Connect Claude, ChatGPT and other AI tools

1. On the Developers tab, find MCP connector — Claude / ChatGPT and click the copy icon.
2. In Claude or ChatGPT, open the connector settings, add a custom connector, and paste the address. Menu names are controlled by those apps and may vary by plan.
3. A browser window opens. Sign in to Nautis if you aren't already.
4. On the Connect App screen, choose your Workspace. Only workspaces whose plan includes this are listed.
5. Check what the app will be able to do:
   • Reading data from the modules in your plan is always included.
   • Create and update records is an optional checkbox, and it starts unticked. Tick it only if you want the app to make changes.
6. Click Allow access, or Cancel to back out. You return to the app, and it appears under Connected AI Apps on the Developers tab.

1. On the Developers tab, click Create API Key.
2. Fill in the form:
   • Name — something that tells you what it's for.
   • Allow write access — lets the key create and update records. This can't be changed later, so you'd create a new key instead.
   • Expiration (Optional) — click Pick a date if the key should stop working on a set day.
3. Click Create API Key.
4. Click Copy to Clipboard, then Done. "Make sure to copy your API key now. You won't be able to see it again!"
5. Paste the key into your tool, along with the API base URL from the Developers tab. For the technical details, click View API docs.

Each key in the list shows its name, the start of the key, Read-only or Read & write, and when it was last used.

1. Create an API key as above.
2. On the Developers tab, copy OpenAPI spec — ChatGPT Actions.
3. In your custom GPT's Actions settings, import that address.
4. Set authentication to API Key, then Bearer, and paste your key.

Read access covers the modules your plan includes and your workspace has active: Contacts, Leads, Task Boards, Tasks, Goals, Meetings, Fundraising Deals, Invoices, Expenses, Notes, Note Folders, Business Plans, Business Plan Templates, Data Rooms, GTM Workspaces, Financial Plans, Company Brief, Routines, AI Advisors, Sheets, Startup Health, Investor Readiness, Business Profile, Bookmarks, Short Links, Brand Kits, Decisions, and Credentials. Credentials shows names and details only, never the secret values.

Write access adds creating and updating records in areas such as contacts, leads, notes, tasks, goals, decisions, expenses, data rooms, fundraising deals, business plans, GTM, sheets, routines, and your company profile. Deleting records is never allowed. The one exception is removing rows inside a Sheet, which always waits for approval.

Tools can add or update a routine, but they can't make one run on demand.

By default, writes don't happen straight away:

1. When a tool with write access tries to create or update something, Nautis holds it and tells the tool it's waiting for approval.
2. An Owner or Admin opens Chief of Staff, then Approvals, and decides.
3. Once approved, it runs as the person behind the connection (see Tips & limits).

To let writes run without approval:

1. Open Chief of Staff, Settings, then Agent Autonomy.
2. Find AI Copilot & connected-app writes and choose Run without asking. You can also set individual actions under Per-action overrides.

This setting also covers the AI Copilot in chat. It doesn't cover deleting or sending emails and social posts, which have their own settings.

Two kinds of write ignore this setting:

• Always wait for approval: removing rows from a Sheet, and marking a business plan as approved.
• Never wait for approval: adding or updating a Credentials Vault entry. A waiting approval would have to store the secret, so these run straight away. They still need write access and the right role permissions.

To disconnect an AI app:

1. On the Developers tab, under Connected AI Apps, click the trash icon next to the app.
2. Confirm in the Disconnect App? dialog by clicking Disconnect. The app loses access immediately. To reconnect it, go through the approval steps again.

To delete an API key:

1. On the Developers tab, under API Keys, click the trash icon next to the key.
2. The key is deleted right away, with no confirmation step. Anything using it stops working.