Connect FirstSlate to Claude, ChatGPT, or Gemini

The MCP connector lets you connect FirstSlate to an AI assistant so it can work with your business directly in your chat app. Once connected, your assistant can answer questions about your projects, clients, invoices, and shoots, and draft new documents that land in FirstSlate for you to review and send. It works with Claude, ChatGPT, Gemini, and any client that speaks the Model Context Protocol (MCP), the open standard those assistants share.

Where to find it

Dashboard → Settings → Integrations. You need to be the workspace owner, and the connector is available on the Pro and Studio plans.

What your assistant can do

The connector gives your assistant two kinds of access, and you choose which when you create a token.

Reading (always available):

• A one-call snapshot of your pipeline, outstanding invoices, upcoming shoots, and stalled deals.
• Your projects, clients, invoices, call sheets, and crew roster, with detail on any one of them.
• A revenue report for a date range, and crew availability for given dates.
• Public share links for documents you have already sent.

Drafting (only if you choose "Read and draft"):

• Create a client or a project (and get its intake link).
• Draft a proposal from line items you provide, or draft an invoice from an accepted proposal.
• Add a crew member, or draft a call sheet.

Everything the assistant creates lands as a Draft. Nothing is ever sent to your client and no payment is ever collected. You review every draft in FirstSlate and send it yourself.

Generate a token

1. Go to Settings → Integrations and click Generate token.
2. Give it a Label so you can recognize it later (for example, "Claude Desktop").
3. Choose the access level: Read only or Read and draft.
4. Click Create. Your token is shown once. Copy it now, because you will not be able to see it again. If you lose it, revoke it and generate a new one.

The token created screen also shows ready-to-paste setup snippets with your token already filled in.

Connect your assistant

Copy the Endpoint URL from the Integrations tab (it ends in /api/mcp) and send your token as a bearer header.

Claude Code

Run the command from the token screen. It looks like this:

claude mcp add --transport http firstslate "https://www.firstslate.co/api/mcp" --header "Authorization: Bearer YOUR_TOKEN"

Claude Desktop, Cursor, and other config-file clients

Add the server to your client's MCP config:

{ "mcpServers": { "firstslate": { "type": "http", "url": "https://www.firstslate.co/api/mcp", "headers": { "Authorization": "Bearer YOUR_TOKEN" } } } }

Note: Token setup works with clients that let you set a request header, such as Claude Code, Claude Desktop, Cursor, the Gemini CLI, and ChatGPT through the API. Connecting from inside the claude.ai, ChatGPT, or Gemini consumer apps uses a different sign-in flow that is coming later.

Read only vs Read and draft

Start with Read only if you just want to ask questions about your business. Choose Read and draft when you want the assistant to prepare clients, projects, proposals, invoices, and call sheets for you. A read only token is rejected if the assistant tries to create anything.

Revoke a token

On the Integrations tab, click Revoke next to any token. Access stops on the assistant's very next request. Revoking is immediate and cannot be undone, so generate a fresh token if you need to reconnect.

Keep your data safe

When you connect an assistant, the results of its requests are sent to that assistant's provider (Anthropic, OpenAI, or Google, depending on the client you use). Only connect assistants you trust with your client data. Every token belongs to your workspace, so treat it like a password, keep it out of shared documents, and revoke any token you no longer use.

Plan availability

The MCP connector is included on the Pro and Studio plans. Free plans see a preview on the Integrations tab with an upgrade link. See pricing for plan details. Only the workspace owner can create or revoke tokens.

Common questions

Can my assistant send a proposal or charge a client?

No. The connector can only draft documents and read your data. Sending and collecting payment always happen from your dashboard, by you.

What happens to my tokens if I downgrade to Free?

They stop working immediately. The connector checks your plan on every request, so an expired trial or a downgrade cuts off access at once. Your tokens are still listed, and they work again if you return to Pro or Studio.

Can my team members create tokens?

Not in this version. Only the workspace owner can see and manage connector tokens.