> ## Documentation Index
> Fetch the complete documentation index at: https://docs.shorpay.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect AI assistants

> Use Claude, ChatGPT, or Cursor to review your Shor workspace and confirm supported actions.

Connect Claude, ChatGPT, or Cursor to your Shor workspace to ask questions about contracts, submitted work, payments, and balances. You can also create contract drafts and approve or reject submitted work after reviewing an explicit confirmation request.

The connection uses **MCP (Model Context Protocol)**, a standard that lets AI assistants use tools from another application. Shor supplies the tools and checks workspace access each time they run.

## Connect your assistant

You need an employer workspace with integration access enabled and an **admin** role to set up a connection. Your assistant's plan and workspace policies must also allow custom connections.

<Steps>
  <Step title="Open AI assistants">
    In Shor, go to **Settings → Integrations → AI assistants** and choose **Set up** for Claude, ChatGPT, or Cursor.
  </Step>

  <Step title="Add Shor in your assistant">
    Follow the setup dialog and copy the server address into your assistant. For Cursor, **Add to Cursor** fills in the address for you. If remote setup is unavailable, contact Shor to check integration availability for your environment.
  </Step>

  <Step title="Sign in and approve workspace access">
    Complete the hosted sign-in flow, select the intended Shor workspace, and approve access. Adding a server address alone does not grant access. Shor creates the connection automatically; you do not need to create an API key or enter a client ID.
  </Step>

  <Step title="Check the connection">
    Ask: “Show my Shor workspace and list my contracts.” Check the workspace name before requesting any actions.
  </Step>
</Steps>

For ChatGPT, custom apps are configured under **Settings → Apps** with developer mode enabled where permitted. Select OAuth when configuring Shor. Exact availability and menus depend on your account and workspace controls; see [ChatGPT's setup guide](https://help.openai.com/en/articles/12584461-developer-mode-and-full-mcp-connectors-in-chatgpt).

## What you can do

| Area       | Available capabilities                                                                                                                    |
| ---------- | ----------------------------------------------------------------------------------------------------------------------------------------- |
| Workspace  | View the connected business name, country, and business verification status.                                                              |
| Contracts  | List contracts, view public summaries, and create drafts for completion in Shor.                                                          |
| Timesheets | Review submitted work, amounts, payment dates, and automatic payment settings; approve or reject it after confirmation.                   |
| Milestones | List milestones for a selected contract, review amounts and payment dates, and approve or reject submitted milestones after confirmation. |
| Payments   | List payments and inspect their current status, scheduled date, and amounts.                                                              |
| Balances   | View available and pending workspace balances with the time they were checked.                                                            |

The assistant receives selected workspace fields, not every detail visible in Shor. For example, a contract summary does not include the full signed agreement or a complete professional profile.

### Example prompts

* “Show submitted timesheets awaiting approval, including amounts, currencies, payment dates, and automatic payment settings.”
* “List my contracts, then show the submitted milestones for the contract I select.”
* “Show failed payments and their scheduled dates.”
* “What are my available balances, and when were they checked?”
* “Create a contract draft titled Website redesign for me to finish in Shor.”
* “Review this submitted timesheet and ask me to confirm before approving it.”
* “Reject this submitted milestone with the reason: The agreed deliverables are incomplete. Ask for my confirmation first.”

These are requests for the assistant to carry out using Shor's tools. A write still requires confirmation, appropriate access, and a supported assistant version. Lists may span multiple pages; ask the assistant to check every page when you need a complete review.

## Review actions before confirming

Every draft creation, approval, and rejection requires an explicit confirmation request from your assistant. Review the workspace and the exact proposed action.

For approvals and rejections, the confirmation includes the professional, contract, amount and currency, and payment date. Timesheet approvals also show automatic payment settings; milestone approvals explain that payment processing is attempted immediately. Rejections include your reason.

If the details change or the review expires, ask the assistant to fetch the latest information and show a new confirmation. If your assistant cannot display the required confirmation, complete the action in Shor.

<Warning>
  Approving work can create a payment obligation. Timesheet payments follow their due date and effective automatic payment setting. Milestone approval attempts payment processing immediately. Approval does not mean the professional has been paid; check the resulting payment status.
</Warning>

Creating a contract draft does not sign or activate it. Finish the compensation, terms, review, and signing steps in Shor.

## What still happens in Shor

Use the Shor application to sign or activate contracts, edit existing contract terms, initiate a standalone payout, or manage bank connections. The current assistant tools do not expose full professional profiles, general search, upcoming-payment summaries, or webhook subscriptions.

A balance is a point-in-time observation. An unavailable balance is an error, not a zero balance or permission to spend.

## Permissions and disconnecting

Each connection belongs to the Shor membership and workspace used during sign-in. Connecting one workspace does not grant access to another. Available tools depend on the connection's permissions and your current role; role changes apply to subsequent requests. Approval and rejection require an admin role.

To review access, open **Settings → Integrations → Manage connection access**. This takes you to **Settings → API keys → MCP connections**, where admins can see the granted permissions, expiry, and connection status. Choose **Disconnect** to revoke an active hosted connection. Shor rejects subsequent requests using that revoked connection.

Never paste API keys or sign-in tokens into a conversation. Hosted setup handles sign-in without sharing those secrets in chat.

## Troubleshooting

| What you see                              | What to check                                                                                                        |
| ----------------------------------------- | -------------------------------------------------------------------------------------------------------------------- |
| Setup is disabled                         | Ask a Shor workspace admin to configure the connection.                                                              |
| Remote setup is unavailable               | Ask Shor whether integrations are enabled and the hosted endpoint is configured for your environment.                |
| Sign-in succeeds but reads fail           | Check that you selected the intended workspace and that your membership and connection are active.                   |
| A tool is missing                         | Check the granted permissions and refresh the assistant's tool list.                                                 |
| Reads work but actions fail               | Confirm that your role allows the action, writes are enabled, and your assistant supports Shor's confirmation flow.  |
| The confirmation is stale or expired      | Fetch the current details and review a fresh confirmation before trying again.                                       |
| The connection is disconnected or expired | Review its status in **MCP connections** and follow the setup instructions. If access remains blocked, contact Shor. |

For exact tool names, API routes, scopes, and error codes, see the [MCP tool reference](/developers/mcp). For a direct software integration, see the [Public API](/developers/public-api).