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Step-by-step guide

Connect ChatGPT, Codex, or Claude through MCP

Follow detailed setup instructions and authorize an AI client to use approved Eqdeal capabilities.

Sensitive cap-table action

Verify permissions, source documents, amounts, dates, affected stakeholders, and the recovery path before changing recorded ownership.

In this article
  1. Before you connect
  2. ChatGPT
  3. Codex
  4. Claude Code
  5. Claude web and Claude Desktop
  6. Individual Claude account
  7. Claude Team or Enterprise workspace
  8. Verify the connection before doing real work
  9. Your first safe workflows
  10. Troubleshooting
Use this exact production address

https://eqdeal.com/mcp

Include the final /mcp. You do not need an API key or a separate MCP password: Eqdeal opens OAuth in your browser so you can sign in, create an account if needed, and approve the connection.

Before you connect

  • Use Production for real Eqdeal data. Do not substitute beta.eqdeal.com unless Eqdeal specifically asks you to test in Beta.
  • Start from the AI client you trust and confirm that the server address is exactly https://eqdeal.com/mcp.
  • When Eqdeal opens in your browser, sign in with the user that already has access to the intended companies.
  • If you are new, choose Create account. A valid connection request is preserved through signup and returns you to authorization.
  • Review the requested capabilities before choosing Allow access. Connecting never increases your existing Eqdeal company role.
Never paste credentials into the conversation

Do not give the agent your Eqdeal password, Google password, authorization code, access token, or refresh token. Complete login only in the Eqdeal and Google browser pages opened by OAuth.

01

ChatGPT

Connect Eqdeal as a public remote MCP connection, then enable it in a new conversation.

  1. Open ChatGPT Settings, select Security and login, and turn on Developer mode.
  2. Open the ChatGPT Plugins page and select the plus button to add a connection.
  3. Enter Eqdeal as the name and add a short description such as Capital infrastructure and equity workflows.
  4. Choose a public MCP connection and enter https://eqdeal.com/mcp, including the /mcp path.
  5. Create the connection and review the Eqdeal tools and metadata ChatGPT discovers.
  6. Choose Connect or authenticate when prompted. Finish Eqdeal signup or login in the browser, review the capabilities, and choose Allow access.
  7. Start a new conversation, open the tools menu, and add or enable the Eqdeal connection for that conversation.

Developer mode and custom connections may depend on your ChatGPT plan and workspace policy. A workspace administrator may need to enable them.

02

Codex

The Codex CLI, IDE extension, and ChatGPT desktop app share MCP configuration on the same Codex host.

Run these commands in your terminal:

codex mcp add eqdeal --url https://eqdeal.com/mcp
codex mcp login eqdeal
  1. The login command opens your browser. Sign in or create an Eqdeal account, then review and allow the requested capabilities.
  2. Return to the terminal after Eqdeal confirms the authorization.
  3. Run the command below and confirm that eqdeal is enabled and authenticated.
codex mcp list

You can also type /mcp inside Codex to inspect active servers. If you prefer a graphical setup, open MCP servers in the ChatGPT desktop app or Codex IDE settings, add a Streamable HTTP server with the same URL, save, restart, and select Authenticate.

Remove the Codex connection
codex mcp remove eqdeal
03

Claude Code

Add Eqdeal as a remote HTTP server at user scope so it is available across your projects.

Run this command in your terminal:

claude mcp add --transport http eqdeal --scope user https://eqdeal.com/mcp
  1. Start Claude Code by running claude.
  2. Type /mcp, select the Eqdeal server, and choose the authentication option.
  3. Complete Eqdeal signup or login in the browser, review the capabilities, and choose Allow access.
  4. Return to Claude Code and use /mcp again to confirm that Eqdeal is connected.
  5. Optionally run claude mcp list or claude mcp get eqdeal in another terminal to inspect the saved server.
Remove the Claude Code connection
claude mcp remove eqdeal
04

Claude web and Claude Desktop

Eqdeal is a remote connector. Add it through your Claude account rather than claude_desktop_config.json.

Individual Claude account

  1. Open Customize, then Connectors.
  2. Select the plus button and choose Add custom connector.
  3. Name the connector Eqdeal and enter https://eqdeal.com/mcp as its remote MCP URL.
  4. Leave advanced OAuth client ID and secret fields empty. Eqdeal supports the normal discovery and registration flow.
  5. Select Add, then Connect. Finish Eqdeal signup or login in the browser and approve the requested capabilities.
  6. In a conversation, select the plus button beside the composer, open Connectors, and enable Eqdeal.

Claude Team or Enterprise workspace

An Owner or Primary Owner must first open Organization settings, select Connectors, choose Add, then Custom and Web, and register https://eqdeal.com/mcp. Each member then opens Customize and Connectors and chooses Connect to authorize their own Eqdeal user.

The remote connector works through Claude's cloud connection across supported Claude surfaces. It is different from a local desktop extension.

Verify the connection before doing real work

Start a new conversation with Eqdeal enabled and send this prompt:

Consult the Eqdeal documentation and show my current MCP capabilities. List the companies I can access and the available read and manage operations. Do not change any Eqdeal data.

A good verification result should identify the authenticated user context, return only authorized companies, distinguish read from manage operations, and make no business-data changes.

Your first safe workflows

Read before writing

Ask the agent to summarize a named company's cap table, investor reports, Stock Option Plan, valuation history, portfolio position, or matchmaking profile.

Name the company

Use the full company name and ask the agent to confirm the selected company and IDs before preparing an update.

Preview the effect

For ownership or financial changes, request a preview or simulation and inspect amounts, dates, instruments, stakeholders, and dilution.

Confirm intentionally

Approve a sensitive action only after the agent presents Eqdeal's confirmation summary and you recognize every consequence.

Troubleshooting

The client cannot find the server

Confirm that the address is https://eqdeal.com/mcp, including https and the final /mcp. Eqdeal's production service must be reachable from the client over the public internet.

The browser login did not complete

Return to the client and check its connection status before retrying. If authentication is incomplete, clear or disconnect the failed authorization and start one fresh login.

The agent cannot see a company

Check that you authorized the intended Eqdeal user and that this user currently has access to the company. MCP cannot bypass company membership, roles, status, or workflow locks.

A tool or action is missing

The tool list reflects only the capabilities approved during authorization. It does not preview which companies or records you can use those tools on—Eqdeal checks that separately every time a tool actually runs, so a listed tool can still be refused for a specific company. Reconnect only when you intentionally need and qualify for a broader capability; reconnecting does not grant a stronger company role.

Tools changed after an Eqdeal update

Refresh or rescan the connection in the client, then start a new conversation. In ChatGPT, open the connection and choose Refresh. Command-line clients may require a new session.

Want to understand the approval screen?

Read Understand OAuth connections and permissions before authorizing an agent with manage capabilities.

Client interface references: OpenAI MCP documentation, ChatGPT connection documentation, Claude Code MCP documentation, Claude connector documentation.