)
Custom MCP in ChatGPT is available only on Business, Enterprise and Edu, and only on ChatGPT web. On Business, a workspace admin or owner creates the connection. You no longer need to enable Developer Mode.
ChatGPT Pro: read-only. [TO CHECK] According to OpenAI's FAQ, Pro can connect custom MCP servers for read/fetch only. We'll add steps for Pro once this has been checked.
Setup by an admin / owner
This applies to an admin or owner, or an authorized member on Enterprise/Edu.
- In ChatGPT (web), open Plugins.
- Click "+" and choose "Add custom MCP server".
- Name:
Advisable AI. Optional description: "Company ERP, e-shop and email via Advisable AI". - Connection: paste
https://advisable.ai/mcp/workspace/<workspace-id>. - Authentication: OAuth with automatic registration. Don't fill in a Client ID/Secret. When asked, sign in with your Advisable AI account and choose which connections ChatGPT can see. [TO CHECK: live test, exact ChatGPT form labels]
- Read the risk warning and tick "I understand and want to continue".
- Click "Create as a plugin" and review the tools it found.
- To let others use it, publish it to your ChatGPT workspace from the workspace's app settings. On Enterprise/Edu you can choose which groups get access and which actions are allowed. Each member signs in with their own Advisable AI account. [TO CHECK: live test, ChatGPT menu path]
Use it in a conversation
- In a new conversation, type @ and choose
Advisable AI. - The selection applies to that message. For new data, type @ again.
- For write actions, ChatGPT may ask for its own confirmation on top of Advisable AI's (see Reads and writes).
A new connection doesn't show in ChatGPT
ChatGPT keeps a frozen snapshot of the tool list that was approved. The admin clicks Refresh on the tools in the workspace's app settings. Existing tools keep the same names, so nothing breaks. New tools appear after the refresh.
First questions to try
Start with a small question you can check in the source system. Always ask for the period and source.
SoftOne ERP
“What was our revenue last month? State the company, period and source.”
“Which customers owe us for more than 60 days?”
“Who are our top 10 customers this year, and what did they buy?”
“Which items have zero stock but had sales in the last month?”
Pharmacy / e-shop on Ecommercen
“Show me the store's sales for last month. State the period and source.”
“Show me the most recent orders.”
“How have sales of this product changed over the last 3 months?”
“Review this product's description and suggest improvements. Don't save them yet.”
If the answer doesn't match your system, see Troubleshooting.
Reads and writes: how to enable writes safely
By default the AI only reads. Every new connection starts as Writes: off (read-only).
| Connector | What it can change |
|---|---|
| SoftOne ERP | Nothing, unless you enable writes on the connection. It can then create or update records and documents, always with a preview and explicit confirmation. Deletion stays blocked. |
| Ecommercen | Nothing, unless you enable writes and the token has the permission. It can then update the catalog, articles and tags, with a preview and explicit confirmation. |
| Freshdesk, Zendesk | Optional writes (tickets), enabled separately per connection. |
| myDATA, AADE Registry, Open banking, Viva.com, Everhour | Read-only. |
| Gmail, Outlook | Don't send email. Drafts only, and only if you choose. |
| WhatsApp (personal) | Sends only if you enable sending, and always with a preview and explicit confirmation before anything is sent. |
Once you enable writes, they apply in AI Chat and also in Claude and ChatGPT, with the same checks.
Steps to enable writes safely (SoftOne / Ecommercen):
- Work read-only for a few days first.
- In SoftOne, use a user with the minimum write rights you need. In Ecommercen, give the token only the permissions you need.
- In My connections, open the connection and click Enable writes. The setting changes to Writes: enabled.
- When you ask for a change, the AI first shows a preview of what will be written. Nothing is saved until you explicitly confirm.
- In Claude/ChatGPT, don't choose "Allow always" for write tools.
- Want to stop? Click Disable writes. The connection returns to Writes: off (read-only) and reading continues as normal.
Security and permissions
- Connection details are stored encrypted. Claude/ChatGPT never see them.
- Each workspace member sees only their own connections and those explicitly shared with them. On the approval screen, you choose which connections Claude/ChatGPT can see. If a share is removed, further calls are blocked, even in a session that is already open.
- You can revoke access by disconnecting the connector in Claude/ChatGPT, or by changing your Advisable AI password.
