How to get there: There is nothing to switch on in Boei. Open the AI tool you use and add Boei as a connector using the address below. Boei asks you to sign in and approve the connection. This page has steps for Claude, Claude Desktop, ChatGPT, Codex, Claude Code, Cursor, VS Code, Gemini CLI, Windsurf, Zed, Cline, and Goose.
Boei works as an MCP server. MCP (Model Context Protocol) is the standard AI assistants use to work with other apps. Once connected, your assistant can look up contacts, update deals, read and reply in your inbox, edit FAQs, and add training content to your chatbots, all inside your normal chat with the assistant.
Everything the assistant does happens as you. It can only see and change what your own Boei login can see and change.
MCP uses the same access as the Boei API. It is included on plans with API access and during your free trial. If your plan does not include API access, the connection is refused with an "upgrade" message.
https://app.boei.help/mcpThat is the only thing you need to paste. Your AI tool finds the sign-in screen on its own.
Pick your tool:
Your tool has to be able to open the Boei sign-in screen in a browser. Tools that only let you paste a key, such as GitHub Copilot CLI at the moment, cannot connect to Boei yet.
https://app.boei.help/mcp as the URL.Claude now lists every Boei action it can take. In the connector settings you can decide which actions run automatically and which ones ask you first. We recommend leaving delete actions on "ask first".
Claude Desktop has the same Settings → Connectors screen as Claude on the web. Follow the steps above. The sign-in opens in a separate window; once you click Allow, the connection stays in place when you restart the app.
ChatGPT calls this a custom connector. It needs Developer mode, which is available on the Plus, Pro, Business, Enterprise, and Edu plans. If your company manages your ChatGPT workspace, an admin has to allow custom connectors first.
https://app.boei.help/mcp as the server address and choose OAuth as the authentication.In a conversation, open the plus menu and switch the Boei connector on before you ask it something.
Codex is OpenAI's coding assistant. It comes as part of the ChatGPT desktop app, as a command-line tool, and as an editor extension. All three share one setup, so you only do this once.
In the ChatGPT desktop app or the Codex editor extension:
boei, and paste https://app.boei.help/mcp.codex mcp login boei in a terminal.From the terminal:
codex mcp add boei --url https://app.boei.help/mcp
codex mcp login boeiThe second command opens the Boei sign-in in your browser.
Claude Code is Anthropic's command-line assistant. Run this once:
claude mcp add --transport http --scope user boei https://app.boei.help/mcpThen start Claude Code, type /mcp, choose boei, and pick Authenticate. The Boei sign-in opens in your browser.
{
"mcpServers": {
"boei": {
"url": "https://app.boei.help/mcp"
}
}
}https://app.boei.help/mcp, name it boei, and choose Global so it works in every project.Gemini CLI has no settings screen for this, so you add a few lines to its settings file at ~/.gemini/settings.json:
{
"mcpServers": {
"boei": {
"httpUrl": "https://app.boei.help/mcp",
"oauth": { "enabled": true }
}
}
}Start Gemini CLI and run /mcp auth boei. The Boei sign-in opens in your browser.
Windsurf (also sold as Devin Desktop) has no form for this, so you add a few lines to its settings file. Click the MCPs icon at the top right of the Cascade panel, open the settings file, and paste:
{
"mcpServers": {
"boei": {
"serverUrl": "https://app.boei.help/mcp"
}
}
}Save and refresh the list. The Boei sign-in opens in your browser.
https://app.boei.help/mcp.boei as the name, paste https://app.boei.help/mcp as the URL, and choose Streamable HTTP.boei, and paste https://app.boei.help/mcp as the endpoint.Continue, JetBrains AI Assistant, Perplexity, Raycast, and most other AI tools work the same way. Look for "MCP server", "remote server", "connector", or "extension" in the tool's settings, paste https://app.boei.help/mcp, choose Streamable HTTP if it asks how to connect, choose OAuth if it asks how to sign in, and complete the sign-in when the browser opens. If the tool offers no way to sign in through the browser, it cannot connect to Boei yet.
The assistant cannot chat with your visitors, upload files, create or delete chatbots, change a chatbot's AI model or design, or touch live-chat and integration settings through this connection.
The approval screen shows which Boei account is being connected. Click Not you? to sign in with another account before approving.
Remove the connector in your AI tool. The tool forgets its access and can no longer reach your Boei account. A connection also expires on its own: the tool has to renew its access every hour, and after 30 days without use it has to ask you to sign in again.
If you think a connection was set up by someone who should not have access, change your Boei password and contact us. We can cut off all connected tools for your account.
codex mcp login boei in a terminal and restart the app.https://app.boei.help/mcp exactly, including /mcp at the end.Prefer to build your own integration instead? See the REST API and API authentication pages.