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ChatGPT Plugin

Connect your Anchor account to ChatGPT and manage your client work using natural language.

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Written by Moran Krigsman

Connect Anchor to ChatGPT

  1. In ChatGPT, click your account name at the bottom left and choose Settings.

  2. In Settings, under Integrations, click Plugins. This opens the Plugins page.

  3. At the top right of the Plugins page, click Add and choose Add custom MCP server.

  4. Fill in the form:

  5. Tick I understand and want to continue under the “Custom MCP servers introduce risk” notice, then click Create as a plugin.

  6. A Connect Anchor dialog appears. Click Connect Anchor.

  7. You are sent to Anchor’s authorization page. Under Signing in as, pick the business you want to connect, then click Allow. The page lists what the plugin can do: view agreements, invoices, clients, drafts and templates; create and update drafts, clients, templates and legal terms; take actions on your behalf. It is locked to the business you pick.

  8. Back on the Plugins page, Anchor appears under Installed and a “now connected” toast confirms it. Search “Anchor” in the Plugins search box to find it.

  9. In a chat, type Using Anchor at the start of your prompt, or @ and pick the plugin.

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