SETUP GUIDE · PROGRAM MANAGERS

Connect your AI assistant.

Bring live PartnerStack data into the AI tool you already use. Choose your assistant below to start asking questions and taking action in plain English. Depending on your plan, you'll add PartnerStack yourself or your IT admin will enable it for you.

MCP SERVER URL

https://mcp.partnerstack.com/mcp

COPY

AUTHENTICATION

OAuth with your normal PartnerStack login

WHO CAN CONNECT

Any active member of a PartnerStack company (vendor) account. Partner accounts can't connect yet.

What you can do through the connection follows your normal PartnerStack permissions.

CHOOSE YOUR ASSISTANT

ClaudeDesktop, web & Code

ChatGPTDeveloper Mode app

GeminiCLI & Enterprise

CursorTools & MCP settings

VS CodeCopilot agent mode

Any MCP clientRemote HTTP + OAuth

Connect Claude

Claude has the most mature self-serve MCP support. Pick the Claude app you use.

NOTEPartnerStack is being reviewed for Anthropic’s connector directory. Until it’s listed, add it as a custom connector.

OPTION A

Claude Desktop

1Open Claude Desktop → Settings → Connectors.

2Click Add → Add custom connector.

3Enter the name PartnerStack and the remote MCP server URL https://mcp.partnerstack.com/mcp.

4Click Save. Claude opens a browser window to PartnerStack. Sign in and approve access.

5Return to Claude. PartnerStack tools are available in any new conversation.

claude_desktop_config.jsonCOPY

{
  "mcpServers": {
    "partnerstack": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.partnerstack.com/mcp"]
    }
  }
}

Don’t see “Add custom connector”? Ask your IT admin to add it to your account, or add the config above manually and restart Claude Desktop. A browser window opens on first use so you can sign in.

OPTION B

Claude.ai (web)

1Go to Settings → Connectors → Browse connectors.

2Click Add custom connector and enter https://mcp.partnerstack.com/mcp.

3Click Connect, sign in to PartnerStack and approve.

Don’t see “Add custom connector”? Ask your IT admin to add it to your account.

OPTION C

Claude Code (CLI)

1Run the command below in your terminal.

2Complete the browser sign-in on first use.

TerminalCOPY

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

DO I NEED MY IT TEAM?

Usually not.

SELF-SERVE

Any paid Claude plan that supports custom connectors.

WHEN IT IS NEEDED

Enterprise plans may restrict custom connectors at the org level.

AFTER YOU CONNECT

Start a new conversation and try:

“Use PartnerStack to list my top 10 partnerships by created date.”

Have access to more than one PartnerStack instance? Pick the right one on the sign-in screen. The server connects to one instance at a time; to switch, disconnect and connect again.

See what you can ask →

Connect ChatGPT

ChatGPT supports custom MCP servers through Developer Mode on the web. Setup differs by plan, and on company plans an admin switches it on first.

NOTEDeveloper Mode is available on Plus, Pro, Business, Enterprise and Education accounts on the web. Free ChatGPT may not support custom connectors.

STEP 1

Enable Developer Mode

On Plus or Pro:

1Go to Settings → Apps → Advanced settings.

2Turn Developer Mode on.

3Confirm the warning. PartnerStack’s server is an official first-party server.

On Business, your admin sets up the connector. On Enterprise, an admin first grants access under Workspace Settings → Permissions & Roles → Connected Data, then you turn Developer Mode on yourself. Send your admin the server URL and this page.

STEP 2

Create the PartnerStack app

1Admins and owners: go to Workspace settings → Apps → Create. Authorized members: go to Settings → Apps → Create.

2Enter the name PartnerStack, the MCP server URL https://mcp.partnerstack.com/mcp, and choose OAuth for authentication.

3Click Scan Tools. When the PartnerStack sign-in opens, log in, choose the right instance and approve. Make sure pop-ups aren’t blocked.

4When the scan finishes, click Create. The app is saved as a draft with a Dev label.

