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Setup: connect an assistant

The connection is established in three steps: get the role, enter the address in the assistant, sign in and confirm. After that the assistant is available in every conversation without Pantarey having to be open.

1. Get the role

An administrator assigns the role "Connect external AI assistants (MCP)" under Administration → Manage users. Without this role no connection is possible, not even for administrators. If the assistant is to write as well, the roles from Roles and security are added.

In addition, access has to be switched on for the account: Administration → AI assistants → Limits & switches → "AI assistants allowed". It is off by default; an administrator enables it once.

After the role has been assigned, signing in to Pantarey again is required.

2. Copy the address

The profile page (person icon in the header) shows the block "Connect AI assistants". It contains the server address of the account, for example:

https://mcp.<account>.pantarey.io/mcp

The address is copied with the copy icon. The block also contains the instructions per assistant, summarized here.

3. Connect the assistant

Claude (claude.ai)

  • Open "Connectors" in the settings.
  • Choose "Add custom connector".
  • Name: Pantarey, URL: the server address. Leave the other fields empty.

Claude Code

  • Run the command shown on the profile page in the terminal:
claude mcp add --transport http pantarey https://mcp.<account>.pantarey.io/mcp
  • In Claude Code enter /mcp and pick "pantarey" to sign in.

ChatGPT

  • Open "Apps & Connectors" in the settings (developer mode has to be enabled).
  • Choose "Create" or "Add connector".
  • Name: Pantarey, MCP server URL: the server address, authentication: OAuth.

4. Sign in and confirm

The first time Pantarey is used in a conversation, the Pantarey login opens in the browser. Sign in with the usual e-mail address and password.

Then the confirmation page appears. It shows which application requests access, where the answer goes and for which Pantarey account. The address is classified:

  • Green check "Your own computer": The answer goes to localhost – typical for Claude Code or a desktop app.
  • Green check "Known provider": The answer goes to claude.ai, claude.com, chatgpt.com or openai.com.
  • Amber notice "Address not known": Allow only if the address certainly belongs to the application that was just connected.

Allow activates the connection. If the connection was not started by oneself or the application is unknown: Deny.

How long does the connection last?

  • The connection remains for up to 30 days, then signing in again in the browser is required.
  • Changes to rights (role removed or granted) take effect within 5 minutes at the latest. The assistant shows its updated tool list only after reconnecting, though.
  • Download links for files are valid for 15 minutes.

Tips

  • First question: "What can you do in Pantarey?" – the assistant explains its options based on the tools available to it.
  • On "not allowed": The message names the reason – missing role, reached limit or switched-off area – and where the administrator changes it.
  • Several accounts: A separate connection with its own server address is set up for every Pantarey account.