Introduction
Cupix Compass connects your CupixWorks project data to an AI assistant through the Model Context Protocol (MCP). Once connected, you can ask questions about your site in plain language and get answers drawn from your captures and your progress data, without opening CupixWorks and navigating to the data yourself.
This article covers the beta test setup for ChatGPT: what Compass MCP can do today, how to connect it, what to try, and where to send feedback.
Note: Compass MCP is in beta. The scope described in this article is what is available today and will expand in later releases.
Note: For Claude, refer to the Cupix Compass Claude MCP Setup Guide article. For Microsoft Copilot Studio, refer to the Cupix Compass Copilot MCP Setup Guide article.
What You Can Ask
Compass answers from three sources in your CupixWorks project: what your captures show, your project records, and your SiteInsights progress data. Ask in plain language — you do not need to name a data source or pick a mode.
| Ask about | Example questions |
|---|---|
| Site conditions in your photos | "Show me locations that need cleanup." "Are there any safety hazards visible on site?" "Find images showing HVAC duct installation." |
| Capture history and coverage | "Show me all capture dates and which levels were captured on each date." "Which level was not captured on the most recent date?" "How many captures were taken per level?" |
| Progress and schedule | "Show me the current progress status." "Which categories are most behind schedule?" "Analyze the progress on HVAC ducts." |
| Trades confirmed on site | "Give me an overview of trade visibility across all work areas." "Which trades have the lowest detection rates?" |
| Where something is | "Show me where that is." Compass returns a direct SiteView link to the location. |
| A combined summary | "Give me a full project status summary — capture history, progress, and any visible site issues." |
What Compass Cannot Do Yet
Compass is read-only and works within the scope below. Knowing the edges saves you time during testing.
| Limitation | What this means |
|---|---|
| It cannot change anything | Compass reads your project data. It cannot create annotations, assign tasks, change settings, or modify anything in CupixWorks. |
| One project per conversation | Each conversation works against a single project and does not switch projects on its own. To ask about a different project, start a new conversation and set it at the top. |
| No portfolio or cross-project questions | Questions that compare several projects at once, such as "which of my projects is furthest behind", are outside the current scope. |
| Progress questions need SiteInsights | Completion rates, delays, and forecasts are only available on projects where SiteInsights is set up and running. |
| Only CupixWorks data | Compass answers from your captures, project records, and SiteInsights data. It has no access to cost, contracts, RFIs, or any system outside CupixWorks. |
| Not up to the minute | Site photos become searchable after processing and quality review finish, not at the earlier Preview Ready stage. Progress data syncs three times a day, so it can lag by up to 8 hours. |
| Photo relevance varies | Photo search sorts by similarity. The first one or two results are usually the closest match; later results may be less relevant. |
Prerequisites
Before you start, make sure you have:
- A ChatGPT account that can enable Developer mode and add plugins.
- A CupixWorks account on the updatedemo test team. Your Cupix contact provides this before you start.
- Access to the mailbox for that account. Sign-in sends a verification code by email.
Connect Compass MCP to ChatGPT
Compass MCP is a custom MCP server, so ChatGPT requires Developer mode before you can add it.
1. Turn on Developer mode
- In ChatGPT, open Settings → Security and login.
- Under Developer mode, turn the toggle on.
Important: Developer mode lets you add connectors that OpenAI has not reviewed. Only add servers you trust. Turn it off again when you finish testing if you prefer.
2. Add a plugin
- Open Settings → Plugins.
- Click the add button next to the search field.
3. Enter the plugin name and server URL
- In Name, enter CupixCompass MCP.
- Leave Connection set to Server URL and enter the MCP server URL for your region from the table below.
- Leave Authentication set to OAuth.
- Select I understand and want to continue, then click Create.
| Region | MCP server URL |
|---|---|
| US | https://mcp.cupix.works/mcp |
| AU | https://mcp.cupix-au.works/mcp |
Note: ChatGPT discovers the OAuth settings from the server, so you do not need to fill in Advanced OAuth settings. If you are not sure which region your team is in, contact your Cupix Customer Success Manager.
