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Connecting Tugger to ChatGPT

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This guide walks you through connecting Tugger AI Insights to ChatGPT (by OpenAI), so you can ask questions about your business data in natural language.

Setup takes around 5 minutes.

What you'll need

  • A Tugger account with at least one active connector that has completed its first sync
  • MCP access enabled by your Tugger admin - by default, users have no MCP access. Your admin needs to grant you access on the User Permissions tab in MCP Configuration before you can connect.
  • A ChatGPT account with a Plus, Pro, Team, or Enterprise plan. MCP connectors are not available on the free plan.

Step 1: Find your MCP server URL in Tugger

Note: This step requires administrator access. If you're not an admin, ask your Tugger admin for the server URL.

  1. Log in to Tugger at tuggerapp.com
  2. Click MCP Configuration in the menu
  3. On the Setup Guides tab, you'll see your Server URL at the top of the page

Screenshot: MCP Configuration - Setup Guides tab showing Server URL with copy button

  1. Click the copy button next to the URL to copy it to your clipboard

Step 2: Add Tugger as an app in ChatGPT

  1. Go to chatgpt.com and sign in
  2. Click Apps in the left sidebar

Screenshot: ChatGPT left sidebar with Apps highlighted

  1. Click on your profile / settings icon (top-right) to open Settings
  2. In the left sidebar of Settings, click Apps
  3. Click Add more (top-right of the Apps panel), then click Create app

Screenshot: ChatGPT Settings - Apps tab showing Enabled apps list and Add more button

  1. In the New App dialog, fill in the following:
    • Name: Tugger
    • Description: Tugger MCP (optional)
    • MCP Server URL: paste the Server URL you copied from Tugger
    • Authentication: OAuth
  2. Check the box confirming you understand that custom MCP servers introduce risk
  3. Click Create

Screenshot: New App dialog with Tugger name, MCP Server URL, and OAuth selected

Step 3: Authorise the connection

After creating the app, ChatGPT will redirect you to Tugger to authorise access.

  1. You'll see the Tugger OAuth login screen - log in with your Tugger credentials

Screenshot: Tugger OAuth login/authorisation screen

  1. You'll be redirected back to ChatGPT. The connector should now show as connected.

Screenshot: ChatGPT showing Tugger as a connected source

Note: Your Tugger admin controls which connectors you can access through AI Insights. If you can't see data from a particular connector, ask your admin to check your permissions in MCP Configuration.

Step 4: Start asking questions

You're all set. Make sure your Tugger connector is enabled in the chat (check under Add sources), then start asking about your data.

Try one of these to get started:

  • "What connectors do I have access to in Tugger?" - a good first question to confirm what data is available
  • "Show me a summary of my data" - lets the AI explore what's there
  • "What are my top 10 customers by revenue?" - if you have an accounting connector like Xero or QuickBooks

Screenshot: Example ChatGPT conversation querying Tugger data

For more example prompts and tips on getting the best answers, see Tips for Getting the Best Results from AI Insights.

Troubleshooting

Tugger does not appear in the More menu

  • Check that you completed Step 2 and the app was created successfully. Go to Settings > Apps to confirm Tugger is listed.

Connection failed or timed out

  • Double-check the Server URL in your Tugger MCP Configuration and make sure it matches what you entered when creating the app.

Connected but no data showing

  • Check that at least one connector has completed its first sync in Tugger.
  • Ask your Tugger admin to check your access level on the User Permissions tab in MCP Configuration. By default, users have No Access and need to be granted permission.

Getting unexpected or incomplete results

Need to disconnect or reconnect?

  • In ChatGPT: go to Settings > Apps, find Tugger, and remove it. Then follow this guide again to reconnect.
  • In Tugger: your admin can deactivate the OAuth client from the OAuth Clients tab in MCP Configuration.

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