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updatedAt: 2026-06-07T20:19:09.000Z
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Fetch the complete documentation index at: https://docs.lodgestory.com/llms.txt. Use this file to discover all available pages before exploring further.

# MCP

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> **Run your Lodgestory workspace from Claude, ChatGPT, or any MCP-compatible assistant — ask in plain language, and the assistant works inside Lodgestory on your behalf, secured by your own sign-in.**

> **TL;DR**
>
> * **What it is —** a secure connector that lets an AI assistant read and act in your Lodgestory workspace: look up contacts and teams, check channels, manage chat assignments, run reports, send messages, and place calls — all by asking in chat.
> * **Who it's for —** Account Owners and Admins who'd rather ask an assistant ("who's assigned to this chat?", "send me a call-log report for last week") than click through the dashboard.
> * **Top outcome —** your assistant does real work in Lodgestory, scoped to one organisation and limited to exactly what your role can do — without ever seeing your password or any key.

## At a glance

|                    |                                                                                                                      |
| ------------------ | -------------------------------------------------------------------------------------------------------------------- |
| **Works with**     | Claude (desktop and web), ChatGPT, and any assistant that supports the Model Context Protocol (MCP).                 |
| **Connection URL** | `https://api.lodgestory.com/mcp`                                                                                     |
| **Sign-in**        | Your existing Lodgestory account (email + password or Google). The assistant never sees your password or an API key. |
| **Scope**          | One organisation per connection, plus your role's permissions.                                                       |
| **Who can use it** | Account Owners and Admins for the full set; team members get the actions their role allows.                          |
| **Setup time**     | About a minute — paste one URL and sign in.                                                                          |

## How to connect

### From Claude Desktop

1. Open **Settings → Connectors** and choose **Add custom connector**.
2. Name it **Lodgestory** and paste the connection URL `https://api.lodgestory.com/mcp`. Leave the optional client ID / secret fields **blank**.
3. Click **Add**, then **Connect** — a browser window opens.
4. Sign in with your Lodgestory account (if you aren't already), and pick the **organisation** you want the assistant to work in.
5. You're returned to the assistant, and Lodgestory's actions are now available in any chat.

📸 `[SCREENSHOT: mcp-connect-claude.png — Add custom connector dialog with the Lodgestory URL]`

> **Claude on the web** is the same path: *Settings → Connectors → Add custom connector*.
> **ChatGPT:** add the same connection URL as a connector in its Apps & Connectors / Developer settings.

📸 `[SCREENSHOT: mcp-org-picker.png — choosing which organisation to grant the assistant access to]`

## What you can do

Ask in plain language. The assistant picks the right action and shows you what it's about to do before it runs anything sensitive.

### Contacts & teams

* List the people in your organisation, with their roles and team memberships.
* List your teams and who's on them.

### Channels

* See which channels are connected (WhatsApp, Instagram, Email, and more) and their status.
* List your approved WhatsApp message templates.

### Chats

* See who's assigned to a chat and which teams are on it.
* Assign or remove people and teams, and set the primary assignee.

### Messaging

* Start a new chat for a phone number on a channel.
* Send a message — text, media, or an approved template — to an existing chat. *(This reaches a real customer.)*

### Reports

* Generate a report — chats, contacts, tickets, call logs, or goals — then check its status and get a download link. *(Account Owners and Admins.)*

### Voice *(if Voice is enabled for your organisation)*

* Review call history, recordings, and transcripts.
* See your phone numbers, agents, and accounts.
* Place a click-to-call from an agent to a customer, or end a live call. *(Placing a call rings a real phone.)*
* Manage your Masked Connect customer list.

### Example prompts

* "List the team members in my organisation."
* "Which channels do I have connected, and which WhatsApp templates are approved?"
* "Who's assigned to the chat with Asha? Add Ravi and make him the primary."
* "Generate a call-log report for last week and give me the download link when it's ready."

## How sign-in keeps you safe

* **You sign in, not the assistant.** Connecting sends you to Lodgestory's own sign-in screen. The assistant receives a limited, time-bound access token — never your password or an API key.
* **One organisation at a time.** Each connection is bound to the single organisation you pick. To work in another, add a second connection and choose that organisation.
* **Your role, your limits.** The assistant can only do what you can do. An action your role can't perform in the dashboard is refused here too.
* **You approve sensitive actions.** Assistants ask before running an action that sends a message, places a call, or changes data — review it first.

## Roles & permissions

| Action                                        | Account Owner | Admin | Team member |
| --------------------------------------------- | :-----------: | :---: | :---------: |
| Connect an assistant                          |      Yes      |  Yes  |     Yes     |
| List channels & templates                     |      Yes      |  Yes  |     Yes     |
| Start chats & send messages                   |      Yes      |  Yes  |     Yes     |
| Look up contacts & teams                      |      Yes      |  Yes  |      No     |
| Assign / unassign chats & teams               |      Yes      |  Yes  |      No     |
| Voice actions (calls, agents, Masked Connect) |      Yes      |  Yes  |      No     |
| Run & download reports                        |      Yes      |  Yes  |      No     |
| Call recordings & transcripts                 |      Yes      |  Yes  |      No     |

If you connect as a team member without the right role, those actions return a "not permitted" message — sign in as an Account Owner or Admin for the full set.

## Connections

* **Lodgestory CRM** — contacts, teams, chats, channels, assignments, and messaging are all reachable.
* **Lodgestory Voice** — calls, recordings, transcripts, agents, and Masked Connect, once Voice is enabled for your organisation.
* **Reports** — the same reports you can run from the dashboard.
* **Your sign-in** — uses the same Lodgestory account and roles as the app; nothing separate to manage.

## Errors & FAQ

**Do I need an API key?**
No. You connect with just the URL and sign in with your Lodgestory account — there's nothing to copy or paste.

**Can the assistant see my password?**
No. You sign in on Lodgestory's own screen; the assistant only ever receives a limited, time-bound access token.

**It sent me to a sign-in screen.**
You weren't signed in to Lodgestory in that browser. Sign in and the connection continues on its own.

**A voice action says the Voice API isn't enabled.**
Voice actions need Voice API access for your organisation. Contact your account team to switch it on; everything else works without it.

**An action says it's "not permitted".**
The account you connected with doesn't have the role for that action (for example, reports are Account-Owner / Admin only). Reconnect as an Account Owner or Admin.

**Can it work across two organisations at once?**
Each connection covers one organisation. Add a second connection and pick the other organisation to work in both.

**Which assistants are supported?**
Any that support the Model Context Protocol — including Claude (desktop and web) and ChatGPT.

## Related

* [Accounts & sign-in](authentication.md) — how Lodgestory sign-in and the partner API work.
* [What is Lodgestory?](what-is-lodgestory.md) — the platform overview.

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