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Claude and ChatGPT connector

The Dotify connector lets Claude and ChatGPT read your data and, if you allow it, change it while you chat. It runs on MCP (Model Context Protocol), the standard these assistants use to connect to outside services. For an overview see Dotify in Claude and ChatGPT.

Requirements

  • A paid Dotify plan: Essential, Plus or Ultimate. The connector is not available on the Free plan or during the initial trial without a card.
  • A Claude or ChatGPT plan that lets you add custom connectors.

Connector URL

The same address works for Claude and ChatGPT:

https://app.getdotify.com/mcp

No API keys: you sign in with your Dotify account (OAuth).

Connecting Claude

  1. In Claude, open Settings → Connectors.
  2. Choose Add custom connector, name it “Dotify” and paste the URL.
  3. Click Connect: Dotify opens. Sign in and authorize (see below).
  4. In a new chat, make sure the Dotify connector is enabled and ask a question.

Connecting ChatGPT

  1. In ChatGPT, open Settings → Apps & Connectors and turn on developer mode in the advanced settings.
  2. Choose Create, name it “Dotify”, paste the URL and keep authentication on OAuth.
  3. Sign in to Dotify and authorize (see below).
  4. In a new chat, enable Dotify among the tools and ask a question.

Menu labels in Claude and ChatGPT can change over time: if you can’t find them, search for “connectors” in the settings.

The authorization screen

After you sign in, Dotify shows who is asking for access and lets you choose:

  • Organization: the connection only works on the organization shown.
  • Access level:
    • Read-only: look up deadlines, clients, payments and reports. Nothing can be changed.
    • Read and write: everything above, plus creating, editing and deleting data and sending emails.

To change the level later, remove the connector and add it again, choosing the other option.

What you can ask

The connector covers almost everything you do in the app. A few examples:

  • Deadlines: “What is due this week?”, “Move Rossi’s hosting deadline to 30 June”, “Archive the domain Bianchi isn’t renewing”.
  • Clients: “Create the client Verdi Ltd with a domain due on 15 March”, “What deadlines does Rossi have?”.
  • Payments: “Mark Bianchi’s renewal as paid: bank transfer, €120”, “Who still has to pay?”.
  • Margins and reports: “What margin did I make in September?”, “How much does each client leave me this year?”.
  • Suppliers and shared costs: “How much do I spend with each supplier?”, “Split the server cost across these three clients”.
  • Emails: “Show me the reminder for Rossi’s deadline, then send it”.
  • Configuration: statuses, deadline types, email templates, notification rules and email branding.

The margin the connector reports is based on what you collected: payments received in the period minus service costs and shared costs.

Safeguards

Deletions are always confirmed

Every deletion takes two steps. First Dotify returns a summary of what would be removed (for example a client with its deadlines and payments), then your confirmation is needed within 5 minutes. Without it nothing is deleted. Deletions are permanent, as in the app.

Emails only on request

Reminders go out only when you ask, one deadline at a time: there is no bulk send. If the same template already went out for that deadline in the last 24 hours, Dotify won’t send it again unless you explicitly ask. Sends appear in the email log just like those made from the app.

Same permissions as the app

Your organization’s roles and your plan’s limits apply: whatever you can’t do in Dotify, you can’t do through the connector either.

Data that never leaves

Supplier credentials (username and password) and SMTP settings never go through the connector.

History

Changes made through the connector stay in the deadline’s history, marked with the client used, for example “via Claude” or “via ChatGPT”.

What stays in the app only

  • SMTP settings.
  • Team, invitations, users and profile.
  • Subscription, billing and discount codes.
  • Initial setup (onboarding).

Viewing and revoking connections

In Dotify, open your Profile and go to AI connectors. For each connection you see the client, organization, access level and last use. Click Revoke to disconnect it: it stops working immediately and has to be authorized again to be used.

Common issues

“The connector is available on paid plans”

The organization is on the Free plan or in the initial trial without a card. Choose a plan in Dotify and try again: no need to reconnect.

“This connection has been revoked” or “is not authorized”

Remove the Dotify connector from Claude or ChatGPT and add it again.

“This connection is read-only”

You authorized read-only access. Remove the connector and add it again, choosing “Read and write”.

“Belongs to an organization you are no longer part of”

You moved to another organization. Remove the connector and add it again to link it to the current one.

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