Skip to main content

Set up Lattice MCP with ChatGPT

Jan
  • Updated
Note: Lattice MCP is currently only available for customers with data hosted in North America. 

Admin Set up

These steps must be completed by an administrator before members of your organization can connect Lattice MCP to ChatGPT.

In Lattice

  1. Go to Admin > Platform > MCP Integrations.
  2. In the dropdown, next to ChatGPT, select Allowed. 

In ChatGPT

This requires a workspace Owner or Admin. Apps are disabled by default for the workspace.

  1. In ChatGPT, go to Workspace settings > Apps.
  2. Open the Directory tab.
  3. Find Lattice and select Enable on its listing.
  4. Configure any available app settings during enablement.
  5. When prompted, assign which roles can access the app.
  6. Select Publish.

Grant access to your organization: 

  • During enablement you choose which roles can use the app. You can revisit this later under Workspace settings > Apps by opening the app's menu and selecting User access.
  • To manage app access by custom role, go to Workspace settings > Permissions & roles > Custom roles, select a role, find the Connected data section, and turn on Allow members to use apps, then select Lattice.
  • Members can browse the app directory, but they can connect only to apps an administrator has enabled.

Individual Set up

Once an administrator has configured and published the Lattice MCP app, you can connect your own Lattice account to ChatGPT.

In ChatGPT

  1. Open the Lattice app from the app directory.
  2. Select Connect.
  3. Review the requested permissions, then select Continue to Lattice.

In Lattice

  1. Enter your Lattice subdomain and select Continue.
  2. Log in to Lattice.
  3. Review the permissions Lattice asks you to grant:
    1. View employee information via MCP
    2. View feedback via MCP
    3. View goals via MCP
    4. View Grow competencies and tracks via MCP
    5. View and write meetings via MCP
    6. View and write performance reviews via MCP
    7. View and write updates via MCP
  4. Select Authorize to grant these permissions.

Back in ChatGPT

  1. Return to ChatGPT.
  2. Verify the app shows as connected.
  3. You can now begin chatting with your Lattice data.

Set up Lattice MCP with Codex

Setting up Lattice MCP in Codex should follow similar steps outlined above. Check Codex's instructions for specific steps.

Next, check suggested prompts here.

Related articles