> ## Documentation Index
> Fetch the complete documentation index at: https://docs.valiyou.com/llms.txt
> Use this file to discover all available pages before exploring further.

# AI Assistants (MCP)

> Connect Claude, ChatGPT, and other AI assistants to Valiyou with the MCP integration. Import reports, register sponsorship contracts, and review valuations using natural language.

# AI Assistants (MCP)

<Frame>
  <img src="https://mintcdn.com/valiyou/QSVDpSevQ2V1lDlW/images/platform/mcp/mcp-connection.png?fit=max&auto=format&n=QSVDpSevQ2V1lDlW&q=85&s=b9347073dadcc6636ad24cb57f950d80" alt="Valiyou MCP Connection page showing the MCP endpoint, Claude Code command, and connection guides for Claude, ChatGPT, and other AI assistants" width="2732" height="2048" data-path="images/platform/mcp/mcp-connection.png" />
</Frame>

<div
  style={{
display: 'flex',
flexWrap: 'wrap',
alignItems: 'center',
gap: '1.5rem',
margin: '1.5rem 0',
}}
>
  <div
    style={{
  backgroundColor: '#2563eb',
  borderRadius: '1rem',
  padding: '1.25rem',
  display: 'flex',
  alignItems: 'center',
  justifyContent: 'center',
  flexShrink: 0,
}}
  >
    <img src="https://mintcdn.com/valiyou/QSVDpSevQ2V1lDlW/images/platform/mcp/mcp-logo.png?fit=max&auto=format&n=QSVDpSevQ2V1lDlW&q=85&s=baa1ed8d7d6b124d8955e3349afdb63c" alt="Model Context Protocol (MCP) logo" style={{ width: '72px', height: '72px', margin: 0 }} noZoom width="1024" height="1024" data-path="images/platform/mcp/mcp-logo.png" />
  </div>

  <p style={{ margin: 0, flex: '1 1 320px' }}>
    <strong>
      Let your AI assistant work directly in Valiyou — import reports into Valuations, register
      sponsorship contracts, and review drafts using natural language.
    </strong>

    {' '}

    Valiyou's MCP (Model Context Protocol) integration connects Claude, ChatGPT, and other AI
    assistants securely to your organization with your own login and permissions.
  </p>
</div>

<Note>**Last Updated**: October 4, 2026 | [View Changelog](#changelog)</Note>

## What is MCP?

MCP (Model Context Protocol) is an open standard that lets AI assistants securely connect to tools like Valiyou. Once connected, your assistant can read and manage your Valiyou data on your behalf — always limited by your own permissions.

**What your AI assistant can do:**

* 📄 **Import reports**: Give it a report or spreadsheet and it extracts the metrics and creates a draft valuation
* 🤝 **Register sponsorship contracts**: It reads a contract, creates the sponsor, and sets up the package with price and period
* ✅ **Review drafts**: It lists draft valuations, summarizes them, and approves after your confirmation
* 📊 **Inventory overview**: It summarizes your sponsorship items, categories, tiers, and events
* 📁 **Organize documents**: It lists your documents and folders, fetches download links, and organizes documents into folders
* ✉️ **Send proposals**: It emails a sponsorship proposal to the sponsor's contacts (admin toggle required)
* 📈 **Analytics**: It summarizes your sponsorship revenue trend, package pipeline, and top sponsors (Enterprise plan)

<Note>
  **Your permissions apply**: The AI assistant acts with YOUR login. It can only see and change what
  you can see and change in Valiyou. Demo organizations are not accessible to AI assistants.
</Note>

## Accessing the MCP Integration

Navigate to **Platform** → **API / MCP** from the sidebar, then open the **MCP** tab.

<Note>
  **Permission Required**: API permission or Admin access is required to view the MCP page. The
  delete and send-proposal toggles require Admin access.
</Note>

## Connecting Your AI Assistant

Sign-in happens securely in your browser via OAuth — no API key is needed. Your assistant opens the Valiyou login page, you approve access, and the connection is ready.

**MCP Endpoint:**

```
https://valiyou.io/api/mcp
```

### Claude.ai / Claude Desktop

1. Open **Settings** → **Connectors**
2. Click **Add custom connector**
3. Paste the endpoint URL: `https://valiyou.io/api/mcp`
4. Approve the login in your browser

### ChatGPT (web & desktop app)

1. Open **Settings** → **Connectors** → **Advanced**
2. Enable **Developer mode**
3. Back in **Connectors**, choose **Create**
4. Paste the endpoint URL: `https://valiyou.io/api/mcp`
5. Approve the login in your browser

<Note>
  **ChatGPT plan required**: Custom connectors require a ChatGPT Plus, Pro, Team, or Enterprise
  plan.
</Note>

### Claude Code (terminal)

```bash theme={null}
claude mcp add --transport http valiyou https://valiyou.io/api/mcp
```

Then run `/mcp` inside Claude Code and complete the browser login.

