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Connect Data Parrot to Your AI Tools

Connect Data Parrot to Claude, Codex, Grok, ChatGPT, or any combination of them.

Connect Data Parrot to one or more of the AI tools you use. Once connected, you can ask about your deals, pipeline, forecast, sales activity, customer health, and win/loss data from any connected tool.

You can connect from the settings in Claude.ai, Claude Desktop, Grok, Codex, or ChatGPT. Setup instructions for Claude Code and Grok CLI are also included below.

When an AI tool asks for a server URL, copy this address:

https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp

Before you connect: A HubSpot account is required to connect Data Parrot MCP. Revenue-data access through Data Parrot MCP is read-only. Anyone with access to this MCP connection can access all Data Parrot data for this workspace, including all synced HubSpot data. Data Parrot cannot synchronize or enforce HubSpot per-user permissions in MCP. Requesting workspace access records a request and contacts workspace admins.

Choose your AI tools

You can connect more than one. Start with any tool you already use.

AI toolSetup path
Claude.aiAdd a custom connector from Customize → Connectors on the Claude website.
Claude DesktopAdd a custom connector from Customize → Connectors.
Grok.comAdd a custom connector from grok.com/connectors.
Codex appAdd and authenticate a Streamable HTTP server in Codex settings.
ChatGPTEnable Developer mode and create a plugin with OAuth.
Claude CodeAdd the server with claude mcp add, then authenticate in your browser.
Grok CLIAdd the server with grok mcp add, then authenticate in your browser.
AI tool
Setup path
Add a custom connector from Customize → Connectors on the Claude website.
Setup path
Add a custom connector from Customize → Connectors.
AI tool
Setup path
Add a custom connector from grok.com/connectors.
AI tool
Setup path
Add and authenticate a Streamable HTTP server in Codex settings.
AI tool
Setup path
Enable Developer mode and create a plugin with OAuth.
Setup path
Add the server with claude mcp add, then authenticate in your browser.
AI tool
Setup path
Add the server with grok mcp add, then authenticate in your browser.

We have tested Data Parrot with Codex, Claude.ai, Claude Desktop, Grok CLI, and Grok.com. ChatGPT also works through its current Developer mode flow.

What you need

  • A HubSpot account to sign in and confirm your identity and company.
  • A Data Parrot Pro or Max workspace to use revenue-data tools.
  • Permission in each AI tool to add a connector, plugin, or MCP server.

If you do not have a Data Parrot workspace yet, sign in with HubSpot and follow the Connect HubSpot link. Connecting HubSpot creates your workspace. Revenue-data tools become available after the workspace is upgraded to Pro or Max. If a workspace already exists for that HubSpot account, you can request access from its admins.

Connect with Claude.ai

  1. Open claude.ai.
  2. Open Customize → Connectors.
  3. Select +, then Add custom connector.
  4. Enter Data Parrot as the connector name.
  5. Paste the Data Parrot server URL from the top of this page.
  6. Select Add, then Connect.
  7. Sign in with HubSpot and review the requested Data Parrot access.
Add Data Parrot as a custom connector in Claude.ai
Claude.ai Add custom connector dialog with Data Parrot and the MCP server URL entered

You are connected when Data Parrot appears as connected in Customize → Connectors.

To use Data Parrot in a conversation, open the + menu next to the message box, select Connectors, and turn on Data Parrot.

If Add custom connector is unavailable, ask your Claude workspace owner to enable custom connectors or add Data Parrot for you. See Anthropic's custom connector guide for current setup instructions.

Connect with Claude Desktop

Claude shares remote connectors between Claude.ai and Claude Desktop. If you already added Data Parrot on Claude.ai, you do not need to add it again. Open the + menu in a Claude Desktop conversation, select Connectors, and turn on Data Parrot. Otherwise:

  1. Open Claude Desktop, then open Customize → Connectors.
  2. Select +, then Add custom connector.
  3. Enter Data Parrot as the connector name.
  4. Paste the Data Parrot server URL from the top of this page.
  5. Select Add, then Connect.
  6. Sign in with HubSpot and review the requested Data Parrot access.
Add Data Parrot as a Claude custom connector
Claude Add custom connector dialog with Data Parrot and the MCP server URL entered

You are connected when Data Parrot appears as connected in Customize → Connectors.

To use Data Parrot in a conversation, open the + menu next to the message box, select Connectors, and turn on Data Parrot.

If Add custom connector is unavailable, ask your Claude workspace owner to enable custom connectors or add Data Parrot for you. See Anthropic's custom connector guide for current setup instructions.

