Connect AI assistants to Nusii

Nusii has a built-in MCP server that lets AI assistants work with your account on your behalf. Once connected, you can ask your assistant things like:

• “What’s my proposal conversion rate this quarter?”
• “Draft a proposal for Acme Design from my Website Redesign template.”
• “Update the pricing on that draft — 3 extra design days at my day rate.”
• “Rewrite the introduction section to sound more formal.”

It works with Claude, ChatGPT, Gemini, Microsoft Copilot, Codex, and any other app that supports the Model Context Protocol. This article shows you how to connect the most common ones.

What is MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants securely talk to other services — think of it as a common language between your assistant and your tools. You connect the assistant once, approve access with your normal Nusii login, and from then on it can look things up and draft proposals for you.

Whichever assistant you use, the server address is the same:

https://app.nusii.com/mcp

What can an assistant do?

With read access, an assistant can:

• Summarize your proposals and conversion rate over any period
• List your templates and read their content
• Look up clients
• Read a proposal’s content and pricing

With write access, it can also:

• Create a draft proposal from one of your templates
• Update, add, or remove pricing line items
• Rewrite or reorder sections
• Attach a client to a draft

A few things it can never do, by design:

• It never sends anything. Assistants only create and edit drafts — you review and send proposals from Nusii, like always.
• It can’t touch accepted proposals. Once a client signs, the proposal is locked to MCP just as it is in the app.
• It only sees what you see. Access mirrors your Nusii role — for example, a team member on the Sales role only sees their own proposals.

Signing in and permissions

The first time you connect, your assistant redirects you to Nusii to sign in with your normal login, pick the account it should have access to, and approve the permissions it’s asking for.

One thing worth knowing: the permissions are fixed at the moment you approve them. If you connect with read-only access and later want the assistant to draft proposals for you, disconnect it and connect again, approving write access this time.

Connect Claude

On claude.ai or the Claude desktop app (available on paid Claude plans):

1. Go to Settings → Connectors and click Add custom connector.
2. Name it “Nusii” and paste the server URL: https://app.nusii.com/mcp. Leave the advanced OAuth fields empty.
3. Click Add, then Connect — you’ll be sent to Nusii to sign in and approve access.
4. In a chat, open the tools menu (the sliders icon in the message box) and make sure the Nusii connector is switched on.

Then just ask: “What’s my proposal conversion rate this month?”

Connect Claude Code

In your terminal, run:

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

On first use, Claude Code opens your browser so you can sign in to Nusii and approve access. You can also run /mcp inside Claude Code to authenticate or check the connection.

Connect ChatGPT

Custom connectors in ChatGPT require developer mode, and availability depends on your ChatGPT plan (on individual plans, OpenAI may limit connectors to read-only tools).

1. Go to Settings → Connectors and under Advanced, enable Developer mode.
2. Back in Settings → Connectors, click Create.
3. Name it “Nusii”, enter the server URL https://app.nusii.com/mcp, and choose OAuth for authentication — you’ll be sent to Nusii to sign in and approve access.
4. In a chat, click the + button and enable the Nusii connector for that conversation.

Connect Codex

Add the server to ~/.codex/config.toml:

[mcp_servers.nusii]
url = "https://app.nusii.com/mcp"

Then sign in to Nusii from your terminal:

codex mcp login nusii

Other MCP apps

Any app that supports remote MCP servers (Streamable HTTP) with OAuth can connect using the same URL: https://app.nusii.com/mcp. If your app only supports local MCP servers, the mcp-remote bridge usually does the trick:

npx -y mcp-remote https://app.nusii.com/mcp

Staying in control

You’re always in charge of what’s connected to your account:

• Per-member access. Account owners and admins can switch MCP access on or off for each team member under Settings → Team Members.
• See and revoke connections. Every connected assistant is listed under Settings → API in the Connected AI Assistants section, along with the access it was granted. Revoking a connection cuts it off immediately.
• A full activity log. Every request an assistant makes is recorded under Settings → API → MCP Logs, so you can see exactly what it looked up or changed, and when.

Troubleshooting

• The assistant can’t connect or gets “access denied”. Check that your team member has MCP access enabled under Settings → Team Members. If it still won’t connect, get in touch — we’ll sort it out.
• The assistant can read but refuses to draft or edit. Your connection was approved with read-only access. Disconnect and connect again, approving write access this time.
• A team member left. Removing someone from your account cuts their MCP access immediately — no extra cleanup needed.

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