Set up your AI client

Follow the instructions for your AI client to connect it to the OpenLM MCP Reporting Server.

Before you begin

Before you set up your AI client, verify these prerequisites:

• An active OpenLM account with access to a cloud-hosted tenant (US or EU).
• A paid AI subscription, such as Claude Pro, ChatGPT Plus, or equivalent. Free-tier plans do not support custom MCP connectors.
• Your environment URL. Identify the correct MCP server URL for your region from the following table.

Environment	MCP server URL
Prod US	https://cloud-us.openlm.com/mcp
Prod EU	https://cloud-eu.openlm.com/mcp

note

Replace the MCP server URL in the configurations that follow with the URL that corresponds to your target environment.

Cursor

Desktop app

1. Download and install Cursor from the official website.
2. Open Cursor. Go to Cursor Settings → Tools and MCP.
3. Select Add a custom MCP server. In the mcp.json file that opens, paste the following JSON configuration:

{
  "mcpServers": {
    "openlm-reporting": {
      "url": "https://cloud-us.openlm.com/mcp"
    }
  }
}

4. After successful login, the MCP server name and the total number of available tools appear.
5. Press Ctrl + L to start a new chat and begin querying.

Windsurf

Desktop app

1. Download and install Windsurf from the official website.
2. Open Windsurf. Go to Windsurf Settings → Open MCP Marketplace.
3. Select Add Custom MCP. In the mcp_config.json file that opens, paste the following JSON configuration:

{
  "mcpServers": {
    "openlm-reporting": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://cloud-us.openlm.com/mcp",
        "9877"
      ]
    }
  }
}

4. After successful login, the MCP server name and tool count appear in the MCP Marketplace.
5. Open the chat panel and start querying.

LibreChat

Web app

1. Set up LibreChat from GitHub and open it in your browser.
2. On the left side panel, go to MCP Settings.
3. Select the + icon to add a new MCP server.
4. Provide a name for the MCP server and enter the MCP server URL for your environment.
5. Select Streamable HTTP as the transport type, check I trust the application, and select Create.
6. You are redirected to the browser for authentication. After successful login, the MCP server is connected.

Gemini CLI

CLI

1. Install Gemini CLI globally by running:

npm install -g @google/gemini-cli@latest

2. Run gemini in your terminal to initialize it for the first time.
3. Open the settings file at ~/.gemini/settings.json and paste the following configuration:

{
  "mcpServers": {
    "openlm-reporting": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote@latest",
        "https://cloud-us.openlm.com/mcp",
        "9877"
      ],
      "timeout": 30000
    }
  },
  "security": {
    "auth": {
      "selectedType": "oauth-personal"
    }
  }
}

4. Save the file and run gemini again. You see openlm-reporting is connected in the terminal confirming the connection.
5. Start querying tenant-specific data directly from the Gemini CLI terminal.

Claude Code

CLI

1. Open your terminal and run the following command to add the MCP server:

 claude mcp add --transport http openlm-reporting https://cloud-us.openlm.com/mcp

2. After successful authentication, the MCP server is connected and ready to use.
3. Start querying tenant-specific reporting data directly from Claude Code.

ChatGPT

Web app

note

Developer Mode must be turned on in ChatGPT settings to access the Create Apps option.

1. Open ChatGPT in your browser and sign in to your account.
2. Go to Settings → Apps → Create Apps.
3. Provide a name for the MCP server and paste the MCP server URL for your environment.
4. Select OAuth as the authorization type, then check the confirmation checkbox and select Create.
5. You are redirected to the browser for authentication. After successful login, the OpenLM MCP server is connected.
6. Start a new chat, select the + icon, go to More Options, and select the OpenLM MCP server to begin querying.

Once connected, click the + icon and select the OpenLM MCP server. It will appear beside the + icon, and you can begin querying.

Claude.ai

Web app

1. Open claude.ai in your browser and sign in to your account.
2. Select your profile icon and go to Settings → Connectors.
3. Select Add custom connector.
4. Provide a name for the MCP server and paste the MCP server URL for your environment.
5. You are redirected to the browser for authentication. After successful login, the OpenLM MCP server is connected as a custom connector.
6. The MCP server is available as a connector and can be used directly in any Claude.ai conversation.

tip

Before you can query, you need to select an MCP server. In the chat input area, click MCP Servers, choose the server you want to query, and enter your question.