Connect ChartBrick to Claude, ChatGPT or Perplexity

• A ChartBrick account with a workspace and at least one dataset.
• An assistant that supports custom connectors:
  • Claude — all plans (Free is limited to one custom connector).
  • ChatGPT — paid plans only, via developer mode.
  • Perplexity — Pro, Max or Enterprise.

You connect one workspace per connection — you pick which one during sign-in. Working in several workspaces? Repeat the steps for each.

Everything below uses one value — the ChartBrick connector URL:

https://chartbrick.com/api/mcp

Signing in, choosing a workspace and granting access all happen in a normal browser window during setup.

1. Open Customize → Connectors and click Add custom connector.
2. Paste https://chartbrick.com/api/mcp and confirm with Add.
3. A ChartBrick tab opens — sign in if you aren't already.
4. On the Connect screen, pick the workspace to connect.
5. Optional: tick "Create and edit charts, dashboards and datasets". Leave it unchecked for read-only.
6. Click Allow access. Done — the ChartBrick tools are available in your chats.

If a chat isn't using ChartBrick, enable it from the + menu → Connectors in the message box. On Team/Enterprise plans, an Owner adds connectors from Organization settings → Connectors.

If you ever see a warning that the application "redirects to localhost", only continue if you started the connection yourself from an app on your own computer.

ChatGPT keeps custom connectors behind developer mode (paid plans; on Business an admin may need to enable it):

1. Open Settings → Apps (sometimes labeled Apps & Connectors) → Advanced settings and turn on Developer mode.
2. Click Create app, paste https://chartbrick.com/api/mcp as the MCP server URL, and pick OAuth as authentication.
3. The ChartBrick Connect screen opens: sign in, pick the workspace, click Allow access.
4. In a chat, choose Developer mode from the + menu and select the ChartBrick app.

1. Open Settings → Connectors and click + Custom Connector.
2. Paste https://chartbrick.com/api/mcp as the server URL, choose OAuth as authentication, tick the box acknowledging custom-connector risks, and click Add.
3. Click the new connector card to sign in — same ChartBrick Connect screen: workspace, then Allow access.
4. In a chat, just ask about your data, or mention the connector by name (e.g. @ChartBrick).

Perplexity doesn't display charts inline — it works with your data and returns links instead.

Just talk to the assistant — it discovers the ChartBrick tools on its own. Things that work well:

• See what you have — "What datasets do I have in ChartBrick, and what's in them?"
• Explore a trend — "How did total revenue trend month over month?" Real numbers, straight from your data.
• Compare — "Compare online vs retail revenue by month and tell me which is growing faster."
• Show a chart in the chat — "Show me my sales chart." In Claude and ChatGPT it renders right in the conversation.
• Filter — "What was revenue by month where the channel is Online?"
• Grab a share link — "Give me the embed link for my published charts."
• Explain a chart — "What does my 'Spend by platform' chart show?"
• Create a chart (if enabled at connect time) — "Make a bar chart of total revenue by month." Colors, labels and all — then open it in the editor to refine.
• Build a dashboard (same permission) — "Create a dashboard with my revenue and traffic charts and publish it."

Answers reflect the latest refresh of each dataset. For very large datasets, ask for a breakdown (by month, by category…) rather than the raw table.

Full tour: What you can do with ChartBrick in Claude or ChatGPT.

Every connection is listed under Settings → Account → Connected apps — the application, its workspace, when it was connected and last used.

Click Revoke to disconnect. Access stops immediately; the assistant's next request is refused until you connect again. Revoking one connection never affects your other workspaces or sign-ins.