Title: Connect Claude, ChatGPT and other AI agents | OneForm > Let AI assistants like Claude, ChatGPT and Cursor work in OneForm for you, as you, with only what you allow. Source: https://oneform.si/help/integrations/connect-ai-agents/ --- 1. [Help Center](https://oneform.si/help/) 2. [Integrations](https://oneform.si/help/integrations/) 3. Connect Claude, ChatGPT and other AI agents [View as Markdown](https://oneform.si/help/integrations/connect-ai-agents.md) # Connect Claude, ChatGPT and other AI agents Let AI assistants like Claude, ChatGPT and Cursor work in OneForm for you, as you, with only what you allow. [Basic plan and up](https://oneform.si/pricing/ "See what each plan includes")Updated October 22, 2026 · 3 min read [Open AI agents ↗](https://app.oneform.si/settings/agents?help=connect-ai-agents) Connect an AI assistant to OneForm and ask it to do the work: build a form, look through responses, draft a report, set up a workflow. It works as you, never beyond your role, and anything that reaches a client needs your go-ahead. ## Connect an AI tool ![The AI agents page in Settings, with the address to paste and a guide for each AI tool](https://app.oneform.si/media/7b33a794-6189-5375-9752-c78a388d30ff) 1. Go to [Settings → AI agents](https://app.oneform.si/settings/agents). 2. Under **Connect an AI tool**, copy the address. 3. Pick your tool: **Claude Code**, **Claude (web and desktop)**, **ChatGPT**, **Cursor**, **VS Code**, **Codex**, **Windsurf** or **Gemini CLI**. 4. Follow the steps shown for that tool. 5. When the tool asks, sign in with OneForm. 6. On the **Connect … to OneForm** page, pick the **Firm**, check what the tool may do, and click **Allow**. The tool appears under **Your connections**. For example, in Claude you add OneForm under **Settings → Connectors → Add custom connector**, paste the address and click **Connect**. ## Tools that can't sign in Some tools, like Codex, and your own scripts use a personal token instead. 1. On [Settings → AI agents](https://app.oneform.si/settings/agents), under **For developers**, click **New token**. 2. Name it, tick what it may do, and choose when it **Expires after**. 3. Click **Make token**. 4. Copy the token and paste it into your tool. It's shown only once. Anyone with the token can do what you allowed, as you. Don't share it in email or chat. ## What an agent can do - **Only what you allow, and never more than your role.** If your role changes or you leave the firm, your agents change or stop with it. - **Nothing reaches a client without you.** Sending or approving a report, publishing a form, emailing a form link, changing a booking or sending leads to your CRM needs **Act on clients**, and the agent must confirm each one first. - **Plan limits and OneAI Tokens apply** as they do in OneForm. - **Everything is recorded.** The **Activity** list shows what agents did (never what they read), and it's all in the [audit log](https://oneform.si/help/team-and-account/audit-log/). What an agent reads goes to the AI tool you use, under that tool's terms. ## Firm rules Owners and admins set rules for every agent in the firm, under **Firm rules**: - **AI agents can connect**: turn off to stop every agent at once. They work again when it's back on. - **Agents can act on clients**: allows the client-facing actions above, each still confirmed. - **Agents can read client data**: responses, reports, leads and bookings. Off, agents can still build forms and workflows. Owners and admins also see the team's connections and everyone's activity. ## Disconnect an agent Under **Your connections**, click **Disconnect** next to the tool, then **Disconnect** to confirm. It stops working right away. Signing out everywhere or changing your password disconnects your agents too. For developers, the server and its tools are documented in the [MCP developer docs](https://oneform.si/developers/mcp/). ## Why does my connection say "Paused"? Your firm's plan doesn't include AI agents, so OneForm refuses them for now. The connection stays, and works again once your firm is on a plan that includes them. ## Why can't my agent send a report? The token or sign-in doesn't include **Act on clients**, your role can't send reports, or your firm turned off **Agents can act on clients**. Connect again