Connect with Grok.com

  1. Open grok.com/connectors.
  2. Select New Connector, then Custom.
  3. Enter Data Parrot as the connector name if Grok asks for one.
  4. Paste the Data Parrot server URL.
  5. Add the connector and sign in with HubSpot.
  6. Turn on Data Parrot in a Grok conversation.
Add Data Parrot as a Grok custom connector
Grok Custom Connector dialog with Data Parrot and the MCP server URL entered

You are connected when Data Parrot appears in your connected connectors.

If you cannot add a connector, ask your Grok workspace admin to enable custom connectors or add Data Parrot for you. See xAI's custom connector guide for current setup instructions.

Connect with the Codex app

You can add Data Parrot from Codex settings without opening a terminal.

  1. Open Settings in the Codex app.
  2. Select MCP servers. In versions that group MCP under developer settings, open Developer settings → Integrations and MCP instead.
  3. Select Add server.
  4. Enter Data Parrot as the name.
  5. Choose Streamable HTTP and paste the Data Parrot server URL.
  6. Save the server. If Codex displays Restart, select it before continuing.
  7. Return to the server settings and select Authenticate.
  8. Sign in with HubSpot and review the requested Data Parrot access.

You are connected when Data Parrot appears as enabled and authenticated in Codex settings. You can also enter /mcp in a Codex conversation to review connected servers.

The Codex app, CLI, and IDE extension share this connection. See OpenAI's Codex MCP guide for current settings and authentication behavior.

Connect with ChatGPT

An approved Data Parrot plugin for ChatGPT is planned. Until it is available, connect through Developer mode and update one OAuth setting before creating the plugin.

  1. Open Settings → Security and login and turn on Developer mode.
  2. Open Settings → Plugins, or go directly to chatgpt.com/plugins.
  3. Select + and create a developer-mode plugin for a remote MCP server.
  4. Enter Data Parrot and paste the Data Parrot server URL.
  5. Choose OAuth for authentication.
  6. Open Advanced OAuth settings. Under OpenID support, make sure OIDC enabled is switched off, even if it is already off by default. Remove openid from Default scopes and Base scopes if it appears.
  7. Scan the available tools and sign in with HubSpot when prompted.
  8. Create the plugin, then turn it on in a new conversation.
Create a Data Parrot plugin in ChatGPT Developer mode
ChatGPT New Plugin dialog with Data Parrot, the MCP server URL, and OAuth selected
Switch off OpenID support and remove openid from both scope fields
ChatGPT Advanced OAuth settings with no openid value in Default scopes or Base scopes

If Developer mode or plugin creation is unavailable, ask your ChatGPT workspace admin to enable it. See OpenAI's guide to connecting an MCP server for current interface labels.

Terminal-based option: Claude Code

Use this option only if you already use Claude Code. Run this command in your terminal:

claude mcp add --transport http data-parrot --scope user \
  https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp

Then:

  1. Start Claude Code with claude.
  2. Run /mcp.
  3. Select data-parrot and start authentication.
  4. Sign in with HubSpot in your browser.
  5. Return to Claude Code and confirm that the server is connected.

See Anthropic's Claude Code MCP documentation for current commands and authentication behavior.

Terminal-based option: Grok CLI

Use this option only if you already use Grok in a terminal. Run:

grok mcp add --transport http data-parrot \
  https://api-v3.dataparrot.ai/api/v3/data-parrot/mcp

Start Grok and sign in with HubSpot when prompted. To start authentication manually, run grok, enter /mcps, select data-parrot, and press i.

If the connection fails, run:

grok mcp doctor data-parrot

See xAI's Grok MCP server guide for current commands.

What happens after you sign in?

  • If you belong to one active Data Parrot workspace, Data Parrot uses that workspace.
  • If you belong to more than one workspace, the assistant asks you to choose one. Data Parrot will not choose for you.
  • Your choice stays with that AI tool connection. Changing workspaces in the Data Parrot web app does not change the workspace used by an existing connection.
  • To use another workspace later, ask the assistant to show your Data Parrot connection status and switch workspaces. Confirm the new workspace when asked.
  • If you are new to Data Parrot, follow the Connect HubSpot link. Connecting HubSpot creates your workspace. Upgrade the workspace to Pro or Max before using revenue-data tools.

Why HubSpot may ask you to choose an account twice

The two HubSpot steps serve different purposes:

  1. The first HubSpot sign-in confirms who you are and which company you work with.
  2. If the workspace still needs CRM setup, Connect HubSpot asks you to choose and authorize the HubSpot account Data Parrot will sync.

Connecting Data Parrot to an AI tool does not complete the second HubSpot step. If the assistant shows Connect HubSpot, follow that link and finish onboarding before asking for revenue data.

Check that Data Parrot is connected

Ask any connected AI tool:

Which Data Parrot workspace is connected?

Then try a normal sales question:

Show our open pipeline this quarter, grouped by deal owner.

