Opus MCP lets an AI assistant you already use, like Claude or ChatGPT, securely talk to your business's Opus data.
Once connected, you can ask questions in plain language and the assistant will look up live Opus data and, if you allow it, make changes on your behalf. It only sees what you can already see in Opus, and it can only do what you can already do.
Opus MCP uses MCP (Model Context Protocol), an open standard for connecting AI assistants to other tools. You add Opus as a custom connector in Claude or ChatGPT and sign in.
💡 Opus MCP, Ask Opus, and Opus Agents are different: Ask Opus is the AI assistant your whole team uses in Opus. Opus Agents are AI assistants for Admins in the dashboard. Opus MCP is for Admins and Managers who want to work with Opus from Claude, ChatGPT, or another assistant.
Table of Contents:
How Access and Permissions Work
Opus MCP runs as you, and it acts on your behalf.
It can only see what you can already see in Opus.
It can only change what you can already change in Opus.
Inviting an Admin still requires you to be an Admin.
Opus treats publishing, assigning, marking training complete, deleting, and removing team members as high-impact changes. Opus requires the assistant to confirm these changes, and to say how many things a bulk change will affect before making it.
Your business's data stays in Opus. The assistant only receives the information it needs to answer the current question or complete the current action.
💡 Your connection is personal: This isn't a business-wide API key. Nobody else can use your connection, and it doesn't give the assistant access to other businesses in Opus.
What Opus MCP Can and Cannot Do
It can:
Answer questions about your team, Locations, Roles, assignments, and reporting
List what's in your Library, including titles, descriptions, type, and whether something is published
Show what's inside a Module, Course, Check-in, or Checklist
Answer questions from your Library content, like Ask Opus, with links to the sources it used
Run custom analysis across your data, like completion by hire month (Admins only, read-only)
Upload images, PDFs, and videos to use in new training, if your assistant can send files
Tell you what it changed recently
Draft new Courses, Check-ins, Checklists, Opus Docs, and Modules
Invite team members, create Locations or Roles, and publish or assign training after you confirm, if you granted write access
Mark training complete, set a team member's Roles, copy Courses and Modules, create Departments, turn a PDF into an Opus Doc, and build and save custom reports, if you granted write access
It cannot:
Connect as a Trainee
See more than you can see, or do more than you can do
Push training completions back to your HRIS or payroll system
Replace Ask Opus for your frontline team
💡 Checklists, Audits, and Check-ins are different: If you ask the assistant to "make a checklist," it creates a standalone Checklist, not a Check-in or a Module. If the result looks like the wrong type of content, don't publish it. Tell the assistant what you wanted and try again.
What You Can Do With Opus MCP
Look things up:
Who is past due on training, and at which Location
How a Location, Role, or team member is doing on completion
What is in your Library (Courses, Modules, Check-ins, Checklists, Resources, etc.)
Who is on the roster, and which Roles and Locations they belong to
How adoption, engagement, and compliance look across your business
Get work done (only if you approve write access when you connect):
Draft a new Course, Check-in, Checklist, Opus Doc, or Module
Invite a team member to Opus
Create a Location or Role
Assign training to the right team members
Mark training complete or set a team member's Roles
Copy a Course or Module, or turn a PDF into an Opus Doc
Create a Department to group Roles
Build, preview, and save a custom report to your Reports page
New content starts as a draft. Review it in Opus and publish it yourself, or ask the assistant to publish it. It confirms with you before publishing or assigning. If you ask the assistant to copy a Module along with its Courses, the copied Courses are published.
🎯 Example questions:
"Who is past due on compliance training at the downtown location?"
"Draft a store opening checklist, then leave it as a draft for me to review."
"How is onboarding completion trending this month versus last month?"
"Invite a new team member as a Manager at Midtown, in the Team Lead Role."
Who Can Connect
You can connect if you're an active Admin or Manager in Opus. If you manage more than one business, you pick which one to connect during sign-in. Each connection is tied to one business.
If you are later deactivated, or your access is changed so you are no longer an Admin or Manager, the connection stops working on its own. You do not need to revoke anything first.
💡 Trainees can't connect: Trainees can't connect Opus MCP. Only Admins and Managers can.
How to Connect
⚠️ The exact steps below can vary: Menu names, settings locations, and available options change depending on which version or plan of your AI assistant you're using and how your business has it set up. Treat the steps below as a starting point.
If a step doesn't match what you see, ask your assistant directly. Claude, ChatGPT, and similar tools can walk you through adding a custom connector or MCP server in their own interface. For example: "Help me add a custom connector for an MCP server at https://api.opus.so/mcp."