### Other AI assistants

Any assistant supporting remote MCP servers works — add a remote (Streamable HTTP) MCP server pointing at `https://valiyou.io/api/mcp` and approve the login.

## AI Instructions (Copy & Paste)

The MCP tab includes a ready-made **AI instructions** card — a short guide you can copy into your assistant so it understands how Valiyou works.

**Where to paste it:**

* **ChatGPT**: Settings → Personalization → Custom instructions (or into a ChatGPT Project)
* **Claude**: Into a Claude Project's instructions

<Tip>
  **Claude gets guidance automatically**: Claude receives Valiyou's built-in instructions when it
  connects, so pasting is optional. For ChatGPT, pasting the instructions is recommended — it
  significantly improves how well the assistant understands Valiyou.
</Tip>

## What the AI Can Do

### Valuations

* **List and view valuations**: Browse valuations with status and date filters, see full details including player sales and status history
* **Create draft valuations**: Extract metrics from reports and create drafts — never approved automatically
* **Update and approve**: Edit draft fields, and approve drafts (only with approver permission, and only after you confirm)

### Partnerships & Sponsorships

* **Sponsors**: List sponsors, view details with contacts and packages, create and update sponsors
* **Packages**: List sponsorship packages, create and update them, approve or reject (admin/approver only)
* **Inventory**: Get a full overview of items, availability, categories, tiers, and events
* **Proposals**: Email a package proposal (with its PDF link) to the sponsor's contacts — only when the send-proposal toggle is enabled (see below)
* **Analytics**: Revenue trend, package pipeline, top sponsors, and a revenue summary (Enterprise plan)

### Documents

* **Browse**: List documents and the full folder structure, filter by folder or document type
* **Download links**: Get a secure, time-limited download link for uploaded files
* **Organize**: Create folders, rename documents, and move documents between folders (uploading files happens in the Valiyou app, not via MCP)

### Organization Context (Read-Only)

The assistant automatically reads your organization's context when it connects, so its answers match how your organization works:

* **Master data**: Registered address and company/CVR (VAT) number — only visible if your user can view the Organisation page in Valiyou
* **Terminology**: Your label aliases, so the assistant uses your industry's terms
* **Locale**: Language, date format, number format, and timezone — numbers and dates are formatted your way
* **Base currency**: All monetary amounts are presented in your organization's base currency
* **Brand defaults**: The 0–10 default brand scores pre-filled on new valuations

<Note>
  **Read-only**: AI assistants can read these settings but never change them. Changing settings, API
  keys, or billing always happens in the Valiyou app.
</Note>

### Ready-made prompts (Claude)

Valiyou ships four ready-made prompts that appear in Claude's prompt picker (and as slash commands in Claude Code) once connected:

* **Import report to valuations** — extract metrics from a report and create a draft valuation
* **Register sponsorship contract** — create the sponsor and package from a contract
* **Review draft valuations** — summarize drafts and approve after your confirmation
* **Inventory overview** — see items, availability, categories, tiers, and events

<Note>
  ChatGPT connectors do not support MCP prompts — use the copy-paste AI instructions above instead.
</Note>

### Built-in safeguards

* ✅ New valuations are always created as **drafts** — approval requires your explicit confirmation
* ✅ The assistant uses **your organization's terminology** (label aliases) and locale settings
* ✅ Demo organizations are **not accessible** via MCP
* ✅ Deleting records is **off by default** (see below)
* ✅ Sending proposals to sponsors is **off by default** (see below)
* ✅ Every change the assistant makes is recorded in your **audit log**, marked as made via MCP — so you can always see whether a change came from a person in the app or an AI assistant
* ✅ Organization settings are **read-only** — the assistant can read them but never change them

## Allowing Deletion (Admin Setting)

<Frame>
  <img src="https://mintcdn.com/valiyou/QSVDpSevQ2V1lDlW/images/platform/mcp/mcp-capabilities.png?fit=max&auto=format&n=QSVDpSevQ2V1lDlW&q=85&s=da4f188d519dcb5e9102286adc7d1549" alt="Valiyou MCP Capabilities overview showing read, create, and update enabled while the delete and send proposals toggles are disabled by default" width="2732" height="2048" data-path="images/platform/mcp/mcp-capabilities.png" />
</Frame>

By default, AI assistants **cannot delete anything** in Valiyou — delete attempts are blocked with a clear message.

