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Connect SagaJoe to Claude or ChatGPT

SagaJoe keeps one approved, sourced brief per client: offers, pricing, audience, voice, rules and decisions. Connect it to your AI assistant once, and the assistant pulls the right client's approved facts whenever you mention a client. When you tell it something new about a client, it can propose the fact to SagaJoe. Nothing in the brief changes until your team approves it.

Before you start

  • A SagaJoe account with at least one client whose brief you've approved.
  • Claude on a plan that supports custom connectors, or ChatGPT on a plan that allows custom MCP servers.

The server URL is https://mcp.sagajoe.com/mcp.

Connect in Claude

  1. Open Settings → Connectors and choose Add custom connector. On a Team or Enterprise plan, an owner adds it first under Organization settings → Connectors.
  2. Name it SagaJoe and paste the server URL.
  3. Choose Connect, sign in to SagaJoe, and choose Allow.

Connect in ChatGPT

  1. Open Plugins in the left sidebar, choose Add at the top right, then Add custom MCP server.
  2. Name it SagaJoe, paste the server URL, and choose OAuth with automatic discovery.
  3. Sign in to SagaJoe when asked, and choose Allow.

On the SagaJoe approval screen, check that it names your assistant and sends you back to claude.ai or chatgpt.com. If someone else sent you a link to approve a connection, choose Cancel.

What your assistant can do

  • List clients (list_clients, read-only): your workspace's clients, their websites, when their facts were last verified, and how many are approved.
  • Get client brief (get_client_brief, read-only): one client's approved brief, or only some sections, such as Pricing and offers or Voice.
  • Search client facts (search_facts, read-only): approved facts matching a query, in one client or across your clients, each labeled with its client.
  • Propose a fact (propose_fact): adds a fact to that client's To review list in SagaJoe, after asking you. It never changes or removes an approved fact.

Try asking: “Using SagaJoe, write a LinkedIn post about [client]'s main offer.”

What it can't do

  • Edit or delete anything in SagaJoe.
  • Read drafts, website snapshots, sources' raw text, or usage and billing information.
  • See paused clients, or any other workspace's clients.

Reviewing proposals

A proposed fact appears in the client's To review list in SagaJoe, marked with the assistant's name and, when it sends one, what you told it. Approve, edit or reject it there. Joe's Monday note also counts the proposals waiting for each client.

Disconnecting

In SagaJoe, open Connect your AI and choose Disconnect next to the assistant: it stops working right away. You can also remove the connector in Claude or ChatGPT. Changing your SagaJoe password, or leaving the workspace, disconnects the assistants you connected.

If something doesn't work

  • "This connection to SagaJoe has ended": reconnect SagaJoe from your assistant's connector settings.
  • Several clients match: the assistant gets their names and asks you which one you mean.
  • "Joe is getting a lot of questions": each workspace can make about 60 requests a minute; wait a minute and try again.

For IT and security teams

The details admins usually ask for before approving a connector.

  • Sign-in: OAuth 2.1 with PKCE (S256). People sign in with their own SagaJoe account and approve each connection on a consent screen that shows where it sends them back. Access tokens last one hour; refresh tokens are replaced each time they're used.
  • Server: https://mcp.sagajoe.com/mcp (MCP over streamable HTTP). The authorization server is https://sagajoe.com, with standard discovery and client registration.
  • Permissions: two scopes, briefs:read and facts:propose. Three tools are read-only; the fourth creates a proposal that waits for approval. No tool edits or deletes anything.
  • Isolation: a connection belongs to one person in one workspace and only reaches that workspace's clients. Every request checks the account again, so a password change, leaving the workspace, or Disconnect ends access at once. Paused clients are hidden.
  • Data: responses contain approved brief facts only: no drafts, website snapshots, source text, or usage and billing data. For each call SagaJoe records the tool, the client, the time, whether it worked and the size of the answer; never the conversation. The connection makes no AI calls of its own.
  • Hosting: Microsoft Azure in Canada. More in the Privacy Policy.
  • Limits: about 60 requests a minute per workspace, with a daily cap.
  • Security questions: stephane@sagajoe.com.

Privacy and support

What a connected assistant can read, what SagaJoe records, and how to disconnect are in the Privacy Policy. Questions: stephane@sagajoe.com.