Can ChatGPT, Claude, Gemini or Copilot Connect to Unleashed?

Before you start

• Logistify for Unleashed works with an Unleashed account that's connected to Logistify. It uses the Unleashed connection Logistify already has, and because Unleashed is cloud software, no computer has to be left on.
• A company admin turns on Assistant Connectors in Logistify first. For now, people with the Admin or Customer Success Manager role can connect, and each kind of data follows the role rules of the Logistify screen that shows it.
• Here, "official" means the connector is listed in the AI vendor's own directory or documented by Unleashed or The Access Group. We searched each directory for "Unleashed", and where the search allowed it, for "Access Evo" and "Access Group" too. Logistify for Unleashed isn't in OpenAI's plugin directory or Anthropic's Connectors Directory yet, so you add it by its address.
• Some lists are only visible after sign-in. ChatGPT's plugins directory can't be searched without signing in, Grok's catalog and Meta Muse's connector list sit behind sign-in, and Perplexity's public pages don't publish its full list. For those, we checked the public pages and help articles, and the table says "None listed" rather than "No".
• Unleashed has its own AI assistant, Evo Copilot, inside Access Evo. It is read-only and can't be reached from ChatGPT or Claude.
• Only the Account Owner can see the account's API ID and Key, which a connection you build yourself would need.

Your options at a glance

Which option to choose

• Your Unleashed account is connected to Logistify and you want answers, new sales orders, order pushes and imports in the same chat: Logistify for Unleashed.
• You want plain-English answers inside Unleashed and don't use Logistify: Evo Copilot, on the Evo instance.
• You need a one-off analysis, such as a review of slow-moving products: export the report and upload it to an approved assistant.
• You want the assistant to do something Logistify for Unleashed doesn't, such as create quotes or purchase orders, edit existing Unleashed records or adjust stock: a developer builds on the Unleashed API.

Step 1: Connect Logistify for Unleashed to ChatGPT or Claude

1. 1In Logistify, a company admin turns on Assistant Connectors under Settings, Features.
2. 2In Claude, add https://mcp.logistify.ai/unleashed/mcp as a custom connector. In ChatGPT, add the same address as a custom MCP server in a Business or Enterprise workspace.
3. 3Sign in with your normal Logistify login and choose the company whose Unleashed account you want to use.
4. 4Decide on Allow changes. The box starts unticked, which gives a connection that only reads. Tick it if you want the assistant to be able to create sales orders and push them to Unleashed, push orders saved in Logistify, and import Unleashed records into Logistify.
5. 5Ask in plain English, for example "Show me the sales orders for customer Harbor Foods" or "Create an order for Harbor Foods: 20 of product 4410B, delivered next Friday."
6. 6To disconnect, remove the connection in Logistify (Settings, ChatGPT and Claude, Connected assistants, with the company open) or in ChatGPT's or Claude's settings. Removal takes effect on the next request, and an admin turning off Assistant Connectors stops every connection.

What Logistify for Unleashed reads and changes

Each change goes through the same checks as the matching button in Logistify and starts the same work. Say you ask, "Create an order for Harbor Foods: 20 of product 4410B, delivered next Friday." The assistant finds Harbor Foods and 4410B, then reads the order back: customer, each product and quantity, prices and delivery date. It waits for a clear yes before Logistify creates the order and pushes it, as the Push to Unleashed button does. A line uses the price you give, or else the customer's Unleashed price when your company turned that on, or else the product's price saved in Logistify. The customer and products must already be in Logistify and linked to Unleashed, matched by exact code, never a guess, and a line with no price or an unlinked product is refused with the reason. Pushing an order already saved in Logistify works the same way: ask "Push order SO-1002 to Unleashed" and the assistant names the order and its customer, then asks. Either way, it checks the push result and says the order is in Unleashed only once it has been pushed. Orders already in Unleashed are left out, a retry doesn't create a second order, and the three imports read each record fresh from Unleashed, so Logistify gets Unleashed's own data.

