The ChatGPT Integration connects an Aligned account to ChatGPT through the Model Context Protocol (MCP), allowing sellers to query their own deal rooms - and admins to query any room in the account - directly from a ChatGPT conversation. Once connected, asking ChatGPT about a deal returns grounded answers pulled live from the Aligned room - including stakeholder engagement, MAP / Next Steps, content interactions, and last activity.
Prerequisites
Plan: Enterprise plan only.
Role: Any user in Aligned
Technical: An active paid ChatGPT account.
ChatGPT Free does not support custom MCP connectors, so Aligned cannot be connected on a Free account.
On personal paid plans you can enable Developer Mode and add Aligned yourself.
On managed workspaces a ChatGPT workspace admin must enable Developer Mode and publish Aligned first.
Setup and how to use
Setup and how to use
The ChatGPT Integration has two setup paths depending on whether your ChatGPT workspace requires admin approval for custom connectors:
If your workspace does not require admin approval -> You can enable Developer Mode and add Aligned yourself. Follow the steps under "How to connect when no admin approval is required" below.
If your workspace requires admin approval -> A ChatGPT workspace admin must grant Developer Mode access or authorize Aligned before you can connect. Follow the steps under "How to connect when admin approval is required" below.
If you're not sure which applies to you, try enabling Developer Mode yourself - if the option is missing, your workspace requires admin approval (see below).
Setup info to use in ChatGPT:
Name: Aligned
URL:
https://my.teamaligned.com/api/v1/mcp
Admin setup
Admin setup
On managed workspaces, individual members cannot create custom connectors. The ChatGPT workspace admin must enable Developer Mode, create the Aligned connector, and publish it to the workspace directory first. Members then activate it.
If this step doesn't apply to you, you can skip it and move on to the User setup section below.
Seller steps:
Copy the Connector URL:
https://my.teamaligned.com/api/v1/mcp.Share the URL and the admin instructions below with your ChatGPT workspace admin.
Wait for your admin to publish Aligned to the workspace directory.
Once published, open ChatGPT and navigate to Settings -> Apps. Find Aligned in the list, then click Manage and Connect.
On the Aligned-hosted OAuth page, sign in to Aligned (if not already signed in) and click Approve.
Start a new chat in ChatGPT and make sure Aligned is enabled before asking about a deal.
What your ChatGPT workspace admin needs to do:
In the ChatGPT Admin Console, go to Workspace Settings -> Permissions & Roles and turn on Developer Mode (the "Create custom MCP connectors" permission).
Go to Settings -> Apps and click +Create.
Enter the Name (
Aligned) and the Connection URL (https://my.teamaligned.com/api/v1/mcp), then confirm.
Publish the connector: in the Admin Console or Apps menu, locate Aligned and select Show in directory (or assign it to the relevant user permissions) so members can find and activate it.
User setup
User setup
In ChatGPT, navigate to Settings -> Workspace Settings -> Permissions & Roles and toggle Developer Mode on.
Go to Settings -> Apps and click Create app.
Fill in the form: Name (
Aligned) and the Connection ****URL (https://my.teamaligned.com/api/v1/mcp), then Create.
On the Aligned-hosted OAuth page, sign in to Aligned (if not already signed in) and click Approve.
Start a new chat in ChatGPT and make sure Aligned is enabled before asking about a deal.
How to disconnect
How to disconnect
Disconnect happens entirely on the ChatGPT side - there is no Disconnect button inside Aligned.
Open ChatGPT and navigate to Settings -> Apps.
Locate Aligned in the apps list.
Click Disconnect or remove the app.
Confirm the removal.
After disconnecting, Aligned no longer receives queries from ChatGPT.
Where the ChatGPT Integration works
The Aligned ChatGPT Integration works in every ChatGPT surface that supports MCP connectors - ChatGPT web (chatgpt.com), ChatGPT Desktop, and ChatGPT Mobile. To use Aligned in any surface, add the connector using the same Name and URL. The same URL also works with other remote-MCP-compatible AI assistants.
What can you do with Aligned in ChatGPT?
Once connected, ask ChatGPT about any active deal and get grounded answers pulled live from your Aligned room. Common workflows include:
Pre-call deal prep: "Bring me up to speed on the Acme deal - I have a call in 15 minutes”
Personalized follow-up writing: "Draft a follow-up email for Globex referencing what they've engaged with this week”
Deal health & risk check: "Is the Acme deal at risk? What should I flag in tomorrow's pipeline review?”
Stakeholder engagement mapping: "Who are the most engaged stakeholders on Globex, and who's gone silent?”
MAP & Next Steps tracking: "What's overdue on the Acme MAP and who owns each item?”
Available Tools
In this release, the ChatGPT Integration provides read-only analytics access to your active Aligned rooms. ChatGPT can answer questions and surface insights across these areas:
Deal overview - a quick brief on any deal (engagement, top stakeholders, MAP status, and pending AI insights).
Engagement & people - who's been active and for how long, the stakeholder roster including buyer-side stakeholders not yet added as contacts, and a deep-dive on any one person.
Deal health & next steps - MAP completion status, overdue items and assignees, AI-generated opportunities and risk flags, and recent buyer comments.