Troubleshooting
| Problem | What to do |
|---|---|
| Verification email missing or expired | On the sign-in page, click "Sign in with email — no password". For an unverified account it sends a new verification link, valid for 60 minutes. See details. |
| The magic link "expired" | It's valid for only 30 seconds. Request a new one and open it right away. [TO CHECK: update after fix/magic-link-ttl merges] |
| Am I waiting for approval? | No, there is no approval step. Once you verify your email, you can start. |
| The SoftOne connection test fails | Check the required items in the checklist: the correct s1services API URL, Web Services enabled, App ID, and a username/password with Web Services rights. If you have several companies, fill in COMPANY/BRANCH. Fix the same connection instead of creating new ones. If the problem continues, contact us. |
| Answers come from the wrong SoftOne company | Fill in COMPANY and BRANCH on the connection, so the company isn't selected automatically. |
| The Ecommercen connection fails | Make sure you pasted the complete "Connection URL" of the token (not your e-shop's address) and that the token is active. |
| I don't see "Add custom connector" in Claude | On Team/Enterprise, only the Owner adds custom connectors (see Team or Enterprise). Ask them to do it. Otherwise, check your plan. |
| I don't see "Add custom MCP server" in ChatGPT | You need Business, Enterprise or Edu, ChatGPT web, and an admin/owner role (or permission from the admin on Enterprise/Edu). On Free/Plus, use Claude or AI Chat. Pro: read-only [TO CHECK]. |
| "Unknown client_id" or a sign-in error from Claude | "Use Claude's published identity" was selected as the OAuth client. Advisable AI has no published identity — remove the connector and add it again with "Register automatically". |
| Claude/ChatGPT asks for a Client ID/Secret | They aren't needed. Choose automatic registration ("Register automatically" in Claude). If ChatGPT doesn't offer that option, contact us. |
| It asks for a password and I don't know which | In the Claude/ChatGPT window, use your Advisable AI account, not your SoftOne account (see Two logins). |
| My connections don't appear in Claude/ChatGPT | (1) Check that the connection shows "active" or "Active in your trial" (see connection status). (2) You may not have selected it on the approval screen: disconnect and reconnect. (3) In ChatGPT, the admin clicks Refresh on the app's tools. |
| "Purchase access before connecting" | The trial includes 1 connection, or your subscription has no free slot. Buy a connection slot (+€10/month) under "💳 Billing". |
| It stopped answering from Claude/ChatGPT | (1) Check the trial end date or your subscription status in the panel. Without active access, calls are blocked. (2) If you changed your password or haven't used it for ~30 days, reconnect (Connect) in Claude/ChatGPT. (3) For banks, PSD2 consent expires about every 90 days; renew it from the panel. |
| The answer doesn't match the system | Ask for the period, company and source. Check that the SoftOne user or Ecommercen token can access the right data. |
| I have an old link (mcp.advisable.com etc.) | Use only https://advisable.ai/panel and the URL you get from "Copy URL". |
Frequently asked questions
Getting started
Where do I sign up and sign in?
At https://advisable.ai/panel.
The verification email didn't arrive. What do I do?
On the sign-in page, click "Sign in with email — no password" to get a new verification link. It's valid for 60 minutes.
Is approval needed?
No. Sign-up and connections are self-service. Approval is only needed when a member wants to share a connection with the whole workspace. In that case, the workspace administrator approves it.
Trial and pricing
What does the 15-day free trial include?
15 days, no card, 1 user, 1 connection and 200,000 AI tokens in total, with no limit on tool calls.
Where can I see when it ends?
In the panel, which shows that your free trial is active, its end date and the AI tokens remaining.
What happens when it ends?
You aren't charged automatically. AI Chat and access from Claude/ChatGPT stop, and your data is kept. To continue, activate a subscription.
How much does it cost?
€49/month per workspace including the owner, +€10/month per connector and +€5/month per additional member, excluding VAT. Owner + 1 connector = €59/month. The workspace MCP has no extra charge.
First connector
Which should I connect first?
The one you use every day: SoftOne for ERP, Ecommercen for an e-shop, or Gmail/Outlook for email.
What do I need for SoftOne?
Required: the API URL (s1services), App ID, and a username and password with Web Services rights. Optional: COMPANY, BRANCH, MODULE and REFID.
What do I need for Gmail, Outlook or Ecommercen?
For Gmail/Outlook, you sign in with Google or Microsoft (Microsoft 365 may need admin approval). For Ecommercen, you need the private "Connection URL" from Settings → MCP Connector.
How do I know a connection is active?
From the "active" or "Active in your trial" badge in "My connections".
Claude and ChatGPT
Where do I find the workspace URL?
In /panel or "Workspace", on the "One MCP for all your connections" card → "Copy URL".
I don't see the custom connector option. Why?
It depends on your Claude or ChatGPT plan and role. You can use the panel's AI Chat instead.
Do I need a Client ID or Client Secret?
No. Sign-in uses OAuth with automatic registration. In Claude, choose "Register automatically".
One URL for the whole workspace, or one per connection?
One: the workspace URL, which is the same for every member. You can ignore the optional "connect only this integration" section.
How often do I need to sign in again?
Only if you don't use it for about 30 days, change your password, or your account is paused.
Security and permissions
Can the AI change data?
No, unless you click "Enable writes". In SoftOne and Ecommercen, every change needs a preview and explicit confirmation. Deletion is blocked in SoftOne.
Where are my details stored?
Encrypted in Advisable AI. Claude and ChatGPT never see them.
Who in the workspace can see my connections?
Only you, unless you share them explicitly.
Help
How do I book a setup call with the team?
Through https://advisable.ai/contact ("Request a demo").
Which URL is correct?
To sign in, use https://advisable.ai/panel. For MCP, use https://advisable.ai/mcp/workspace/<workspace-id> from "Copy URL". Never mcp.advisable.com.