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Connect an AI agent

Perzaz has an MCP server — the open standard AI agents use to work with your tools. Connect Claude, ChatGPT, or Cursor and your agent can search your knowledge base, look up contacts, and draft surveys for your workspace.

The server URL

https://go.perzaz.com/mcp

You never paste a password into your agent. When it first connects, your browser opens a Perzaz sign-in (the same email magic link you use in the dashboard). You pick the workspace, review what the agent may access, and approve. You can revoke access any time in Integrations.

Claude.ai / Claude Desktop

  1. Open Settings → Connectors (under your profile).
  2. Click Add custom connector.
  3. Name it Perzaz, paste the server URL above, then click Add.
  4. Click Connect — a browser tab opens the Perzaz sign-in. Enter your email, click the magic link, choose your workspace, and approve.
  5. In a chat, enable the Perzaz connector from the tools menu and try: “Search my Perzaz knowledge base for our returns policy.”

Claude Code (terminal)

claude mcp add --transport http perzaz https://go.perzaz.com/mcp

Then run /mcp inside Claude Code and pick perzaz → Authenticate to complete sign-in in your browser.

ChatGPT

  1. Open Settings → Apps & Connectors → Advanced and turn on Developer mode (required for custom MCP connectors; availability depends on your ChatGPT plan).
  2. Back in Connectors, click Create, name it Perzaz, paste the server URL, set Authentication to OAuth, and save.
  3. Approve the Perzaz sign-in when your browser opens, then enable the connector in a conversation.

Cursor

Settings → MCP → Add new MCP server, or add to .cursor/mcp.json:

{ "mcpServers": { "perzaz": { "url": "https://go.perzaz.com/mcp" } } }

Cursor prompts you to sign in to Perzaz the first time a tool is used.

What access means

  • Knowledge base — search and read documents in your workspace.
  • Personas — list your workspace's personas (needed for survey affinity maps).
  • Surveys — create and edit draft surveys and assessments. Agents can never publish; publishing always happens in the dashboard, by you.
  • Survey results — aggregate results and responses with emails hidden. Owner approval required.
  • Contacts — look up contacts and segment reports. Includes personal data; owner approval required.

Troubleshooting

  • Agent says unauthorized / 401 — the connection was revoked or expired. Remove the connector in the agent and add it again.
  • Wrong workspace — revoke the connection in Integrations, reconnect, and pick the right workspace on the approval screen.
  • Your agent doesn't support OAuth — create an API key in Integrations and add it as a header: --header "Authorization: Bearer pzk_..."
  • Approve only connections you started. If a Perzaz approval screen appears that you didn't initiate from your own AI tool, close it.