D-Tools publishes a connector called D-Tools Cloud for ChatGPT, Codex, and Claude. Connect it once and you can ask about your D-Tools pipeline, projects, procurement, service, and accounts from inside that assistant.
Before you start
Your administrator must enable MCP Access for your user. This is a separate toggle from ordinary Ask D-Tools access, found in Settings > User Groups. See Ask D-Tools: Managing access for your team.
If MCP Access is off for you, the connector will still appear in the directory, but authorization will not succeed.
You will also need a ChatGPT or Claude plan that allows connectors. That is controlled by those vendors, not by D-Tools.
Connecting from Claude
Open your Claude settings and go to Connectors.
Search the connector directory for D-Tools Cloud.
Choose to connect it.
When prompted, sign in with your D-Tools Cloud email and password to authorize the connection.
Once authorized, start a conversation and ask a D-Tools question.
Connecting from ChatGPT
Open your ChatGPT settings and go to the PLUGINS section.
Search the directory for D-Tools Cloud.
Choose to connect it.
When prompted, sign in with your D-Tools Cloud email and password to authorize the connection.
Once authorized, ask a D-Tools question in any conversation.
Connecting from Codex
Codex uses the same D-Tools Cloud connector. Open the connector settings, search for it, connect, and authorize with your D-Tools Cloud login in the same way.
You sign in to D-Tools directly
Authorization happens on a D-Tools sign-in page. The assistant never sees or stores your D-Tools Cloud password, and the connection is tied to your own user account, not to your company as a whole.
What you can ask
Ask normally. You do not need special commands.
Show me the opportunities most likely to close this week
Which projects have procurement risk right now?
Which customers need follow-up across billing, active work, and service?
How do I set up change order statuses in D-Tools Cloud?
The connector can answer questions about your business data and questions about how D-Tools Cloud works.
It is read only. Always.
The connector can only read. It cannot create, update, send, approve, or delete anything in D-Tools Cloud, and it cannot propose an action for you to approve.
This is a hard limit in the connection, not a setting that can be changed. If you want Ask D-Tools to help you change something, do that in D-Tools Cloud, where you get an approval card. See Ask D-Tools: Approving actions.
Answers also respect your own D-Tools permissions, exactly as they do in the browser. Connecting an assistant does not widen what you can see.
If you have more than one D-Tools account
Ask the assistant to list your accounts first, then name the one you want:
List my D-Tools accounts, then show opportunity pipeline risks for the New York account
Troubleshooting
Problem | Likely cause |
Authorization fails, or no D-Tools capability appears after connecting | MCP Access is not enabled for your user. Ask your D-Tools administrator. |
Sign-in is rejected | Your account may not have Ask D-Tools access at all. Base Access is required before MCP Access can work. |
The assistant will not change something in D-Tools | Expected. The connector is read only by design. |
Answers seem narrower than you expect | Answers are scoped to your own D-Tools permissions. |