Connect an AI assistant (MCP)

Connect an AI assistant to TrackDME

TrackDME exposes an MCP (Model Context Protocol) endpoint so you can ask an AI assistant questions about your business, in plain English, using your real data. It is read-mostly: an assistant can look things up and make a few specific kinds of edits, but it can never delete anything.

This is a Pro plan feature, see Billing and plans. On the Free plan, Settings > AI Assistant shows an Upgrade to Pro prompt instead of the connection URL.

Setup is different for every AI tool, so find yours below. Every one of them needs the same connection URL:

https://app.trackdme.com/mcp

Claude.ai

1. Go to Settings > Connectors (Pro and Max plans; on Team or Enterprise an admin adds it once from Organization Settings, then members connect individually).
2. Click +, then Add custom connector.
3. Paste the connection URL as the server URL and click Add.
4. Click Connect, sign in with the same account you use for TrackDME, and pick your workspace if you belong to more than one.

Claude Code

Add the server from your terminal:

claude mcp add --transport http trackdme https://app.trackdme.com/mcp

Then authorize it. Inside a Claude Code session, run:

/mcp

and follow the browser prompt to sign in. You can also run claude mcp login trackdme directly from your shell without opening a session first. To disconnect later, run claude mcp logout trackdme, or use "Clear authentication" in the /mcp menu.

Cursor

1. Open Cursor Settings > Tools & MCP and click New MCP Server (or Add Custom MCP). This opens your mcp.json.
2. Add an entry pointing at the connection URL.
3. Click Needs login next to the new server and sign in when prompted.

ChatGPT

Custom MCP connectors need Developer mode, available on Plus, Pro, Business, and Enterprise plans.

1. Go to Settings > Apps & Connectors > Advanced settings and turn on Developer mode.
2. Back in Apps & Connectors, click Create.
3. Name it "TrackDME", paste the connection URL, and click Create.
4. Follow the prompt to sign in and authorize access.

Once you're connected

Ask questions directly, for example "what rents out the least in the last 90 days" or "what's my margin on wheelchairs". Access is scoped to the one workspace you authorized. Revoke it any time from your AI tool's own connector settings, not from TrackDME.

What it can do

• Look up products, units, customers, and orders.
• Pull the same rental trends and product margin numbers as the Insights tab.
• Add a new product type, register a barcoded unit, and set a price book rate.

What it will not do

It cannot delete a customer, an order, a product, or a unit, and it cannot edit an existing customer or order. If you ask your assistant to do one of those, it will tell you to do it directly in the app, and it can point you to the right page.

Related

See Understand your business with Insights and Quote a rental and turn it into an order.