Success.co AI Connector (MCP)

• 🤖 Ask questions about your EOS data in natural language

• 📊 Get instant insights and analysis

• 📢 Create items such as issues and todos on the go - even with your voice.

• ⏱️ Save time—no need to log into Success.co for quick answers

• 🔒 Secure OAuth authentication—your data stays private

• 💬 Works with ChatGPT, Claude and all good LLMs

Step 1: Log in to Claude

Go to claude.ai and log in to your Claude account (requires Claude Pro, Team, or Enterprise subscription with MCP support).

Step 2: Add Success.co MCP Server

1. Open Settings

   • Click on your profile/settings icon

   • Navigate to "Integrations" or "Connected Apps"

2. Add New Integration

   • Click "Add Integration" or "Connect New App"

   • Search for "Success.co" or choose "Custom MCP Server"

3. Enter Connection Details

   When prompted, enter:

   Server Name: Success.co
   Server URL: https://www.success.co/mcp

4. Click "Connect"

Step 3: Authenticate with Success.co

1. You'll be redirected to Success.co login page

2. Log in with your Success.co credentials

3. Review the permissions and click "Authorize"

4. You'll be redirected back to Claude

Step 4: Start Asking Questions!

You're all set! Try the sample questions below.

Step 1: Enable MCP in ChatGPT

1. Login to ChatGPT and go to Apps and Connectors

2. Ensure "Developer mode" is turned on.

Step 2: Add Success.co MCP Connector

1. Click "Create"

2. Choose "Custom MCP Server"

3. Enter these details:

   Name: Success.co
   MCP Server URL: https://www.success.co/mcp
   Authentication: OAuth

4. Click "Connect"

Step 3: Authenticate

1. You'll be redirected to Success.co login

2. Enter your Success.co credentials

3. Authorize ChatGPT to access your Success.co data

4. Return to ChatGPT

Step 4: Start Using It!

You're all set! Try the sample questions below.

Anything! It's your data and you'll think of great ways to work with it that we can't even think of but here are some examples of what you can do:

Rocks & Priorities:

• "Show me all my open rocks for this quarter"

• "Which rocks are off track?"

• "What's the completion rate for our leadership team rocks?"

• Action: "Mark rock 'Add new feature to website' to done"

Issues & Problem Solving:

• "List all high-priority issues"

• "Which issues have been open the longest?"

• "Show me issues assigned to the sales team"

• Action: "Create a new issue 'Faulty components from supplier'"

Todos & Action Items:

• "What are my overdue todos?"

• "Show todos from last week's L10 meeting"

• "How many todos were completed this week?"

• Action: "Mark todo 'Phone widget supplier' as done"

• Action: "Create a new todo 'Follow up with Bob Smith re returns'"

Meetings & Level 10s:

• "What were the headlines from our last leadership L10?"

• "Show me the issues discussed in yesterday's meeting"

• "What's our average meeting rating this quarter?"

Scorecard & Metrics:

• "Which KPIs are below target this week?"

• "Show me scorecard trends for the last 12 weeks"

• "What's our revenue performance this month?"

• Action: "Update measurable 'Number of defects' to 3"

Team & People:

• "Who's on the operations team?"

• "Show me the accountability chart"

• "What rocks is John working on?"

Team & People:

• "Who's on the operations team?"

Getting fancy... ;)

• Build me a visual dashboard where I can see key data on the Operations team at a glance

• Produce a report on our overall company performance this year broken down by team - as a PDF I can download and share.

• Based on everything you can see, what are some blind spots we should consider and give me your SWOT analysis

It's your data, you'll be able to use this in ways we can't even dream of!

Is this included in my Success.co subscription?

Yes! The AI MCP Connector is included with all Success.co subscriptions at no additional cost.

Which AI assistants are supported?

This should work with the AI that supports MCP connectors but we have been testing with:

• ✅ Claude Pro/Team/Enterprise

• ✅ ChatGPT Plus/Pro/Team/Enterprise

Can my whole team use this?

Yes! Each team member can connect their own AI assistant using their Success.co credentials. They'll only see data they have permission to access.

Does the AI store my data?

No. The AI assistant fetches data from Success.co in real-time when you ask questions. Neither Success.co nor the AI assistant stores your conversation history.

Is this secure? Can Success.co see my questions or AI conversations?

No. We have zero visibility into:

• Your questions to the AI

• The AI's responses

• Your conversation history

• What data the AI requests

We only see:

• When a connection is authenticated (you logged in)

• When a data request is made (timestamp only, not the content)

• Basic security metadata (IP address, for 30 days only)

This is by design - we built a "zero-knowledge" system where your privacy is protected.

See our Privacy policy for more.

Can I use this on mobile?

Yes! Claude and ChatGPT mobile apps support MCP connections. Once you've connected the integration on the web, it will be available on your mobile apps automatically. And these apps allow you to talk to you data!

Is there a rate limit?

For normal usage, no limits apply. If you make an unusually high number of requests, you may be temporarily rate-limited. Contact [email protected] if you have special requirements.

• General Questions: [email protected]

• Technical Issues or Feature Requests: Email: [email protected] with "MCP Connector" in subject

• Response Time: Within 24 hours

Help us improve! We want to know:

- What questions do you ask most often?

- What features would make this more useful?

- How has this improved your workflow?

Email us: [email protected]

Ready to connect your AI assistant to Success.co?

1. Choose your AI assistant (Claude Pro/Team/Enterprise or ChatGPT Plus/Pro/Team/Enterprise)

2. Follow the setup steps above to connect the integration

3. Authenticate with your Success.co account

4. Start asking questions about your EOS data

First question to try:
"Show me a summary of my company's EOS status from Success.co"

Pro tip - Voice mode!
With the Claude and ChatGPT apps, you can use voice mode to ask questions and add items. e.g. You get a complaint from a customer while driving; you can say "Create issue 'Customer is upset'". You'll love it!

Note: Make sure you have a paid subscription to your chosen AI assistant (Claude Pro or higher, or ChatGPT Plus or higher) as MCP integrations are not available on free tiers.

Questions? Contact [email protected] or visit our Help Center