> ## Documentation Index
> Fetch the complete documentation index at: https://docs.reservesense.com/llms.txt
> Use this file to discover all available pages before exploring further.

# MCP Server

> Connect ChatGPT or Claude Desktop to your Reserve Sense account to look up reports and work with components.

Reserve Sense includes an [MCP](https://modelcontextprotocol.io) (Model Context Protocol) server that lets supported AI assistants work with your Reserve Sense account directly. After you sign in and authorize access, your assistant can look up reports, read component details, and create or update components on your behalf — using the same permissions as your Reserve Sense account.

<Note>
  MCP access is tied to your organization. You must already have a Reserve Sense account with access to the reports you want your assistant to work with.
</Note>

## What you can do

Through MCP, an AI assistant can:

* **Find reports** in your organization by report ID (for example, `RS-3`) or property name
* **List components** in a report property section, including narrative fields and expected lifespan
* **List library components** in your organization's component library templates (organization admins only)
* **Create components** in a report property section
* **Update components** in a report, or in your component library if you are an organization admin
* **Delete components** from a report property section

Report create and delete actions apply to components inside a specific report. Listing and updating the organization's component library templates requires organization admin access and separate elevated permissions (`library_components:read` / `library_components:write`) granted during authorization.

## Connect with ChatGPT

ChatGPT connects to Reserve Sense as a custom connector over a secure HTTPS endpoint. You do not need to install anything or edit configuration files.

<Note>
  Creating, updating, and deleting components may require a ChatGPT plan and workspace settings that allow write-capable connectors. If ChatGPT can list reports but cannot make changes, check your ChatGPT plan and app permissions (or ask your workspace admin).

  Use ChatGPT on the web at [chatgpt.com](https://chatgpt.com). Confirm your Reserve Sense account can access the reports you want to work with. If your organization uses ChatGPT Business, Enterprise, or Education, your workspace admin may need to allow custom connectors and write-capable apps.
</Note>

<Steps>
  <Step title="Enable Developer Mode">
    1. Open **Settings**
    2. Go to **Plugins**
    3. Open **Advanced settings** at the bottom of the page
    4. Turn on **Developer mode** and accept the prompt

    When Developer mode is on, a **Create app** button appears under **Apps**.
  </Step>

  <Step title="Create the Reserve Sense connector">
    1. In **Settings**, go to **Plugins** → **Create**
    2. Fill in the connector details:
       * **Name** — `Reserve Sense` (or any name you prefer)
       * **Description** — optional; for example, "Look up reserve fund study reports and manage components"
       * **Connector URL** — `https://api.reservesense.com/mcp`
    3. Set **Authentication** to **OAuth**
    4. Click **Create**

    If the connection succeeds, ChatGPT shows the Reserve Sense tools it discovered.

    <Warning>
      Only connect to `https://api.reservesense.com/mcp`. Do not enter MCP URLs from unknown sources.
    </Warning>
  </Step>

  <Step title="Use Reserve Sense in a chat">
    1. Start a **new chat**
    2. Click the **+** button near the message composer, then **More**
    3. Select your **Reserve Sense** connector to add it to the conversation
    4. Ask ChatGPT to work with your reports — for example, "List my reports" or "Add a Roofing\~Membrane component to report RS-3"

    ChatGPT may ask you to confirm before making changes, depending on your app permission settings. You can adjust these under **Settings → Apps**.
  </Step>

  <Step title="Reset authorization">
    1. Open **Settings → Apps**
    2. Open your **Reserve Sense** connector
    3. Disconnect or remove the connector, then create it again and complete the authorization flow
  </Step>
</Steps>

## Connect with Claude Desktop

Claude Desktop connects to Reserve Sense through a custom connector in the app. Remote MCP servers must be added this way — do not add Reserve Sense to `claude_desktop_config.json`.

