Connect Guardian To Claude Or ChatGPT

Ask Claude or ChatGPT about your facilities in plain English: open work orders, what a lease says about who fixes the roof, how much you have spent this year, which proposals are waiting on you. The Guardian connector gives the assistant read-only access to your own Guardian data, and nothing else.

Before you start

A Guardian customer account. You sign in with your normal Guardian login. Connecting needs a customer Admin; once connected, the assistant sees what a customer Admin sees in the Guardian portal.
Claude or ChatGPT. Claude: a plan that allows custom connectors. ChatGPT: a plan that offers Developer Mode (for example Plus, Pro, Business or Enterprise).
Your organization's OK. On Claude Team or Enterprise and ChatGPT Business or Enterprise, an owner or admin may need to allow the connector first.

Connector address: https://visionis.guardiancoresystems.com/api/mcp

Connect Claude

On claude.ai, Claude Desktop or the Claude mobile app:

Open Settings, then Connectors.
Choose Add custom connector, name it Guardian, paste the connector address, and choose Add. Leave the advanced OAuth fields empty.
Choose Connect. A Guardian sign-in page opens.
Sign in to Guardian. If you work for more than one customer, pick the customer account.
Read the access request ("Claude wants read-only access to ...") and choose Approve.
In a new chat, open the tools menu, make sure Guardian is on, and ask a question.

On a Team or Enterprise plan, an owner adds the connector once under the organization's settings, and each person then connects and signs in with their own Guardian login.

Claude Code:

claude mcp add --transport http guardian https://visionis.guardiancoresystems.com/api/mcp

Then run /mcp, choose guardian, and sign in when your browser opens.

Connect ChatGPT

Open Settings, then Apps & Connectors, then Advanced settings, and turn on Developer mode. Then choose Create, name it Guardian, paste the connector address, and set Authentication to OAuth.
Sign in to Guardian and choose Approve.
In a new chat, add Guardian from the tools menu and ask a question.

Menu names change from time to time. If you cannot find a step, search ChatGPT's help for "connectors" or "developer mode".

Things to ask

"Which of our locations in Ohio have open work orders right now?"
"Show me store 1042: who handles the HVAC and the roof under the lease, and how much have we spent against the repair threshold this year?"
"Which jobs are waiting on the landlord, and how long has each been open?"
"What open plumbing work do we have over $1,000?"
"What did we spend each month this year, and which ten locations cost the most?"
"Which proposals are waiting on my approval, and what warranty comes with each?"
"Which assets are still under warranty at the Dayton location?"
"Summarize our savings this quarter."

The assistant can also work with the answers: "Draft an email to the landlord about the oldest of those jobs." It writes the draft for you; Guardian sends nothing.

Tip for large portfolios: lists return up to 100 rows at a time. Ask about a state, a trade, a location or a date range rather than "all locations", and the answers will be faster and complete.

What the assistant can see

Tool	What it answers
Search Work Orders	Jobs by status, trade, location, date range, text or amount
Get Work Order	One job in detail: status, location, provider, dates, lease responsibility, proposals, and notes shared with you
List Locations	Your locations with location ID or store number, city, state and open jobs
Get Location	One location: address, landlord, lease responsibilities and thresholds, this year's spend, open jobs
Open Items Needing Attention	Proposals awaiting a decision, notes needing action, landlord jobs still open
Spend Summary	Invoiced spend by month, trade, location or provider
List Proposals	Proposals by state, with totals and warranty
Savings Summary	Your Finance Savings figures
List Assets	Your asset register by location and trade, with warranty status

What it cannot do

Change anything. Every tool is read-only. It cannot create requests, approve proposals, or edit records.
See another customer's data. Each connection is for one customer account.
See provider costs, margins, internal Guardian notes, or access and lockbox codes.

Please do not put patient information or other sensitive personal data in work orders, notes or uploads in Guardian.

Disconnect

In your assistant: remove or disconnect Guardian under Settings, Connectors (Claude) or Apps & Connectors (ChatGPT).
In Guardian: a customer Admin can see every connection under Admin, Connect To Claude Or ChatGPT, and choose Revoke. It stops working immediately.

Troubleshooting

What you see	What to do
The Guardian sign-in page does not open	Allow pop-ups for claude.ai or chatgpt.com, then choose Connect again.
"You don't have access to approve this"	Connecting needs a customer Admin. Ask your Guardian admin to connect, or to give you Admin access.
The assistant says it cannot reach Guardian	Disconnect and connect again. If you revoked the connection in Guardian, you need to connect again.
"Showing 100 of ..."	Narrow the question by state, trade, location or dates.
An answer looks wrong	Check the same item in the Guardian portal. The connector reads the same data, so a difference is worth reporting to us.

Privacy and security

Read-only, one customer per connection, revocable at any time.
You sign in through Guardian and approve access yourself. Guardian never sees your Claude or ChatGPT password, and the assistant never sees your Guardian password.
Every request is recorded in your account's audit log.
Guardian does not receive your conversations, only the questions the assistant sends to the connector. Answers the connector returns are handled by your AI provider under your agreement with them.

Read the Guardian Privacy Policy, section 8 covers the connector.

Help

Email support@guardiancoresystems.com with the time, the question you asked, and what you expected.