Connect RELAY to your AI assistant
RELAY runs a remote MCP server. Add it to your assistant once and it can search the knowledge base, look up CRM contacts, list records, and — with your approval — send email, update the CRM, create payments, or delete records.
Server URL
https://3bi.ai/mcpSign in to get the connection URL tagged with your workspace. The generic URL also works — you pick the workspace when you authorize.
Connect
ChatGPT
- Open Settings → Apps → Advanced and turn on Developer mode (read the risk notice shown there). If it is not available, ask a ChatGPT admin to enable it.
- Open the New plugin dialog.
- Enter the name “RELAY” and paste the server URL above.
- Review the details, tick “I understand and want to continue” (ChatGPT shows this for every custom server), then click Create.
- Enable RELAY from the chat composer and ask ChatGPT to use it.
Claude
- Open the prefilled custom connector dialog.
- Review the name and URL, then click Add.
- If the prefilled form does not open, go to Claude’s Connectors page, choose “Add custom connector”, name it RELAY and paste the server URL above.
- Enable the connector from the chat composer and ask Claude to use it.
Claude Code
- Run this in a terminal:
- Start Claude Code and run
/mcpto confirm RELAY is connected, then sign in from that menu when prompted. - Ask Claude Code to use RELAY.
claude mcp add --scope user --transport http relay 'https://3bi.ai/mcp'Cursor
- Open Cursor → Settings → MCP & Integrations → “Add custom MCP”.
- Add an entry named
relaywith the server URL above as a streamable HTTP server: - Save, then complete the sign-in prompt Cursor opens in your browser.
- Toggle RELAY on in the MCP list and ask Cursor’s agent to use it.
{
"mcpServers": {
"relay": { "url": "https://3bi.ai/mcp" }
}
}Other MCP clients
- Open the client’s MCP server or custom connector settings.
- Create a remote MCP server connection.
- Name it RELAY and paste the server URL above.
- Finish any sign-in or authorization prompts.
- Enable the connection and ask the assistant to use RELAY.
Refresh after RELAY changes
Assistants cache the tool list, so refresh the connection after we ship updates.
ChatGPT
- Open the Plugins page and select RELAY.
- Scroll to “Information” and click Refresh.
- ChatGPT cannot change an existing app’s URL — if the URL changed, delete the app and repeat the connect steps.
- Start a new chat and ask ChatGPT to use RELAY.
Claude
- Open the Connectors page and select RELAY.
- Refresh or update the connector’s tools.
- Claude cannot change an existing connector’s URL — if it changed, remove the connector and repeat the connect steps.
- Ask Claude to use RELAY.
Claude Code
- Start a new Claude Code session — it loads the latest tools on connect.
- If the URL changed, run
claude mcp remove relayand run the install command again. - Ask Claude Code to use RELAY.
Other MCP clients
- Open the client’s MCP server or connector settings.
- Select the RELAY connection.
- Refresh the tool list, reload the server, or reconnect it.
- If the URL changed, paste the latest URL from above.
- Start a new chat or session and ask the assistant to use RELAY.