Documentation

Connect Geistra Pro to ChatGPT

Geistra Pro keeps your business's work in one place: a Space for each client, matter, deal or project, with its records and files, that your colleagues and the AI apps you use all work from. Connected to ChatGPT, it lets ChatGPT read and update that work for you, under your permissions, and every change shows who made it and through which app.

What you need

  • A Geistra Pro account. Usually your business invites you; while Geistra Pro is in early access, new accounts are by invitation (book a demo).
  • Business Spaces, templates and pooled limits come with your business's plan, Team or Business (pricing). The connector itself works on every account.
  • ChatGPT on the web (chatgpt.com). Once connected there, Geistra Pro also works in the ChatGPT desktop and mobile apps.

Connect it

  1. On chatgpt.com, open Apps and look for Geistra Pro. If it isn't listed for you, go to chatgpt.com/plugins, click +, then Add custom MCP server, name it Geistra Pro and use this address as the Server URL, with OAuth for authentication:
https://mcp.geistra.pro/mcp/chatgpt
  1. Click Connect, sign in to Geistra Pro if asked (with your business's sign-in, if it uses one), and click Allow on Geistra's consent page. It shows which app is asking and where it will send you back.
  2. In a new chat, type @ and choose Geistra Pro, then ask, for example, “What Spaces do I have in Geistra?”

On a ChatGPT Business, Enterprise or Edu workspace, an admin allows the app (or custom MCP servers) for the workspace first, under Workspace settings, then each person connects their own Geistra Pro account. Each person sees only what they can see in Geistra.

Make ChatGPT use Geistra without being asked

Add a few lines to ChatGPT's instructions and it checks Geistra at the start of each task and keeps your records current as it works. Get the text.

Images and files from the chat

Ask ChatGPT to save an image it made, or a file you attached, to a Space, and it sends the file straight to Geistra: no downloading and uploading. Geistra scans it, reads its text and keeps the original like any other upload.

What ChatGPT can do

Every Geistra tool tells ChatGPT whether it only reads or changes your data, so ChatGPT can ask you before a change. On top of that, sensitive actions also wait for your approval in Geistra itself, whatever the AI asks: sharing outside a Space, inviting people or changing their access, publishing a public link, running a saved action (such as sending a text), applying a draft, and legal holds.

Spaces

List your Spaces and your business's Spaces you're in, see their members, recent activity and usage, and create a Space or set one up from a template (personal injury, immigration, litigation and discovery, bookkeeping). Archiving a Space, and placing or lifting a legal hold, ask you first.

Records and search

Read and search records by words or by meaning, plan where new kinds of information belong, and create, update or delete records, including several changes together as one transaction.

Files

Read the text of documents and photos already in a Space (scanned pages are read by OCR), show your photos and images right in the chat, save files from the conversation (in ChatGPT, images it made or files you attached go straight in), give you an upload link for the original file, and replace or delete files.

Drafts

Stage a larger change in a draft you review before anything live changes. Applying a draft asks you first.

Sharing and members

See who is in a Space and invite people or change their role. Every invitation, role change and removal waits for your approval.

History

See what changed, when, by whom and through which AI app, and catch up on what changed since you last looked, including what you did in other apps and other chats.

Saved conversations and handoffs

Save the important parts of a conversation when you ask, and hand them to a colleague so they can carry on.

Skills

Follow Geistra's written procedures for repeated work: a discovery index, a medical chronology, a demand package, an immigration checklist, a ledger, a P&L.

Apps

Build simple pages over a Space's data (tables, lists, calendars, forms, checklists) that you and your colleagues open at a link.

Tasks

Schedule reports Geistra emails even when no chat is open, such as the open invoices every Monday, or pages filled in from a template. Pause, resume or reschedule any task. Creating or changing a task asks you first; summaries written by Geistra's AI are set up in Geistra itself.

Inbound hooks

Create an address another service sends events to, so each event becomes a record in a Space.

Notifications

Tell other systems when something changes, with a signed webhook or a private feed link. Both ask you first.

Text messages

Send a text through the texting service you set up in Geistra (the Space's Automation tab → Saved actions, send_text). Every text asks you first, and its daily limits and opt-out list always apply.

Things to ask

  • “What changed in the Delgado matter this week, and who changed it?”
  • “Find everything in the Smith matter that mentions the March inspection, and cite the pages.”
  • “Build a medical chronology from the records in the Delgado Space.”
  • “Add the new intake call to the Ramirez matter as a record.”
  • “Save the scan I just attached to the Ramirez matter.”
  • “Email me a table of open invoices every Monday at 8am Chicago time.”

What ChatGPT can't do

  • Read a stored secret's value. Nobody can read one back, person or AI.
  • Send arbitrary web requests. It can send a text through the texting service you set up in Geistra, with your approval; other saved actions run from Geistra itself.
  • See a Space you aren't a member of, or a collection you don't have access to, even inside your own business.
  • Delete anything under a legal hold, or get around your business's policies.
  • Read or list an archived Space. You read archived Spaces in Geistra itself.
  • Do more than you can. It acts as you, with your permissions.

The full connector

For people who automate a lot, Geistra has a second address with two more abilities: ChatGPT can call a service with a secret stored in a Space (Geistra fills the secret in, and ChatGPT never sees it), and create or change saved actions from the chat instead of in Geistra. Each still asks you first. It uses the same Geistra sign-in.

Add it yourself as a custom MCP server (on Business and Enterprise workspaces, an admin allows it first):

https://mcp.geistra.pro/mcp/full

Use one Geistra connector or the other, not both, so ChatGPT doesn't see every tool twice.

Your data and privacy

Geistra doesn't read your ChatGPT chat history, memory or other conversations. It sees only what ChatGPT sends when it calls a Geistra tool, and keeps only what you or ChatGPT deliberately save. Every change records who made it and through which AI app. Content ChatGPT reads from Geistra is marked as data, never as instructions.

Read the privacy policy, how Geistra is secured, and its subprocessors.

Disconnect

In ChatGPT, open Settings → Apps, choose Geistra Pro and disconnect it.

In Geistra, open Account settings → Connected AI apps and click Disconnect. That stops the app at once, whatever ChatGPT still holds.

Help

Email support@geistra.pro.