How to Connect eRS to ChatGPT Web: Step-by-Step Guide

The eResource Scheduler MCP server lets you work with your eRS data from ChatGPT on the web. Setup takes about 5 minutes: an eRS admin enables the MCP server once, then each user adds eRS to their own ChatGPT account.

Before You Start

You will need:

• An eRS administrator to turn on the MCP server (Part A). This is done once per account.
• Your own eRS login. ChatGPT signs in as you, so it can only see and do what your eRS access rights allow.
• A ChatGPT account that can turn on Developer mode and add custom MCP plugins.

Watch the Video

Prefer to watch? This 2-minute video walks through the full setup. Prefer written steps? Follow Part A and Part B below.

Part A: Enable the MCP Server in eResource Scheduler (Admin, One Time)

Skip to Part B if your admin has already enabled it and shared the endpoint URL.

Step 1. Open Administration

Log in to eResource Scheduler. Click your name in the top-right corner, then click Administration.

Step 2. Turn on the MCP Server

In the left menu, under INTEGRATION, click MCP Server. Switch the toggle at the top right from Disabled to Enabled. By enabling it, you agree to the MCP Server terms in the Terms of Service.

Step 3. Copy the endpoint URL

Once enabled, the page shows the Endpoint URL: https://app.eresourcescheduler.cloud/mcp. Click the copy icon next to it. Share this URL with anyone in your team who will connect ChatGPT.

Part B: Add eResource Scheduler to ChatGPT (Each User)

Step 1. Open ChatGPT settings

Go to chatgpt.com and sign in. Click your name at the bottom left of the sidebar, then click Settings.

Step 2. Turn on Developer mode

In Settings, click Security and login. Scroll down to Developer mode and switch it on. ChatGPT needs Developer mode to add a custom MCP server. Close the Settings window.

Step 3. Start a new plugin

Click Plugins in the left sidebar. Click the + button next to the search box, then click Create plugin.

Step 4. Choose Create MCP App

In the New Plugin window, click Create MCP App at the bottom left. Do not upload a file.

Step 5. Enter the eRS connection details

Fill in the form:

Tick I understand and want to continue, then click Create.

Step 6. Sign in with eResource Scheduler

ChatGPT shows Add eResource Scheduler to ChatGPT. Click Sign in with eResource Scheduler. If you see a Connect button first, click it.

Step 7. Log in to your eRS account

The eRS login page opens. Enter your eRS Login ID and password and click Login. If your company uses single sign-on, click Single Sign On instead.

Step 8. Confirm the connection

You return to ChatGPT. On the Plugins page, open the Personal tab. eResource Scheduler now appears under Created by me, and its icon shows under Installed.

Start Using eRS in ChatGPT

Open a new chat and ask about your schedule in plain language. Mentioning "eResource Scheduler" in your first request helps ChatGPT pick the right plugin. Some prompts to try:

• "Using eResource Scheduler, show me who is booked on Project B next week."
• "What is the team's utilization this month by primary role?"
• "Which resources are free for 3 days next week?"
• "Book Grace Jonas on Project D at 50% from 5 to 9 October."
• "List timesheets waiting for my approval."

Learn More

Once connected, use these guides to see what you can ask:

• Ask AI Assistant About Your Reports
• Ask AI Assistant About Your Resources
• Ask AI Assistant About Your Projects
• Ask AI Assistant About Your Schedule
• Ask AI Assistant About Rates
• Ask AI Assistant About Your Timesheets
• eRS MCP Server: Tools & Prompting Guide

Troubleshooting

Need more help? Contact eResource Scheduler support from Support in the eRS user menu.