> ## Documentation Index
> Fetch the complete documentation index at: https://docs.allgoodhq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Roll out the ERM MCP to your organization

> Add the allGood ERM MCP for your whole workspace in Claude or ChatGPT and require approval for changes.

This guide is for IT admins who are approving the allGood ERM MCP and setting it up for a team. You'll add the connector once, decide which actions run on their own and which need a person's approval, and check that the setup works. It takes about 15 minutes.

Most admins want the same outcome: lookups run freely, and anything that changes the Test Suite or a draft asks first.

## How control works

Two separate layers decide what a person can do.

* **Your AI client's tool policy.** You set each tool to run automatically, ask for approval each time, or stay off.
* **allGood permissions.** Each person's allGood role decides which actions succeed. Lookups need **View reply management**. Changes and running the suite need **Manage reply management**.

The tool policy narrows what's available. It never grants more than a person's allGood role allows. The connector has no tools that publish a configuration or delete anything.

## Recommended tool policy

| Tool group | Examples | Suggested setting |
| - | - | - |
| Lookups | List configurations, get a configuration, list test cases, get suite results | Run automatically |
| Test Suite changes | Create a test case, update a test case | Require approval |
| Drafts | Create a draft, update a draft | Require approval |
| Runs | Run the test suite | Require approval |

For the full tool list, see the [Tool reference](/use-cases/erm-mcp/capabilities).

## Set up your AI client

<Tabs>
  <Tab title="Claude">
    You need to be an **Owner** on a Claude Team or Enterprise plan.

    <Steps>
      <Step id="claude-add-connector" title="Add the connector for your organization">
        1. Go to **Organization settings > Connectors**
        2. Click **Add**, hover over **Custom**, and select **Web**
        3. Enter the name `allGood ERM` and the URL `https://api.allgoodhq.app/mcp/erm`, then click **Add**
      </Step>

      <Step id="claude-set-policy" title="Set the tool policy">
        1. Open the **allGood ERM** connector and go to its tool permissions
        2. Set read-only tools to **Always allow**
        3. Set write tools to **Needs approval**
      </Step>

      <Step id="claude-members" title="Tell members to connect">
        Members open **Customize > Connectors**, find **allGood ERM**, and click **Connect**. They sign in with their own allGood account. See [Using with Claude Desktop](/use-cases/erm-mcp/claude-desktop).
      </Step>
    </Steps>

    Policy changes can take up to 15 minutes to reach members.
  </Tab>

  <Tab title="ChatGPT">
    Custom MCP connectors are available on ChatGPT Business, Enterprise, and Edu plans.

    <Steps>
      <Step id="chatgpt-enable" title="Turn on custom connectors">
        **Business:** Go to **Workspace settings > Permissions & roles** and turn on **Developer mode / Create custom MCP connectors**.

        **Enterprise and Edu:** Go to **Settings > Apps > Advanced settings**.
      </Step>

      <Step id="chatgpt-add" title="Add the connector">
        Add an MCP server with the name `allGood ERM`, type **Streamable HTTP**, and the URL `https://api.allgoodhq.app/mcp/erm`. Authenticate with OAuth. See [Using with ChatGPT Desktop](/use-cases/erm-mcp/chatgpt-desktop).
      </Step>

      <Step id="chatgpt-actions" title="Turn off actions you don't want (Enterprise and Edu)">
        1. Go to **Workspace settings > Apps**
        2. Click the ellipsis menu next to **allGood ERM** and select **Action control**
        3. Turn off any action your team shouldn't have
      </Step>
    </Steps>

    <Note>
      On ChatGPT Business, admins can't change a connector's actions after it's published. If you need a firm guarantee, limit what people can do through their allGood roles. A role with only **View reply management** can look things up but can't change anything.
    </Note>
  </Tab>
</Tabs>

## Confirm it

Ask a member with **View reply management** to run: *"Using allGood ERM, list my reply management configurations."* Then ask a member with **Manage reply management** to create a draft and confirm your client asks for approval first. Every call appears in **Settings → MCP Usage**.

## Related articles

* [Overview](/use-cases/erm-mcp/index)
* [Tool reference](/use-cases/erm-mcp/capabilities)
* [ERM MCP FAQ](/use-cases/erm-mcp/faq)


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