Already working with Claude, ChatGPT or Gemini Enterprise? Then you can query your sell & pick data right there, with no export and no copy & paste. Our MCP Server makes that possible. MCP is an open standard that lets AI assistants access external data sources.
Important: With this use, your data leaves the sell & pick platform and is processed by your AI provider. Before setting up, read the section "What happens to your data" below.
Just ask normally, for example:
"How did revenue per branch develop in September compared to last year?"
The assistant finds the right data, runs the query and answers with the numbers. It can:
query and analyze your released data
create and edit your own dashboards and fill them with charts (if custom dashboards are enabled for you)
It can not:
delete or share dashboards
change the dashboards that sell & pick maintains for you
create reports or send emails
change data in your upstream systems
The assistant only sees the areas that sell & pick has enabled for MCP and that you are also allowed to open yourself on the platform.
We enable MCP for your environment. Talk to your Customer Success Manager or write to [email protected]. After that, in the navigation under the enabled areas Smarta Dashboards you will find a tab MCP with the server URL and the steps for each assistant.
Copy the server URL with the Kopieren button on the MCP tab.
In Claude, open Einstellungen > Konnektoren and choose "Benutzerdefinierten Konnektor hinzufügen".
Paste the server URL and choose "Hinzufügen".
Sign in with your sell & pick account when Claude asks for it.
In ChatGPT, open your profile and then Einstellungen > Sicherheit und Anmeldung.
Turn on "Entwicklermodus".
Open "Plugins" and click + > Benutzerdefiniertes MCP hinzufügen > MCP-App erstellen.
Fill in the form: name sell & pick, connection = the server URL, authentication OAuth.
Choose "Ich verstehe und möchte fortfahren".
Sign in with your sell & pick account when ChatGPT asks for it.
In Team or Enterprise workspaces, it may be that only your workspace admins are allowed to add new connectors.
Gemini Enterprise is connected by your admins in the Gemini Enterprise console. Write to us at [email protected] and we will send you the credentials you need.
Every query by the assistant counts toward your token limit, just like a question to Smarta.
Up to 60 requests per minute are possible per person.
Unlike with Smarta, the answers here do not go through sell & pick but through your own AI provider, e.g. Anthropic, OpenAI or Google. The data the assistant queries goes to that provider and is processed there under its terms, depending on the provider also outside the EU.
Whether and how you use this is up to you. Before setting up, check what contract you have with your AI provider and what data your employees are allowed to query there. More on this in the article Data processing at Smarta.
What is the difference from Smarta?
Smarta runs directly in the sell & pick platform, and we organize the processing. With MCP you use your own assistant, the one you already work with, and you decide on the provider yourself.
The assistant finds no data.
Check that you are signed in with the right sell & pick account. The assistant only sees areas that are enabled for MCP and that you are allowed to open yourself.
How do I disconnect?
Remove the connector in your assistant's settings. After that it has no access anymore.