STEP 3

Test it

1Open a new chat and select PartnerStack from the tools menu, or mention it in your prompt.

2Try: “Use PartnerStack to list my top 10 partnerships by created date.”

STEP 4ADMIN

Publish to your workspace

1Go to Workspace settings → Apps → Drafts and click Publish on PartnerStack.

2Use Configure Actions to choose which PartnerStack actions are allowed.

3Use Configure Access to choose which groups can use the app.

Once published, PartnerStack appears in users’ Apps settings with a custom label.

STEP 5

Use it in a conversation

1Select PartnerStack from the tools menu, or @mention it in your message.

2Selecting the app applies to that message only. Mention it again when a follow-up needs fresh data.

3ChatGPT may ask you to confirm before it creates or updates anything in PartnerStack.

DO I NEED MY IT TEAM?

Depends on your plan.

SELF-SERVE

Plus and Pro users can enable Developer Mode themselves.

WHEN IT IS NEEDED

Business: only admins and owners can use Developer Mode. Enterprise and Edu: an admin grants access and publishes the PartnerStack app first.

AFTER YOU CONNECT

Start a new conversation and try:

“Use PartnerStack to list my top 10 partnerships by created date.”

Have access to more than one PartnerStack instance? Pick the right one on the sign-in screen. The server connects to one instance at a time; to switch, disconnect and connect again.

See what you can ask →

Connect Gemini

The consumer Gemini app only supports a small set of Google-approved connectors and has no custom URL field. Use Gemini CLI or Gemini Enterprise instead.

OPTION A

Gemini CLI

1Open ~/.gemini/settings.json (create it if it doesn’t exist).

2Add the PartnerStack server below and save.

3Start Gemini CLI and complete the browser sign-in when prompted.

~/.gemini/settings.jsonCOPY

{
  "mcpServers": {
    "partnerstack": {
      "httpUrl": "https://mcp.partnerstack.com/mcp"
    }
  }
}

OPTION BADMIN

Gemini Enterprise

1Send your IT or Cloud admin the server URL https://mcp.partnerstack.com/mcp and this page.

2Your admin adds PartnerStack as a data store in Gemini Enterprise.

3Once it’s enabled, sign in to PartnerStack when prompted.

DO I NEED MY IT TEAM?

For Gemini Enterprise, yes.

SELF-SERVE

Gemini CLI, for technical users.

WHEN IT IS NEEDED

Gemini Enterprise is configured by your IT or Cloud admin.

AFTER YOU CONNECT

Start a new conversation and try:

“Use PartnerStack to list my top 10 partnerships by created date.”

Have access to more than one PartnerStack instance? Pick the right one on the sign-in screen. The server connects to one instance at a time; to switch, disconnect and connect again.

See what you can ask →

Connect Cursor

Cursor connects to remote MCP servers directly and handles the sign-in for you.

SETUP

Add the server

1Open Settings → Tools & MCP → New MCP Server. This opens mcp.json.

2Or create the file yourself at .cursor/mcp.json (one project) or ~/.cursor/mcp.json (all projects).

3Add the config below and save.

4Cursor opens the browser sign-in on first connect and stores your credentials.

mcp.jsonCOPY

{
  "mcpServers": {
    "partnerstack": {
      "url": "https://mcp.partnerstack.com/mcp"
    }
  }
}

DO I NEED MY IT TEAM?

Usually not.

SELF-SERVE

Cursor supports remote MCP out of the box.

WHEN IT IS NEEDED

Locked-down corporate machines may block config changes.

AFTER YOU CONNECT

Start a new conversation and try:

“Use PartnerStack to list my top 10 partnerships by created date.”

Have access to more than one PartnerStack instance? Pick the right one on the sign-in screen. The server connects to one instance at a time; to switch, disconnect and connect again.

See what you can ask →

Connect VS Code

Use PartnerStack with GitHub Copilot in agent mode.

SETUP

Add the server

1Run MCP: Add Server from the command palette, or create .vscode/mcp.json in your project.

2Add the config below and save.