<Note>
  Install [Claude Desktop](https://claude.ai/download) and sign in before you begin. Confirm your Reserve Sense account can access the reports you want to work with. Custom connectors are available on Free, Pro, Max, Team, and Enterprise plans (Free accounts are limited to one custom connector).
</Note>

<Steps>
  <Step title="Add the Reserve Sense connector">
    1. Open **Settings**
    2. Go to **Connectors**
    3. Click **Add custom connector**
    4. Fill in the connector details:
       * **Name** — `Reserve Sense` (or any name you prefer)
       * **URL** — `https://api.reservesense.com/mcp`
    5. Leave **Advanced settings** blank unless Reserve Sense support has given you OAuth credentials to enter
    6. Click **Add**

    On first use, Claude opens a browser so you can sign in to Reserve Sense and approve access.

    <Warning>
      Only connect to `https://api.reservesense.com/mcp`. Do not enter MCP URLs from unknown sources.
    </Warning>

    On Team and Enterprise plans, an admin may need to add the connector under **Admin settings → Connectors** before members can connect to it.
  </Step>

  <Step title="Use Reserve Sense in a chat">
    1. Start a **new chat**
    2. Open the tools or connectors menu and enable your **Reserve Sense** connector
    3. Ask Claude to work with your reports — for example, "List my reports" or "Add a Roofing\~Membrane component to report RS-3"

    Claude may ask you to confirm before making changes.
  </Step>

  <Step title="Reset authorization">
    1. Open **Settings → Connectors**
    2. Find your **Reserve Sense** connector
    3. Disconnect or remove it, then add it again and complete the authorization flow
  </Step>
</Steps>

## Examples

Here is a common pattern when asking your assistant to work with Reserve Sense:

> *Create a new component called "Envelope\~Windows" in the "RS-123" Reserve Sense report.*

> *Set the expected lifespan of the "Exterior Windows" component to 25 years in the "RS-123" Reserve Sense report.*

## Troubleshooting

<AccordionGroup>
  <Accordion title="ChatGPT">
    **Developer mode or Create is not available**

    Developer mode may be disabled for your ChatGPT workspace. Ask your workspace admin to enable custom connectors, or use a personal ChatGPT account that supports Developer mode.

    **The connector fails to create**

    Confirm the connector URL is exactly `https://api.reservesense.com/mcp` with **OAuth** selected as the authentication method.

    **ChatGPT can read reports but cannot create or update components**

    Your ChatGPT plan or workspace may restrict write-capable connectors. Check **Settings → Apps** for permission levels, or ask your workspace admin about connected app permissions.
  </Accordion>

  <Accordion title="Claude Desktop">
    **Add custom connector is not available**

    Confirm you are on a supported Claude plan. Free accounts can add one custom connector; higher limits apply on paid plans.

    **The connector fails to connect**

    Confirm the URL is exactly `https://api.reservesense.com/mcp`. Remote MCP servers must be added under **Settings → Connectors**, not in `claude_desktop_config.json`.

    **A workspace admin must add the connector first**

    On Team and Enterprise plans, ask your admin to add the connector under **Admin settings → Connectors**, then connect to it from your own **Settings → Connectors** page.
  </Accordion>

  <Accordion title="Reserve Sense (both clients)">
    **The browser does not open for sign-in**

    Try removing and recreating the connector. Make sure pop-ups are allowed and that you complete the Reserve Sense sign-in and consent screens.

    **Tools are missing after connecting**

    Complete the authorization flow and click **Allow** on the consent screen. If you previously denied access, reset authorization and try again.

    **The assistant cannot find a report**

    Confirm you signed in with an account that has access to the organization and report. Ask your assistant to list reports using the exact report ID or property name.

    **Changes fail with a permissions error**

    Your Reserve Sense role may not allow editing components in that report. Check access in the Reserve Sense app, or ask an organization admin to adjust your permissions.

    To revoke access without removing the connector in your assistant, contact [info@reservesense.com](mailto:info@reservesense.com) and we can help disable the connection from our side.
  </Accordion>
</AccordionGroup>

## Get help

If you need assistance setting up MCP or have questions about what your assistant can access, email [info@reservesense.com](mailto:info@reservesense.com).