Pathizer + ChatGPT + Claude
Ask ChatGPT or Claude
what changed in your last schedule update.
Pathizer’s connector lets the assistant you already use read your project’s stored results, under your own project permissions.
It reads your project's results. Uploads, deletions and new analysis runs wait for your yes in the chat, and everything it does runs under your own permissions.
What your assistant can read
The results your team already has in Pathizer.
11 stored results, the project list and the project documents you can see. Each stored result links to the Pathizer page it was read from, so an answer can be checked against its source.
- Schedule health and the Health Score
- The 0 to 100 Health Score with its category scores and findings, the DCMA-14 check results as counts, and Schedule Health: issues grouped by area, with the activities behind each.
- Schedule narrative
- The narrative the last analysis stored: what changed between the two most recent schedule updates and why, led by the Executive Brief.
- Update Review
- The latest update against the one before it: finish date movement, critical path and status changes, and the activities added, deleted and modified.
- Delay analysis results
- The latest Delay Analyzer run for each method your team has run, Half-Step Changes and the cross-method check included, and the last Window Analysis (TIA) with its windows and fragnets.
- Monte Carlo
- The project's Monte Carlo runs, newest first, each with its P80 finish, expected delay and risk index, and any one run in full.
- Weather Days
- The Weather Days ledger as it was last built in Pathizer, with the date it was built.
- Risk Register
- The risks your team entered, and the team's edits to the risks Pathizer identified.
- Change orders and EOT
- The change order register with amounts and time impacts, the budget rollup, and granted and pending totals by phase.
- Project documents
- The project documents you can see in Pathizer: the reports filed after each analysis, each update's schedule file, your own uploads, and the Delay Analysis folder when your role opens it.
Who sees what
The app’s own permissions apply, and Field sees less.
The connector signs in as you and applies the app’s own access checks: your organization, your project assignments, your role and the modules it opens.
- Organization Owners and Admins
- Every project in the organization, and every stored result the app opens to them. They can create share links, and revoke any share link on their organization's projects.
- Schedulers (the Controller role)
- The projects assigned to them and the stored results their project access opens in the app. They can create share links.
- Analysts
- The projects assigned to them and the stored results their project access opens in the app, with download links for documents. Share links are for schedulers and admins.
- Field
- The projects assigned to them and the update folder documents the app shows them, with download links. No Health Score, narrative, Delay Analyzer finding or other stored result, so no risk, float, cost or delay values, and never the Delay Analysis folder.
Getting a document to someone
A link for you, or a share link for an email.
Pathizer never sends the file or an email. The assistant gets a link, and you decide where it goes.
- Download linkAnyone with access to the document
- Ask for a document and the assistant gets a link that works for 15 minutes and at most 5 downloads. It is for opening the file yourself, not for recipients.
- Share linkSchedulers and organization Owners and Admins
- For a document you want to email. It works for 1 to 30 days (7 if you do not say) and at most 50 downloads. The assistant puts the link in the email you ask it to write.
- Anyone holding a link can download the file until it expires, runs out of downloads or is revoked, so put it only where you mean to.
- Each link Pathizer creates, each download and each revocation is recorded on the project, and Pathizer checks your access to the project and the document again at each download.
- Ask the assistant to revoke a share link at any time; its creator or an organization admin can. Disconnecting the assistant in Pathizer stops every link it requested, and reconnecting does not bring them back.
- A person can create at most 20 links an hour.
What it never does
Your schedule of record stays in Pathizer.
It never uploads, deletes or runs an analysis on its own
It reads your project's results. Uploads, deletions and new analysis runs wait for your yes in the chat, and everything it does runs under your own permissions.
A question never runs a new analysis
A question reads what the last analysis, or your team, already stored. When a result is not stored yet, the assistant is told what to run.
It never spends AI on Pathizer's side
Pathizer makes no AI call to answer your assistant. The answer is written by your own assistant, under your own account with its provider.
Pathizer computes the schedule findings; the assistant explains the results it reads. Target-specific delay and recovery conclusions require the relevant milestones, inputs and settings, and neither the connection nor a generated narrative certifies entitlement or replaces professional review.
Example questions
Questions teams ask about a schedule update.
Questions only: each answer depends on your own project’s stored results.
- 01
“What moved the forecast finish between the last two updates, and why?”
Reads: Schedule narrative and Update Review
- 02
“Which DCMA-14 checks did the latest update fail, and how many activities sit behind each?”
Reads: Health Score and Schedule Health
- 03
“What did the latest Half-Step Changes run separate into progress and revisions?”
Reads: Delay Analyzer run, method 3.4
- 04
“What is the P80 finish in the newest Monte Carlo run, and how does it compare with the run before it?”
Reads: Monte Carlo runs
- 05
“Which change orders are still pending, and what time impact do they carry?”
Reads: Change orders and EOT
- 06
“Create a 7 day share link to this month's schedule narrative report and draft an email to the owner's representative with it.”
Reads: Project documents and a share link
Connect your assistant
Add the connector in the assistant you already use.
Open Talk to your schedule in Pathizer, copy the connector URL and follow your assistant’s steps below. Use your organization’s approved account: what the assistant reads goes to its provider.
Claude
Starts in Customize → Connectors → + Add → Add custom connector
- Open Claude, then Customize → Connectors.
- Click + Add, then Add custom connector. Name it Pathizer, paste the Pathizer connector URL and click Continue.