with **Act on clients** ticked, or ask an owner or admin. Was this article helpful? [← PreviousSend data to another app with webhooks](https://oneform.si/help/integrations/send-data-to-another-app-webhooks/)[Next →Move your leads into TaxDome](https://oneform.si/help/integrations/taxdome/) ## Related articles [Connect OneForm to your other appsHow the Integrations page works, how one-click connecting works, which apps your plan includes, and how to disconnect.Basic plan and up](https://oneform.si/help/integrations/integrations-overview/)[Send data to another app with webhooksSend each submission and report to any web address, for apps OneForm doesn't connect to yet. Usually set up by a developer.Basic plan and up](https://oneform.si/help/integrations/send-data-to-another-app-webhooks/)[Team and accountRoles and permissionsWhat owners, admins, reviewers and viewers can do, and how to change someone's role or hand over ownership.Firm plan and up](https://oneform.si/help/team-and-account/roles-and-permissions/)[Team and accountSee who did what in the audit logThe audit log records sign-ins, team and settings changes, exports and other important actions in your firm.](https://oneform.si/help/team-and-account/audit-log/) Still stuck? A person on the OneForm team reads every request. Mon–Fri, 9am–6pm ET. First reply within 1 business day. [Open a support case](https://oneform.si/contact/?topic=support)[Report a bug in the app](https://app.oneform.si/ideas?view=feedback)[hello@oneform.si](mailto:hello@oneform.si?subject=OneForm%20support) [Overview](https://oneform.si/help/) Topics - [Getting started](https://oneform.si/help/getting-started/) - [Forms](https://oneform.si/help/forms/) - [Sharing and embeds](https://oneform.si/help/share/) - [Responses and leads](https://oneform.si/help/responses-and-leads/) - [Reports](https://oneform.si/help/reports/) - [Payments](https://oneform.si/help/payments/) - [Bookings](https://oneform.si/help/bookings/) - [Workflows](https://oneform.si/help/workflows/) - [Integrations](https://oneform.si/help/integrations/) - [Connect OneForm to your other apps](https://oneform.si/help/integrations/integrations-overview/) - [Connect Slack](https://oneform.si/help/integrations/slack/) - [Connect Microsoft Teams](https://oneform.si/help/integrations/microsoft-teams/) - [Connect Google Chat](https://oneform.si/help/integrations/google-chat/) - [Connect Discord](https://oneform.si/help/integrations/discord/) - [Connect Google Sheets](https://oneform.si/help/integrations/google-sheets/) - [Connect Microsoft Excel](https://oneform.si/help/integrations/microsoft-excel/) - [Connect Google Drive](https://oneform.si/help/integrations/google-drive/) - [Connect OneDrive](https://oneform.si/help/integrations/onedrive/) - [Connect HubSpot](https://oneform.si/help/integrations/hubspot/) - [Connect Pipedrive](https://oneform.si/help/integrations/pipedrive/) - [Connect Salesforce](https://oneform.si/help/integrations/salesforce/) - [Connect Zoho CRM](https://oneform.si/help/integrations/zoho-crm/) - [Send workflow emails from your Outlook mailbox](https://oneform.si/help/integrations/send-email-from-outlook/) - [Connect Google Calendar and Google Meet](https://oneform.si/help/integrations/google-calendar-and-meet/) - [Connect Outlook Calendar and Teams meetings](https://oneform.si/help/integrations/outlook-calendar-and-teams-meetings/) - [Send data to another app with webhooks](https://oneform.si/help/integrations/send-data-to-another-app-webhooks/) - [Connect Claude, ChatGPT and other AI agents](https://oneform.si/help/integrations/connect-ai-agents/) - [Move your leads into TaxDome](https://oneform.si/help/integrations/taxdome/) - [Emails and notifications](https://oneform.si/help/emails-and-notifications/) - [Team and account](https://oneform.si/help/team-and-account/) - [Plans and billing](https://oneform.si/help/billing/) - [Privacy and security](https://oneform.si/help/privacy-and-security/) - [Troubleshooting](https://oneform.si/help/troubleshooting/) For your clients - [For your clients](https://oneform.si/help/for-clients/) [Glossary](https://oneform.si/help/glossary/)[FAQ](https://oneform.si/help/faq/)[Developer docs](https://oneform.si/developers/)[Contact support](https://oneform.si/contact/?topic=support)