Socket's MCP server lets you connect AI assistants like Claude and ChatGPT to your Socket account. Once connected, your assistant can look up your clients, services, and pricing, and draft proposals for you, all from a chat conversation.
What is MCP?
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to other software.
The Socket MCP is a secure bridge between your AI assistant and Socket. Instead of copying and pasting between the two, your assistant fetches what it needs from Socket directly, with your permission.
What can it do?
Once connected, you can ask your AI assistant to:
Look up a client and the services they have with you
List the services, pricing templates, and hourly rates on your pricing menu
Check the drivers and options available for your services
Draft a proposal from a plain English description, validate it against your pricing menu, and create it in Socket as a draft
Anything created this way lands in Socket as a draft for you to review and send as normal. The AI never sends anything to your clients.
Before you start
You need a Socket login, and your user must be a team member on the practice you want to connect.
For Claude, you need a paid plan that allows custom connectors.
For ChatGPT, you need a paid plan (Plus, Pro, Business or Enterprise) with Developer mode enabled.
The Socket MCP server address you'll need in all cases is:
Connecting Claude (web or desktop)
In Claude, go to Settings then Connectors.
Click Add custom connector.
Name it Socket and enter the URL: https://app.usesocket.com/mcp/practice
Click Connect. Claude will open the Socket login screen.
Log in to Socket and approve the connection.
The Socket tools will then appear under the connector in Claude's chat composer.
Connecting Claude Code
If you use Claude Code, run this command:
claude mcp add --transport http socket https://app.usesocket.com/mcp/practice
Then type /mcp in your session to trigger the Socket login and approve the connection.
Connecting ChatGPT
Custom connectors in ChatGPT are gated behind Developer mode:
Go to Settings then Connectors then Advanced, and enable Developer mode. On Business or Enterprise plans, a workspace admin needs to enable this.
Go to Settings then Connectors and click Create (or Add custom connector).
Enter the URL https://app.usesocket.com/mcp/practice and choose OAuth as the authentication type.
Complete the Socket login and approve the connection.
Is it secure?
Yes. The connection uses OAuth, the same standard used by integrations like Xero. You log in with your own Socket credentials and approve the connection yourself. The assistant can only access practices where you're a team member, and you can revoke access at any time from your assistant's connector settings.
Troubleshooting
I get an error saying the authenticated user has no team member on the practice
The Socket account you logged in with isn't a team member of that practice. If you have more than one Socket login, remove the connector and reconnect with the account you use day to day.
The Socket tools aren't appearing in my AI assistant
Check the connector shows as connected in your assistant's settings. If it does, remove it and set it up again. For Claude, also confirm your plan supports custom connectors.
Something else not working?
Get in touch with the team via the chat icon in Socket and we'll help you get connected.