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Ten minutes, if Developer mode is already on. ChatGPT talks to Sailer from OpenAI’s cloud. This is a custom connector, not a listing in the Apps directory. The first connection cannot write. That is deliberate.
1

What you need

A paid ChatGPT plan: Plus, Pro, Business, Enterprise, or Edu. Free cannot add custom MCP.A Sailer account whose email belongs to a workspace. You do not need an API token.On Business / Enterprise / Edu, an admin may need to allow connectors for the workspace first.
2

Turn on Developer mode

In ChatGPT on the web:
  1. Open Settings.
  2. Open Security and login (on some builds: Apps & Connectors → Advanced settings).
  3. Turn on Developer mode. Accept the warning that custom connectors run third-party code on your behalf.
3

Add the CRM server

  1. Go to ChatGPT Plugins (on some builds: Settings → Connectors) and click the plus / Create.
  2. Name it Sailer CRM. Give it a one-line description if asked.
  3. Paste https://mcp.chatsailer.com/mcp/crm.
  4. Authentication: OAuth. Leave Client ID and Client Secret empty. Sailer registers ChatGPT itself.
  5. Create.
OpenAI’s Settings labels move. The URL you paste does not.
4

Authenticate

ChatGPT starts the OAuth flow. Your browser opens.Three screens, in this order:
  1. Auth0 sign-in — your Sailer email and password. Already signed in? This step is skipped.
  2. “ChatGPT wants to connect” — one workspace is confirmed text; several is a dropdown. The permission list matches the workspace you pick.
  3. Click Approve. Close the tab.
5

Enable it on the chat

Adding the connector is not enough. ChatGPT will not call Sailer until the connector is on this conversation.
  1. Start a new chat.
  2. Open the composer + / More menu.
  3. Choose Developer mode (or the Apps picker) and select Sailer CRM.
Then ask:
Which Sailer workspace am I connected to?
ChatGPT will call whoami and name the workspace, the parent organization, who authorized the connection, and the scopes you granted.
6

Do something real

How many contacts are in this workspace?
Describe the CRM schema — what custom fields does this workspace have?
Find contacts created in the last 7 days.
CRM tools is the catalogue. Writes need a reconnect — Authentication.

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Add Studio too

Create a second connector named Sailer Studio with https://mcp.chatsailer.com/mcp/studio, complete OAuth again, and enable it on the chat. A CRM grant will not work on Studio: each server is its own OAuth audience. Studio tools.

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This client

No tools in the picker. Open the connector’s details page and refresh it so ChatGPT re-fetches tools/list. Then start a new chat and enable it again. Free plan. Custom MCP is a paid-plan feature. There is no workaround on this page. Switch workspace, or grant writes. Delete the connector, create it again, pick at consent. One URL is one grant. Shared failures (wrong URL, unknown email, missing scope) are on Troubleshooting.