A workspace admin approves the connector once, then it is available to workspace members.
ChatGPT needs an admin. A Zywave administrator registers the client and your own ChatGPT admin approves the connector. Neither step is self-service, so start that conversation before you plan a rollout.
Connection details
| Field | Value |
|---|---|
| Server URL | https://ai.zywave.com/mcp/v1 |
| Transport | Streamable HTTP (Server-sent events (SSE) is not supported.) |
| Protocol version | 2025-03-26 |
| Authentication | OAuth 2.1 with PKCE (S256 challenge method) |
| Authorization endpoint | https://auth.zywave.com/connect/authorize |
| Token endpoint | https://auth.zywave.com/connect/token |
| Revocation endpoint | https://auth.zywave.com/connect/revocation |
| Scopes | mcp, api.accounts, api.content, api.companies, offline_access (optional) |
| Client registration | Manual. The server does not support Dynamic Client Registration, so a Zywave administrator registers each client in the Zywave Admin tool and issues the client ID and redirect URI. |
Full reference, including what each scope covers and what the 22 tools do: MCP Apps.
1. Connect the Zywave MCP to ChatGPT
- Ask your admin to register the client. A Zywave administrator registers ChatGPT in the Zywave Admin tool and issues the client ID and redirect URI. There is no Dynamic Client Registration.
- Admin adds the connector to the workspace. Your ChatGPT workspace admin adds the Zywave MCP server URL as a connector so members can enable it.
- Sign in to Zywave and approve the scopes. Enable the connector in a chat and complete the OAuth 2.1 + PKCE sign-in at auth.zywave.com for the scopes listed in the connection details above.
Available on ChatGPT plans that support workspace connectors. Confirm with your admin before you plan a rollout.
Do this once per person, or once per tenant if your admin sets it up. Every other skill in the catalog reuses the same connector.
2. Add Renewal X-date prospect list
Published in the public Zywave/skills marketplace. From a terminal: gh skill install Zywave/skills --all installs every skill there, this one included, into 49+ AI clients. In Claude Desktop or Code, add the marketplace once (/plugin marketplace add Zywave/skills) and install the zywave-skills plugin. See the full install guide for ChatGPT’s exact steps, or open renewal-xdate-prospect-list’s skill folder directly.
What it needs from you: A few details from you. You supply the specifics in the prompt, company, state, size, dates.
Details to fill in when you run it:
- The territory and the renewal window
3. Paste the example prompt
In a new ChatGPT chat, paste this. Swap the names, states, and numbers for your own.
Who renews in the next 90 days in Minnesota that we don't already write? Commercial, 20 to 300 employees.
Source: Written for this skill by the R&D AI Experience team.
X-dates are the currency of P&C prospecting. Your own clients are removed and counted. Live-evaluated Sep 2026. Benefits renewals concentrate in January (plan-year start), so a Q1 benefits list is mostly January; the CRM overlay currently runs client-side while a platform filter defect is open.
Check that it worked
If nothing comes back, or the client says it has no tools, paste this instead. You should get a tool list and five real accounts.
Which Zywave tools can you use? Then show me my five most recently updated accounts.
Source: verbatim from the Zywave MCP Skills Library prototype’s setup page.
Next
← Pick a different client · Back to Renewal X-date prospect list