How do I connect, check or revoke an AI app (Claude, ChatGPT, Cursor)?
You can let an AI assistant such as Claude, ChatGPT, Claude Code or Cursor work inside one of your Warmerly workspaces. You approve it once on a Warmerly screen, and you can cut it off at any time under Settings > Connected apps. This page covers that approval screen and the management page. The server address, per-client setup steps, the tool list and the guardrails are on Use Warmerly with AI (MCP).
It is available on every plan, including Free. No API key is needed.
Connect an assistant
- In Settings > Connected apps, copy the server address shown at the top, or use the setup steps for your assistant right below it. The same panel has a copyable setup prompt for coding agents and install buttons for Cursor and VS Code. The dashboard also shows a "Run Warmerly from ChatGPT, Claude or Cursor" card until you connect your first app or dismiss it.
- Add Warmerly as a connector or MCP server in the assistant, following the steps for your client.
- The assistant opens a Warmerly page titled "Sign in with Warmerly". Sign in if asked. That is the approval screen, described next.
What the approval screen shows
The page says which app "wants to use your Warmerly account" and where it will send you back to (the web address after "Redirects to"). It lists what approving lets the app do in the workspace you choose:
- read your mailboxes, campaigns, leads, inbox and transactional email;
- create, launch, pause and resume campaigns, and add leads to them;
- reply to your inbox and send transactional email on your behalf;
- verify and find email addresses, and manage your suppression list.
Every action stays inside your plan's limits and is logged with the app's name.
Choose the workspace. If you have more than one workspace, a Workspace menu lets you pick. The connection is tied to that one workspace. It cannot see or change your others. To use another workspace from the same assistant, connect again and pick it.
Then click Allow, or Cancel to refuse. Nothing is granted until you click Allow.
If the screen says "unverified app"
Apps name themselves, so a name on this screen proves nothing. When Warmerly does not recognise the address the app will send you back to, the heading says "(unverified app)" and a warning names that address. Only click Allow if you started connecting that app yourself, just now, from that site. If someone sent you a link and asked you to approve it, click Cancel.
Apps that run on your own computer (Claude Code and Cursor, for example) show a note that they connect an app running on this computer.
If the screen shows an error instead
A page with an error title (for example "Unknown client" or "Invalid redirect") means the app's request was incomplete or not valid, so Warmerly refuses to send you anywhere. Start the connection again from the assistant. If it keeps happening, the app is at fault, not your account.
See what is connected
Open Settings > Connected apps. Each row shows:
- the app's name and the web address it belongs to,
- the workspace it can use,
- when it was connected and when it was last used ("never" if it signed in but has not made a request).
An app you approved but never finished connecting does not appear. The list shows only apps that signed in.
Revoke access
- Open Settings > Connected apps.
- Click Revoke on the app's row.
- Confirm Revoke access in the dialog.
The app loses access to that workspace immediately. Revoking removes every connection that app holds for that workspace, not just the newest one. To let it back in, connect it again from the assistant and approve the screen again.
Access also ends by itself when you are removed from the workspace or the workspace is deleted. It does not come back if you are re-invited or the workspace is restored. Connect the app again.
What an assistant can and cannot do
Everything an assistant does goes through the same checks as the dashboard: your plan limits, the suppression list, mailbox health and the billing lock. It never sees a mailbox password, and connecting a mailbox always happens in Warmerly itself. It can only touch the workspace you chose. Actions that send or change something are written to your Audit log (under Settings) with the app's name, so you can see what it did. Merely reading data is not logged. The full list of guardrails is on Use Warmerly with AI (MCP).
Common problems
The assistant says it lost access or got a 401. The connection was revoked or expired. Reconnect it. If an app has not been used for a long time it may ask you to sign in again.
The assistant sees the wrong workspace. Each connection is pinned to one workspace. Connect again and pick the other one.
I do not see the Workspace menu. It only appears when you have more than one active workspace.
There is nothing in Settings > Connected apps. Either no app has finished signing in yet, or you are looking at a different account than the one you approved with.
Related
- Use Warmerly with AI (MCP)
- Platform API keys and authentication (a different thing: keys for code you write yourself, Agency plan)
- Warmi, the support assistant