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Updated November 11, 2026

intermediate how to

Connect AI tools to your organization with MCP

Connect AI tools to your organization with MCP

The MCP integration connects your AI assistant directly to your upcoach organization: Claude, ChatGPT, Claude Desktop, Cursor or another MCP client. Once connected, they can build programs, post to your programs, pull progress reports, and look up participant data through natural conversation.

You connect once, authorize access, and the AI can use the tools listed under Available tools on your behalf.

Works with any MCP client that supports remote servers with OAuth (streamable HTTP).

Before you begin

• Only an organization Owner, Admin or Implementation Admin can connect. Program-level roles, such as a Program Admin or Program Facilitator, see “The upcoach connector needs an organization Owner, Admin or Implementation Admin. Ask one of them to connect it, or to give you one of these roles in Admin Area > Users.” on the authorization page, and nothing is connected
• You need an AI assistant that supports remote MCP servers, such as Claude, ChatGPT, Claude Desktop or Cursor

Find your connection details

1. Click Connect your AI assistant in the sidebar, or open Admin Area > Integrations > AI assistants
2. Click Copy URL next to Server URL

The page also has the steps for each assistant under Set it up, what your assistant can and can’t do, and the apps you’ve connected.

Use your workspace’s own URL, https://<your-workspace>.upcoach.com/s/mcp/admin (copy it from Admin Area > Integrations > AI assistants).

If an AI tool is connected to https://v3.upcoach.com/s/mcp/admin instead, 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 your AI assistant

Pick the steps for the assistant you use. Any MCP client that supports remote servers with OAuth (streamable HTTP) works.

Claude

Custom connectors work on every Claude plan, including Free, where you can add one custom connector. On Team and Enterprise, an organization Owner adds it under Organization settings > Connectors; members then open Customize > Connectors and click Connect next to upcoach.

1. In Claude, open Customize and select Connectors
2. Click + Add, then Add custom connector. Enter “upcoach” as the name, paste your MCP server URL, and click Add
3. A browser window will open showing the upcoach authorization page. Click Authorize to grant Claude access to your organization
4. Your connector is ready. In any conversation, Claude can now create programs, check progress reports, and design programs for your organization

ChatGPT

Custom MCP connections in ChatGPT are available on Business, Enterprise, and Edu (ChatGPT on the web), where a workspace admin or owner adds and publishes them; on Enterprise and Edu, admins can also let members connect them. On Pro, you can connect with read-only access, so tools that create or change things won’t run.

1. In ChatGPT on the web, go to Plugins, select the plus button, then Add custom MCP server
2. Enter “upcoach” as the name, paste your MCP server URL under Connection, and choose OAuth for authentication
3. Review the risk warning, select I understand and want to continue, then select Create as a plugin
4. A browser window will open showing the upcoach authorization page. Click Authorize to grant access to your organization

Claude Desktop

Claude Desktop uses the same connectors as your Claude account. If you already added upcoach on claude.ai, it’s ready in Claude Desktop when you sign in with the same account. Otherwise, add it in Claude Desktop with the same steps as in Claude: Customize > Connectors, then + Add > Add custom connector.

Cursor

1. Create or open ~/.cursor/mcp.json to connect upcoach in all your projects, or .cursor/mcp.json in a project to connect it there only

2. Add upcoach under mcpServers, with your MCP server URL, and save the file:

   {
     "mcpServers": {
       "upcoach": {
         "url": "https://<your-workspace>.upcoach.com/s/mcp/admin"
       }
     }
   }
   

3. Cursor lists upcoach under Customize in the sidebar. When Cursor asks you to sign in, continue with OAuth. A browser window will open showing the upcoach authorization page. Click Authorize to grant access to your organization

4. Cursor uses the upcoach tools in your conversations whenever they’re relevant

Other MCP clients

Add a remote MCP server with your workspace’s Server URL from Admin Area > Integrations > AI assistants, then sign in when the client asks. The upcoach authorization page opens; click Authorize.

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, acting as you in your organization. The authorization page names the workspace you’re connecting and what the AI tool will be able to do there, including what reaches other people as you: invitations, posts, channel messages and event notifications. You authorize once per tool.

The access stays in place for up to a year. Most AI tools renew it on their own while you keep using them, so you rarely need to authorize again. If a tool asks you to sign in again, connect it the same way you did the first time.

Disconnect an AI tool

Your connected AI tools are listed under Connected apps in Admin Area > Integrations > AI assistants: click Disconnect next to one, then Disconnect again to confirm. You can also do it from your profile:

1. Click your avatar and select Your Profile
2. Open the Account tab
3. Scroll to Connected apps
4. Click Disconnect next to the AI tool, then click Disconnect again to confirm

The AI tool loses access at once. To use it with upcoach again, connect it again.

What the AI tool can’t do

The AI tool can’t:

• delete a program (it can rename a program, publish it or move it back to draft: see Update program below)
• work with offers, payments or checkout
• upload files (it can use files already uploaded in upcoach)
• read your feed, channel messages or direct messages
• create or edit groups
• set check-in schedules, check-in reminders or due dates
• change workspace settings, billing or branding

Do these in upcoach itself. The AI tool knows these limits, so you can ask it what it can and can’t do.

Available tools

Once connected, your AI assistant can use these tools, grouped by what they work on.

