MCP Setup Guide

Connect Harmonize MCP to your AI assistant in three steps. Setup takes about 10 minutes.

Before you begin

  • MCP access is enabled for your organization. Ask your Optimized Payments contact or talk to us about MCP.

  • You know who your admin is. Claude and ChatGPT need an organization owner or workspace admin to add Harmonize once before other users can connect.

  • You can sign in to the Harmonize Analytics Portal. Every user needs a portal login and their Organization ID before connecting. See Step 1 if you don't have access yet.

Connection details

You'll paste these during setup.

Server address

https://mcp.optimizedpayments.com/mcp

OAuth client ID

Please refer to the Connection Guide in your onboarding email.

Client secret

None. Always leave blank.

Step 1: Get Harmonize access (prerequisite)

Every user

  1. Try signing in to the Harmonize Analytics Portal. If you can sign in and have your Organization ID, go to Step 2.

  2. If you don't have access, email [email protected] to request an invite.

  3. Look for an email from [email protected] with the subject "You've been invited to Harmonize by Optimized Payments." If it isn't in your inbox, check your spam or junk folder.

  4. Open the invite and set your password.

  5. Save the Organization ID from the invite. You will enter it when you connect MCP.

Step 2: Add Harmonize to your assistant

Admin, once

Your admin can complete Step 2 in parallel. It does not need a portal login.

Assistant

Who sets it up

Guide

Claude (claude.ai and Claude Desktop)

Organization owner

Connect Claude

ChatGPT

Workspace admin

Connect ChatGPT

Cursor

Admin, on each machine

Connect Cursor

Microsoft 365 Copilot

Coming soon

Not yet available

Step 3: Connect your account and ask

Every user

Each user signs in once with their own work account, then tests with a payments question. Steps are on the page for your assistant. For sample questions and fixes, see MCP Example Questions and Troubleshooting.