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Connection URL — paste this into your assistant’s connector settings:
This URL is for your AI assistant, not your browser — opening it directly won’t load a page. Jump to the setup steps: Claude · ChatGPT · Another assistant.
The BenefitFlow MCP lets your AI assistant search our employer, broker, and contact data directly (MCP is the Model Context Protocol, the open standard for connecting AI assistants to live tools). Ask your assistant a question in plain English and it queries BenefitFlow live — no exports, no copy-paste. You need a BenefitFlow account: your assistant signs in as you, and everything it does is covered by your permissions and credits.

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What you can do

Once connected, your assistant gets these BenefitFlow tools (you’ll see the same names in your assistant’s permission settings): Here’s what it looks like in practice:

A first question in ChatGPT, answered live from BenefitFlow

Prompts to try:
  • “Find self-funded manufacturers in Ohio with 100 to 1,000 employees that renew in Q1, and show me their brokers.”
  • “Match this list against BenefitFlow: [paste 5 to 10 company names or domains]”
  • “Pull up Delta Air Lines’ profile. Who’s their broker and when do they renew?”
  • “Find benefits and HR leaders at Target.”

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Connect from Claude

1
Open connector settingsIn Claude (web or desktop app), go to Settings → Connectors.Check the list first: if your team already uses BenefitFlow, your admin may have added the connector for everyone — if you see it listed, skip to signing in. Otherwise, click Add custom connector.
2
Add BenefitFlowName it BenefitFlow, paste the connection URL above, and save.
3
Sign inClaude opens a BenefitFlow sign-in window. Enter your work email, then the verification code we send you.
4
Try itStart a new chat, confirm BenefitFlow is enabled in the tools menu, and try one of the prompts above.
On a company-managed (Enterprise) Claude account, your Claude admin has to approve the BenefitFlow connector before you can add it yourself. If it isn’t already in your connector list and you don’t see the option to add a custom connector, ask your admin.
The first time Claude uses a BenefitFlow tool in a chat, it asks for your approval. You (or your admin, on managed accounts) can set per-tool permissions — always allow, ask first, or never — in the connector’s settings:

Per-tool permissions for the BenefitFlow connector in Claude

Connectors added on the web sync to Claude’s mobile apps automatically. Claude Code (terminal):
Then run /mcp inside Claude Code to sign in.

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Connect from ChatGPT

Custom connections require a paid ChatGPT plan. Setup takes about two minutes.
1
Turn on Developer modeClick your profile picture → Settings → Security and login. Scroll to Developer mode and turn it on. You’ll see an “elevated risk” note — that’s standard for any tool OpenAI hasn’t reviewed.
2
Create the pluginGo to Settings → Plugins and click the + button in the top right. In the form:
  • Name: BenefitFlow
  • Connection: leave on Server URL and paste the connection URL above
  • Authentication: leave on OAuth — ChatGPT discovers BenefitFlow’s sign-in settings automatically
  • Check “I understand and want to continue”, then click Create

The New Plugin form

3
Sign inAn “Add BenefitFlow to ChatGPT” window appears. Click Sign in with BenefitFlow, enter your work email, then the verification code we email you.

Approve the connection with your BenefitFlow sign-in

4
Try itYou’ll see “BenefitFlow is installed.” Open a new chat and just ask — or type @BenefitFlow in your message to call it explicitly.
By default, ChatGPT allows low-risk actions and asks permission for anything else. You can adjust this under Settings → Plugins → BenefitFlow → Permissions.
On Team or Enterprise ChatGPT, your workspace admin may have Developer mode disabled, or may need to allowlist BenefitFlow. If Developer mode isn’t visible under Security and login, ask your admin.

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Connect from another assistant

BenefitFlow uses the open MCP standard, so any AI assistant that supports remote MCP connectors can connect. You’ll need three things, the same for every assistant: Where each assistant stands today:
  • Grok (xAI): Supported. At grok.com/connectors, choose New Connector → Custom, paste the connection URL, and sign in.
  • Google Gemini: Connect through the Gemini CLI or Gemini Enterprise, where custom MCP connectors live today. Set up the CLI yourself, or ask your admin about Enterprise.
  • Microsoft Copilot: Available in Copilot Studio and Microsoft 365 Copilot, added by your workspace admin. Ask them to add the connection URL above.
These assistants change their setup screens often. When the steps above don’t match what you see, check the assistant’s own MCP or connector documentation for the current flow.

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Data, permissions, and credits

  1. Read-only, with one exception. Your assistant can search and read BenefitFlow data but can’t change your account. The exception: revealing a contact’s email or phone spends your BenefitFlow contact credits (the same credits as the web app), and that requires your confirmation.
  2. Reveals are quoted first. Your assistant gets a free quote — how many credits, your current balance — and nothing is spent until you say yes. Re-revealing an already-unlocked contact is free. If your assistant asks “should I spend 3 credits?”, that’s the system working as intended. New to credits? See Credits and Exporting for how your balance works and when it resets.
  3. It sees only what you can see. The connection signs in as you, so results are scoped to your BenefitFlow permissions.
  4. You control the tools. Your assistant lets you (or your admin) allow, require approval for, or block each BenefitFlow tool individually.

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Troubleshooting

You’re likely on a company-managed account and the connector isn’t approved yet. Ask your Claude admin, or contact us and we’ll help coordinate.
It lives under Settings → Security and login. If it’s not there, you’re on a free plan or your workspace admin has it disabled.
Make sure you’re using the email on your BenefitFlow account, and check spam for the verification code. Codes expire after 15 minutes.
In ChatGPT, open Settings → Plugins → BenefitFlow and click Refresh, then start a fresh chat. In Claude, remove and re-add the connector. Connections occasionally need a re-link after we ship updates.
Check that Lockdown mode (Settings → Security and login) is off — it blocks features that reach external services.
Results come back a page at a time (25 records). For big lists, ask your assistant to keep paging, or narrow the filters.

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Official documentation

AI assistants update their settings screens regularly. If the menus above don’t match what you see: Questions or problems? Email customerteam@benefit-flow.com.
Last modified on August 31, 2026