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 — Plus, Pro, Business, Enterprise or Edu, on the web, 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, click the + button and choose 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. If no tab opens, click Connect on the new connector card.
4. On the Connect screen, pick the workspace to connect.
5. Optional: tick "Create and edit charts and dashboards; add and refresh 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 (Plus, Pro, Business, Enterprise or Edu, on the web; on Business an admin may need to enable it first):

1. Open Settings → Security and login and turn on Developer mode.
2. Go to Settings → Plugins → Browse plugins and click the + button at the top right, next to the search bar.
3. In the New Plugin dialog:
   • Name — anything you like, e.g. ChartBrick.
   • Connection — leave it on Server URL (not Tunnel) and paste https://chartbrick.com/api/mcp. Ignore the https://example.com/sse placeholder — ChartBrick's address ends in /api/mcp.
   • Authentication — OAuth.
   • Tick "I understand and want to continue" — Create stays greyed out until you do.
   • Click Create.
4. The ChartBrick Connect screen opens: sign in, pick the workspace, optionally tick "Create and edit charts and dashboards; add and refresh datasets", then click Allow access. Skipping this step leaves the plugin listed but with no tools.
5. In a chat, open the + menu and select ChartBrick — if it isn't listed directly, it's under Developer mode.

Is developer mode risky? It's simply how ChatGPT handles connectors that aren't in its public directory — nothing else in your account changes. The red notice in the dialog is the generic text OpenAI shows for every custom MCP server, because they haven't reviewed it. What ChartBrick can actually do is decided on our Connect screen: you sign in on chartbrick.com (ChatGPT never sees your password), it's read-only unless you tick the editing box, it only ever sees the one workspace you picked, it can never delete a dataset, chart or dashboard, and you can revoke it at any time.

1. Click your profile at the bottom left → All settings → Connectors, then click + Custom connector.
2. Choose Remote, give it a Name (e.g. ChartBrick), and paste https://chartbrick.com/api/mcp as the MCP server URL.
3. Set Authentication to OAuth and Transport to Streamable HTTP (not SSE), tick the box acknowledging custom-connector risks, and click Add.
4. Click the new connector card to sign in — same ChartBrick Connect screen: workspace, optional editing checkbox, then Allow access.
5. 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.

You can also remove it from the assistant's side. In ChatGPT: Settings → Plugins → ChartBrick → the "…" menu → Disconnect (keeps the plugin, drops the authorization) or Delete (removes the plugin entirely). Revoking in ChartBrick is what actually cuts off access, so do that too if the workspace holds anything sensitive.