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Overview

VisaFlo publishes a Model Context Protocol (MCP) server so an AI assistant can read your workspace and answer questions in plain language, such as “which cases are due this week?” or “summarize the form answers for this client’s case.” The connection is read-only. The assistant can look up and summarize your data, but it cannot create, edit, or delete cases, clients, files, or any other record. Every request is scoped to your own workspace, so an assistant connected to your firm can never see another firm’s data. Any MCP-compatible assistant works. This guide walks through Claude and ChatGPT with screenshots; the same server URL works with other MCP clients. The screens below are from the desktop apps — the web versions follow the same steps.

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Before you start

  • You connect with your own VisaFlo login — the assistant acts as you and sees only what your account is allowed to see.
  • An administrator can disable the AI assistant connection for the whole firm. If your firm has turned it off, the connection will not return data. See Manage and disconnect.
  • The server URL is the same for every firm:
You do not create an API key for this. Authorization happens through a sign-in and consent screen when you connect.

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Connect Claude

  1. Open Settings, then select Connectors in the left sidebar. Claude Settings with the Connectors item highlighted in the left sidebar and the current connector list on the right.
  2. Open the Add menu in the top right, then choose Add custom connector. The Add menu in Claude's Connectors screen expanded, with Add custom connector highlighted.
  3. In the dialog, enter a name (for example, VisaFlo) and paste the URL https://mcp.vflo.app, then select Add. You can leave the Advanced settings (OAuth fields) blank. The Add custom connector dialog with the name VisaFlo, the URL https://mcp.vflo.app, and the Add button marked one, two, three.
  4. Select Connect. Claude opens a VisaFlo sign-in page — log in with the same email and password you use in the dashboard, review the access on the consent screen, and select Allow. The VisaFlo connector detail in Claude with the Connect button highlighted.
  5. Ask a question about your cases, clients, leads, tasks, or files. See Try it.

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Connect ChatGPT

  1. Open Settings, then select Plugins under Integrations in the left sidebar. ChatGPT Settings with the Plugins item highlighted under Integrations in the left sidebar.
  2. On the Plugins screen, select the MCPs tab. The Plugins screen in ChatGPT with the MCPs tab highlighted.
  3. Select + Add server in the top right of the Servers list. The MCPs tab showing the server list with the Add server button highlighted.
  4. Fill in the connection form: set a Name (for example, VisaFlo), set Type to Streamable HTTP, paste the URL https://mcp.vflo.app, and select Save. Leave the bearer-token and header fields blank. The Connect to a custom MCP form with the name, Streamable HTTP type, URL, and Save button marked one through four.
  5. ChatGPT opens a VisaFlo sign-in page. Use the same email and password you use in the dashboard, review the requested access on the consent screen, and select Allow.
  6. Ask ChatGPT a question about your VisaFlo data. See Try it.
The exact labels and layout in Claude and ChatGPT change over time. If a screen looks different from these captures, look for the same idea — a Connectors, MCP, or custom server option — and enter the URL https://mcp.vflo.app.
You can also start the same flow from the dashboard at Settings → Connected apps → Set up a connection, which shows the copyable URL and step-by-step tabs.

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What the assistant can access

Once connected, the assistant can read the following, always scoped to your workspace: The assistant cannot create, change, or delete any of these records, and it cannot move a case, send an invitation, or upload a file. Treat it as a read-only analyst over your existing data.

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Try it

Once connected, try one of these prompts in your assistant:
  • What cases are due this week?
  • Show me leads assigned to me with status qualified.
  • Summarize the form answers for [client name]‘s case.
  • List files on case [id] and give me a download link for the most recent one.
  • For [client name]‘s case, did the client submit each questionnaire or only edit it, and has it been reviewed?
  • Which documents are still outstanding on [client name]‘s case?
  • What did clients upload across my cases since yesterday?
For a full set of copy-ready prompts organized by daily task — with real example answers — see AI assistant daily workflows.

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Manage and disconnect

  • Disconnect one assistant: open Settings → Connected apps in the dashboard and revoke the connection you no longer want. The assistant immediately loses access.
  • Disable for the whole firm: an administrator can turn the AI assistant connection off for every member of the firm. When it is disabled, new connections cannot be authorized and existing ones stop returning data.
Connect only assistants your firm trusts with the records they will read, and disconnect any connection that no longer has a business purpose. Do not paste unreviewed sensitive case data into an external prompt merely because a connection exists.

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Troubleshooting

  • The assistant keeps sending you to a login page. Sign in with your VisaFlo dashboard credentials and complete the consent screen. The connection is not active until you select Allow.
  • The assistant can’t find or connect to the server. Confirm the URL is exactly https://mcp.vflo.app with no trailing path or typo, then add the connector again.
  • The assistant connects but returns no data. Your firm may have disabled the AI assistant connection. Ask an administrator to re-enable it, then reconnect.
  • The assistant says it can’t make a change. This is expected. The connection is read-only. Make edits in the dashboard.