Connect BloomBoard to ChatGPT or Claude

When to use this

Use this guide when you already use ChatGPT or Claude and want it to answer questions about your studio, in your own chat, without copying anything out of BloomBoard. Once connected, you can ask things like:

• “What needs me today?”
• “What events do I have this weekend, and what is still open on each?”
• “Which invoices are overdue?”
• “What did the client write in her brief about colors?”
• “What do I still need to buy for next week?”
• “How much came in this month, and who still owes us?”

Each answer comes from your studio’s own records, with a link that opens the right page in BloomBoard.

What you need first

• A BloomBoard studio on Core, Studio or a trial.
• Your own BloomBoard login as an owner, admin or staff member of that studio.
• For Claude: a Claude account. Claude lets you add a connector by its web address on the Free, Pro, Max, Team and Enterprise plans. Free allows one such connector. On Team and Enterprise, an Owner of your Claude organization adds it.
• For ChatGPT: during the beta, ChatGPT can only add BloomBoard in Developer mode. Once BloomBoard is listed in ChatGPT’s directory, you connect it from there instead.
• The BloomBoard address for assistants: https://mcp.bloomboard.io/mcp

Step-by-step walkthrough

Connect Claude

Connect ChatGPT

What happens next

What your assistant can read

Your assistant reads your studio the way you see it in BloomBoard:

• today’s priorities, the same groups as your Today page
• events, their dates, venues, open tasks and what is still to do
• the estimate a client sent from your price guide: each piece, its range, the fee and the total the client saw
• enquiries, and who is still waiting on a reply where your studio tracks replies
• clients and their contacts
• brief answers your clients sent
• proposals, their lines, payment schedule and signing state
• invoices, what is paid and what is overdue
• your library’s flowers and sundries with their costs, the buy list and arrangement recipes
• tasks across events, and the Week-of plan for an event
• on the Studio plan, the Analytics money figures: collected this month, what is owed, and revenue and margin over time

It does not read your synced email, client notes, photos, documents or payment details. Enquiries from your public form appear only after you accept them in BloomBoard.

What it can add

An owner or admin can also tick Also let it add drafts on the BloomBoard page when connecting. Staff connections stay read only. With drafts allowed, your assistant can:

• add an enquiry from details you paste or dictate (it reuses a client whose email already exists and tells you when a name looks like a duplicate)
• add an internal note to an event (clients never see notes)
• add a task to an event, for you or for nobody, and tick a task off
• add an arrangement to an event’s selected option
• start a draft proposal for an event
• change an event’s details, such as its name, venue name, guest count or coordinator

Everything it adds stays in BloomBoard for you to check and finish. It never changes an event’s status, stage or budget. Tasks that belong to an automation are left for you, because ticking them can start the next step. If a change would normally start an automated email, BloomBoard holds it for you to review and send yourself. An arrangement cannot be added while the latest proposal is sent and locked; start a new draft first.

If you connected read only and later want drafts, connect it again from your assistant and tick Also let it add drafts. On a read-only connection, Claude has nothing that adds drafts, so it tells you it cannot add anything. ChatGPT may ask you to approve drafts.

What it never does

A connected assistant cannot send anything to your clients, take or record payments, or delete anything. It cannot change your team, your plan or your settings.

Where your studio’s data goes

Your assistant receives what it asks BloomBoard for, under its own terms. ChatGPT is run by OpenAI and Claude by Anthropic, and each keeps your conversation under its own privacy policy. BloomBoard keeps no copy of your conversation. It keeps a short activity record of which kind of information was read and when, without the content, for 90 days.

See and disconnect your connections

Open Settings → Connected apps → ChatGPT and Claude. Each row shows the assistant, who connected it, when it was last used and whether it is Read only or Can add drafts. Choose Disconnect to end a connection at once. You can connect it again from your assistant at any time.

Owners and admins see every member’s connections and can disconnect any of them. Staff see their own.

A row can also show:

• Paused: your studio’s BloomBoard access is paused, for example after a trial ends. The connection resumes by itself once your studio is active again. Open BloomBoard to continue.
• Reconnect needed: the connection ended for your security, for example after a password change, a password reset or Sign out everywhere, or after 30 days without use. Connect it again from your assistant.
• Disconnected: you, an owner or the assistant ended the connection.
• Disconnected by BloomBoard: we ended it as a precaution. Connect it again from your assistant when you are ready.

A plain sign-out on one device, or signing out your other sessions, leaves your connections as they are.

More than one studio

A connection reads one studio. To use another studio, disconnect BloomBoard in your assistant, connect it again and choose the other studio.

Where it is available

The ChatGPT plugin is available in the countries listed on OpenAI’s directory; Claude’s connector is available wherever Claude is.

Related pages

• Find your way around Settings
• Manage seats and account roles
• Work with the BloomBoard Assistant
• Why can my assistant not connect to BloomBoard?