Skip to content
AtlasHelpData use

Using Atlas

Quick start

  1. In ChatGPT: Plugins → + → Add custom MCP server. Paste the URL, choose OAuth.
  2. Sign in with your own email.
  3. In a new chat, ask: “Which business am I connected to? Find one customer I know and summarise their last job.”

ChatGPT Business or Team: a workspace admin can publish Atlas once for everyone.

Signed in? Home has these steps and your setup.

Join your company

Open your invitation and sign in with the invited email. Asked to verify? Use the email link, then reopen the invitation. Expired? Ask for a new one.

RoleCan do
OwnerEverything, including manager roles and access
ManagerInvites employees, sets their access, connects shared apps and sets their switches
EmployeeUses the accounts they’re given and connects personal apps

Connect your apps

Ask Atlas in chat, for example “Connect my Gmail”. You connect your own personal apps; the owner or a manager connects shared ones. Switches are on Apps.

  • Shared accounts belong to the company; People sets who uses each account. The owner uses every account unless they untick it there for themself.
  • Personal accounts are ones you connect and manage.

You may connect several accounts of one app. Pick your default in chat or on Apps; the company default covers people who haven’t picked. Atlas follows clear cues in the chat, then your default, then the company default or your only account, and asks when none applies. Every card shows its account.

Jobber is one shared connection. The owner or a manager selects Connect Jobber on Apps; Atlas supplies the Jobber app. A company that prefers its own Jobber developer app saves it there under Use your own Jobber app instead. Jobber access shows everything in Jobber, money included.

Ask and approve

Reads run straight away, unless the owner or a manager turns an app’s reads off on Apps; then Atlas reads nothing from that app, personal accounts included, until reads are back on.

Atlas shows a card for every change. Approve does exactly what the card shows, once. Decline sends nothing. Typing “yes” never approves. If a change didn’t go out, the card may offer Retry once.

Always allow

Some cards offer Always allow for that action on that account. It’s never offered for sending, deleting, money, invites or sharing. End it in chat, or turn off Always allow on Apps, which ends every Always allow it covers.

When Atlas can’t tell

Atlas never re-sends a change whose result is unclear. It checks once, then the card asks you to check the app and answer. Until then, changes through that account are paused; other accounts and apps keep working. Unanswered after 4 hours, it goes to Atlas staff.

Brief and notes

The company brief is plain text every chat reads; the owner and managers edit it in chat or on Brief & notes. Your note is read in your chats and Atlas can update it there; you, the owner and Atlas staff can read it. Ask Atlas for its company interview, customer briefing or follow-up review guide. Atlas can pass your feedback to Atlas staff.

History

History lists the changes you approved and the ones that ran automatically, with who, when and what happened. The owner sees everyone’s, and what Atlas staff did. Times use your company’s time zone, set by the owner on People, where the owner can also change the company name.

If something stops working

What you seeWhat to do
Wrong company or accountSign in with Use a different account and your invited email
ChatGPT signs in but Atlas doesn’t connectAtlas says why in chat. Used another login? Add it with Add another sign-in in your account menu
Invitation expired or usedAsk for a new one; if you already joined, just sign in
An app account stopped workingAsk Atlas in chat to reconnect it; the owner or a manager reconnects shared ones
Jobber shows Reconnect or Connection problemThe owner or a manager reconnects it on Apps (a company on its own Jobber app saves it again); otherwise Atlas staff have been told
Connect Jobber says Atlas is adding capacityAtlas staff have been told; select Connect Jobber again later
Changes through one account are pausedAnswer the card that asks whether a change happened
Atlas is paused for your companyAtlas staff paused it; chat and saving are off until they resume
No card, or no buttonsOnly ChatGPT approves changes; ask Atlas for the change again there
Another chat app says it isn’t allowedChatGPT is always on. The owner allows another app on People, under Other apps; it can only read
Photos in Jobber are missingAtlas reads images on notes, not a quote’s Images section

Removing Atlas from ChatGPT doesn’t disconnect your apps.