An Admin can enable deletion per organization:

1. Navigate to **Platform** → **API / MCP** → **MCP** tab
2. Find the **Allow deletion via MCP** toggle (red card)
3. Switch it on

<Warning>
  **Deletion is permanent**: When enabled, the AI assistant can permanently delete valuations,
  sponsors, packages, documents, and folders (deleting a sponsor also deletes its packages).
  Assistants are instructed to always confirm with you first, but we recommend keeping this off
  unless you actively need it.
</Warning>

## Allowing Proposal Sending (Admin Setting)

By default, AI assistants **cannot send sponsorship proposals** — proposal emails go to real sponsor contacts, so sending is blocked until an Admin enables it.

An Admin can enable proposal sending per organization:

1. Navigate to **Platform** → **API / MCP** → **MCP** tab
2. Find the **Send proposals via MCP** toggle (purple card)
3. Switch it on

<Warning>
  **Emails go to your sponsors**: When enabled, the AI assistant can email a package proposal (with
  its PDF link) directly to the sponsor's contacts and set the package to pending approval.
  Assistants are instructed to always confirm with you first before sending.
</Warning>

## Permissions

The AI assistant is always limited by the connected user's permissions:

| Action | Requirement |
| - | - |
| **View valuations** | Valuations view permission |
| **Create/update valuations** | Valuations edit permission |
| **Approve valuations** | Approver permission |
| **View sponsors/packages** | Sponsorships view permission |
| **Manage sponsors/packages** | Sponsorships edit permission |
| **Approve/reject packages** | Admin or approver |
| **View documents** | Documents view permission |
| **Organize documents** | Documents edit permission |
| **View analytics** | Analytics view permission + Enterprise plan |
| **View master data (address, CVR/VAT)** | Organisation view permission |
| **Send proposals** | Edit permission + "Send proposals" toggle (on) |
| **Delete records** | Edit permission + "Allow deletion" toggle (on) |
| **Any action** | Blocked for demo organizations |

## Common Use Cases

### Import a Report into Valuations

1. Connect your assistant (see above)
2. Give it a report or spreadsheet: *"Import this report into Valiyou as a valuation"*
3. The assistant extracts the financial and media metrics and shows them to you
4. It creates a **draft** valuation
5. Review the draft in Valiyou — or ask the assistant to approve it once you're satisfied

### Register a Sponsorship Contract

1. Give the assistant the contract: *"Register this sponsorship contract in Valiyou"*
2. It extracts the sponsor's company details and checks for duplicates
3. It creates the sponsor and the package with the price and period from the contract

### Review Draft Valuations

1. Ask: *"Show me my draft valuations in Valiyou"*
2. The assistant lists and summarizes each draft
3. Say which ones to approve — it approves only after your confirmation

### Send a Sponsorship Proposal

1. Make sure an Admin has enabled the **Send proposals via MCP** toggle
2. Ask: *"Send the proposal for the Main Sponsor package to the sponsor"*
3. The assistant confirms the package and recipients with you, then emails the proposal with its PDF link
4. The package moves to pending approval — the sponsor approves or rejects via the link

### Get a Sponsorship Overview

1. Ask: *"How is our sponsorship revenue developing this year?"*
2. The assistant fetches the revenue trend, package pipeline, and top sponsors and summarizes them (requires the Enterprise plan)

## Troubleshooting

### The connection fails or asks me to log in repeatedly

**Reasons**:

* Browser blocked the login popup
* You declined the consent screen

**Fix**:

* Allow popups for your assistant's site and retry
* Remove the connector and add it again, approving all requested access

### The assistant says it doesn't have permission

**Reasons**:

* Your Valiyou user lacks the required permission (e.g., approver)
* Your organization is a demo organization (not accessible via MCP)

**Fix**:

* Ask an Admin to grant the permission under **Platform** → **Users**
* Upgrade from demo mode to a paid plan to enable MCP access

### The assistant can't delete anything

**Reason**: Deletion via MCP is off by default.

**Fix**: An Admin can enable the **Allow deletion via MCP** toggle on the MCP tab — see [Allowing Deletion](#allowing-deletion-admin-setting).

### The assistant can't send proposals

**Reason**: Proposal sending via MCP is off by default.

**Fix**: An Admin can enable the **Send proposals via MCP** toggle on the MCP tab — see [Allowing Proposal Sending](#allowing-proposal-sending-admin-setting).