You will need:
An Admin or Manager login for Opus
An AI assistant account that allows custom connectors, such as Claude, ChatGPT, or Gemini Enterprise
The Opus MCP URL is: https://api.opus.so/mcp
Admins can also find the URL and setup guides in the dashboard under Settings > AI connections. Connected assistants on that page shows who has connected, with which assistant, and when it was last used.
Use that exact address. Don't add anything after /mcp.
Connect with Claude
Open Claude and go to Settings.
Open Connectors.
Choose Add custom connector.
Name it Opus.
Paste
https://api.opus.so/mcpas the server URL.Click Save, then click Connect.
Sign in to Opus if asked.
If you belong to more than one business, select the one this connection should use.
Read the access request, then click Allow access.
If you don't see Connectors, look under Settings for custom connectors or MCP, or ask your Claude workspace admin to allow custom connectors.
Connect with ChatGPT
Open ChatGPT and go to Settings.
Open Apps (or Connectors, depending on your plan).
Add a custom app / MCP server.
Name it Opus.
Paste
https://api.opus.so/mcpas the server URL.Click Connect, then sign in to Opus.
Select your business if asked.
Read the access request, then click Allow access.
On a ChatGPT Business or Enterprise plan, a workspace admin may need to allow custom apps before you can add Opus. If Connect is grayed out or says Disabled by admin, ask your workspace admin to enable custom apps.
Connect with Google Gemini Enterprise
Gemini needs a client ID and client secret in addition to the Opus MCP URL. Generate these in Opus, then copy them into Google's setup.
Who needs to do this: An Opus Admin with access to Settings, working with the administrator who manages Gemini Enterprise connectors. These instructions use the Google Cloud console's Custom MCP Server setup.
1. Generate credentials in Opus
In the Opus dashboard, go to Settings > AI connections, below Ask Opus.
Choose Set up Gemini, then Generate credentials.
Keep the setup window open while you configure Google. Copy your client ID and client secret, and save the secret securely before closing the window. Opus cannot show this secret again after you close it.
Leave access read-only unless you want Gemini to make changes. To allow changes, select Allow Gemini to make changes on your behalf and copy the updated scopes.
If AI connections is not available, confirm you are an Opus Admin with Settings access and contact support@opus.so for setup availability.
Keep your secret private:
Each setup generates a new set of credentials.
If you lose a secret, generate new credentials and use them for a new connection. This doesn't rotate or disconnect existing clients.
Credentials alone don't grant access to Opus data. Everyone still signs in, selects their business, and approves access.
2. Configure Gemini
In the Google Cloud console, go to Gemini Enterprise > Data stores > Create data store. Find Custom MCP Server, choose Add MCP server, and select OAuth 2.0. If you are already at the authentication screen, enter the values below.
MCP Server URL:
https://api.opus.so/mcpAuthorization URL:
https://api.opus.so/o/authorizeToken URL:
https://api.opus.so/o/tokenClient ID: Copy from your Opus setup window.
Client Secret: Copy from your Opus setup window.
Authorization URL Parameters (sometimes labeled Auth URL Parameter): Leave empty.
Scopes:
readfor lookups only, orread writeif you chose to allow changes.Enable PKCE Support: Turn on. Opus requires PKCE.
If your Gemini setup screen does not offer PKCE, use the Google Cloud console flow above. For Google permissions and policies, see Google's custom MCP setup guide. Your Google administrator may need to allow api.opus.so.
3. Authorize and enable Opus
Choose Verify Auth. Sign in to Opus, select your business, review the requested access, and choose Allow access.
Continue in Google, choose the connector location, name it Opus, and create it.
Open the new data store's Actions tab. Reload custom actions if needed, select the actions your team needs, and enable them. Google leaves actions disabled initially.
Generating credentials in Opus does not finish the connection. Complete authorization and activation in Google before trying an Opus request in Gemini. Access stays limited to each Admin's or Manager's own Opus permissions.
Connect with Microsoft Copilot Studio
Who needs to do this: Anyone with permission to create or edit agents in Microsoft Copilot Studio. Copilot Studio agents generally live inside a Power Platform environment.
Depending on how your business has configured that environment, a Dataverse-backed environment may be required, and you may need permission to create connections and add tools within that environment.
Create a new agent in Copilot Studio, or open an existing one you want to connect Opus to.
Go to the agent's Tools page.
Select + to add a tool, then choose Model Context Protocol (MCP).
