Skip to main content
Use ChatGPT to look up Forecastable accounts, summarize plans, and work with your sales data through the MCP server. Start on Settings → Integrations and select Set up on the ChatGPT card under Agents.
Forecastable Agents section with ChatGPT, Claude, and Cursor setup cards

Agent setup links in Forecastable

​
Before you begin

You need a Forecastable account and access to custom MCP connections in ChatGPT on the web. Availability depends on your ChatGPT account and workspace policy; ask your workspace administrator if developer mode is unavailable.

​
Connect ChatGPT

1

Enable developer mode

Open ChatGPT Settings → Security and login and enable Developer mode.
2

Add Forecastable

Open ChatGPT Plugins and select the + button to create a developer-mode app. Enter:Use dynamic client registration (DCR) if ChatGPT asks for the OAuth registration method. Forecastable supports DCR, so you do not need to create a client ID or secret manually.
3

Authorize and select the connection

Create the connection, sign in to Forecastable, and approve the requested access. Review the discovered tools. In a new conversation, open the + menu, choose Developer mode, and select Forecastable.

​
Try it

Ask: “Use Forecastable to list my organizations. Ask me which organization to use, then list five accounts from it.” Single-organization users receive an automatic default and can call listPlans without an organization parameter. If an organization is missing, the error lists accessible names and IDs; retry with params.organizationId. With multiple organizations, use setActiveOrganization to save your choice across reconnects and new chats on the same token.

​
Manage the connection

Open the Forecastable connection in ChatGPT to refresh its tools or remove it. Reconnect if your authorization expires or your permissions change. Your Forecastable permissions and the scopes you approve determine which records and actions are available. For current client controls, see OpenAI’s connection guide and developer mode documentation.