API and MCP
API and MCP documentation, keys, permissions, and connection guidance.
- API and MCP Settings and DocumentationAPI and MCP allow you to securely connect other systems and artificial intelligence tools to your Hanna account. This section is intended for administrators and Staff who have been granted API and MCP access.
- Creating an API key and managing permissionsAn API key is a secret credential used by an external system to authenticate its access to "Hanna". Use a separate, clearly named key for each integration and grant only the necessary permissions.
- MCP Connection and Access ManagementConnect Hanna to compatible MCP clients through OAuth and manage access permissions.
- Connecting Hanna CRM to ChatGPTCreate and install a custom Hanna MCP plugin, authorise it through OAuth, and complete the first ChatGPT test.
- Managing Hanna CRM Access and Tools in ChatGPTManage workspace access, Hanna permissions, tool selection, refreshes, and least-privilege controls.
- Using Hanna CRM in ChatGPTSelect the Hanna plugin, use practical prompts, and confirm data-changing actions safely.
- Troubleshooting the Hanna and ChatGPT ConnectionTroubleshoot ChatGPT availability, server URL, OAuth, plugin installation, tools, and Hanna permissions.