> For the complete documentation index, see [llms.txt](https://help.transform.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.transform.ai/integrations/ai-tools.md). # AI Tools Connect Claude, ChatGPT and other AI tools to Transform so they can find, read and update your Transform work. ### Overview You can connect AI tools such as Claude and ChatGPT to Transform. Once connected, you can ask the AI tool to find, summarize, create and update your Transform work without switching between apps. Every AI tool connects to the same Transform address: `https://app.transform.ai/mcp` The AI tool works on your behalf. It can only see and change what your Transform role allows, using the Account and role you were last signed in with. ### Key Concepts * **MCP (Model Context Protocol)**: an open standard that lets AI tools connect to other apps, such as Transform. * **Connector**: the connection you add in your AI tool that points to Transform. * **Sign-in**: when you connect, the AI tool opens a Transform sign-in page so you can approve access. ### What AI tools can do in Transform Once connected, you can ask your AI tool to: * **Ask Transform**: ask a question in plain language and get an answer from the Transform agent. * **Find and read your work**: search requirements, tasks, test cases, change requests and other records, and open their details. * **Create and update records**: add records, change fields and statuses, archive or restore records, and link related records together. * **Understand your setup**: see which record types, fields, custom fields and statuses your Account uses. * **Organizations, Projects and Teammates**: look up Organizations and Projects, and find the people working on them. * **Meetings**: read meetings, search meeting transcripts, and create or update meetings. * **Documents and attachments**: create and read artifacts, and read files attached to records. * **Views and dashboards**: open saved views, save Explorer queries, and build dashboards. * **GitHub**: when GitHub is connected to your Account, browse repositories and pull requests. Some sensitive actions, such as bulk updates, deleting saved views or archiving Organizations and Projects, need approval inside Transform. AI tools cannot approve these. Use Console in Transform for them. ### Connect Claude You can connect Transform in Claude Desktop or the Claude web app. 1. Open Claude Desktop or the Claude web app. 2. Select **Customize** in the top-left corner, then select **Connectors**. 3. Select the **+** icon, then select **Custom connectors**. 4. Enter a **Name**, for example *Transform*. 5. In **Remote MCP Server URL**, enter `https://app.transform.ai/mcp`. 6. Select **Add**. 7. Once the connector is saved, select **Connect**. 8. Sign in to Transform and approve access. Claude is now connected to Transform. Start a new chat and try: *"Using Transform, list the projects I have access to."* ### Connect ChatGPT ChatGPT connects to Transform through developer mode. 1. Turn on developer mode: go to **Settings → Apps → Advanced settings** and turn on **Developer mode**. [Learn more about developer mode](https://developers.openai.com/api/docs/guides/developer-mode). 2. Go to **Settings → Apps** and select **Create app**. 3. Enter a **Name**, for example *Transform*. 4. In **MCP Server URL**, enter `https://app.transform.ai/mcp`. 5. Select **Create**. 6. Sign in to Transform and approve access. ChatGPT is now connected to Transform. Start a new chat and try: *"Using Transform, list the projects I have access to."* ### Other AI tools Any AI tool that supports remote MCP servers, such as Cursor or Claude Code, can connect to `https://app.transform.ai/mcp` in the same way. ### Best Practices * Start with a read-only request, such as listing your projects, to check the connection. * Review what the AI tool plans to change before it updates records. * Remove the connector from your AI tool when you no longer use it. ### Summary * Connect Claude, ChatGPT or another AI tool to `https://app.transform.ai/mcp` and sign in to Transform. * The AI tool can find, read, create and update your Transform work, limited by your role. * For MCP connectors that link Transform to business systems, see [Business Tools](https://help.transform.ai/integrations/business-tools). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://help.transform.ai/integrations/ai-tools.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.