Connect AI assistants to Roezan

Roezan runs an MCP server, so AI apps like Claude, ChatGPT and Codex can look up your contacts, tags, lists and custom fields. The app works as you, with your permissions, in the account you choose.

Early access. AI assistant access is turned on per account. If Roezan's approval screen says it isn't turned on for your account, contact Roezan support to request it.

Server URL

https://mcp.roezan.com/mcp

That URL is all you enter. There is no API key or client secret to copy. Your AI app opens Roezan in your browser, and you sign in and approve it there.

How connecting works

Add Roezan to your AI app as a connector or MCP server, using the URL above.
The app opens Roezan in your browser. Sign in if you aren't already, choose the account to connect, review what the app is asking for, and click Allow access.
You're back in the app, connected. Ask it about your Roezan account.

Each person connects for themself. A teammate who wants the same app connects it with their own Roezan login.

Setup by app

Claude (claude.ai, Claude Desktop and the Claude mobile apps)

In Claude on the web or desktop, open Settings → Connectors (some versions call it Customize → Connectors) and choose Add custom connector.
Name it Roezan and enter the server URL. Leave the advanced settings empty.
Click Connect and approve in the Roezan window that opens.

One connection works in every Claude app you're signed in to. On Claude Team and Enterprise plans, an owner adds the connector for the organization first; then each member connects their own Roezan login.

Claude Code

claude mcp add --transport http roezan https://mcp.roezan.com/mcp

Then run /mcp in Claude Code, choose roezan and select Authenticate.

Codex

Open Plugins → MCPs, then Add → Add MCP server.
Choose the server type that takes a URL (not a command), name it roezan and enter the server URL.
Save, then click Authenticate next to the new server and approve in your browser.

ChatGPT

ChatGPT connects custom MCP servers in Business, Enterprise and Edu workspaces, on chatgpt.com. A workspace admin (or a member the admin allows) adds Roezan as a custom MCP server with the server URL above and OAuth sign-in. OpenAI moves these settings from time to time, so follow OpenAI's current instructions.

Other MCP apps and your own code

Any app that supports remote MCP servers with OAuth sign-in can connect with the same URL, and so can code built on an official MCP SDK. If an app asks you for a client ID, client secret or API key for Roezan, it can't connect yet.

What the app can do

The read tools look things up; the write tools add and remove tags and list subscriptions and update a contact's name and custom fields. No tool sends a message, creates a contact or changes anyone's phone number, email or SMS opt-in. Everything happens in the one account you connected.

Tool	What it does
`search_contacts`	Finds contacts by phone, email or name (up to 25 at a time, newest first). Searching by name alone may stop before the oldest contacts; search by phone or email to be sure.
`get_contact`	One contact's name, phone, email, SMS opt-in status, custom field values, tags and lists.
`list_contact_messages`	One contact's text messages, newest first, 20 at a time: what they sent and what your account sent, with delivery status and any media. Needs permission to read conversations.
`list_tags`	The account's tags, sorted by name, 100 at a time. The app can search by part of a name, and asks for the next page when there are more.
`list_lists`	The account's contact lists, the same way.
`list_fields`	The account's custom contact fields: key, label and type.
`add_tag`, `remove_tag`	Adds or removes one tag on up to 25 contacts at a time. Adding or removing a tag can start the account's automations for that tag.
`subscribe_to_list`, `unsubscribe_from_list`	Subscribes or unsubscribes up to 25 contacts at a time. Leaving a list doesn't opt anyone out of texts. A list synced from another app, such as HubSpot, can't be changed here.
`create_tag`, `create_list`	Creates one tag or list by name. If the account already has one with that name, in any capitalization, the app gets that one back instead of a copy. Creating changes no contact. An app can make a limited number of these calls per account each day; past it, create more in Roezan.
`update_contact`	Changes one contact's first name, last name or custom field values. A custom field must already exist in the account; the app can't create one. Changing a field can start the account's automations for it.

The write tools take each contact by its Roezan id or by its phone number. A phone number must belong to a contact the account already has; one that doesn't is skipped, never added. The app gets a result for every contact: changed, skipped (for example, already tagged) or failed; update_contact reports each value it changed and each one that was already set. Each change appears on the contact's activity timeline under the app's name, such as “Claude (AI app)”. Changes need the account's billing to be active, as with the REST API.

What a tool returns is sent to the AI app you connected and handled under that provider's terms, including the text of your conversations. Only connect apps you trust with your contacts' details. A text a contact sends can contain anything, including words written to mislead an AI; the app is told to treat message text as information, never as instructions, but check what it proposes to change.

Permissions and safety

It works as you. The app can do only what your Roezan role allows, checked on every request: changing tags or lists needs permission to manage contacts. If your role changes, the app's access changes with it; if you're removed from the account, it stops working.
One connection, one account. To use an app with several Roezan accounts, connect each one separately. The app is told which account each connection reaches.
Apps Roezan hasn't verified are named on the approval screen by the website they come from, with a warning. Approve only an app you set up yourself and trust.
Disconnecting. Remove the connector in your AI app, or disconnect it in Roezan under Settings → Connected Apps. You can always disconnect your own; admins can disconnect anyone's.
Staying connected. The app renews its access on its own while you use it. A connection left unused for 90 days expires, and the app asks you to connect again.

Agencies

You can connect an AI app to a client's account if the client has given your agency the Integrations permission with Manage access, under Settings → Agency Access in their account. Step into the client's account from your Agency Dashboard first, then start the connection from your AI app; you'll be asked to confirm the client by name.

The client sees the connection in their Connected Apps, and their account owner gets an email.
It stops working if your agency's access to the client ends, the client removes that permission, or you leave the agency.
Keep each client in its own project or workspace in your AI app, so one client's contacts never end up in a conversation about another.

Troubleshooting

What you see	What to do
Roezan says AI assistant access isn't turned on for the account, on the approval screen or in your app.	Contact Roezan support to turn it on for the account.
The app asks you to sign in or connect again.	Its access was disconnected, expired after 90 days unused, or your access to the account changed. Connect again.
A tool says you don't have permission.	Your Roezan role doesn't include it, for example viewing contacts. Ask an account admin.
The app asks you to approve again the first time it changes a tag or list.	You connected it when it could only read. Approve once more to let it make changes; you can disconnect it at any time.
The app says the server doesn't support dynamic client registration.	Update the app. Roezan signs in apps that identify themselves with a client metadata document, which current versions of Claude, Claude Code and Codex do.
Allow access is greyed out while you're working in a client's account.	The client hasn't given your agency the Integrations (Manage) permission. They can add it under Settings → Agency Access.