ChatGPT Connection Guide for Ace MCP
Part of Model Context Protocol for Real Estate
Connect Ace's role-scoped Follow Up Boss MCP tools to ChatGPT through Developer mode and ChatGPT Plugins. Add the streamable-HTTP endpoint, complete the secure email-code sign-in, and start managing your CRM through natural conversation.
Prerequisites for ChatGPT MCP Connection
You need an active Ace Pro seat, a connected Follow Up Boss account, and access to ChatGPT Developer mode. OpenAI says Developer mode availability depends on your account and workspace policy, so ask your ChatGPT workspace administrator if the control is not visible. Complete this setup on the web at chatgpt.com.
Use the Full Ace MCP Endpoint
Use https://followupace.com/mcp?tools=full for the full role-scoped Ace CRM surface. This public URL contains no credential and is safe to copy; ChatGPT completes authentication separately through OAuth. The plain https://followupace.com/mcp URL intentionally presents only the research-oriented search and fetch tools to OpenAI clients. Never put an access token in a URL.
Add the Endpoint in ChatGPT Plugins
In ChatGPT, open Settings, select Security and login, and turn on Developer mode. Then open ChatGPT Plugins, select the plus button, name the connection Follow Up Ace, and paste https://followupace.com/mcp?tools=full as its public HTTPS MCP endpoint. Review the discovered tools and metadata before creating the connection. If the server tool definitions change later, refresh the connection before testing again. The authoritative client steps are in OpenAI's connection guide.
Authenticate, Review, and Test
When ChatGPT connects, Follow Up Ace opens a browser sign-in. Enter the email on your Ace seat and the one-time code sent to that inbox; never enter a Follow Up Boss password. Review the discovered role-scoped tools, create the connection, add it to a new conversation from the tools menu, and ask: 'Show me my 5 most recent leads in Follow Up Boss.' Confirm the results match your own FUB permissions before trying a write action.
ChatGPT vs Claude: Choosing Your Client
Both clients reach the same production Follow Up Ace connector, but each host decides how it discovers, displays, confirms, and invokes tools. The exact tool list is also scoped to the authenticated user's FUB role and Ace entitlements. Use the client that fits your workflow, then verify important write actions in Follow Up Boss; an Ace Pro seat can connect to both clients without choosing one permanently.
Frequently Asked Questions
Which ChatGPT accounts can add the connection?
OpenAI says Developer mode availability depends on your account and workspace policy. Check Settings → Security and login. If Developer mode or the plus button on ChatGPT Plugins is unavailable, ask your ChatGPT workspace administrator or consult OpenAI's current connection guide; Follow Up Ace cannot override those controls.
Can I use both Claude and ChatGPT with the same Ace account?
Yes. Your Ace Pro seat can authorize both Claude and ChatGPT against the same production MCP server. Each client has its own authorization session, and both connections are restricted to the role and entitlements of the Ace seat used during sign-in.
What if the connection drops or stops working?
First verify that the connection still uses https://followupace.com/mcp?tools=full and that Follow Up Ace reports healthy. Refresh the connection metadata and start a new conversation. If authorization is rejected, reconnect and complete the one-time email-code flow; never append a token to the URL. Revoke old MCP sessions from Ace settings if a device or authorization should no longer have access.
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