Connect ChatGPT to ConnectBooks so you can ask questions about your business in plain language. ChatGPT can only read your data. It can't change anything.
Before you start
You need a paid ChatGPT plan: Plus, Pro, Business, Enterprise or Edu.
Use ChatGPT in your browser at chatgpt.com. This won't work in the mobile app.
AI apps must be turned on for your ConnectBooks account. The account owner can turn them on in AI apps, then Settings.
If you aren't the account owner, ask the owner to give you the AI Connections and Profit Report permissions in Users. To ask about other reports, like settlements or inventory, you also need access to those reports.
Step 1: Copy the server URL
The server URL is https://mcp.connectbooks.com/mcp. You can copy it from here, or from ConnectBooks:
In ConnectBooks, open Integrations.
Under AI apps, click Connect on the ChatGPT card.
Click Copy.
Step 2: Add ConnectBooks in ChatGPT
Open Plugins in ChatGPT.
Click Add, then Add custom MCP server.
Type ConnectBooks as the name.
Paste the URL into Server URL.
Choose OAuth for authentication.
Click I understand and want to continue, then Create as a plugin.
A ConnectBooks page opens. Sign in, then click Allow.
That's it. ChatGPT now shows on the AI apps page.
What ChatGPT can see
ChatGPT reads these ConnectBooks reports and pages:
P&L reports
Standard P&L Report: sales, refunds, fees, ads, cost of goods, profit, ROI and margin. By SKU, ASIN, parent ASIN or inventory item, and by store, category, fulfillment channel and more. If you use ConnectStock, also by brand and vendor. It can add ACOS, TACOS, page views, sessions, conversion rate and Buy Box percent.
Comparison P&L Report: the same numbers split by day, week, month, quarter or year, so ChatGPT can see what changed.
Order P&L Report: single orders with their fees, cost and profit, including refunds and replacements.
Settlements
Payouts from each store, with the payout date.
Amazon FBA reports
FBA Restock Report: what to send to FBA, how many units and by when.
FBA Aging Report: inventory age, estimated storage fees and sales rank.
FBA Return Report: returns with reasons and the most returned products.
ConnectStock (only if you use ConnectStock)
Inventory Summary Report: units on hand and inventory value by warehouse.
Inventory Forecasting Report: what to reorder from your vendors and when.
Inventory Turnover Report: turnover, days in stock, slow movers and dead stock.
Purchasing: bills, vendor credits and purchase orders.
Sales: invoices, credit memos and sales orders.
ChatGPT can also look up products by SKU, ASIN or title, see which listings are mapped to an inventory item, and find your customers and vendors.
ChatGPT only sees the stores and reports you can see in ConnectBooks.
ChatGPT can't see line items on bills, invoices or orders, inventory adjustments and transfers, assemblies, item cost history, or sync status. Check those in the ConnectBooks app.
Step 3: Ask a question
Open a new chat in ChatGPT and ask what you want to know. ChatGPT uses ConnectBooks on its own: it pulls the reports it needs, compares them and explains the answer. Name a store, product or date range, or let ChatGPT use your default dates.
Find out why something changed
Why did my sales drop last week?
Why did the profit on [SKU] go up this month?
Which products caused most of the change in profit from September to October?
Did my ads pay off last month? Show ACOS and TACOS by product.
Which products lost Buy Box percent or conversion rate this month?
Find problems
Which SKUs lost money in the last 90 days, and was it fees, ads or cost?
Which products have the highest return rate, and why are customers returning them?
Which products are paying the most in storage fees?
Which products sell on both Amazon and Shopify, and where is my margin better?
Plan ahead
What should I send to FBA this week, and how many units?
Which items will run out soon, and what should I order from each vendor?
Which items are dead stock tying up the most money?
How much did Amazon pay me last month, and how does that compare to my profit?
Purchasing and wholesale (only if you use ConnectStock)
How much did I buy from [vendor] this year?
Which purchase orders are still open?
How much did I bill [customer] last quarter?
Single orders
Look up order [your order number].
FAQ
I don't see Add custom MCP server.
Make sure you're using chatgpt.com in a browser and have a paid plan. On a work plan, your admin may need to allow custom MCP servers.
Can ChatGPT change my data?
No. It can only read it.
Which account does ChatGPT connect to?
The account you have open in ConnectBooks when you click Allow.
How do I disconnect ChatGPT?
Open AI apps, click the ChatGPT connection and click Disconnect. You can also remove ConnectBooks from Plugins in ChatGPT.
The Connect button is grayed out.
AI apps are turned off. Ask your account owner to turn them on.
I see "This connection did not work."
The link expired. Add ConnectBooks again in Plugins.
I connected before, and ChatGPT can't see my inventory or purchasing.
Disconnect ChatGPT in AI apps and remove ConnectBooks from Plugins. Then do Step 1 and Step 2 again. The new access is added when you click Allow.
ChatGPT says it doesn't have access to a report.
You don't have access to that report or store in ConnectBooks. Ask your account owner to give you access in Users.
Can ChatGPT see all my products at once?
Long reports are cut off. If ChatGPT says it is showing only part of the list, ask for a shorter date range, one store, or the top 10.