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How to connect an AI agent to RentProg ​

An AI agent works with company data on your behalf over the MCP protocol: it sees the same branches, records and fields as you do, and no more. The “MCP for AI agents” service must be enabled in the company's plan.

Two ways to connect ​

MethodFor which agentsIs a key needed
OAuth connectorClaude in the browser and in the desktop app, ChatGPT, Claude Code with the RentProg pluginNo: you sign in to RentProg and choose access on the consent screen
Personal rpa_ keyRentProg CLI, Cursor, Codex and other clients without OAuthYes, issued in the profile

Both methods are set up in the profile, in the “AI agent keys” section. It also shows a hint about which connector to add, the “Connected applications” list and the list of keys.

Where to get the connector address ​

The connector name and address for your company are shown in the profile, in the hint of the “AI agent keys” section. Use exactly those.

How to connect the connector in Claude ​

  1. Open the profile, the “AI agent keys” section, and look up the connector name and address in the hint.
  2. In Claude's connector settings, add a custom connector with the name and address from the hint. On Claude team plans, the connector is added by the organization owner.
  3. Click connect — the RentProg sign-in opens.
  4. On the consent screen, choose access by area and click “Allow”.
  5. Turn on RentProg in the conversation you need through Claude's tools menu.

How to connect the connector in ChatGPT ​

  1. Turn on developer mode in ChatGPT's app settings if it is not on yet.
  2. Create a new app with the connector name and address from the profile. If ChatGPT asks for an authorization method, choose OAuth.
  3. Start the tool search — the RentProg sign-in opens.
  4. On the consent screen, choose access by area and click “Allow”.
  5. Wait for the tools to load and save the app.

In a ChatGPT workspace, an administrator may need to publish the app for members.

How to connect Claude Code ​

  1. Install the RentProg plugin version 3.0.0 or later:

    /plugin marketplace add RentProg/rentprog-claude-plugin
    /plugin install rentprog@rentprog
  2. When the plugin asks, enter the connector address from the profile. The plugin does not need a key.

  3. Open /mcp, select the rentprog server and complete the sign-in and consent in the browser.

  4. Check that /mcp shows the rentprog server with a list of tools.

Tip

If you had the 2.x plugin with a key, update it. Revoke the key in the profile if it is no longer used anywhere else.

Access is set separately for each area: CRM, fleet and bookings, money, employees. The same levels are chosen when issuing a key.

LevelWhat the agent can do
No accessDoes not see the area
ReadOnly views data
Write with approvalPrepares a change, which is carried out after your approval in the “Awaiting approval” section
Write with previewFirst gets the result of the change, then confirms it itself
Write immediatelyMakes the change without preview or confirmation

Levels above what your role allows are not offered. If the employee's permissions are later reduced, the agent's access shrinks along with them. For money we recommend “Write with approval”, for CRM — “Write with preview”. Reconnecting the same app replaces the previous access.

How to issue a personal key ​

  1. Open the profile, the “AI agent keys” section, and click “Create key”.
  2. Enter the key name and access by area.
  3. Copy the key right away: after the window is closed, it is not shown again.
  4. From the same window, copy the MCP server address and, for agents with a terminal, the ready-made CLI command.

Important

A key is valid for one year, no more than five keys can be active at the same time, and revoking a key cannot be undone. Apps connected via OAuth do not count toward this limit. Keys are not issued to partners and agents.

With a key, the agent connects to the MCP server address from the profile and sends the header Authorization: Bearer rpa_…. For example, in Claude Code without the plugin:

claude mcp add --transport http rentprog address_from_profile --header "Authorization: Bearer rpa_your_key"

How to revoke an agent's access ​

  1. Open the profile, the “AI agent keys” section.
  2. Find the app in the “Connected applications” list or the key in the list of keys.
  3. Click “Revoke access” next to the app or “Revoke” next to the key, and confirm.
  4. If needed, also remove the connector in the Claude or ChatGPT settings.

A revoked app or key loses access on the agent's very next request to RentProg. The main administrator sees the access of all employees in the company group in both lists and can revoke any of it.

Where the data goes ​

Everything the connection sees, including clients' personal data, the agent passes to the AI service you chose. Your company chooses the service, and it is responsible for making sure such a transfer is permitted by the laws of the country and by its agreements with clients.

This article was prepared with AI and may contain inaccuracies. Report an error