Your agent vs. the built-in Assistant. The Assistant in your dashboard (open it from the
header, press ⌘I / Ctrl+I, or click Agents in the sidebar for its full page and saved
conversations) answers questions about PlatformDTC and your store. It is
read-only: it can’t create, edit, send or publish anything. The
Facebook Ads agent, next to it on the Agents page, runs your
Facebook ads with your approval. To have an AI do any other work, connect your own agent as
described here.
How it works
Your store has one MCP server address that every agent uses:- The agent opens a PlatformDTC sign-in page in your browser.
- You sign in with Google or an email link, choose the store, and review the permissions the agent is asking for.
- You click Approve. The agent can now use exactly the tools those permissions allow, on that one store.
The easiest way: send your AI one link
Works with any AI that can make web requests, with nothing to install or configure.- Tell your AI: “Read https://platformdtc.com/SKILL.md”
- It sends you a sign-in link. Open it, sign in, choose the store and review the permissions. Everything the AI needs to set up and run a store is ticked; untick anything you don’t want it to do. Click Approve.
- The page shows a code. Click Copy code and paste it into the chat.
Connect your agent
Open Agents → Connect an AI, pick your AI’s tab, copy what it shows and follow the three steps. The same steps are below. When you connect Claude, ChatGPT, Cursor or Claude Code, the sign-in page names the app and asks for everything your AI needs to set up and run your store: it can look at everything and make everyday changes. Anything that spends money, messages your customers or goes live waits for your OK in Approvals, and you get an email with a link to it. You can untick any permission before you approve.- Claude
- ChatGPT
- Claude Code
- Cursor
- Codex
1
Add a custom connector
In Claude on the web or the desktop app, open Customize → Connectors and click
Add custom connector.
2
Paste the server URL
Name it PlatformDTC and paste the server URL. Leave Advanced settings empty, then click
Add.
3
Connect
Click Connect, sign in to PlatformDTC, pick the store, and approve.
Install in Claude Code or Cursor
Our plugin adds the connection and the PlatformDTC skill together, so your AI already knows how PlatformDTC works. Claude Code:/mcp, choose platformdtc and sign in.
Cursor:
dtc login, then dtc theme dev) for
working on themes on your computer, and ClawMuse, a free personal AI that runs on your own Mac
or Windows computer. For theme work with an agent, see
Quickstart: Claude Code.
Tell your agent what to do
Send your agent this message:Approve the connection
The approval page shows:- Who is asking. The app’s name, marked Verified by PlatformDTC or Unverified app. Claude, ChatGPT, Cursor and Claude Code are recognised by where they send you back after you approve, so they show as verified under their real name and their permission list starts folded (open Choose exactly what it can do to untick anything). An unverified app’s name is only what the app says about itself.
- Where access is sent. For an agent on your own computer this reads The agent running on this computer. If it names a website you don’t recognise, or you didn’t start the connection yourself, click Deny.
- Store. The one store the agent will work on. If you have several, choose one. No store yet? Click Create my store right there, and carry on approving.
- What it will be able to do. Each permission, grouped by area. Untick anything you don’t want to grant.
- Let this agent publish my store without asking me again. Shown when the agent asks to publish themes, and ticked. Leave it ticked and the agent’s theme publishes go live without a second approval; you can undo any publish from the theme’s version history. Untick it to approve each publish in Approvals. You can change it later under Developer → AI agents.
Permissions and approvals
Depending on what you approve, an agent can work with your Store, Catalog & products, Orders & fulfillment, Customers, Support inbox, Marketing, Discounts & offers, Online Store, Supplier network, Advertising, Analytics, Checkout and Finance. The agent only sees the tools your approved permissions allow. If you didn’t grant a permission, the agent can’t call the tools that need it. Actions that spend money, contact customers or change your live store wait for you. On the approval page these permissions are tagged Can spend money or contact customers. They include publishing your store and attaching custom domains, raising ad budgets, sending campaigns and turning on flows, and sending cart-recovery emails and recovery discounts. When an agent takes one of these actions, it is parked instead of run, and the agent is told it is waiting for your approval. Publishing a theme follows your store’s theme publish policy. Your customers only hear from your AI after your yes. A support reply, an email with new tracking, a resent payment or download link, sending your support agent’s drafted reply, and turning on the AI support agent or review-request emails all wait in Approvals when the AI is connected by sign-in, with exactly what it will send. An AI using an API key must show you the message and get your yes in the chat first. Money never moves without your yes. With Move money an agent can refund an order, charge a subscription now, change a subscription’s price or cancel an order as fraud. An agent connected with sign-in parks each of these in Approvals, showing exactly what it will do (for example, “Refund 40.00 USD on order #1042”). An agent using an API key must show you the amount and get your yes in the chat first. Chargeback evidence waits for your yes too. With Manage orders an agent can save evidence on a Stripe chargeback as a draft. Sending it to the bank is final, so the agent must show you what it will send and get your yes in the chat first; with a key that requires approval the request waits in Approvals as Submit chargeback evidence. Review parked actions in Agents → Approvals. Under Waiting for you, each request says what the agent wants to do, in words — for example Send email campaign “Black Friday” with its subject line, or Publish theme “Summer” — and on which store, which agent asked, and when:- Click Approve to run it, or Deny to cancel it. Nothing happens until you approve.
- For a theme, Preview opens it first, and Approve & publish makes it live.
See what agents did
Agents → Activity records every call an agent made: which key or connection, the tool, the access it used, the result and how long it took.Disconnect an agent
Open Agents → Connect an AI. Under Connected, each AI you approved is listed with its store, its access and when it was last active. Click Disconnect and confirm. The agent loses access to your store right away, even if it isn’t running at the moment, so it can’t quietly reconnect. To use it again, connect it and approve it again.API keys for agents without OAuth
Some agents and scripts can’t open a sign-in page. For those, create an API key and send it to the same server URL as a header:1
Create the key
Open Agents → API keys and click Create key.
2
Grant only what it needs
Give it a Name and tick its Scopes. Permissions marked spend move money or reach
customers. Optionally limit it to certain Store IDs, set an Expires at date and a
Rate limit / min.
3
Keep approvals on
Leave Require approval for spend actions on so this key’s spend actions also wait in
Approvals.
4
Copy the key
Click Create key and copy the key. It is shown only once. Store it in a secret manager,
because you can’t retrieve it later.
- Rotate issues a new secret and invalidates the old one immediately. Any agent using the old key stops working until you update it.
- Revoke permanently disables the key. Any agent using it loses access immediately, and this can’t be undone.