CompSlate
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How CompSlate works

CompSlate runs sales compensation for small teams. You change things by chatting: in the chat built into the web app (Chat, no AI subscription needed), or with an AI assistant you connect (Claude, ChatGPT, Codex or Claude Code). The web app shows comp cards and team views; besides Chat it has only Share and Export buttons.

Or connect your assistant

Add this MCP server URL as a connector. You sign in once with your work email.

https://compslate.com/mcp

Claude (web, desktop, mobile)

  1. On claude.ai or in Claude Desktop, open Customize → Connectors (claude.ai/customize/connectors), click + and choose Add custom connector.
  2. Name it CompSlate, paste https://compslate.com/mcp and click Add.
  3. Click Connect and sign in with the email link CompSlate sends you.
  4. In a chat, click + at the bottom left → Connectors and switch CompSlate on.

Works on Free (one custom connector), Pro, Max, Team and Enterprise. Add it once on the web or desktop; it then works in the Claude mobile app too. On Team and Enterprise an owner adds it first under Organization settings → Connectors → Add → Custom → Web; then everyone clicks Connect under Customize → Connectors.

ChatGPT (chatgpt.com)

  1. Turn on developer mode: Settings → Security and login → Developer mode (on some accounts the switch is at the bottom of Settings → Plugins).
  2. Open Settings → Plugins (chatgpt.com/plugins) and click +. Name it CompSlate, paste https://compslate.com/mcp as the server URL, keep OAuth and create it.
  3. Sign in with the email link CompSlate sends you.
  4. Start a new chat, open the + (tools) menu and add CompSlate, or type @CompSlate.

ChatGPT needs Plus or higher, and CompSlate works in chats on chatgpt.com in a browser (not the mobile app yet). In the ChatGPT desktop app, add it to Codex instead (below). ChatGPT labels anything added by URL as developer mode and shows a warning; that's expected. On Business and Enterprise an admin may have to allow custom connectors first. ChatGPT asks you to confirm each change before it runs. After CompSlate updates, open it in Settings → Plugins and click Refresh to load new tools.

Codex (in the ChatGPT desktop app)

  1. Open Plugins, click the gear (Manage) → MCPs → Add at the top → Add MCP server.
  2. Name it CompSlate, choose Streamable HTTP, paste https://compslate.com/mcp as the URL and leave the token and header fields empty.
  3. Save, click Authenticate and sign in with the email link CompSlate sends you.
  4. In a Codex task, start with "Use compslate:", for example "Use compslate: what's in my workspace?"

This adds CompSlate to Codex tasks, not to regular ChatGPT chats (for those, use chatgpt.com).

Claude Code

  1. Run claude mcp add --transport http compslate https://compslate.com/mcp
  2. Start Claude Code, run /mcp, choose compslate and sign in.

Anything else that speaks MCP

  1. Use https://compslate.com/mcp with the Streamable HTTP transport.
  2. Sign-in is standard OAuth 2.1 (dynamic client registration or client ID metadata documents), discovered automatically.

Trouble connecting? https://compslate.com/docs/connect has fixes for the usual problems.

The five-minute setup

  1. "Set up a 60/40 quarterly plan with a 3-month ramp, OTE $150k, quota $600k." (quick_start_plan)
  2. "Add Ana (ana@acme.com), AE, started May 1st, on that plan, reporting to me." (save_person)
  3. "Record these deals…" and paste a list or a CSV (in the built-in chat you can attach the CSV file). Include the order ID column so importing the same export again updates deals instead of duplicating them. (record_deals)
  4. "Show me Ana's comp card." (get_comp_card) or open it in the web app.
  5. "Export Q3 payouts to Excel for finance." (export_data)

Building blocks

A plan sets the period, the pay mix and default OTE and quota. Components are reusable parts you attach to plans: accelerator, draw, ramp, clawback, and MBO (part of OTE paid on objectives like meetings booked or a company target). People are assigned to a plan and can override OTE, base and quota. Deals are what counts toward quota. See the components, periods and visuals topics.