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Installing the &Open MCP

Written by Catherine Walker

The &Open MCP lets you use &Open from inside an AI assistant like Claude or ChatGPT. Once connected, you can check your campaigns and budget, review the gifts you've sent, send new gift invitations and cancel ones that haven't been redeemed, all without opening &Open.

Before you start

You'll need two things:

  • An &Open account. You sign in with your usual &Open login during setup.

  • An AI assistant that supports MCP connections. Claude and ChatGPT both do, and so do a growing number of AI-powered business tools.

&Open isn't listed in any app directories yet, so you connect using a URL.

The &Open MCP needs to be turned on for your account before you connect. Check the Integrations page in &Open to see whether it's on. Only admins can turn it on or off, so if it's off, ask an admin on your account.

Choose your connection URL

Use the URL for the region where your &Open account is hosted:

  • US: https://mcp.andopen.co/mcp

  • EU: https://mcp.eu.andopen.co/mcp

If you're not sure which region your account is in, you can check by logging into your &Open account and visiting Integrations > &Open MCP, which displays the correct URL for your account. If in doubt, you can also ask your &Open account manager or contact our support team.

Connect the &Open MCP

  1. Open your AI assistant's settings and find where connectors are added. In Claude, this is under Settings → Connectors. In other tools, look for "connectors", "integrations" or "MCP servers".

  2. Add a new custom connector and paste your &Open connection URL.

  3. Your assistant opens an &Open sign-in window. Log in and approve the connection.

  4. Ask your assistant "How much gifting budget do I have left?" to check everything's working.

Questions and answers

Which AI tools can I use?

Any tool that connects to a remote MCP server by URL. Claude and ChatGPT are the most common, and many CRM and sales tools now support MCP connections too. Check your tool's documentation for where to add a custom connector.

Do I need special permissions in &Open?

Not to connect. Anyone on your account can connect once an admin has turned on the &Open MCP. You connect as yourself, so your assistant sees the same campaigns and budget you see when you log in to &Open.

Is this safe to connect?

Yes. The connection can read your own gifting data and make two kinds of change: send a gift invitation, and cancel a gift invitation that hasn't been redeemed. It does each one only after you confirm.

Every send goes through the same budget and stock checks as a send in &Open. The connection can't edit campaigns or change your account settings, and it can never see another company's data.

How do I disconnect?

Remove the &Open connector in your AI assistant's settings. Nothing changes in your &Open account, and you can reconnect at any time.

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