Guide
Portenia in Claude or ChatGPT.
Connect your AI assistant to your Portenia. Then ask about your clients in the chat, have it draft portal pages or go through the inbox — set up in five minutes, nothing to install.
What the assistant can do
Work in the chat instead of menus.
Look things up
Clients, records, appointments, open invoices, what is waiting in the inbox — as an answer in the chat instead of clicking through lists.
Maintain
Create clients, set up access, add or correct records. Every change is logged.
Design
Draft new pages and blocks for the portal. Nothing is published until you say so.
What you need
- The “Integration” package in your Portenia contract.
- The owner or admin role to create a connector.
- Claude (claude.ai or Claude Desktop) or ChatGPT with developer mode.
Step 1
Create a connector URL in Portenia.
Open the settings
In the admin area under Settings › API & keys.
Choose “Connector for Claude or ChatGPT”
Give it a name you will recognise later, e.g. “Claude Anna”. Whoever should only look things up or maintain data gets only those scopes.
Create and copy the URL
Right after that the connector URL appears with a copy button. It is shown only this once.
https://api.portenia.com/mcp/pc_…The URL contains your access — treat it like a password. It expires after 90 days and can be revoked at any time.
Step 2a: add it to Claude
Open connectors
In Claude (claude.ai or Claude Desktop) open the settings and go to “Connectors”.
Add a custom connector
Choose “Add custom connector”. Name: Portenia. URL: your connector URL. Leave the other fields empty.
Turn it on in a chat
In a new chat, switch on the “Portenia” connector from the tools menu — done.
In Team and Enterprise organisations an Owner has to allow custom connectors first.
Step 2b: add it to ChatGPT
Turn on developer mode
Settings › Apps & Connectors › Advanced › Developer mode.
Create the connector
Back in Apps & Connectors choose “Create”. Name: Portenia. MCP server URL: your connector URL. Authentication: none.
Pick it in a chat
In a new chat pick the “Portenia” connector via “+” › Developer mode.
Developer mode depends on the plan (Plus, Pro, Business, Enterprise). In Business and Enterprise an admin can turn it off.
Step 3
First questions to try.
- “Which tenant are you working on? Show me my portals.”
- “What is waiting in the inbox right now?”
- “Which clients have open invoices?”
- “Create a draft page “FAQ” in the portal.”
Security
The assistant may do exactly what you allow.
One URL per person and tool
Create a separate connector for each person. The log then shows who changed what, and you can revoke one on its own.
Scopes instead of full access
Looking things up is always allowed. Maintaining data, designing the portal and messaging clients are separate scopes you grant one by one.
Expires on its own
A connector is valid for 90 days. After that you create a new one — a forgotten URL does not stay valid forever.
Asks before anything reaches clients
Messages, announcements and payment reminders are proposed first. Still read what it proposes before you agree.
Frequently asked questions
- Does Anthropic or OpenAI see my client data?
- What the assistant looks up goes into your chat as an answer — so to the provider you use. Restrict the scopes accordingly and check that your Claude or ChatGPT plan fits your data protection requirements.
- The connector shows no tools.
- Usually the URL has expired, was revoked or was copied incompletely. Create a new connector and paste the URL again.
- Can I use a regular API key?
- Not in Claude and ChatGPT: API keys (pk_…) never belong in a URL and are rejected there. For the chat apps there is the connector (pc_…).
- How do I revoke access?
- Under Settings › API & keys click “Revoke” on the connector. It stops working immediately.
Questions about the setup?
We help with the first connector and show which scopes make sense for your team.