Add a new MCP server and fill in:
Server name: Opus
Description: Enables the agent to use Opus's MCP tools to answer questions and take actions against real Opus data
MCP Server URL:
https://api.opus.so/mcpAuthentication method: OAuth > Dynamic (with discovery)
On the next screen, select the Opus connection and enable it.
Save and test the agent.
Publish the agent.
Once the agent is published, share it with team members who can then use it to interact with the agent via Copilot Studio, Teams, Microsoft 365 Copilot, or other supported experiences, depending on deployment and your business's setup.
➡️ Learn more:
Add MCP tools to a Copilot Studio agent: Microsoft's guide to adding MCP tools to an agent
What You Will See When You Sign In
Opus opens a Connect Claude to Opus screen (it shows your assistant's name).
If the assistant only asked for read access, it can look up progress, completions, your Library, and your team roster. It cannot make changes.
If the assistant asked for write access, it can also invite team members, create Locations, Roles, and training content, and assign training, but only things you can already do in Opus. Opus records every change against your account.
If you only want the assistant to answer questions, cancel and reconnect when it asks for read-only access. If you want it to draft content or invite team members, allow write access.
💡 Turn on the connector: With Claude or ChatGPT, you're sent back to the assistant after you click Allow access. The next time you start a chat, turn the Opus connector on and start asking.
Tips for Asking Good Questions
Be specific about the Location, Role, or team member.
Say whether you want a lookup or a change. "Show me who is past due" is a lookup. "Invite a new hire to Midtown" is a change.
Ask "What did you change?" to review recent changes made through Opus MCP and Opus Agents.
For new training, say the audience, the goal, and that it should stay a draft until you review it.
Ask one clear thing at a time. "Who is past due on the safety course at Midtown?" works better than "give me a full dump of the business."
🎯 Example: "Create a 4-slide course for new hires on greeting customers and answering common questions. Keep it as a draft. Do not publish or assign it."
How to Disconnect
Disconnect from the same place you added the connector:
Claude: Settings > Connectors > Opus > Disconnect
ChatGPT: Settings > Apps > Opus > Disconnect
Gemini: Ask your Gemini administrator to disable the Opus connector or its actions in the Google console where it was configured
Microsoft Copilot Studio: Agent > Tools > Opus > Remove
Following these steps removes the assistant's access. Your Opus data is unchanged.
If you only want to stop one team member from connecting, remove their Admin or Manager access in Opus. Their connection stops working.
FAQ
Do I have to use Claude or ChatGPT?
No. Any assistant, like Gemini or Copilot, that supports a custom MCP connector can use the same URL: https://api.opus.so/mcp.
How is Opus MCP different from Opus Agents?
Opus MCP connects Opus to an assistant you already use, like Claude or ChatGPT. Opus Agents work right in the Opus dashboard, with no setup. Learn more: Opus Agents Overview: what Opus Agents do in the dashboard.
Will this change anything in Opus by itself?
No, not unless you grant write access and then ask the assistant to make a change. A read-only connection can never edit your business.
Are new Courses published automatically?
No. Opus creates new Courses, Check-ins, Checklists, Opus Docs, and Modules as drafts. Publish them in Opus, or ask the assistant to publish them. It confirms with you first. If you ask the assistant to copy a Module along with its Courses, the copied Courses are published.
Can my team use this from the Opus Training app?
No. This is a connection from Claude or ChatGPT into Opus. For instant answers on the floor, use Ask Opus.
What if I see "No eligible organization"?
No eligible organization means your login isn't an Admin or Manager on a business that can use Opus MCP. Ask an Opus Admin to update your access, then try again.
What if I belong to more than one business?
Pick the business this chat should use on the Opus sign-in screen. To work in a different business, add a second connection or disconnect and connect again.
Can I connect my HRIS this way?
No. Use the HRIS Integration to keep your team's data in sync. Opus MCP doesn't replace that, and it doesn't write training status back to payroll or scheduling systems.
Is our data used to train other businesses' models?
No. Opus doesn't use your business's data to train models for other businesses. The assistant you connect (Claude, ChatGPT, and so on) has its own data settings. Review those in that product. For how Opus uses AI inside the product, see How Opus Training Processes Your Company Data While Using AI.
Why is my assistant asking me to refresh the Opus connector?
Opus added or changed its tools since your assistant last loaded them. Some assistants, like ChatGPT, keep the tool list from when you connected. Refresh or reconnect the Opus connector in your assistant's settings.
Something looks wrong or a change didn't go through. What should I do?
Check the item in the Opus dashboard. Drafts, invites, and assignments always have a source of truth there. If something is missing or unexpected, contact support@opus.so.