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Setup: connect an assistant

The connection is established in four steps: get the role, copy the address from the profile, enter the address in the assistant, sign in and confirm. After that, Pantarey is available in every conversation with the assistant without the app having to be open. The connection belongs to the own user account; what the assistant may do follows from that account's roles and rights.

1. Get the role

An administrator assigns the role Connect external AI assistants (MCP) under Users → Manage users → Permissions. Without this role no connection is possible, not even for administrators. If the assistant is also to write, start processes or build, the add-on roles from Roles, limits and security are added.

In addition, access has to be switched on for the account: Users → 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 (person icon in the left bar) contains the block Connect AI assistants with the server address of the account, for example:

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

The copy icon puts the address on the clipboard. Below it, the steps for each assistant can be expanded, for Claude Code with the ready-made command.

Block Connect AI assistants in the profile with the server address and the expanded instructions for Claude
The "Connect AI assistants" block in the profile: copy the address, expand the instructions for the own assistant.

3. Connect the assistant

Claude (claude.ai)

  1. Open the Connectors section in the settings.
  2. Choose Add custom connector.
  3. Name: Pantarey, URL: the server address. The other fields stay empty.

Claude Code

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

ChatGPT

  1. Open Apps & Connectors in the settings; ChatGPT's developer mode has to be enabled.
  2. Choose Create or Add connector.
  3. Name: Pantarey, MCP server URL: the server address, authentication: OAuth.

The menus of the assistants change from time to time; the instructions in the profile are updated together with Pantarey.

4. Sign in and confirm

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

Then the confirmation page appears. It shows which application requests access, to which address 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.

First question

"What can you do in Pantarey?" The assistant explains its options based on the tools that are enabled for this account. Working with the assistant shows how to continue from there.

How long the connection lasts

  • The connection remains for up to 30 days, then signing in again in the browser is required.
  • Role changes take effect within 5 minutes at the latest. The tool list in the assistant, however, is only updated after reconnecting.
  • Download links for files are valid for 15 minutes.

Frequently asked questions

The assistant reports \"not allowed\".

The message names the reason: missing role, reached limit or switched-off area, and where the administrator changes it. After a role change, reconnecting helps so that the assistant sees the new tool list.

The block \"Connect AI assistants\" is missing in the profile.

Then the role "Connect external AI assistants (MCP)" is missing or the switch "AI assistants allowed" is off for the account. An administrator assigns or switches on both under Users.

Are there several Pantarey accounts?

A separate connection with its own server address is set up for every account, for example "Pantarey Sales" and "Pantarey Accounting". The assistant asks which one is meant when needed.

Can the connection be removed again?

The connector is removed in the assistant. In Pantarey, the administrator withdraws the role; Pantarey then refuses every call, even if the connector is still registered.

Next step

Working with the assistant: complete tasks, start processes, look up and analyze data, all in the chat.