Content - search for files, decks, or sections inside a room.
Cross-deal - a morning briefing of what needs your attention today across all your active deals.
Detailed tool list
Below are the specific tools ChatGPT can call. You don't need to memorize these - ChatGPT picks the right tool automatically based on your question.
Tool | Ask ChatGPT | What you get |
Get Room Brief | "What's happening on Acme?" | Engagement totals, top engaged stakeholders, MAP status, and pending AI Insights, in one response. |
Get Room Engagement | "Who's been most active on Acme?" | Lifetime room totals plus every buyer-side stakeholder with their own session totals, sorted by most active. |
Get Stakeholder Map | "Who's visiting the Stripe deal that we haven't added?" | Stakeholder roster with roles plus uncovered stakeholders. |
Get Stakeholder Content Engagement | "Tell me about Sarah on the Stripe deal." | How one stakeholder engaged with the room: the sections and content they spent time on, plus their recent activity. |
Get Room Actions & Insights | "What should I do next on Acme?" | Opportunity, risk, and flag items with reasoning and suggested actions. |
Get MAP Status | "What's overdue on Acme?" | Stage-by-stage completion status and the next upcoming Next Step, with deep links to the relevant section. If a room has more than one MAP, ChatGPT asks which one you mean. |
Get Recent Comments | "What did Acme say last week?" | A thread of the three most recent comments, oldest to newest, each with the author's full name and the section it was written under. |
Search Room Content | "Where's the security review deck on Stripe?" | Keyword-matched sections and resources with a snippet and deep link. |
Get Morning Briefing (cross-deal) | "Catch me up." | A unified list of deals needing attention today (activity, unread comments, overdue MAP), sorted by urgency. |
Important to know:
All access is bounded by you - as a seller, ChatGPT only sees deals you own in Aligned. As an admin, ChatGPT can access any room in the account, one room at a time. Cross-room comparison and account-level summaries are planned for a future release.
ChatGPT cannot write to Aligned in this release - it can't create rooms, edit MAPs, post comments, or modify any data. Write capabilities are planned for a future release.
Limitations
Per-room queries only: Each query returns data from a single room, including for admins.
No admin visibility: Aligned Admins and Owners cannot see which sellers have connected the ChatGPT Integration or what they query in this release.
FAQ
I get "This integration is available on the Enterprise plan only" - what does it mean?
I get "This integration is available on the Enterprise plan only" - what does it mean?
The ChatGPT Integration requires an active Aligned Enterprise plan. Sellers on Free, Basic, or Pro plans cannot enable the integration. Contact your Aligned account Owner about upgrading to Enterprise, or click the Upgrade plan CTA on the ChatGPT card in Settings -> Integrations.
There's no Connectors or Developer Mode option in my ChatGPT settings
There's no Connectors or Developer Mode option in my ChatGPT settings
First, confirm you are on a paid plan - ChatGPT Free does not support custom MCP connectors at all, and a paid plan (Plus, Pro, Team, Business, or Enterprise) is required. If you are on a managed workspace (Team, Business, Enterprise), Developer Mode and connector creation are controlled by your admin - ask your workspace admin to enable Developer Mode and publish Aligned, using the admin steps in this article.
Why does ChatGPT say it can't find my deal?
Why does ChatGPT say it can't find my deal?
The room name may not match what you queried, the room may be archived, or you may not have access to it in Aligned. Confirm the room is active in your account and try again with the exact room name. If it persists, contact Aligned support with the room name and the exact prompt you used.
What kind of data does ChatGPT get from Aligned?
What kind of data does ChatGPT get from Aligned?
ChatGPT can read your Aligned room data, including room title, URL, description, engagement signals, stakeholders, MAP / Next Steps, content interactions, and last activity. ChatGPT cannot write to Aligned, cannot delete data, and cannot see rooms you don't have access to.
Can ChatGPT see other sellers' deals in my account?
Can ChatGPT see other sellers' deals in my account?
The ChatGPT Integration is per-user. Each seller connects their own ChatGPT account, and queries return only the data that seller has access to in Aligned. ChatGPT cannot see other sellers' rooms.
Can admins query rooms they don't own?
Can admins query rooms they don't own?
Yes. An Aligned admin can ask ChatGPT about any room in the account, not only rooms they own, running the same tools a seller runs on their own rooms. Admins query one room at a time; cross-room comparison and account-level summaries are planned for a future release.
Does this work with Claude, Gemini, or Microsoft Copilot?
Does this work with Claude, Gemini, or Microsoft Copilot?
You can use the same connector URL with any AI tool that supports remote MCP servers. A dedicated Claude Integration article is also available.
What happens if my Aligned account is downgraded or I'm removed?
What happens if my Aligned account is downgraded or I'm removed?
The OAuth token tied to your account is revoked automatically. Your next query from ChatGPT returns an authentication error. Reconnection requires an active Enterprise Aligned account.
Pro tips
Set up before your next call. Connect Aligned to ChatGPT before a customer meeting so you can pull live deal context in seconds.
Use ChatGPT to draft your follow-up. Ask ChatGPT to draft a follow-up email referencing specific content the buyer engaged with this week.