Programs, members, and posts

Tool	What it does
Create program	Create a new draft program with the Coaching & Learning app ready for its curriculum, and get its link
List programs	List the programs in your organization with their links, filtered by name or status (live/draft)
Update program	Rename a program, publish it or move it back to draft. Publishing sends nothing itself, but from then on members are notified about new activities and section releases, and any section-release, cohort-start or early-access notices already scheduled for the program go out when due. Moving it back to draft pauses those notices, and any that come due while it is a draft are not sent. While it is a draft, its participants get no notifications or reminders from it, such as being added or a new event, and publishing doesn’t send those afterwards. A draft is visible only to Owners, Admins and its Program Admins. Its offer stays as it is: set that Live in Admin Area > Sell
List program apps	List the apps installed in a program, such as its Events, Feed, and Channel apps
List members	List the members of a program
Invite members	Invite people by email to a program as participants or coaches. Each one gets the normal invite email
Remove member	Remove someone from a program. They get a notice that they were removed. Owners, Admins and a program’s only Program Admin are removed on the Members page instead
Change member role	Make a program member a participant or a coach. They get a notice of the change. Owners, Admins and a program’s only Program Admin are changed on the Members page instead
List groups	List the subgroups of a program
List events	List a program’s events between two dates, with each event’s time and time zone
Create event	Create a single event or a recurring event series in a program
Update event	Change an event’s title, time, duration, or location, for one event or the rest of its series. Members going to it are notified and their calendar invites update
Cancel event	Cancel an upcoming event, or it and the rest of its series. Past events stay. Members going to it are notified and it leaves their calendars
Create feed post	Post to a program’s Feed
Send channel message	Send a message to a program’s Channel

Curriculum: sections and modules

Tool	What it does
Create section	Add a section (such as “Week 1”) to a program’s curriculum
Update section	Change a section’s title, icon, color, release date, and display settings
Delete section	Delete a section with its modules and activities
List sections	List a program’s sections in sidebar order
Reorder sections	Set the order of a program’s sections
Create module	Add a module to a section
Update module	Change a module’s title and the modules it requires first
Delete module	Delete a module and its activity placements
List modules	List the modules in a program, or in one section
Reorder modules	Set the order of the modules in a section

Activities

Tool	What it does
Get activity	Read an activity’s full content and settings, and where it’s placed
Create lesson activity	Create a lesson with text, headings, lists, images, and video
Update lesson activity	Edit a lesson
Create worksheet activity	Create a worksheet with questions participants answer
Create quiz activity	Create a quiz with scored single and multiple choice questions
Update worksheet activity	Edit a worksheet
Create task list activity	Create a checklist participants tick off at their own pace
Update task list activity	Edit a task list
Create check-in activity	Create a repeatable reflection, such as a weekly review or daily journal
Update check-in activity	Edit a check-in
Duplicate activity	Copy an activity with its content, settings, cover, and attachments
Delete activity	Delete an activity from your activity library, with its placements and responses
Update activity media	Set an activity’s cover, embed, and attachments from files already uploaded
Add activity to module	Place an existing activity in a module
Reorder activities	Set the order of the activities in a module
Search activity library	Find activities in your organization’s library to reuse

Reports and participants

Tool	What it does
Get program progress	Get progress reports for a program — overview metrics or individual participant progress
Get activity completion	See who has and hasn’t completed an activity, by name, with people who haven’t joined the program yet listed separately; for a quiz, each participant’s score
Get client insights	Look up a participant by name or email and see their profile across all programs
Get client responses	Retrieve participant answers to worksheets and check-ins, each with its question and activity, filtered by program, activity, or participant
Get content engagement	Analyze content performance: completion rates per section, or completion and view counts for each activity by name and type
Find inactive clients	Find participants who haven’t been active for a given number of days

Cards

In AI assistants that support MCP Apps, these tools answer with a card in the chat, in light or dark to match it. Other AI tools get the same information as text. A card changes nothing by itself: Refresh, Show more and picking an activity only update the card, and its other buttons put a request into your chat. If you connected on or before Oct 31, refresh the connector once to see the new cards. What each card shows: See your programs as cards in your AI assistant.

Tool	What it does
Show program overview card	A program at a glance: participants, people who opened it in the last 30 days (coaches and admins included), average progress, the share who finished, its sections and modules, and the next events
Show progress card	Who is on track and who went quiet: participants active in the last 14 days, and those who weren’t, including anyone who has never opened it. Draft a check-in for who went quiet asks the assistant to draft a message for you to review, and not to send it yet
Show activity completion card	Pick an activity and see who has done it, who hasn’t, and who was invited but hasn’t joined. Draft a reminder for who hasn’t done it asks the assistant to draft one for you to review, and not to send it yet
Show events card	A program’s events from today through the next 30 days, or the dates you ask for. Reschedule (events that haven’t started) and Cancel (events that haven’t ended) put a request into your chat, and some assistants send it at once; either way, it asks the assistant to show you the change and wait for your OK before making it with Update event or Cancel event, and members going to the event are notified

Help and updates

Tool	What it does
Search help center	Search upcoach help articles and guides
Search changelog	Browse recent updates and new features from the upcoach changelog

Example prompts to try

Once connected, try asking your AI assistant:

• “List all my live programs 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 program have the lowest completion rates?”
• “Who hasn’t done Week 2’s lesson in my Wellness Program yet?”
• “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 and settings

Related articles

See your programs as cards in your AI assistant

Ask your AI assistant about a program and get a card: an overview, who's on track and who went quiet, who did an activity, and upcoming events.beginner how to

Configure your organization settings

A reference for upcoach organization settings including branding, subdomain, logo, and colors.beginner how to

Track 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 to

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