One server URL for both assistants
Use this URL and choose OAuth for authentication:
This page is the setup guide. The URL above is the server address you enter in either assistant.
Connect ChatGPT
- Add a custom MCP server.Open Plugins in ChatGPT. Select the plus button, then Add custom MCP server. Name it Tex Intel and enter a short description. Under Connection, enter the server URL above and choose OAuth authentication.
- Create the plugin.Review the connection warning and acknowledge it, then select Create as a plugin. Review the discovered tools and metadata.
- Sign in and approve access.Sign in with your Tex Intel account when prompted. Read the requested permissions and approve the connection.
- Use Tex Intel in a chat.Install the resulting plugin, start a new conversation, type @, and select Tex Intel.
Custom connections depend on your ChatGPT account and workspace policies. Your administrator may need to enable them.ChatGPT's connection guide
Connect Claude
- Add a custom connector.Open Customize → Connectors in Claude. Choose + Add, then Add custom connector. Name it Tex Intel and enter the same server URL above.
- Review the authentication settings.Continue through Claude's detected OAuth settings and add the connector. Keep sign-in enabled for your Tex Intel account.
- Sign in and approve access.Connect the Tex Intel entry and sign in with your Tex Intel account when prompted. Read the requested permissions and approve access.
- Enable Tex Intel in your conversation.Use the + button in the chat, open Connectors, and enable Tex Intel.
On Team and Enterprise plans, an owner or authorized administrator must first add the connector in Organization settings → Connectors. Members then connect individually.Claude's connection guide
What you need
An active Tex Intel account
Any account in good standing works: paid, trial, or demo. You must have finished onboarding in the Tex Intel app at least once.
Access matches your plan
ChatGPT and Claude can only see what your Tex Intel plan can see. Equipment, firm, and lender lookups need those data products on your plan. The full agent toolset (analytics, exports, saved searches, alerts, contact enrichment) needs Tex Agent access, and exports and enrichment consume your normal account credits.
Your permissions still apply
The connector signs in as you. Team restrictions, demo accounts, and admin-set limits apply in either assistant exactly as they do in the app.
What you can ask
A few things to try once you're connected:
- Which lenders are most active on excavators in Texas right now?
- Find companies running financed Caterpillar equipment in the Southeast that look like they're expanding their fleets.
- What do we know about the equipment financed by firms in Dallas over the last year?
- Build me a list of construction companies in Florida with financed compact track loaders and save it to my workspace.
- Compare lender share for wheel loaders versus dozers this quarter.
For IT admins
Each person connects individually. The assistant receives a scoped OAuth grant for that user's account. Every query runs under their Tex Intel permissions and plan.
Access is limited to the approved scopes: equipment, firm, and lender reads, plus agent execution on plans that include it. A user can revoke the connection from the assistant's settings. Removing or downgrading their Tex Intel access also limits the connected tools. Connecting an assistant does not make the account or its data public.
Troubleshooting
- The assistant says "Tex account is not active"
- Your Tex Intel account is suspended or past due. Fix billing in the app, or contact support.
- The assistant says "Tex onboarding is required"
- Sign in to the Tex Intel app once and finish onboarding, then reconnect.
- The assistant says "Tex Agent is not available for this account"
- Your plan doesn't include Tex Agent. Equipment, firm, and lender lookups still work; ask your admin or Tex about upgrading for the full toolset.
- The assistant says "Tex user is unavailable" or "Tex organization is unavailable"
- Your account was removed or deactivated. Ask your org admin to re-invite you, then reconnect.
- The assistant never asked me to sign in
- Remove the connector in the assistant's settings and add it again. The sign-in prompt appears on a fresh connection.
- Consent screen shows less access than expected
- That's your plan and role showing through. The assistant can't be granted more than your account already has.