Connecting Apex (Propensity AI) to ChatGPT – Propensity

What This Is

Apex (Propensity AI) can be connected to ChatGPT using the Model Context Protocol (MCP), allowing you to interact with supported Propensity information and tools directly from ChatGPT.

Once connected, you can ask Apex questions, review available marketing information, and work with supported Propensity capabilities using natural language prompts.

The connection uses the Propensity account and workspace authorized during setup. Connecting one user does not automatically authorize other users or provide access to every Propensity workspace.

Note: Connecting Apex to ChatGPT does not transfer your previous Apex conversations into ChatGPT. Your existing conversation history remains in the application where it was created.

When to Use This

Use this integration when you want to work with Apex directly from ChatGPT without switching between applications.

For example, you can use the connection to:

Check the status and performance of your marketing campaigns
Review available advertising and engagement metrics
Ask questions about your audiences and marketing activities
Request recommendations based on information available through Apex
Prepare supported actions for review

The information and actions available depend on your connected Propensity account, permissions, and the capabilities exposed through the integration.

What You Can Do With This Connection

Once connected, you can ask ChatGPT to use Apex for supported Propensity tasks.

Some examples include:

Campaigns: Review active campaigns, campaign status, and available performance information.

Audiences: Ask about audience targeting and supported audience-related workflows.

Analytics and Reporting: Retrieve available marketing metrics and insights to help evaluate campaign performance.

Marketing Recommendations: Ask Apex to analyze available information and suggest potential next steps.

For actions that create or modify records, review the information and any confirmation requests before proceeding.

What You Will Need

Before connecting Apex to ChatGPT, make sure you have:

Access to Apex in your Propensity workspace
A ChatGPT account or workspace that supports the required plugin and MCP connection capabilities
Permission to install or use the Apex plugin in ChatGPT

If you are configuring Apex for your team for the first time, you will also need the appropriate ChatGPT workspace administration permissions.

Your role in Propensity does not automatically grant administrative access in ChatGPT.

Choosing a Setup Option

In Propensity:

Open Apex (Propensity AI)
Select Take Apex with you from the left navigation
Make sure ChatGPT is selected
Choose the option that matches your situation

Three options are available:

Set up Apex for my team: Configure Apex in your ChatGPT workspace for the first time
My team already has Apex: Use the existing Apex plugin created by your team
I already use Apex: Return to ChatGPT when your connection is already configured

Option 1: Set Up Apex for Your Team

Choose this option when Apex has not yet been configured in your team's ChatGPT workspace.

This process involves obtaining the Apex connection details from Propensity and creating a custom MCP connection in ChatGPT.

Step 1: Open the setup instructions in Propensity

In Take Apex with you, select ChatGPT
Select Set up Apex for my team
Click Continue with team setup to open ChatGPT's plugin configuration experience

Step 2: Get your Apex connection details

In Set up Apex for my team, click Open apex connections
Select the MCP OAuth tab

You will find the following fields:

Use Copy to copy the ChatGPT MCP URL.

Important: Use the ChatGPT MCP URL, not the Claude MCP URL.

Step 3: Add Apex in ChatGPT

Go back to the ChatGPT's plugin configuration experience
Navigate to Plugins (if you were not redirected to this page)
Click the Add button and select Add custom MCP server
Enter Apex as the connection name
Under Connection, paste the ChatGPT MCP URL copied from Propensity
Select OAuth as the authentication method.
Review the automatically discovered OAuth endpoints. When Client Identifier Metadata Document (CIMD) is selected, no manual Client ID or Client Secret is required
Review the security warning and select I understand and want to continue
Select Create as a plugin and review the available tools and connection details

If ChatGPT asks you to authorize Apex, follow the authorization prompts.

You may be redirected to Propensity to sign in and authorize the connection.

Step 4: Test the connection

Start a new conversation in ChatGPT, select Apex, and try the following prompt:

Use Apex to confirm my Propensity workspace and summarize my active campaigns. Do not make any changes.

Review the response to confirm that Apex is using the intended workspace and returning information you recognize.

Step 5: Make Apex available to your team

After creating the connection, you can configure its availability in your ChatGPT workspace.

Depending on your workspace permissions and administration controls, you can publish or share Apex with the intended team members and manage who can install or use it.

Publishing a custom MCP connection for a ChatGPT workspace requires the appropriate administrator or owner permissions.

Option 2: Connect to Your Team's Existing Apex

Choose this option if your team has already configured Apex in ChatGPT.

You do not need to create another MCP connection or obtain the Client ID and Client Secret.

In Apex, click My team already has Apex
Click Open ChatGPT
In the Plugins area, find Apex in your workspace's available plugins
Install or enable Apex if needed
If prompted, select Connect and complete the Propensity authorization process
Start a new ChatGPT conversation
Type @ in the message field and select Apex

You can now ask a question that uses your connected Propensity information.

Some workspace-managed connections may not require each user to sign in individually. Follow the authorization process presented by your ChatGPT workspace.

If Apex is unavailable, check that you are in the correct ChatGPT workspace and ask your administrator whether the plugin has been enabled for your account.

Option 3: Return to Apex in ChatGPT

If Apex is already connected, you can return directly to ChatGPT without repeating the setup.

From Propensity:

Open Take Apex with you
Select ChatGPT
Choose I already use Apex
Click Open ChatGPT

In ChatGPT, select Apex and ask your next question.

For example:

Use Apex to review my active campaigns and recommend what I should do next.

To continue an earlier ChatGPT discussion, open that conversation in ChatGPT. Opening ChatGPT from Propensity does not transfer your existing Apex chat history.

Using the Connection

Once Apex is installed and connected, you can use it in ChatGPT conversations.

You can ask ChatGPT to use Apex directly in your prompt or select it explicitly by typing @ and choosing Apex.

Example prompts:

Use Apex to summarize the performance of my active campaigns
Use Apex to review available campaign engagement metrics
Use Apex to identify which campaigns may need attention
Use Apex to recommend next steps based on my campaign performance

When a request requires access to Propensity, ChatGPT uses the available Apex tools, subject to the permissions of the connected account.

Depending on the action and your ChatGPT workspace settings, you may be asked to review or confirm an operation before it proceeds.

Important Notes

Workspace access: Apex uses the Propensity account and workspace authorized through the connection. Access to one workspace does not automatically authorize another
Conversation history: Existing conversations are not automatically transferred between Apex and ChatGPT
Permissions: Available information and actions depend on both Propensity permissions and the applicable ChatGPT connection settings