Read tools
An empty queue is not an error. Missing metrics are reported as unavailable,
never as zero.
Your company comes from the account you sign in with, never from a prompt. Each
person should connect with their own FloKit account and credentials.
Keep the credential read-only
The server also has Initiative lifecycle tools, under the separateinitiatives:write scope, which can affect live campaigns and spending. Do not
grant that scope for assistant access:
- For a token, leave Manage Initiative lifecycle unchecked.
- For OAuth, approve only read access and cancel a consent screen that asks for lifecycle management.
Connect Claude Code
Create a personal read-only token and add the server.
Connect ChatGPT
Add FloKit as a custom app with OAuth.
Check the connection
Use your own account:- Confirm the assistant lists exactly the six read tools above, and no lifecycle tools.
- Ask it to call
get_statusandlist_pending_approvals. Confirm the tools actually ran and the results match your dashboard. - Ask it to call
list_initiatives, andget_initiativefor one of them.
Troubleshooting
Never put a token, password, authorization code, or refresh token in a support
message, screenshot, prompt, repository, or email.