ActiveMerge has a built-in MCP server, so you can connect it to ChatGPT, Claude, and other MCP-compatible AI clients. Once connected, your assistant can see the templates in your ActiveMerge account, collect the data a document needs, prepare a document for you to approve, and create new template drafts. You stay in control: nothing is generated or saved until you approve it.
This guide covers connecting Claude and ChatGPT. The steps are almost identical, because both add ActiveMerge the same way: as a remote MCP server you sign in to with your ActiveMerge account.
Before you start
- An ActiveMerge account. You sign in during setup, and the connection uses whatever plan and credits that account has.
- A Claude or ChatGPT plan that supports custom MCP connectors. This is available on most paid tiers; the exact plan names change over time, so check your client if you do not see the connector option.
- No API key and no client ID. ActiveMerge registers your client automatically through OAuth when you authenticate.
The ActiveMerge MCP endpoint
Use this Streamable HTTP MCP endpoint wherever a client asks for the server URL:
https://app.activemerge.com/mcp
When you add it, choose Authenticate (or Sign in), and you will be sent to ActiveMerge to log in and approve access. That is the whole setup. You do not paste a token anywhere.
Connect Claude
You can add ActiveMerge in Claude on the web (Claude.ai) or in the Claude desktop app. The path is the same in both.
- Open Settings, then Connectors (it may be called Custom connectors).
- Select Add custom connector.
- Give it a name, such as
ActiveMerge. - Paste the endpoint:
https://app.activemerge.com/mcp - Select Add, then Connect (or Authenticate).
- Sign in to ActiveMerge in the window that opens and approve the requested access.
Claude will show ActiveMerge as a connected tool. In a chat, enable the ActiveMerge connector (the tools or connectors control near the message box) and ask it to work with your templates.
Connect ChatGPT
ChatGPT supports remote MCP servers through connectors. Availability and the exact menu depend on your plan and whether developer or connector features are enabled for your account.
- Open Settings, then Connectors.
- Select Add or Create a custom connector (you may need to turn on developer or advanced connector features first).
- Give it a name, such as
ActiveMerge. - Paste the endpoint:
https://app.activemerge.com/mcp - Choose the Streamable HTTP transport if you are asked for a type.
- Select Authenticate, sign in to ActiveMerge, and approve access.
Once it is connected, start a chat, make sure the ActiveMerge connector is turned on for that conversation, and ask it to prepare a document.
What your assistant can do once connected
After you authenticate, your assistant can:
- List your templates and read the fields each one needs.
- Prepare a document from a template and the data it collected, then return an ActiveMerge approval link.
- Generate the document once you approve the exact request.
- Check a job and get the download link when it is ready.
- Draft a new template in DOCX or PPTX for you to review and save.
A few examples to try:
- “What fields does my Invoice template require?”
- “Create a PDF invoice from my Invoice template for Acme Ltd. for $500.”
- “Create a course completion certificate from my Certificate template for Jordan Lee, dated today.”
- “Check the status of my generated proposal.”
Approvals and security
- OAuth, not API keys. The connection is tied to the ActiveMerge account you sign in with. You can revoke it any time from your ActiveMerge account.
- You approve every document. When the assistant prepares a document, it returns an approval link. Nothing is generated, and no credits are used, until you open that link and confirm the exact request.
- You approve new templates. Creating an AI template draft returns a review link. The template is only saved after you approve it, and your existing templates are never edited.
- Zapier is unaffected. If you use the Zapier integration, it keeps working on its existing API key. MCP is a separate connection.
Troubleshooting
I do not see a connectors or custom connector option. Custom MCP connectors are only on certain plans, and some clients require you to enable a developer or advanced setting first. Check your plan and your client’s beta or developer options.
The endpoint will not add. Confirm you entered https://app.activemerge.com/mcp exactly, with https:// and no trailing spaces, and that the transport is set to Streamable HTTP if the client asks.
Authentication opens but nothing connects. Make sure pop-ups are allowed for the sign-in window, complete the ActiveMerge login, and approve the access request. If it still fails, remove the connector and add it again.
The assistant says it has no ActiveMerge tools. Turn the ActiveMerge connector on for that specific conversation. Many clients leave connectors off by default in a new chat.
A document did not generate. Documents only generate after you open the approval link and confirm. Check that you completed that step, and that the account you connected has enough credits.