Connect ChatGPT to Backstory to ask natural language questions and get AI-powered answers about your accounts, deals, and opportunities using real-time data from Backstory. MCP (Model Context Protocol) lets ChatGPT securely access your Backstory data during conversations, so you can ask questions and get answers without switching applications.
To connect ChatGPT to Backstory, you will need a ChatGPT Plus or higher subscription and an active Backstory account with SalesAI enabled.
What You Can Do
Save hours of research time by asking ChatGPT about accounts instead of manually searching through your CRM
Get instant AI-powered insights using your actual sales data
Access 30 days of communications for any account
Ask natural language questions and get accurate, data-backed answers
Stay in your workflow by keeping all your sales intelligence in one place
How to Connect ChatGPT to Backstory
Once connected, ChatGPT will have secure access to your Backstory sales data.
Log into ChatGPT at chat.openai.com.
Click your profile icon in the bottom left corner and select Settings.
Navigate to Apps & Connectors (or Integrations).
Scroll to Advanced settings and toggle on Developer mode.
Click Create in the upper right, then select Add MCP Server.
Configure the connector with these details:
Server Name: Backstory MCP
Server URL: https://mcp.people.ai/mcp
Protocol: StreamingHTTP
Authentication Method: OAuth
Click Connect and log in with your Backstory credentials when prompted.
Review the permissions and click Authorize to grant ChatGPT access.
Verify the connection shows Connected status with a green indicator.
Note: The first time you use the integration in a chat, ChatGPT will ask permission to access your Backstory data. Click Allow to proceed.
How to Test Your Connection
Try asking ChatGPT about a familiar account and explore different question types like:
"Find the account for [Company Name]"
"What's the recent activity for [Account Name]?"
"Show me open opportunities for [Account Name]"
"What are the risks for [Opportunity Name]?"
Frequently Asked Questions
Why can't I find MCP settings in ChatGPT?
MCP integration requires a ChatGPT Plus or higher subscription. It is not available on free ChatGPT plans. If you have Plus or higher but still don't see the option, make sure you've enabled Developer mode in Advanced settings (Step 4 above).
The connection keeps failing. What should I do?
First, verify the Server URL is exactly https://mcp.people.ai/mcp (no extra spaces or characters) and that you selected StreamingHTTP as the protocol. Common mistakes include typos in the URL or selecting the wrong protocol type. If issues persist, try disconnecting and reconnecting the integration from your Apps & Connectors settings. Still stuck? Contact support@backstory.ai with details about the error message you're seeing.
ChatGPT says it can't find my account data. Why?
This usually means the account name is misspelled, the account doesn't exist in your Backstory instance, or you don't have permission to view that account. Try searching with a different account name you know exists, or check with your Backstory administrator about your data access permissions.
Is my data secure when using this integration?
Yes. Your Backstory data never leaves the secure Backstory environment. ChatGPT only sends queries, not your actual data. The integration respects your existing Backstory permissions, so you can only access accounts and data you already have permission to view. All communication uses HTTPS/TLS encryption, and OAuth tokens expire periodically requiring re-authentication.
Can I disconnect the integration later?
Yes. Go to ChatGPT Settings > Apps & Connectors, find the Backstory MCP connection, and click Disconnect. Your Backstory data remains secure and unchanged. You can reconnect at any time by following the setup steps again.
What kind of questions can I ask ChatGPT about my accounts?
You can ask about account information, recent emails and meetings, open opportunities, deal risks, next steps, and get AI-powered insights. Natural language works best. For example: "Show me high-risk opportunities closing this quarter." The integration includes eight tools for searching accounts, analyzing opportunities, viewing communications, and getting AI insights.
I made a mistake during setup. Do I have to start over?
No. You can edit your MCP server configuration by clicking on it in your Apps & Connectors list, or simply disconnect and reconnect with the correct settings. Your Backstory data isn't affected by connection attempts.
How often do I need to re-authenticate?
OAuth tokens expire periodically for security. When this happens, ChatGPT will prompt you to log in again. Just click through the authentication flow like you did during initial setup. Most users need to re-authenticate every few weeks to maintain secure access.
Need Help?
Reach out to your CSM or email support@backstory.ai.