Ricky logorickyDocs
Settings

Use Ricky from Claude or ChatGPT

Connect an external assistant with your account permissions.

Under Settings → My account, Claude and ChatGPT shows Ricky's Connector URL. It lets an assistant consult or act on conversations, contacts, broadcasts, and reports with your current permissions.

Casa Nativa demo screen: settings account

Demo organization: Casa Nativa. Interface shown in Spanish.

Connect your assistant

Claude: Ricky is in Claude's connector directory.

  1. Under Claude and ChatGPT, press Open in Claude, or search for "Ricky" in Claude's connectors.
  2. Press Connect. If your Claude belongs to a company, an admin must approve Ricky first.
  3. Sign in to Ricky and choose the organization it may access.

ChatGPT:

  1. Press Open in ChatGPT: the connector URL is copied for you.
  2. Follow the Developer mode and Plugins instructions shown on screen, paste the URL and choose OAuth.
  3. Sign in to Ricky and choose the organization it may access.

Then check Your connections (or Organization connections if you manage the team) and try a simple read request.

The assistant should ask for confirmation before each action that changes data. Revoke removes that connection's access. If the organization is missing, check that your account belongs to it. Do not treat the connector URL as a password or authorize a different organization from the one you intend to use.

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