MCP Instructions

MCP instructions

Quick Summary: Connect a supported AI assistant to your FedEx account from Account Management > Integrations when that connection is available.

Overview

The Model Context Protocol (MCP) connection lets a supported assistant query your account during a chat. Sign in through the browser with your own FedEx account. Portal access resolves one active account from that sign-in.

The setup panel lists the tools currently available to that account. Each entry is marked Read‑only or Can make changes. Change-capable tools are available only when enabled for the connection. If the panel shows only Read‑only tools, make changes in the Portal.

Prerequisites

  • A supported assistant that can connect to a remote MCP server. Follow the provider instructions for its current clients and plans.
  • Your own FedEx user account, linked to one active account, with access to the information you want to use.
  • Provider and workspace controls that allow the connection. A workspace administrator may need to enable it first.

Quick start

  1. Open your username menu, then select Account Management.
  2. Select Integrations.
  3. Select Codex for ChatGPT or desktop agents, or Claude for Claude.
  4. Follow the setup steps for your assistant in the panel.
  5. Complete the browser sign-in and approve your account.
  6. Ask the assistant to run tools/list. Review the Read‑only and Can make changes labels.

Note: If the assistant options are missing, contact your Account Manager.

Caution: Never paste a password, authorization code, or access token into a chat. Use the browser sign-in that the assistant opens.

What your assistant can look up

Available tools depend on your user access, enabled account features, the active account, and deployment settings. The setup panel is the current list for your account. The sections below summarize common tool areas.

Account

Get Account Info returns your profile, permissions, and enabled account features.

Assistant

Assistant conversation tools list recent conversations in the Portal and return the messages in one conversation.

Orders

Order tools can list orders, show order details and event history, and return tracking for fulfilled orders. When enabled, change-capable tools can create, update, or cancel supported orders.

Products and inventory

Product tools return product details and stock by location. Packaging tools return packaging items and stock. Group item and variant tools cover bundles, kits, and supported product variants.

Warehouses

Warehouse tools return the warehouse locations that serve your account.

Couriers, rates, and customs

Courier tools return available courier services. The shipping calculator can compare supported rates. Address tools cover exporter, importer, customs broker, address book, and location records.

Billing

Billing tools return invoices, credit notes, your current balance, and provisional charges.

Integrations

Integration tools return connected store integrations available to your account.

Automation

Automation tools list shipping rules and return the conditions and actions in one rule.

Exports

The export status tool shows progress for an export you started. Run exports in the Portal.

Assistant memory

Memory tools return preferences saved about you and notes associated with your account or a supported record type. Saving memory requires a change-capable tool and your review.

Addresses and Portal help

Help tools search the client help centre and find Portal pages by keyword. Address tools return the records saved for your account.

Returns

Return tools list return orders, items, conditions, reasons, policies, and embedded return forms. When enabled, a change-capable tool can create a supported return.

Inbound shipments

Inbound shipment tools list advanced shipping notices (ASNs) and return one notice with its items and receiving status. When enabled, a change-capable tool can create a supported ASN.

Orders and shipping options

Order tools also cover consolidation orders and Fulfilment-In-Country master and child orders. Shipping option tools list mappings and can create a supported option when enabled.

Work orders

Work order tools list special handling requests and return the items, status, and comments for one work order.

Products and inventory administration

Administration tools cover group items and product variants available to your account.

Documents and account administration

Additional tools may cover pallet documents, user accounts, task history, notification settings, webhooks, and crowdfunding batches when your access allows them.

Note: A tool is missing when its account feature or your user access is unavailable. Ask your company administrator about user access or your Account Manager about features.

Set up ChatGPT

Use the setup panel for the current connection address. Follow the OpenAI custom MCP server instructions for ChatGPT setup and workspace controls.

  1. Open the setup panel and copy the connection address.
  2. Follow the current OpenAI steps for adding a custom MCP server to ChatGPT on the web.
  3. Enter FedEx as the name and use the copied connection address.
  4. Select OAuth with automatic discovery.
  5. Complete the FedEx browser sign-in.
  6. Ask ChatGPT to run tools/list and confirm that the tools appear.

If the provider form is unavailable, follow OpenAI's workspace guidance or use another supported assistant.

Set up Claude

Use the setup panel for the current connection address. Follow the Claude custom connector instructions for current client, plan, and organization requirements.

  1. Open the setup panel and copy the connection address.
  2. Add a custom connector using Claude's current instructions.
  3. Enter FedEx as the name and use the copied connection address.
  4. Leave Advanced settings empty unless your administrator provides OAuth values.
  5. Select Connect, then complete the FedEx browser sign-in.
  6. Enable the connector in a new chat and ask Claude to run tools/list.

Organization owners may need to add the connector before members can connect. Claude's current guide covers supported plans and clients.

Set up a desktop agent

  1. Open the setup panel and select Copy prompt.
  2. Paste the prompt into a compatible desktop agent.
  3. Follow the browser sign-in that the agent opens.
  4. Ask the agent to run tools/list and confirm the account.

Use the prompt for Codex desktop, Claude desktop, or another compatible desktop agent. For ChatGPT web, use its app setup instead.

FAQ

Can the assistant change my orders or account? Only when the setup panel and assistant list a Can make changes tool. Review each proposed change before approval. Otherwise, make the change in the Portal.

Why is a tool missing? The connection follows your user access, account features, the active account, and deployment settings. Check the setup panel, then ask your company administrator about your access or your Account Manager about features.

Which plan do I need? Plan and workspace requirements come from the assistant provider. Follow the provider setup shown in the panel. Some workspaces also require an administrator to enable the connection.

Why did the assistant stop answering? The provider may apply chat, usage, or plan limits. Use the reset information shown by the provider, start a new chat, or continue in the Portal for immediate access.

Does the assistant see other accounts? No. The Portal resolves one active account for the signed-in user. It refuses the connection when multiple active accounts are found.

How do I disconnect the assistant? Remove the connection in your provider settings. Confirm that it is no longer available in a new chat. If access appears to remain, ask qa-testing+operations@floship.com to check it.

Who do I contact for help? Contact qa-testing+operations@floship.com or your Account Manager.

Troubleshooting

Issue Cause Solution
The assistant options are missing The connection is not available for this account Contact your Account Manager or qa-testing+operations@floship.com
The tool list is unavailable The account-wide tool list could not be loaded Select Retry. If it still fails, copy the setup prompt and ask the agent to check available tools
No sign-in page opens The assistant client does not support the required remote connection Use a current provider client that supports remote MCP and browser OAuth
The sign-in does not complete The user is inactive or does not have one active account Ask your company administrator or qa-testing+operations@floship.com to review your active account access
The assistant cannot connect The connection address is wrong Copy the address from the setup panel and try again
A tool is missing Your user access or account feature is unavailable Ask your company administrator about access or your Account Manager about features
A change-capable tool is missing Change-capable tools are not enabled for the connection Ask your Account Manager whether they are available
A change is rejected The tool, action, or account access is not available Check the setup panel and your access, then make the change in the Portal
A connection already exists The assistant already has an entry for this account Use the existing FedEx entry. Remove a duplicate only when it does not work
The assistant answers with old information The assistant answered from the chat instead of the connection Start a new chat, mention FedEx, and ask again
The assistant reached a usage limit The provider account reached its plan limit Wait for the reset shown by the provider or continue in the Portal

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