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Your own assistant

Ask the assistant you already use

If you use Claude, ChatGPT or Grok, you can connect it to Plainly. With your permission, it reads your records, so it can tell you what happened at the visit on the bill.

Step-by-step guides for ChatGPT, Claude, Grok, Muse and others

Connector addressKeep this
https://app.trianglehealth.com/mcp
Also in Triangle: Settings → AI service connections → Connect
  1. 01 Open settingsIn your assistant, find Connectors, Connections or Tools.
  2. 02 Add the addressAdd a new custom connector and paste the address.
  3. 03 Sign inSign in to Triangle when your assistant asks.
  4. 04 Choose, then acceptOn Triangle's consent screen, choose what it can read or change and which profile to share, then Accept.

SettingsConnectorsAdd custom connectorPaste the address

A Triangle sign-in appears the first time Claude uses a Triangle tool.

Plugins+Add custom MCP serverA name and the address

Authentication: OAuthTick "I understand"Create as a plugin

Sign in to Triangle and accept, then type @ in a chat to pick Triangle. Needs Business, Enterprise or Edu, where a workspace admin adds it, or Pro for read-only.

Skills and ConnectorsNew ConnectorCustomA name and the address

Needs a paid Grok plan. Sign in to Triangle and accept when asked.

Questions to ask it

Once connected, what your assistant reads is handled under that assistant's own privacy policy, which Triangle doesn't control. That includes any bill you paste into it. Connect only assistants you trust. It works only with what's inside Triangle and can't change anything at a hospital, clinic or billing office. Disconnect any time in Triangle under Settings → AI service connections, and access stops immediately.

Your assistant can only read what's in Plainly, so start there.

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