### ChatGPT doesn't show the connector option

**Reasons**:

* Free ChatGPT plan (connectors require Plus, Pro, Team, or Enterprise)
* Developer mode not enabled

**Fix**:

* Upgrade your ChatGPT plan
* Enable **Developer mode** under Settings → Connectors → Advanced

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Is it safe to connect an AI assistant to Valiyou?">
    Yes. The connection uses OAuth — the industry-standard login flow — so the assistant never sees
    your password. It acts with your own permissions, so it can never do more than you can. New
    valuations are always created as drafts, deletion is off by default, and demo organizations are
    not accessible at all.
  </Accordion>

  <Accordion title="Which AI assistants are supported?">
    Claude (Claude.ai, Claude Desktop, Claude Code), ChatGPT (Plus, Pro, Team, and Enterprise plans),
    and any other assistant that supports remote MCP servers. All connect to the same endpoint:
    [https://valiyou.io/api/mcp](https://valiyou.io/api/mcp).
  </Accordion>

  <Accordion title="Can the AI assistant approve valuations on its own?">
    No. The assistant is instructed to only approve valuations after your explicit confirmation, and
    approval additionally requires that your Valiyou user has the approver permission. Everything it
    creates starts as a draft.
  </Accordion>

  <Accordion title="Can the AI assistant delete my data?">
    Not by default. Deletion via MCP is blocked until an Admin enables the "Allow deletion via MCP"
    toggle on the MCP tab. Even then, the assistant needs the same edit permissions as in the app and
    is instructed to confirm with you before deleting anything.
  </Accordion>

  <Accordion title="Can the AI assistant email my sponsors?">
    Not by default. Sending proposals via MCP is blocked until an Admin enables the "Send proposals
    via MCP" toggle on the MCP tab. When enabled, the assistant can email a package proposal to the
    sponsor's contacts — it is instructed to confirm the package and recipients with you first.
  </Accordion>

  <Accordion title="Can the AI assistant upload files to Documents?">
    No. Uploading files is not possible via MCP — uploads happen in the Valiyou app. The assistant can
    list documents and folders, fetch download links for uploaded files, and organize documents
    (create folders, rename, move).
  </Accordion>

  <Accordion title="What are the AI instructions and do I need them?">
    The AI instructions card on the MCP tab contains a short guide explaining Valiyou to your
    assistant. Claude receives equivalent guidance automatically when it connects. For ChatGPT,
    copying the instructions into Custom instructions or a Project is recommended for the best
    results.
  </Accordion>

  <Accordion title="Are AI actions tracked in the audit log?">
    Yes. Every change an AI assistant makes goes through the same audit trail as changes made in the
    app — who, what, which fields changed, and when. Audit entries are marked as made via MCP, so on
    the Audit page you can always distinguish changes made by a person in the app from changes made by
    an AI assistant on someone's behalf.
  </Accordion>

  <Accordion title="Can the AI assistant change my organization's settings?">
    No. Organization settings (terminology, locale, currency, brand defaults) and master data
    (address, CVR/VAT number) are read-only for AI assistants. Reading master data additionally
    requires that your user can view the Organisation page. Changing settings, API keys, or billing
    always happens in the Valiyou app.
  </Accordion>

  <Accordion title="Does the assistant use my organization's custom terminology?">
    Yes. The assistant reads your organization's label aliases and locale settings, so it uses your
    industry's terminology and formats numbers and dates the way your organization does.
  </Accordion>

  <Accordion title="How do I disconnect an AI assistant?">
    Remove the connector in your assistant's settings (e.g., ChatGPT Settings → Connectors, or
    Claude Settings → Connectors). The assistant immediately loses access.
  </Accordion>
</AccordionGroup>

## Changelog

### October 4, 2026 (v1.2)

* **Organization context**: The assistant now reads your organization's master data (address, CVR/VAT number — requires Organisation view permission), terminology, locale, base currency, and brand defaults — all read-only
* **Audit trail**: All changes made by AI assistants are recorded in the audit log and marked as made via MCP

### September 30, 2026 (v1.1)

* **Documents**: List documents and folders, get download links, and organize documents
* **Proposals**: Send a package proposal to sponsor contacts (new admin toggle)
* **Analytics**: Sponsorship revenue trend, package pipeline, top sponsors, and revenue summary (Enterprise plan)

### September 30, 2026

* **Initial release**: MCP integration for AI assistants
* Connection guides for Claude, ChatGPT, Claude Code, and other MCP clients
* AI instructions card for copy & paste
* Admin toggle for allowing deletion via MCP

## Next Steps

<CardGroup cols="2">
  <Card title="Connect Your Assistant" icon="plug" href="/platform/mcp#connecting-your-ai-assistant">
    Add the Valiyou connector to Claude or ChatGPT in a few minutes
  </Card>

  <Card title="Copy AI Instructions" icon="clipboard" href="/platform/mcp#ai-instructions-copy--paste">
    Paste the ready-made instructions into your assistant for best results
  </Card>

  <Card title="REST API & API Keys" icon="key" href="/platform/api">
    Need programmatic access for Power BI or Excel instead? Use the REST API
  </Card>

  <Card title="Team Permissions" icon="users" href="/platform/team-management">
    Review who on your team has which permissions
  </Card>
</CardGroup>

<Note>
  **Support**: Need help connecting your AI assistant? Contact support at [support@valiyou.com](mailto:support@valiyou.com) and
  we'll help you get started.
</Note>


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