Connect AI Tools

Get your AI assistant working with RoleDream data

Setup

Recommended: Claude Desktop

One-Click Install

The easiest way to connect AI to your RoleDream data. Download a small file, double-click it, and you're ready to go.

Get the Connection File

Visit the AI Tools page and click "Install" next to Claude Desktop to download the connection file.

Open the File

Double-click the downloaded file. It will automatically configure Claude Desktop for you.

Authorize Access

When Claude connects, you'll see an authorization window. Click "Allow" to give Claude access to your RoleDream data.

About the Permission Warning

Claude Desktop shows "grant access to everything" when installing the extension. This is because the extension uses a remote connection wrapper (mcp-remote). RoleDream only accesses your workspace data via OAuth authentication—no local files are accessed. If you prefer to avoid this warning, use the Manual Configuration option on the AI Tools page.

Go to AI Tools Page

Alternatives

Other AI Tools

RoleDream also works with ChatGPT, Microsoft Copilot Studio and every major AI coding tool. Visit the AI Tools page for the exact config or command for each one.

ChatGPT

Custom MCP connector

Copilot Studio

Microsoft 365 Copilot agents

Claude Code

Terminal-based AI assistant

OpenAI Codex

CLI, IDE extension and desktop app

Gemini CLI

Google AI terminal assistant

VS Code

GitHub Copilot agent mode

Cursor

AI-powered code editor

Windsurf

Cascade agent editor

Cline

VS Code coding agent

Roo Code

VS Code AI dev team

View Configuration Options

Capabilities

What AI Can Do With Your Data

Once connected, your AI assistant can read and work with all your RoleDream data through natural conversation.

Jobs & Solutions

Create jobs, add solutions, build workflows

Segments

Map who does the work and who it serves

Research

Analyze interviews and insights

Resources

Manage tools, artifacts, documents

Requests

Track feature requests and bugs

Relationships

Connect and link entities

Say it like this

Example Prompts

Try these prompts to get started with your AI assistant:

"Create a job called 'Customer Onboarding' with solutions for account setup, initial training, and first-use support"

"Show me all customers we interviewed in the last month"

"Link the CRM system resource to all customer-facing solution steps"

"Map this interview transcript to the Blueprint — segments, jobs, solutions with steps, staged resources. Tag everything as-is"

Tip

You can paste documents, interview transcripts, or process descriptions directly into your chat. The AI will analyze them and create the corresponding structure in RoleDream.

Troubleshooting

Need Help?

If you run into issues connecting your AI tool, the AI Tools page has detailed troubleshooting steps for common problems like connection issues and authorization errors.

Quick Fixes

Make sure you're logged into RoleDream in your browser
Restart your AI tool after configuration changes
Check that your firewall allows the connection