How do I connect ChatGPT to Cloze?
Beta Feature
By enabling this app integration, you acknowledge that you are using an experimental Model Context Protocol (MCP) connection to connect Cloze with an external AI assistant. As this functionality is still evolving, you may encounter bugs, errors, or unexpected behavior.
Learn how to connect ChatGPT to your Cloze account so ChatGPT can securely access your Cloze data and use available Cloze tools.
Before you start
To connect ChatGPT to Cloze, you'll need:
- An eligible ChatGPT plan with MCP app support
- Developer Mode enabled in ChatGPT
- A Cloze Business Platinum subscription or trial
Note: Full MCP support, including actions that create or modify information in Cloze, is currently available with ChatGPT Business and Enterprise/Edu. ChatGPT Pro supports MCP connections with read/fetch permissions.
Connect ChatGPT to Cloze
Depending on your ChatGPT plan and workspace settings, Developer Mode will need to be enabled by your workspace administrator.
For ChatGPT Business workspaces, an administrator or owner can follow the instructions below to create the Cloze MCP app and publish it to all team members.
1.) Navigate to your Workspace Settings
Open ChatGPT in your web browser and navigate to Workspace Settings: https://chatgpt.com/admin
- Click on your profile.
- Select Workspace Settings.
- In the left hand menu scroll down and select Apps.
2.) Enable Developer Mode
From the Apps settings:
- Click on the Create button.
- When prompted click on Enable Developer Mode.
3.) Create a Cloze app
From the Apps section, select Create to create a custom MCP app.
Enter the following information:
- Icon: Add an icon [optional - Click here to download a Cloze icon]
- Name: Enter the name of the app (e.g., Cloze MCP).
- Description: Enter a description of the app (e.g., Cloze MCP Server).
- Connection: Enter the Cloze MCP url --> https://api.cloze.com/v1/mcp.
- Authentication: Select OAuth.
- Terms: Accept the terms.
- Create: Click on the Create button.
4.) Publish the app.
If you are using a managed ChatGPT Business, Enterprise, or Edu workspace, your administrator may need to publish or approve the Cloze app before other members of the workspace can use it.
- Under drafts, click on the Publish button.
- Review and approve the notices.
- Review and approve the notices.
- Click on the Publish button..
Cloze will now appear as an available app in ChatGPT.
Use Cloze in ChatGPT
Start a new ChatGPT conversation and select Cloze from the Apps or Tools menu.
You can also reference Cloze when asking ChatGPT to perform a task.
For example:
- “Summarize what I know about Jared Kim.”
- “Find everyone in Cloze tagged as Past Client that I haven't communicated with recently.”
- “Add Sarah Johnson to my contacts. Her email is sarah.johnson@example.org.”
- “Remind me to call Brenda Lee next Friday at 2 p.m.”
- “Create a Canva flyer for the Oakwood Heights property.”
- “Send 124 Oak Street to Cloud CMA. I need a listing presentation.”
- “Draft an email to Jane McKittrick introducing me as a local real estate agent.”
Depending on your ChatGPT plan, workspace permissions, and the action being performed, ChatGPT may ask you to confirm an action before making a change in Cloze.
What can ChatGPT do with Cloze?
The Cloze MCP server gives compatible AI assistants secure access to Cloze tools and information.
Depending on the tools enabled for your account, ChatGPT can help you:
- Find people and relationships in Cloze
- Review notes and communication history
- Summarize client relationships
- Add contacts
- Add notes
- Create follow-up reminders
- Draft emails
- Find listings and projects
- Create Canva marketing materials
- Send listings to Cloud CMA
- Send listings to HomeSpotter
- Access information about your profile and business
This allows ChatGPT to work with the context already stored in Cloze rather than requiring you to manually copy information between applications.