Which AI assistants can connect to Unleashed

Unleashed's help center returned no articles for "MCP", "ChatGPT" or "Gemini" on 23 October 2026. Our guide to an Unleashed MCP server compares Logistify for Unleashed with building your own, and the Logistify for Unleashed page has the setup steps for each assistant. Our launch post walks through the tools and how changes work.

Step 2: Use Evo Copilot for questions inside Unleashed

If you'd rather ask questions inside Unleashed, its built-in option is Evo Copilot. Click the white "access" button in the top left corner, select Copilot, select New Topic, and pick the Unleashed skill. It can list orders, check stock by warehouse and flag late purchase orders. It can't make changes, and it can't be relied on for totals.

Step 3: Export a report if your company allows outside AI tools

1. 1Check your company's rules on putting business data into AI tools, and which plans are approved.
2. 2Export the report you need. Many Unleashed reports, such as the Reorder Report, export to PDF, CSV or XLSX, and Access Analytics dashboards export the current view as a CSV file.
3. 3Remove anything the question doesn't need, such as customer contact details.
4. 4Upload the file to the approved assistant and ask your question. The file is a snapshot as of the export, and nothing the assistant suggests reaches Unleashed until someone enters it.

Step 4: To build your own connection, use the Unleashed API

If you need tools Logistify for Unleashed doesn't offer, a developer can build a custom MCP server or integration on the Unleashed API. Both assistants accept custom MCP servers, within limits:

• ChatGPT: custom MCP server connections with full MCP support are for Business and Enterprise/Edu workspaces on the web. Pro users can connect custom MCP servers with read and fetch permissions only. ChatGPT connects to remote MCP servers; a server on a private network needs OpenAI's Secure MCP Tunnel.
• Claude: custom connectors using remote MCP are on Free, Pro, Max, Team and Enterprise plans, with one custom connector on Free. Claude connects from Anthropic's cloud, so the server must be reachable over the public internet.
• Unleashed: the Account Owner finds the API ID and Key under Integration > Unleashed API Access. Every call made with them counts toward your monthly API limit.

Our guide to Unleashed API access and limits explains the monthly call allowance on each plan.

Other third-party connectors and a name to watch

• Other third-party MCP servers for Unleashed exist. For example, SyncHub publishes a page for an Unleashed MCP server. These are not built or supported by Unleashed, we haven't tested them, and we don't recommend any.
• Searches for an Unleashed MCP server also return the Unleash MCP server. Unleash is a feature-flag product from a different company. It has nothing to do with Unleashed inventory software.

Where Unleashed leaves the work to you

• Unleashed doesn't offer its own connector for ChatGPT, Claude, Gemini or Copilot, so any connection comes from a third party such as Logistify, or from a server you build and maintain.
• Unleashed support doesn't write, review or debug integration code.
• The API ID and Key can't be changed or refreshed, and Unleashed can't block a third-party connection once you've shared them.
• Unleashed doesn't keep a log of the connections made through your account's API.
• The API doesn't support partial updates. A request that leaves out fields overwrites them with blank values, which matters if a tool you build writes to Unleashed.

Where Logistify fits

If your Unleashed account is connected to Logistify, Logistify for Unleashed is the most direct route to ChatGPT or Claude. It comes with Logistify's Starter plan at $99 a month per company, there's nothing to build or host, and it reads the six kinds of Unleashed records above. Its five changes, from creating a new sales order in chat to importing records into Logistify, happen only when Allow changes is ticked and you've said yes to each one. It works alongside the Sales Order Service, a managed service that uses AI to enter customer orders into Unleashed as sales orders and create sales quotes, with a person reviewing exceptions. Our post on Unleashed orders, quotes and email replies explains the service.

Beyond creating and pushing sales orders, Logistify for Unleashed doesn't change anything in Unleashed. It doesn't create quotes or purchase orders, adjust stock, or edit or delete existing Unleashed records. It works with ChatGPT and Claude, and what the assistant reads is sent to OpenAI or Anthropic. Results leave out addresses, email addresses, phone numbers, notes and bank details.