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Connect to an AI Assistant for the first time - ChatGPT

Connect JACK to an AI assistant to ask for job, schedule and financial information in plain language and have it create or update things for you in JACK.

Overview

Connect your AI Assistant to JACK, write a clear prompt, and ChatGPT will use our built-in tools to answer it. Whether you are checking your daily run sheet, summarising a job, drafting a report, creating a schedule, or having your AI assistant upload and process bills, you can do it all. You get your work done without researching it in JACK yourself, so you have time to grow your business.

ℹ️ Before you begin, you will need to be on ChatGPT Individual Plus or a ChatGPT Business plan.

Connect to ChatGPT

To connect JACK to ChatGPT, navigate to Settings > AI MCP Integrations and click

The Add JACK to your assistant window will open and display your JACK address, which looks like https://yourcompany.jackapp.io/mcp. Select the copy icon beside the address to copy it. If you cannot see the API Integrations page at all, ask an Admin in your business to enable AI access in your Access Permissions.

🚨 Ensure you have approved the user permissions for the AI to allow "Read/Write AI Connections" based on your needs.

Navigate to ChatGPT

Navigate to ChatGPT or click on https://chatgpt.com/plugins then click on

Plugins > Add > Add custom MCP Server

Name your connection, Name the Description and then paste the address you copied from JACK into the Connection Field

Click Create as plugin.

You will then be prompted to sign in with JACK.

After a moment, you will be prompted to review the following. Please read, then tick to agree to the terms and conditions and click Authorise.

When you click Authorise, JACK will inform you that it has connected successfully, then return you to the Plugin Screen in ChatGPT.

In ChatGPT > Plugins, click the three dots next to the JACK MCP connector, then click Manage, scroll down to Refresh Tools, and click it to update your tool list in ChatGPT.

Your AI Assistant and JACK are now connected. You can now use the connector in your conversations with ChatGPT. Be sure to include the plugin in your ChatGPT prompts.

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