Before presenting Data Parrot data, the assistant should tell you that the connection can access all Data Parrot data in the selected workspace.

Troubleshooting

What you seeWhat to do
The assistant asks you to choose a workspaceReview the workspace names and choose one. Data Parrot cannot use revenue data until you make a selection.
Sign-in succeeds, but Data Parrot access is requiredFollow the Connect HubSpot link. Connecting HubSpot creates your workspace. Upgrade it to Pro or Max before using revenue-data tools.
The selected HubSpot account already belongs to another Data Parrot workspaceOpen the Data Parrot link provided by the assistant and follow the pending access request. Do not reconnect the same HubSpot account.
The assistant says your plan does not include MCPOpen Subscription Details and move the workspace to Pro or Max.
The connection uses the wrong workspaceAsk the assistant to show your Data Parrot connection status, then ask to switch to another active workspace.
The connected workspace is no longer availableAsk the assistant to reset the unavailable workspace connection, then choose an active workspace. If you should still have access, ask a workspace admin to restore your membership.
Claude.ai or Claude Desktop does not show Add custom connectorAsk your Claude workspace owner to enable custom connectors or add Data Parrot for you.
Grok.com does not let you add the connectorAsk your Grok workspace admin to enable custom connectors or add Data Parrot for you.
ChatGPT does not show Developer mode or the add-plugin optionAsk your ChatGPT workspace admin to check Developer mode and plugin permissions.
ChatGPT sign-in failsEdit the plugin and open Advanced OAuth settings. Under OpenID support, make sure OIDC enabled is switched off. Remove openid from Default scopes and Base scopes if it appears, then reconnect.
The AI tool says authentication is requiredOpen the tool's connector or MCP settings, select Data Parrot, and complete sign-in. Restart the tool if the connection does not refresh.
Authentication expiredReconnect Data Parrot from the tool's connector settings.
What you see
The assistant asks you to choose a workspace
What to do
Review the workspace names and choose one. Data Parrot cannot use revenue data until you make a selection.
What you see
Sign-in succeeds, but Data Parrot access is required
What to do
Follow the Connect HubSpot link. Connecting HubSpot creates your workspace. Upgrade it to Pro or Max before using revenue-data tools.
What you see
The selected HubSpot account already belongs to another Data Parrot workspace
What to do
Open the Data Parrot link provided by the assistant and follow the pending access request. Do not reconnect the same HubSpot account.
What you see
The assistant says your plan does not include MCP
What to do
Open Subscription Details and move the workspace to Pro or Max.
What you see
The connection uses the wrong workspace
What to do
Ask the assistant to show your Data Parrot connection status, then ask to switch to another active workspace.
What you see
The connected workspace is no longer available
What to do
Ask the assistant to reset the unavailable workspace connection, then choose an active workspace. If you should still have access, ask a workspace admin to restore your membership.
What you see
Claude.ai or Claude Desktop does not show Add custom connector
What to do
Ask your Claude workspace owner to enable custom connectors or add Data Parrot for you.
What you see
Grok.com does not let you add the connector
What to do
Ask your Grok workspace admin to enable custom connectors or add Data Parrot for you.
What you see
ChatGPT does not show Developer mode or the add-plugin option
What to do
Ask your ChatGPT workspace admin to check Developer mode and plugin permissions.
What you see
ChatGPT sign-in fails
What to do
Edit the plugin and open Advanced OAuth settings. Under OpenID support, make sure OIDC enabled is switched off. Remove openid from Default scopes and Base scopes if it appears, then reconnect.
What you see
The AI tool says authentication is required
What to do
Open the tool's connector or MCP settings, select Data Parrot, and complete sign-in. Restart the tool if the connection does not refresh.
What you see
Authentication expired
What to do
Reconnect Data Parrot from the tool's connector settings.

Disconnect Data Parrot

Remove Data Parrot from each tool where you connected it.

  • Claude.ai or Claude Desktop: Open Customize → Connectors, find Data Parrot, and select Remove or Disconnect.
  • Grok.com: Open grok.com/connectors, find Data Parrot, and disconnect or remove it.
  • Codex app: Open Settings → MCP servers, or Settings → Developer settings → Integrations and MCP in versions that group MCP there, then remove Data Parrot.
  • ChatGPT: Open Settings → Plugins, find the Data Parrot developer-mode plugin, and disconnect or remove it.
  • Claude Code: Run claude mcp remove data-parrot.
  • Grok CLI: Run grok mcp remove data-parrot.

Removing Data Parrot from one AI tool does not remove it from another tool where you connected it separately.

Need help?

If you have trouble connecting or using Data Parrot MCP, email support@dataparrot.ai. Include the AI tool you are using and the error message you see, if possible.

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