If you already use Claude or ChatGPT, you can connect it to your store's OCU data. Once connected, you can ask about your funnels, offers and upsell performance in the chat, get recommendations based on your own numbers, and have the AI tool help you create new funnels and offers, all without opening the app.

The connection is set up from the MCP tab in OCU Settings, which appears at the bottom of the Settings list:

MCP stands for Model Context Protocol. It's an open standard that lets an AI tool talk to an outside service like OCU. You don't need to know anything about how it works to use it. You copy one URL from OCU, paste it into your AI tool, then approve the request back in OCU.

Nothing is shared until you approve the connection, and you can revoke it at any time. When you approve, the AI tool gets:

It cannot make changes to your orders, products or customers.

📝 The AI tool only sees the store you approve. Approving confirms you manage that store and links it to the connection.

Both tools use the same URL, so start here either way.

📝 Always copy the URL from your own app rather than typing one in from memory. That way you're using the current address. Now follow the section for the tool you're connecting.

Now continue to Step 3.

ChatGPT keeps custom connectors behind a setting, so there's one extra step at the start.

Now continue to Step 3.

The last two steps are the same for both tools.

That's it. The AI tool now shows Zipify OCU as connected, and the Connected AI tools card in OCU shows the tool name and the date you approved it:

Once connected, just ask in plain language. You don't need to name specific reports or settings. The AI tool figures out which of your funnels, offers and metrics to pull, then answers with your live numbers.

📝 The first time it uses the connection, your AI tool may ask you to approve the tool call. In Claude this appears as a permission prompt. Allow it, and the answer comes back with your store's data.

Copy any of these into your connected AI tool. They're written generically on purpose, so the tool works out the specifics for your store.

📝 These prompts also work with the AI Assistant built into OCU, so you can use the same questions inside the app.

📝 Draft products, out of stock variants and unpublished items can all sit inside a funnel that looks live but shows nothing to customers. Asking about active issues surfaces those. This pairs with the Needs attention tab and the Insights column on your Funnels list, and Insights on Funnels explains what each flag means.

📝 Most stores lean on one or two placements and leave Cart Drawer or product page revenue on the table. Recommendations are worked out for your store ahead of time, so asking for them surfaces the ones you haven't acted on yet.

📝 Upsell offers convert best when the product is already a proven seller, so it's worth pulling real numbers instead of going on instinct. Checking a product first also confirms the exact title, price and variant status, which is what OCU checks before it will let you use that product in an offer.

⚠️ Important: ask for new funnels to be saved unpublished.

Add "saved unpublished" to your request, review the funnel in OCU, then publish it yourself once it looks right.

📝 Your AI tool can search the OCU help center directly and quote the relevant article back to you, which is often quicker than searching yourself.

Every tool you've connected is listed under Connected AI tools on the MCP tab within OCU, with its approval date and a CONNECTED badge.

To revoke access, click Disconnect on that tool, then confirm in the Disconnect AI tool window. The tool immediately loses access to your OCU data, and you can reconnect later without setting the connector up again.