Connect an AI app to your workspace
Claude, ChatGPT and Muse can work in your workspace through Berchtold's MCP. Each workspace has one link:
https://mcp.berchtold.ai/brand/your-workspace. It has every Berchtold tool you can use in that workspace.
That includes your connected apps, your WordPress site and Google Analytics. It works only in that workspace.
You can also add Berchtold from each app's directory. A directory version is one address for all your workspaces. Your AI app first lists your workspaces, then names the workspace on each request. If you have more than one workspace, tell it which one to use.
You need a Berchtold account with access to the workspace. This connection is optional. You can do the same work in the app.
Copy your workspace link
Open Settings → MCP and select Copy next to your workspace link. In the iPhone app, open Menu → Settings → MCP and tap the share button next to the address.
Claude
Add your workspace link
- In Claude, open Customize → Connectors.
- Choose Add custom connector. Name it Berchtold and paste your workspace link.
- Choose Connect, then sign in to Berchtold and allow access.
Claude Code works too: add the link with claude mcp add --transport http berchtold <your workspace link>, then sign in when Claude Code asks.
To test it without changing anything, ask Claude to summarize your brand voice.
Claude's menus and your company's Claude settings can differ. Follow Claude's current connector guide if the option is missing.
Add Berchtold from the Claude Directory
- In Claude, open Customize → Connectors and browse the directory.
- Search for Berchtold and choose Connect.
- Sign in to Berchtold and allow access.
The directory version connects to https://mcp.berchtold.ai/claude. You can also add that address as a custom connector.
It has the same tools as your workspace link, with one exception. It can't change a design's image with AI.
Edit design images in Berchtold instead.
ChatGPT
Add your workspace link
- In ChatGPT, open Settings → Apps and connectors. Under Advanced settings, turn on developer mode.
- Choose Create. Name it Berchtold and paste your workspace link.
- Choose Create, then sign in to Berchtold and allow access.
ChatGPT's menus can differ by plan. Follow OpenAI's current guide to custom connectors if an option is missing.
Add Berchtold from the ChatGPT app directory
- In ChatGPT, open Apps and search for Berchtold.
- Choose Connect, then sign in to Berchtold and allow access.
The directory version connects to https://mcp.berchtold.ai/chatgpt. It has the same tools as your workspace link, with these exceptions:
- It can't change a design's image with AI.
- It can't buy or change paid services: the texting add-on, texting numbers, or Facebook and Instagram ads that spend money. Do these in Berchtold.
- It can't create or show API keys and secrets for your website or the RESO Web API. Create them in Berchtold.
- It can't create a Connect workflow, because the new workflow shows its webhook key. Create it in Berchtold.
Handwritten cards still work. ChatGPT shows you the card and its price, and sends it only after you confirm.
Muse
Add Berchtold from the Muse directory
- In Muse, find Berchtold in the connector directory and choose Connect.
- Sign in to Berchtold and allow access.
The directory version connects to https://mcp.berchtold.ai/muse. It has every tool your workspace link has, including design images with AI.
Muse asks you before each action that spends money, such as buying a texting number or starting an ad.
Older addresses
Before November 2026, some tools had their own addresses: /apps, /analytics and /wordpress.
There was also a shared /brand address without a workspace. They still work and now have every tool.
They will stop working soon. Settings → MCP tells you if you still use one. Then remove that connector in your AI app.
Add your workspace link instead. Workspace admins see which members still use an older address.
Review tool actions
For ideas to try, see starter prompts for Claude, ChatGPT, and Muse. They cover markets, contacts, deals, websites, email, and reports.
Your AI app has the same permissions you have in Berchtold. Check each change it makes, and its result. A change you ask for does not always wait in Approvals first. Automations follow their own approval rules.
Work in the CRM and your transaction platform
When the CRM is on, your AI app can read and change your CRM as you. It uses your CRM permissions and sees your private contacts. It sees only what you can see in the app.
- Contacts, deals, properties and accounts: find, read, create, change and delete them. Delete works as it does in the app: Berchtold archives the contact or deal, and you can bring it back.
- Setup: with CRM settings access, change pipelines, tags, custom fields, segments and CRM settings.
- Notes: add notes and calls to a record.
- Updates: accept or dismiss suggested updates. Merge contacts that are the same person.
- Deal work: add, rename and delete deal documents. Add built-in work to a deal's task, or change it. Read what the built-in work did on each task, and the deal's latest daily review. Change a prepared email's words or the people it goes to. Send it, or don't send it with a reason. Create documents such as the closing transmittal.
- Transaction platform: search, link, check and unlink transactions, such as dotloop loops, and import deals and contacts from them. Your AI app uses your own connection to the platform.
- Email: with email on, manage lists, sign-up forms, templates, saved blocks and campaigns. Your AI app can also schedule a campaign, send a test or email one contact. You can choose to send as the contact's owner. You need permission, and the owner must allow you in Profile → Email delegation. Check the sender and reply-to address in the preview, then confirm. Sending domains stay in the app.
Each change shows in the history of the contact or deal, with your name and the AI app. If you added Berchtold from the Claude, ChatGPT or Muse directory, the history names that app, for example "via ChatGPT". If you connected with your workspace link, the history says "via an AI app". Any AI app can use that link, so Berchtold does not guess which one made the change. Older changes also say "via an AI app".
A preview before anything leaves Berchtold
Some actions reach people or systems outside Berchtold. For example: a campaign, an email, an invite to an outside coordinator, or a change to a transaction. For these, your AI app first shows you a preview of what it will send. It sends only after you confirm. If something changes after the preview, it must show a new preview.
When you approve a social post, the preview lists its channels. They are ticked as you ticked them last time for that kind of post. Tell your AI app which channels to use. The post goes only to them, and the answer says where it went.
If the connection fails, check your access and the link. Save the error message. Also check that you can open the workspace in Berchtold with the same account.
When a tool fails
- Service unavailable: wait a moment, then try again. A short outage does not mean you lost access to the workspace.
- A change timed out: check the place it was going before you try again. The post or change may already be there.
- A version conflict: someone saved a newer version. Read it, add your changes, then save again.
- A result was shortened: ask for fewer results or a shorter date range. Ask for the next page when the tool offers one. For a large file, ask for a smaller image or its link.
- Tools are missing: refresh the connector's tool list. The tools you get depend on your permissions, the features that are on and your connected accounts.
If an error includes a reference, save it for support. Keep passwords, API keys, and access tokens out of support messages.