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Use your assistant to look up an invoice, check a payment, or find a shipment’s proof of delivery. The Upwell connector gives it read-only access to records your Upwell account can see. You’ll need an active Upwell Admin, Manager, Team Member, Cash Application, or system administrator account in a workspace with MCP access enabled. If Upwell says your organization doesn’t have access, contact Upwell support.

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Claude

  1. Open Upwell in the Claude directory. You can also search for Upwell in Claude’s connector directory.
  2. Select Connect. If your organization manages connectors and Upwell is unavailable, ask a workspace administrator to enable the directory connector, then return to the listing.
  3. Sign in to Upwell. Check that the consent screen shows the expected app, account, and workspace, then select Allow Access.
  4. Open a Claude chat, enable Upwell in the connectors menu, and try the invoice lookup below.

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Manual setup

Use this server URL wherever your assistant asks for an MCP endpoint. It connects to your workspace over Streamable HTTP.
  1. Open Plugins in ChatGPT on the web. Select + → Add custom MCP server. On Business, an owner or administrator creates the connection. On Enterprise or Edu, ask a workspace administrator for access if the option is unavailable.
  2. Enter Upwell as the name and Look up freight billing records as the description. Under Connection, choose the public HTTPS endpoint and paste the server URL above.
  3. Choose OAuth. Leave optional client ID and client secret fields empty so ChatGPT can discover the sign-in settings. Review the warning, acknowledge it, and select Create as a plugin.
  4. Sign in to Upwell when prompted, check the account and workspace, and select Allow Access. Review the discovered tools and install the plugin. Start a new chat and type @Upwell to select it.
ChatGPT setup guide

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Check the connection

Choose a customer invoice you can already open in Upwell. Replace the bracketed text with its number and ask your assistant the following question.
Use Upwell to look up customer invoice [invoice number]. What is its payment status? Include a link to the invoice.
Open the returned record and compare its invoice number and payment status with the answer. If the assistant returns documentation instead, check that the configured URL is https://app.upwell.com/api/mcp. The separate documentation search server answers questions about the public guides.

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Disconnect

For connections made through Upwell sign-in, open Account → Connected apps, find the assistant, and select Revoke access. Cash Application users can open Connected apps directly from the sidebar. For the Cursor API-key setup, revoke the dedicated key under Account → API keys and remove the server entry from Cursor.