# Connect ChatGPT to Finix MCP

This guide walks you through connecting ChatGPT to the Finix MCP server. After setup, you can ask ChatGPT questions about Finix and get accurate, up-to-date answers sourced directly from our documentation.

## Prerequisites

Before you begin, make sure you have:

- **ChatGPT Pro, Team, Enterprise, or Edu plan:** MCP (via the Connectors feature) requires one of these paid plans
- **Developer Mode enabled:** Required to add custom MCP connectors
- **Internet connection:** Required to reach [docs.finix.com](https://docs.finix.com/)

## Enable Developer Mode

MCP connector support in ChatGPT requires enabling Developer Mode first.

1. Open [ChatGPT](https://chatgpt.com/) and click your **profile icon** in the top-left corner.
2. Click **Settings**.
3. Navigate to **Apps & Connectors**.
4. Scroll to **Advanced Settings**.
5. Toggle **Developer Mode** to **On**.

## Add the Finix MCP Connector

After enabling Developer Mode, add the Finix MCP server as a connector.

1. In **Settings**, go to **Connectors**.
2. Click **Create**.
3. Fill in the connector details:
   - **Connector name**: `Finix API Docs`
   - **Description**: `Access Finix API reference and documentation. Use this connector when answering questions about Finix APIs, endpoints, authentication, payments, or integrations.`
   - **Connector URL**: `https://docs.finix.com/mcp`
   - **Authentication**: None
4. Click **Create**.

If the connection succeeds, ChatGPT shows the list of tools provided by the Finix MCP server (such as `search`, `get-endpoints`, `get-endpoint-info`).

Your ChatGPT workspace must have access to the **Connectors** feature. If you don't see **Connectors** in your **Settings**, your plan may not support it yet.

## Use the Connector in a Chat

After creating the connector, activate it in your chat:

1. Open a new ChatGPT conversation.
2. Click the **+** button next to the message composer, then select **More**.
3. Find and select **Finix API Docs** from the list of available connectors.
4. Ask your question - ChatGPT will use the MCP tools to search Finix documentation.

The Finix MCP server's `search` tool finds results in both the API Reference and Guides. Detailed retrieval tools (`get-endpoint-info`, `get-endpoints`, `get-full-spec-document`) are only available in the API Reference. See [Enhancing Guide Access](https://docs.finix.com/additional-resources/developers/mcp-server/mcp-chatgpt-setup#enhancing-guide-access) to configure the agent for full access to the Finix documentation.

## Enhancing Guide Access

To get the most from both API documentation and guides, add the following to your ChatGPT system prompt or at the start of your conversation:

```

When answering questions about Finix:

1. Use the Finix MCP connector tools (`search`, `get-endpoint-info`, `get-endpoints`) to find relevant API reference content.
2. For guide/tutorial content: after using the MCP search tool to find relevant guide pages, fetch the full content by appending .md to the guide URL. For example:
   - https://docs.finix.com/guides/getting-started/developer-quickstart.md
   - https://docs.finix.com/guides/online-payments/payment-tokenization/tokenization-forms.md
   - https://docs.finix.com/guides/payouts/adding-funds.md
3. Always check both the API Reference and Guides for a complete answer.
```

This lets ChatGPT access Markdown guides and API references via MCP, ensuring complete access to Finix docs.

## Check the Connection

Try these prompts after activating the connector to confirm it works.

### API Reference Test

> _"What authentication method does the Finix API use?"_

If ChatGPT responds with precise information about Finix API authentication (Basic Auth with API credentials), the connection is working.

### Guide Access Test

> _"How do I onboard a seller on Finix?"_

If ChatGPT responds with details from the seller onboarding guide (not just API endpoint info), guide access is working correctly.

## Example Prompts

Once configured, use the connector by asking Finix-related questions naturally in chat conversations.

**API Questions:**

> _"What fields are required to create a Transfer?"_ _"How do I tokenize a card with Finix.js?"_ _"What's the difference between a Transfer and an Authorization?"_

**Integration Help:**

> _"Show me an example of processing a refund."_ _"How do I set up webhooks for payment status updates?"_ _"What are the steps to onboard a seller?"_

**Troubleshooting:**

> _"What does error code 402 mean?"_ _"What does the RETURNED state mean for a Transfer?"_ _"How do I handle declined payments?"_

## Best Practices

For best results, follow these tips:

1. **Be specific** - "How do I create a card Authorization?" is better than "How do payments work?".
2. **Reference API resources** - Utilize terms like "Transfer", "Authorization", "Identity", "Merchant" when relevant.
3. **Ask for examples** - "Show me an example of..." prompts ChatGPT to pull code samples from documentation.
4. **Mention the environment** - Specify "Sandbox" or "Production" if it matters for your question.
5. **Activate the connector each session** - Select the Finix connector each time you start a new conversation.

## Troubleshooting Tips

### Connector Creation Fails

If ChatGPT reports an error when creating the connector:

1. Verify you can reach [docs.finix.com](https://docs.finix.com/) in a browser.
2. Check that Developer Mode is enabled in **Settings → Apps & Connectors → Advanced Settings**.
3. Confirm your plan supports Connectors (Pro, Team, Enterprise, or Edu required).

### Connector Not Listed in Chat

If the Finix connector does not appear after clicking **+** in the chat composer:

1. Ensure the connector was created successfully in **Settings → Connectors**.
2. Try clicking **+** → **More** to see the full list of available connectors.
3. Reload the page and try again.

### ChatGPT Not Using Finix Documentation

If ChatGPT answers from general knowledge instead of searching Finix documentation:

1. **Be explicit** - Try "Search the Finix documentation for..." in the prompt.
2. **Check the connector is active** - Click **+** → **More** to confirm the Finix connector is selected for this chat.
3. **Start a new conversation** - Activate the connector before asking your first question.

### Only Seeing API Reference Without Guide Content

If ChatGPT answers with only API endpoint details and misses relevant guide content:

1. **Add the system prompt** - See [Enhancing Guide Access](https://docs.finix.com/additional-resources/developers/mcp-server/mcp-chatgpt-setup#enhancing-guide-access) above to instruct ChatGPT to fetch guide Markdown pages.
2. **Ask explicitly** - Try "Check the Finix guides for how to..." to direct ChatGPT toward guide content.

### Outdated Information

The MCP server uses Finix's published documentation. If you find any outdated information:

- Check [docs.finix.com](https://docs.finix.com/) for the latest published documentation.
- If you notice a discrepancy, contact the [Finix Support Team](mailto:support@finix.com) or your Finix representative for a definitive answer.

The MCP server always shows the latest information from [docs.finix.com](https://docs.finix.com/), which is updated regularly.