- Review the authentication settings Claude detected, click Continue, then click Add.
- Approve the request on the Pathizer screen it sends you to.
Requires: On Team and Enterprise plans an Owner adds it for the organization first.
Current Claude setup guideChatGPT
Starts in Plugins → plus button → Add custom MCP server
- In ChatGPT on the web, open Plugins, select the plus button, then Add custom MCP server. Developer mode is not needed first.
- Name it Pathizer and paste the Pathizer connector URL under Connection.
- Set authentication to OAuth, accept the risk warning, then select Create as a plugin.
- Approve the request on the Pathizer screen it sends you to.
Requires: ChatGPT on the web only, not mobile. Full MCP needs a Business or Enterprise/Edu plan. On Pro, OpenAI allows read and fetch permissions only, so document links may not work. OpenAI's guide does not list Plus or Free.
Current ChatGPT setup guideClaude for Work
For Claude Team and Enterprise plans
Admin, once for the workspace
An Owner or Primary Owner. On Enterprise, a custom role that includes Manage access to Libraries can also add it.
- Open Organization settings → Connectors and click Add.
- Hover over Custom, then select Web.
- Enter a name your members will recognise, such as Pathizer, paste the Pathizer connector URL and click Continue.
- Review the authentication settings Claude detected and click Continue.
- Under Authentication, choose Sign in now or Sign in when needed, not No sign in, so each member signs in to Pathizer as themselves.
- Leave Request headers empty. A fixed key there would give every member the same access, and Pathizer checks each person's own permissions instead.
- Click Add.
Members
- Open Customize → Connectors and find Pathizer in the list. It usually carries a Custom label.
- Click Connect, sign in to Pathizer with your own account and approve the request on the Pathizer screen.
- In a chat, use the + button at the lower left, then Connectors, and turn Pathizer on for that conversation.
Plan features and menus vary by plan and change over time. If a step does not match what you see, check with your workspace admin.
Current Claude for Work setup guideChatGPT for Work
For ChatGPT Business and Enterprise plans, in ChatGPT on the web
Admin, once for the workspace
On Business, a workspace admin or owner. On Enterprise, an admin or owner, or a member an admin has given the Create plugins with MCPs permission. Only admins and owners can make it available to the workspace.
- In ChatGPT on the web, open Plugins, select the plus button, then Add custom MCP server. OpenAI's guide says Developer mode does not need to be on for this.
- Enter a name such as Pathizer and, if you like, a description. Under Connection, paste the Pathizer connector URL.
- Set authentication to OAuth. If ChatGPT asks you to sign in, approve the request on the Pathizer screen it opens.
- Review the risk warning, select I understand and want to continue, then select Create as a plugin and review the tools ChatGPT found.
- Members cannot use it yet. In Admin Console, select your workspace, open Plugins, then Manage Legacy Apps and Drafts. It is not available to members until you select Publish there and review the safety warnings.
- On Enterprise, the window that opens offers Configure Access, to choose the groups that can use Pathizer, and Configure Actions, to choose which of its actions are allowed.
Members
- In ChatGPT on the web, open Settings → Plugins and find Pathizer. Custom MCP servers are not available on mobile.
- Connect it, sign in to Pathizer with your own account and approve the request on the Pathizer screen.
- In a chat, type @ and select Pathizer. The choice applies to that message, so mention it again when a follow up needs new data.
ChatGPT shows admins a risk warning for apps that can write or modify data, and may ask members to confirm such an action. Pathizer's tools that create or revoke a document link are marked that way because each link is recorded on the project. No tool changes a schedule or an analysis.
Plan features and menus vary by plan and change over time. If a step does not match what you see, check with your workspace admin.
Current ChatGPT for Work setup guideOn your computer: Claude Desktop, Claude Code or Codex
Install the P7 connector, then ask your assistant to sign in to Pathizer and approve it in your browser, once. It gets the same Pathizer tools as the connector above, under your own permissions, and keeps the sign-in token on your computer. The same connector also works with P7 Free Scheduling, which needs no account. To sign out, use Connect to AI in P7, or disconnect P7 Connector on Talk to your schedule in Pathizer.
One file, no terminal. Claude Desktop includes Node.js, so there is nothing else to install.
Download the P7 connector for Claude Desktop.
Download the P7 connector for Claude DesktopOpen Claude Desktop and go to Settings > Extensions. Drag the downloaded file into the Extensions window, then click Install.
Start a new chat in Claude Desktop and paste the first prompt below.
First prompt
Sign in to Pathizer through the P7 connector, then list my Pathizer projects.
To have an AI app build or edit a schedule instead, use P7 Free Scheduling with an AI app on your own computer.
Security and control
Your sign-in, your permissions, your off switch.
Section 5A of the Privacy Policy describes what the connector reads, its links and how to disconnect. Read Privacy Policy section 5A.
- Sign in with OAuth
- You add the connector in your assistant, then sign in on Pathizer's own screen, not inside the assistant, and approve the connection there.
- Your permissions, on every call
- Every call runs under your own account and role, checked on Pathizer's server against the same access rules as the app.
- Disconnect at any time
- Talk to your schedule in Pathizer lists the apps you have authorized, each with a Disconnect button that ends the assistant's access.
- Where the information goes
- What the assistant reads goes to its provider (Anthropic for Claude, OpenAI for ChatGPT) and is handled under your own agreement with that provider. Disconnecting does not delete what the provider already received.
More on the connector