# ChatGPT Setup for Finix MCP

![OpenAI Logo](/assets/openai_logo.463f93a6a8ca0980b57662ef559d992551adb3bd3c24ce48905d9579132ddf94.fec90461.png)

This guide walks you through connecting ChatGPT to the Finix MCP server. After setup, you can ask ChatGPT questions about Finix APIs and get accurate, up-to-date answers sourced directly from our documentation.

## Prerequisites

Before you begin, make sure you have:

- **ChatGPT Pro, Team, Enterprise, or Edu plan:** MCP (via the Connectors feature) requires one of these paid plans
- **Developer Mode enabled:** Required to add custom MCP connectors
- **Internet connection:** Required to reach `docs.finix.com`


## Enable Developer Mode

MCP connector support in ChatGPT requires Developer Mode to be turned on first.

1. Open [ChatGPT](https://chatgpt.com) and click your **profile icon** in the top-left corner
2. Select **Settings**
3. Navigate to **Apps & Connectors**
4. Scroll to **Advanced Settings**
5. Toggle **Developer Mode** to **On**


## Add the Finix MCP Connector

Once Developer Mode is enabled, you can add the Finix MCP server as a connector.

1. In **Settings**, go to **Connectors**
2. Click **Create**
3. Fill in the connector details:
  - **Connector name**: `Finix API Docs`
  - **Description**: `Access Finix API reference and documentation. Use this connector when answering questions about Finix APIs, endpoints, authentication, payments, or integrations.`
  - **Connector URL**: `https://docs.finix.com/mcp`
  - **Authentication**: None
4. Click **Create**


If the connection succeeds, ChatGPT will display the list of tools provided by the Finix MCP server (such as `search`, `get-endpoints`, `get-endpoint-info`).

> **Note:** Your ChatGPT workspace must have access to the Connectors feature. If you don't see **Connectors** in your Settings, your plan may not support it yet.


## Use the Connector in a Chat

After creating the connector, you need to activate it in your chat session:

1. Open a new ChatGPT conversation
2. Click the **+** button next to the message composer, then select **More**
3. Find and select **Finix API Docs** from the list of available connectors
4. Ask your question — ChatGPT will use the MCP tools to search Finix documentation


> **Note:** The MCP server's `search` tool returns results from both the API Reference and Guides. However, the detailed retrieval tools (`get-endpoint-info`, `get-endpoints`, `get-full-spec-document`) only work with the API Reference. For full guide content, you can ask ChatGPT to fetch the markdown version of any guide page directly by appending `.md` to the guide URL (e.g., `https://docs.finix.com/guides/getting-started/developer-quickstart.md`).


## Enhancing Guide Access

To get the most out of both API documentation and guides, include the following in your ChatGPT system prompt or at the start of your conversation:


```
When answering questions about Finix:

1. Use the Finix MCP connector tools (`search`, `get-endpoint-info`, `get-endpoints`) to find relevant API reference content.
2. For guide/tutorial content: after using the MCP search tool to find relevant guide pages, fetch the full content by appending .md to the guide URL. For example:
   - https://docs.finix.com/guides/getting-started/developer-quickstart.md
   - https://docs.finix.com/guides/online-payments/payment-tokenization/tokenization-forms.md
   - https://docs.finix.com/guides/payouts/adding-funds.md
3. Always check both the API Reference and Guides for a complete answer.
```

This tells ChatGPT to combine MCP tools (for structured API reference lookups) with direct markdown fetching (for full guide content).

## Test the Connection

Try the following prompts after activating the connector to confirm it's working.

**API Reference test:**

> "What authentication method does the Finix API use?"


If ChatGPT responds with specific details about Finix API authentication (Basic Auth with API credentials), the connection is working.

**Guide access test:**

> "How do I onboard a seller on Finix?"


If ChatGPT responds with details from the seller onboarding guide (not just API endpoint info), guide access is working correctly.

## Example Prompts

Once configured, use the connector by asking Finix-related questions naturally in your chat.

**API Questions:**

> "What fields are required to create a Transfer?"


> "How do I tokenize a card with Finix.js?"


> "What's the difference between a Transfer and an Authorization?"


**Integration Help:**

> "Show me an example of processing a refund"


> "How do I set up webhooks for payment status updates?"


> "What are the steps to onboard a seller?"


**Troubleshooting:**

> "What does error code 402 mean?"


> "Why would a Transfer be in PENDING state?"


> "How do I handle declined payments?"


### Best Practices

For the best results:

1. **Be specific** — "How do I create a card Authorization?" is better than "How do payments work?"
2. **Reference API resources** — Use terms like "Transfer", "Authorization", "Identity", "Merchant" when relevant
3. **Ask for examples** — "Show me an example of..." prompts ChatGPT to pull code samples from documentation
4. **Mention the environment** — Specify "Sandbox" or "Production" if it matters for your question
5. **Activate the connector each session** — You'll need to select the Finix connector each time you start a new conversation


## Troubleshooting

### Connector Creation Fails

If ChatGPT reports an error when you try to create the connector:

1. Verify you can reach `docs.finix.com` in a browser
2. Check that Developer Mode is enabled in **Settings → Apps & Connectors → Advanced Settings**
3. Confirm your plan supports Connectors (Pro, Team, Enterprise, or Edu required)


### Connector Not Listed in Chat

If the Finix connector doesn't appear when you click **+** in the chat composer:

1. Ensure the connector was created successfully in **Settings → Connectors**
2. Try clicking **+** → **More** to see the full list of available connectors
3. Reload the page and try again


### ChatGPT Not Using Finix Documentation

If ChatGPT seems to be answering from general knowledge instead of searching Finix docs:

1. **Be explicit** — Try "Search the Finix documentation for..." in your prompt
2. **Check the connector is active** — Click **+** → **More** to confirm the Finix connector is selected for this chat
3. **Start a new conversation** — Activate the connector before asking your first question


### Only Seeing API Reference (No Guide Content)

If ChatGPT answers with only API endpoint details and misses relevant guide content:

1. **Add the system prompt** — See [Enhancing Guide Access](#enhancing-guide-access) above to instruct ChatGPT to fetch guide markdown pages
2. **Ask explicitly** — Try "Check the Finix guides for how to..." to direct ChatGPT toward guide content


### Outdated Information

The MCP server queries Finix's published documentation. If you notice outdated information:

1. Check [docs.finix.com](https://docs.finix.com) directly to verify current documentation
2. The MCP server reflects published docs, which are updated regularly


## Next Steps

MCP Server Overview
Learn more about what the Finix MCP server can do.

Developer Quickstart
Start building your Finix integration.

API Reference
Explore the complete Finix API documentation.