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ChatGPT Setup Guide

This guide walks you through setting up Carbon Arc's MCP Server with ChatGPT (OpenAI's AI assistant).


Video Walkthrough

Watch this quick video to see the full setup process:


Requirements

  • A ChatGPT account
  • A Carbon Arc platform account

Setup Instructions

Step 1: Open ChatGPT Settings

Go to Settings → Apps in your ChatGPT application.

Optional

Turn on Developer Mode for additional features.

Step 2: Create a New App

Click the Create app button.

Click Create app

Step 3: Configure Core Tools Connector

Fill out the New App form with the following details:

FieldValue
NameCarbon Arc MCP
MCP Server URLhttps://mcp.carbonarc.ai
AuthenticationOAuth

New App Configuration

Click Create to save.

Step 4: Add Research Tools Connector (Optional)

To access Research tools (Entity Research, Forecast, Acquire, Retain, Target, Upsell), create a second app:

FieldValue
NameCarbon Arc Research MCP
MCP Server URLhttps://mcp.carbonarc.ai/research
AuthenticationOAuth

Step 5: Sign In at Carbon Arc

When prompted, sign in with your Carbon Arc credentials to authenticate.

Step 6: Begin Prompting

Open a new chat in Developer mode. Click the + button and select Carbon Arc MCP from the menu.

Select Carbon Arc MCP

Start asking questions:

"What was Walmart's card spend in Q1 2024?"


Tips for ChatGPT

  • Make sure to select the Carbon Arc MCP tool using the + menu before prompting
  • If ChatGPT doesn't use the MCP tools, try adding "use mcp tools" to your prompt
  • All responses include structured data that ChatGPT can use for follow-up questions
  • You can ask ChatGPT to explain or visualize the data it retrieves

Next Steps