3Complete the browser sign-in when prompted.

.vscode/mcp.jsonCOPY

{
  "servers": {
    "partnerstack": {
      "type": "http",
      "url": "https://mcp.partnerstack.com/mcp"
    }
  }
}

DO I NEED MY IT TEAM?

Usually not.

SELF-SERVE

VS Code supports remote MCP servers directly.

WHEN IT IS NEEDED

Locked-down corporate machines may block config changes.

AFTER YOU CONNECT

Start a new conversation and try:

“Use PartnerStack to list my top 10 partnerships by created date.”

Have access to more than one PartnerStack instance? Pick the right one on the sign-in screen. The server connects to one instance at a time; to switch, disconnect and connect again.

See what you can ask →

Connect any MCP client

Any MCP client that supports remote servers with OAuth can connect. The details are always the same: server URL, Streamable HTTP transport and browser sign-in on first use.

NOTERule of thumb: if a client asks for a URL, paste the endpoint directly. If it only asks for a command, use the mcp-remote bridge.

REMOTE CLIENTS

Cline, Windsurf, Goose, LibreChat and similar

1Add a remote or HTTP MCP server entry pointing to https://mcp.partnerstack.com/mcp.

2Complete the OAuth sign-in when prompted.

LOCAL-ONLY CLIENTS

Clients that only support local (stdio) servers

Some older or local-only clients can’t talk to a remote server directly. Bridge it with mcp-remote:

1Add the config below to your client.

2On first run, a local proxy starts, forwards requests to PartnerStack and opens the browser sign-in.

Client configCOPY

{
  "mcpServers": {
    "partnerstack": {
      "command": "npx",
      "args": ["-y", "mcp-remote", "https://mcp.partnerstack.com/mcp"]
    }
  }
}

DO I NEED MY IT TEAM?

Usually not.

SELF-SERVE

Most agents support remote MCP directly.

WHEN IT IS NEEDED

Locked-down corporate machines may block config changes.

AFTER YOU CONNECT

Start a new conversation and try:

“Use PartnerStack to list my top 10 partnerships by created date.”

Have access to more than one PartnerStack instance? Pick the right one on the sign-in screen. The server connects to one instance at a time; to switch, disconnect and connect again.

See what you can ask →

TROUBLESHOOTING

Something not working?

“Not authenticated: no OAuth access token was found.”Your PartnerStack session for the connector expired. Reconnect, for example Claude → Settings → Connectors → PartnerStack → Reconnect.

My assistant keeps asking me to re-authenticate (Claude Desktop)Quit Claude, clear cached credentials with rm -rf ~/.mcp-auth/mcp-remote-*, relaunch and re-add the connector.

A list returned only some resultsPartnerStack paginates results. Tell your assistant “continue” or “get the next page”.

Tools don’t show upIn Claude Code, run /mcp to check the connection. In other clients, open the MCP/connector settings to confirm PartnerStack is connected, and complete sign-in if prompted. Restart after editing a config file.

The sign-in pop-up never appears (ChatGPT and web clients)Allow pop-ups for the site and try again.

The “Create app” button is missing (ChatGPT)Developer Mode isn’t on. Turn it on, or ask your workspace admin to.

Encrypted in transit

All traffic runs over HTTPS/TLS.

Nothing stored

Data stays in PartnerStack, behind your existing permissions.

Tenant isolation

Every request runs under the OAuth token you approved.

Confirm before writes

Your assistant is instructed to ask before it creates or changes anything.

Connect your AI assistant.

Connect Claude

Claude Desktop

Claude.ai (web)

Claude Code (CLI)

Connect ChatGPT

Enable Developer Mode

Create the PartnerStack app

Test it

Publish to your workspace

Use it in a conversation

Connect Gemini

Gemini CLI

Gemini Enterprise

Connect Cursor

Add the server

Connect VS Code

Add the server

Connect any MCP client

Cline, Windsurf, Goose, LibreChat and similar

Clients that only support local (stdio) servers

Something not working?

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