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. To have an AI do the 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, 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.
Connect your agent
Open Agents → Connect your agent, copy the server URL, and follow the steps for your agent. The same steps are in the dashboard, under Set up.- Claude
- ChatGPT
- Claude Code
- Cursor
- Codex
1
Add a custom connector
In Claude on the web or the desktop app, open Customize → Connectors, click +, then
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.
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
Once it’s connected, send your agent this message:Approve the connection
The approval page shows:- Who is asking. The agent’s name, marked Verified by PlatformDTC or Unverified app. 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.
- What it will be able to do. Each permission, grouped by area. Untick anything you don’t want to grant.
Permissions and approvals
Depending on what you approve, an agent can work with your Store, Catalog & products, Orders & fulfillment, Customers, 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. Review parked actions in Agents → Approvals. Under Waiting for you, each request shows what the agent wants to do and when it asked:- 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 → Connected agents. Each agent 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.