Direct answer: In ChatGPT, enable developer mode where your plan permits it, create a custom app using https://finta.ai/mcp, complete Finta OAuth, scan the available tools, and publish or enable the app only for the intended workspace users.
Check ChatGPT availability first
OpenAI controls which plans and roles can create or use full MCP apps. As of August 21, 2026, full MCP actions are available in beta for supported Business, Enterprise, and Edu workspaces. Pro access is more limited. Confirm the current rules in OpenAI's developer mode and MCP guide before setup.
| Requirement | What to confirm |
|---|---|
| Workspace role | You are an admin, owner, or authorized developer where required. |
| Developer mode | It is enabled for the account creating the custom app. |
| Finta access | You can sign in and select the intended Finta organization. |
| Action policy | Your workspace permits the Finta tools you plan to expose. |
Create the Finta app
- Open ChatGPT workspace or user settings.
- Enable Developer mode under the current Apps or Connectors settings.
- Choose Create app or the current custom MCP option.
- Enter Finta as the app name.
- Use
https://finta.ai/mcpas the remote MCP endpoint. - Select OAuth when ChatGPT asks for the authentication method.
- Choose Scan tools and complete the Finta sign-in flow.
- Select the correct Finta organization and review the requested access.
- Inspect the discovered tools. Disable actions that the workspace does not need.
- Keep the app as a private draft until a read-only verification succeeds.
Verify before publishing to a workspace
Use this test prompt:
Show the available Finta tools and search for a CRM contact by name. Do not create, update, send, schedule, or delete anything.
Then test one approved write flow in a controlled record. ChatGPT may apply its own confirmation rules in addition to Finta's confirmation boundary.
Admin review checklist
- Confirm the endpoint is exactly
https://finta.ai/mcp. - Confirm the app publisher and description identify Finta.
- Review each discovered tool and its arguments.
- Limit access to the smallest appropriate workspace group.
- Document who can publish app changes.
- Re-scan tools after a material Finta MCP update before enabling new actions.
How Finta helps
The connector gives ChatGPT a governed path into supported Finta CRM and relationship tools. It can retrieve current organization context instead of relying on pasted spreadsheets, then prepare next steps against the same system of record your team uses.
Limitations
- ChatGPT plan, beta, role, and workspace policies can change independently of Finta.
- ChatGPT agent mode and deep research can apply different app and action rules.
- An app being connected does not mean every discovered action should be enabled.
- Tool results depend on data and permissions in the selected Finta organization.
Related guides
- Finta MCP tools reference
- Finta MCP security and permissions
- Troubleshoot Finta MCP
- Use Finta MCP with an investor CRM
Verification status: Pending an authenticated ChatGPT connection, discovered-tool inventory, and successful read-only Finta tool call receipt.