UserGems MCP Early Access (ChatGPT)

The UserGems MCP is launching this quarter, and we can’t wait to give you an early look.

The instructions below walk you through how to set up your MCP, the skills it already has, and most importantly how to send us feedback.

Thank you so much for taking the time to test and give us feedback! We’re looking forward to hearing your thoughts.

Your access runs through the month of August.

Before you start

1. Complete your onboarding session

Access is gated until after your one-time session with our Product Team.

Haven’t scheduled your onboarding session yet? Book yours here.

2. Check your ChatGPT plan

Any ChatGPT plan works. The only thing that changes is who can switch on Developer mode.

Your ChatGPT plan	What to know
Free, Plus, or Pro	You’re all set. You can turn on Developer mode and add the plugin yourself.
Business, Enterprise, or Edu	Developer mode is usually reserved for workspace owners. If you can’t turn it on yourself, your ChatGPT admin can do it for you (instructions below).

Not sure which plan you’re on? Click your name (bottom-left).

Part 1 — Set up your MCP

One-time setup. Takes about two minutes. ChatGPT needs Developer mode switched on before you can add a custom MCP connection, so there’s one extra step compared with Claude.

Step 1 — Open ChatGPT and confirm you’re logged in

Click your name in the bottom-left to open the profile menu. Your name and plan appear at the top.

Click Settings.

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Step 2 — Turn on Developer mode

In Settings, go to Security and login and scroll to Developer mode. Switch it on.

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You’ll see an “Elevated risk” label. That’s ChatGPT’s standard warning for any unverified connector. It appears for every custom MCP, including ours.

Toggle greyed out or missing? Your workspace reserves Developer mode for admins. Skip to “If you need your ChatGPT admin to turn it on” below.

Step 3 — Go to Plugins

Back in Settings, click Plugins in the left sidebar. This is where your MCP connections live.

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Step 4 — Open the plugin directory and add a new plugin

From the Plugins panel, click Browse plugins. That opens the plugin directory. Click the + icon in the top-right, next to the search box.

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Step 5 — Fill in the New Plugin dialog

Fill it in exactly like this:

Field	Value
Name	UserGems MCP
Description	Leave blank
Connection	Server URL (not Tunnel)
Server URL	`https://app.usergems.com/mcp/usergems`
Authentication	OAuth
Advanced OAuth settings	Leave as discovered

Then tick “I understand and want to continue” and click Create.

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Make sure you’re logged in to UserGems in your browser first. The plugin authorizes against your active UserGems session.

About that risk warning: ChatGPT shows this for every custom MCP server because OpenAI hasn’t reviewed it. Ticking the box is required to continue.

Step 6 — Sign in to UserGems

ChatGPT shows an “Add UserGems MCP to ChatGPT” screen. Click Sign in with UserGems MCP.

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Step 7 — Authorize

You’ll be redirected to UserGems’ authorization page, which shows “Authorize ChatGPT” with your email under Logged in as.

Confirm the email is correct and click Authorize.

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You’ll be redirected back and see “UserGems MCP is installed.”

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Step 8 — Check your permissions setting

Open Settings → Plugins → UserGems MCP and look at Permissions.

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ChatGPT defaults to Allow low-risk actions. Four options:

Setting	What it does
Always ask	ChatGPT asks before reading anything or making any change. Slowest, most cautious.
Allow read actions	Reads without asking, asks before making changes.
Allow low-risk actions (default)	Automatically approves low-risk actions, may deny actions involving sensitive information.
Allow all actions (elevated risk)	Never asks before reading or acting.

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Our recommendation: keep the default, or move to “Allow read actions” if you’d rather approve every action, CRM write, and sequence enrollment yourself. We’d avoid “Allow all actions” during early access.

Step 9 — Verify it works

Open a new chat, select the plugin, and type:

What UserGems tools do you have available?

You should get back a list of UserGems tools. Once you see them, try any play from the tables below.

Start a fresh conversation after connecting. Existing chats won’t pick up the new plugin.

If you need your ChatGPT admin to turn it on

On Business, Enterprise, and Edu workspaces, Developer mode is usually restricted to workspace owners.

First — make sure they have UserGems access. If they don't already have an account, invite them: click your profile in the upper-right corner → Users → Invite User.

Then — send them the block below. Forward it to whoever administers your company's GPT account, usually IT or an ops lead. It takes them under a minute.

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Hi — I’m testing the UserGems MCP integration and need Developer mode enabled on my ChatGPT account so I can add a custom MCP connection.

1. Go to Workspace settings → Connectors (or Apps)
2. Open Advanced settings
3. Enable Developer mode
4. On Enterprise or Edu, grant me the Developer mode role via RBAC

The connection is to https://app.usergems.com/mcp/usergems over OAuth. Each person signs in with their own UserGems login.

Once they’ve enabled it, come back to Step 3 and carry on.

Part 2 — What you can do today

Everything in this section is live and available to you right now, running against your own UserGems workspace and your own CRM data.

