upcoach
Build coaching and training programs in upcoach, then pull progress reports, check-in responses and inactive participants, all by asking your AI assistant.
Hosted MCP Server
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Documentation
Updated October 19, 2026
intermediate how to
Connect AI tools to your organization with MCP
Connect AI tools to your organization with MCP
The MCP integration lets AI assistants — Claude, ChatGPT, Claude Desktop, and Cursor — connect directly to your upcoach organization. Once connected, they can create programs, pull progress reports, and look up participant data through natural conversation.
You connect once, authorize access, and the AI can use any of the nine available tools on your behalf.
Before you begin
- You need organization admin permissions
- You need an account with at least one supported AI tool (Claude, ChatGPT, Claude Desktop, or Cursor)
- Some AI tools require a paid subscription — specific requirements are noted in each setup guide below
Find your connection details
- Open Admin Area > Integrations > MCP from the sidebar
The page shows two values you’ll need during setup:
- Server Name — your organization’s MCP server identifier (formatted as “upcoach MCP - Your Organization Name”)
- Server URL — the endpoint your AI tool connects to
Click Copy next to either value to copy it to your clipboard.
Use your workspace’s own URL, https://<your-workspace>.upcoach.com/s/mcp/admin (copy it from Admin Area > Integrations > MCP).
If an AI tool is connected to
https://v3.upcoach.com/s/mcp/admininstead, it opens the one workspace where you’re an admin. If you’re an admin of several workspaces, the AI tool shows each workspace’s own URL so you can connect with the one you want.
Connect Claude
- Go to claude.ai/settings and select Connectors from the sidebar
- Scroll down and click Add custom connector. Paste your MCP server URL into the URL field
- A browser window will open showing the upcoach authorization page. Click Approve to grant Claude access to your organization
- Your connector is ready. In any conversation, Claude can now create spaces, check progress reports, and design programs for your organization
Claude requires a Pro or Max subscription for connectors.
Connect ChatGPT
- Go to ChatGPT Settings, select Connectors, and enable the Developer mode toggle. Then click Create app
- Give the app a name (e.g. “upcoach”), paste your MCP server URL, set authentication to OAuth, check the consent checkbox, and click Create
- A browser window will open showing the upcoach authorization page. Click Approve to grant access to your organization
- In a chat, click the + button, go to More, and select your upcoach app. It will now be available for the conversation
ChatGPT requires a Pro, Plus, Business, Enterprise, or Edu plan. Business, Enterprise, and Edu plans require an admin to enable connectors.
Connect Claude Desktop
- In Claude Desktop, click the Claude menu in your system menu bar and select Settings. Open the Developer tab
- Click Edit Config to open your configuration file. Paste the JSON configuration shown on the MCP page into this file
- Completely quit and restart Claude Desktop. You should see an MCP indicator in the bottom-right of the input box
- The first time Claude uses a tool, a browser window will open for you to authorize access to your upcoach organization
On macOS, the config file is at
~/Library/Application Support/Claude/claude_desktop_config.json.
Connect Cursor
- In Cursor, go to Settings and find the MCP section. Click Add new MCP server
- Select SSE as the transport type. Enter “upcoach” as the name and paste your MCP server URL. Click Save
- A browser window will open for authorization. Approve access to your upcoach organization. The server status should turn green
- In Cursor’s chat, switch to Agent mode. The upcoach tools will be available for the AI to use in your conversations
Authorization and security
When you first connect any AI tool, you’ll be asked to authorize it through a secure OAuth flow. The AI tool never sees your upcoach password — it receives a token that grants access only to the tools listed below. You authorize once per tool.
Available tools
Once connected, your AI assistant has access to nine tools:
| Tool | What it does |
|---|---|
| Create Space | Create new spaces with full curriculum structure — sections, modules, activities, events, and channels |
| List Spaces | List all spaces in your organization, filtered by name or status (live/draft) |
| Space Progress | Get progress reports for a space — overview metrics or individual participant progress |
| Client Insights | Look up a participant by name or email and see their profile across all spaces |
| Client Responses | Retrieve participant responses to worksheets and check-ins, filtered by space, activity, or participant |
| Content Engagement | Analyze content performance — section-level completion rates or per-activity completion and view counts |
| Inactive Clients | Find participants who haven’t been active for a given number of days |
| Search Help Center | Search upcoach help articles and guides |
| Search Changelog | Browse recent updates, new features, and fixes from the upcoach changelog |
Example prompts to try
Once connected, try asking your AI assistant:
- “List all my live spaces and show me their progress”
- “Design a 6-week leadership coaching program with weekly group calls”
- “Show me the check-in responses for my leadership program”
- “Which activities in my coaching space have the lowest completion rates?”
- “Who hasn’t been active in the last 7 days in my mindfulness workshop?”
What to do next
- Create your first program — if you haven’t set one up yet, start here before connecting AI tools
- Track participant progress with reports — see how reports work so you know what to ask your AI assistant for
- Configure your organization settings — review your organization name, which appears in your MCP server name
Related articles
Configure your organization settings
A reference for upcoach organization settings including branding, subdomain, logo, and colors.beginner how toTrack participant progress with reports
Use upcoach reports to track participant progress, activity completion, event attendance, and appointment usage across your programs, and export them to CSV.intermediate how toCreate your first program or space
Create a program, space, or course on upcoach. Start from a program type template or build from scratch.beginner how toReady to build your first program?
Experience the upcoach difference. Sign up now and see your programs flourish.
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