> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/ai/mcp/connectors/connect-chatgpt.md). # Connect ChatGPT Ask ChatGPT to analyze your clients' books and take action. Pull reports, categorize transactions, and automate rules without leaving the conversation ### What You'll Need * A ChatGPT account. ChatGPT's Plugins directory is open on every plan, but whether you can connect Kick depends on your plan, region, and workspace settings. * A Kick account with access to at least one workspace {% hint style="info" %} **Tip**: Log in to your Kick account in your browser before starting. This makes the authorization step faster. {% endhint %} *** ### Connect ChatGPT to Kick **Step 1: Add Kick from the Plugins Directory** Open the [Kick listing in ChatGPT](https://chatgpt.com/plugins/plugin_asdk_app_6a3c003dd068819180296a55ee4b576f), or open ChatGPT's Plugins directory and search for Kick. Open the listing and click **Connect**. {% hint style="info" %} In ChatGPT Business, apps are on by default, but an admin can turn them off. In Enterprise and Edu, apps are off until an admin enables them. If **Connect** is grayed out or says **Disabled by admin**, ask your workspace admin to enable Kick in **Workspace settings** > **Apps**. {% endhint %} **Step 2: Authorize the Connection** Kick's authorization page opens, titled "ChatGPT is requesting access". 1. Sign in to your Kick account if prompted. 2. Under **Permissions**, choose **Read & write** or **Read only**. **Read & write** appears only when ChatGPT asks for write access. 3. Under **Workspace access**, check **All workspaces**, or check each workspace ChatGPT may use. **All workspaces** also covers workspaces you're added to later. 4. Click **Authorize**. **Step 3: Use Kick in a Conversation** In any chat, type **@Kick** followed by what you want, or open the **+** menu and choose **Kick**. On some screens, Kick is under **More**. *** ### Verify Your Connection Start a chat with Kick and ask: ``` List the Kick tools you can use and confirm the active workspace. ``` ChatGPT should respond with available tools (like `transactions_query`, `reports_query`, `context_browse`) and your active workspace name. *** ### Troubleshooting **Connect Is Grayed Out or Says Disabled by Admin** Your plan, region, or workspace settings don't allow the Kick app. In a Business, Enterprise, or Edu workspace, ask your admin to enable Kick in **Workspace settings** > **Apps**. **Authorization Failed or Connection Error** The authorization didn't complete successfully. 1. In ChatGPT, go to **Settings** > **Apps** and disconnect Kick. 2. Open the [Kick listing](https://chatgpt.com/plugins/plugin_asdk_app_6a3c003dd068819180296a55ee4b576f) again and click **Connect**. 3. Click **Authorize** on the Kick authorization page. **Wrong Workspace Showing** Your Kick account has access to multiple workspaces. Tell ChatGPT which workspace you want to use: ``` Please switch to the [workspace name] workspace. ``` If the workspace isn't available at all, it wasn't selected when you authorized. Disconnect Kick and connect again, checking that workspace. *** ### Data Privacy and Security * **OpenAI's terms apply**: When you connect Kick to ChatGPT, your use of ChatGPT is governed by OpenAI's terms and privacy policies, not Kick's. * **Training depends on your plan**: On ChatGPT Business, Enterprise, and Edu, OpenAI doesn't use information from apps to train its models by default. On Free, Go, Plus, and Pro, it may, while **Improve the model for everyone** is on, which it is by default. Turn it off in **Settings** > **Data Controls**. Weigh that before using a personal account with client books. * **Memory can keep what ChatGPT reads**: If Memory is on, ChatGPT may remember information it pulled from Kick. * **Access is limited to what you authorized**: ChatGPT can reach only the workspaces you checked when you authorized, only while you still have access to them in Kick, and only at the permission you chose. * **Changes are previewed, and ChatGPT asks before important ones**: Kick prepares a preview of every change before applying it. By default, ChatGPT asks for your approval before actions it considers important. If you choose **Always allow** for Kick, changes can run without asking. Review this under **Settings** > **Apps**. * **You control access**: Disconnect Kick at any time from **Settings** > **Apps**. *** ### Next Steps Now that you're connected: 1. Try a sample query: "List my workspaces" or "What tools can you use?" 2. Explore reports by asking ChatGPT to generate a cash flow projection for a client. 3. Check out the [Kick MCP Use Case Library](/ai/mcp/mcp-use-case-library.md). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.kick.co/ai/mcp/connectors/connect-chatgpt.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.