For reps

What you can do	What it does	Notes / prerequisites
Search accounts & prospects	Find accounts and the right people at them
Get account info	Full account picture in one prompt: firmographics, buying stage, current signals, funding, news
Pull intel	Signal and score history of an account over time, plus intel from past conversations and deal history	Requires Gong connected for past-call intel
Rank best prospects	The right people to reach at an account, ranked, with why they qualify
Run account research	Ask complex questions answered about any account in your CRM data and public sources (“why now”, or any custom question)
Draft personalized emails	Gem-E writes a tailored message using its instructions and your content library	Personalizes for known contacts today

For admins

What you can do	What it does	Notes
Set up a campaign (guided)	Build a campaign from scratch — audience, actions, schedule — from a prompt, saved as a reviewable draft	Supports outbound and marketing branches
See what’s running	List and search live campaigns; pull their audiences and actions (e.g. “show me all campaigns with contact-level intent”)
Create / edit / clone campaigns	Full lifecycle: edit, clone, pause, archive
Configure campaign actions	Add to sequence (Outreach, Salesloft), Gem-E messages, CRM writes (fields, tasks, owner, CRM campaigns), email, Slack alerts, ad-audience sync (LinkedIn, Meta, Google), webhook, research step, timed delays
Build & inspect audiences	Full filter set including CRM custom fields; see who matches, check a sample, get record counts; find existing audiences
Set sending controls	Caps per day, account, owner, rep
Manage & test Gem-E	Global and campaign-level instructions, content library (case studies, value props, sample emails, links, conditional instructions); preview and test messaging
Research at scale	Run research across a whole audience within a campaign

Three prompts worth trying in your first session:

“Give me the full picture on [account] — buying stage, signals, and who I should reach.”
“Show me all campaigns using contact-level intent and how many records each is hitting.”
“Build me an audience of accounts in [segment] with [signal] and tell me how many match.”

Part 3 — How to give us feedback

This is the part that matters most. Two channels.

1. Rate a session within ChatGPT

At the end of any session where the MCP did something — created a campaign, sized an audience, drafted an email, ran research — type one of these:

I want to review this session
Rate this session
Give feedback on this session

From there you can provide your feedback to us directly in ChatGPT.

What we especially want to hear: where it got something factually wrong, where it was slower than doing the same thing in the app, and anything you tried that it couldn’t do.

2. The Slack channel

You’ll be added to a shared Slack channel with our Product and CS teams. Use it for anything that doesn’t fit a survey — questions, screenshots of odd behavior, “can it do X?”, or just thinking out loud.

Slack channel: #x_ug-mcp-early-access

Part 4 — Coming soon

Agent	What it will do
Data Agent	Upload people and accounts (Salesforce report, HubSpot list, CSV, Google Sheet) into UserGems and your CRM with fields mapped for you; turn any list into a named, filtered signal
Reporting Agent	Metrics and patterns across signals, campaigns, and content: reply rates, opps generated and closed, time from signal to first message, where things stall
Intelligence Agent	Surfaces gaps and proposes the multi-step fix, and can make the change on its own
Scoring Agent	Persona, ICP, and scoring in one place, with a live preview of score impact

Good to know

Review before it acts. The MCP can create campaigns, write to your CRM, and enroll prospects into sequences. On the default “Allow low-risk actions” setting, ChatGPT approves routine reads automatically and asks you about anything sensitive. Read those prompts when they appear. Campaign creation saves as a reviewable draft, and every write action is worth treating as something you’re signing off on.

Expect some rough edges. This is an early look at something we’re still building. You may hit a wrong answer, a slow response, or a tool that doesn’t quite do what you asked. Tell us when it happens — that’s how it gets better before the open beta.

Your access runs through August 31, 2026. We’ll be in touch before then about what comes next. Anything you build in UserGems during early access stays in UserGems.

Troubleshooting

Problem	Try this
Developer mode toggle is greyed out or missing	Your workspace reserves it for admins. Send them the block in Part 1.
Can’t connect at all	Confirm you’ve completed your onboarding session. Access is gated until after that call.
Plugin shows installed, but no UserGems tools appear	Start a brand-new conversation. Existing chats don’t pick up new plugins.
ChatGPT keeps asking permission for everything	Your Permissions setting is on “Always ask”. Switch to “Allow read actions” or “Allow low-risk actions” (Settings → Plugins → UserGems MCP → Permissions).
Authorized against the wrong account	Log out of UserGems in your browser, log back in, then remove and re-add the plugin.
Connection fails or times out	If your company routes traffic through a strict proxy, ask IT to allow `app.usergems.com`.
Need to change the server URL	Remove the plugin and add it again.
A tool returns an error or empty result	Note what you asked, then rate the session (Part 3).
Something is missing that should be there (e.g. Gong intel)	Check the prerequisite column in Part 2. If the integration isn’t connected, that tool returns empty.

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