4. Connect the plugin
- On the plugin page, in the Connection row, click Connect.
5. Sign in with CupixCompass MCP
- Click Sign in with CupixCompass MCP. A CupixWorks sign-in page opens.
6. Sign in to CupixWorks
- Enter updatedemo as the team domain and click Next.
Note: If you are testing against a different team, enter that team domain instead. updatedemo is the team domain for the Compass beta test project.
- Enter the email and password for your test account, then enter the verification code sent to that address.
When sign-in finishes, the plugin shows as connected and Compass is available in your conversations.
Verify the Connection
Open a new chat and ask a question that can only be answered from CupixWorks data, such as:
how many projects are on updatedemo workspace on cupix ?
ChatGPT calls a Compass tool and answers with a project count from the test workspace. If you see the answer come back with a Called tool step above it, the connection is working.
Note: If ChatGPT answers without calling a tool, it is answering from general knowledge rather than your project data. Start a new chat and try again.
Start a Session
Each conversation works against one project. Paste the line below at the top of every new conversation to point Compass at the test project, then ask your question.
Cupix Compass MCP. Team: updatedemo, Facility: cjj60d
Note: Compass works against one project per conversation and does not switch projects on its own. To start fresh, open a new conversation and paste the line again.
Test Project
Every beta tester works against the same project, so results are comparable and easy to discuss with your Cupix contact.
| Item | Details |
|---|---|
| Project name | Madison Elementary School |
| Team | updatedemo |
| Facility ID | cjj60d |
| Capture range | Feb 2022 to Dec 2023 — 8 capture dates, 37 captures |
| Coverage | Early structural phase through post-finishing, so you can see a wide range of site conditions |
What to Test
Use the questions below as starting points, then adapt them to how you actually work. The goal is to find out whether the answers are accurate and useful, not only whether the tools respond.
Site Conditions in Photos
| Sample question | What to check |
|---|---|
| Show me locations that need cleanup. | Do the returned photos actually show clutter or debris? Do the View Location links open the right place in SiteView? |
| Are there any safety hazards visible on site? | Does ChatGPT find relevant hazards such as blocked paths, unsecured materials, or missing guardrails? |
| Find images showing HVAC duct installation. | Are the photos relevant to HVAC work? Note if the first result is off-topic. |
Capture History and Coverage
| Sample question | What to check |
|---|---|
| Show me all capture dates and which levels were captured on each date. | Does the result match the capture dates you see in CupixWorks? |
| Which level was not captured on the most recent capture date? | Does ChatGPT find the most recent date and the missing level correctly? |
| How many captures were taken per level overall? | Are the totals right? Does ChatGPT explain the answer or only show numbers? |
Progress and Schedule
| Sample question | What to check |
|---|---|
| Show me the current SiteInsights progress status. | Do the overall percentage and category breakdown match your dashboard? |
| Which categories are most behind schedule? | Are the delay figures specific and plausible? |
| Analyze the progress on HVAC ducts. | Is the breakdown accurate? Does ChatGPT show work area detail? |
Combined Summaries
These questions need more than one tool and test how well the answers come together.
| Sample question | What to check |
|---|---|
| For the areas with the lowest SiteInsights progress, find photos showing what they look like on site. | Does ChatGPT use both progress data and photo search? Does the combined answer hold up? |
| Give me a full project status summary — capture history, progress, and any visible site issues. | Is the summary usable as a weekly status report? |
Evaluating Results
When you review an answer, check it against these five questions.
| Question | What a good result looks like |
|---|---|
| Is the answer accurate? | Numbers and facts match what you see in CupixWorks. |
| Is it easy to understand? | Someone without CupixWorks training could act on it. |
| Are the photo results relevant? | The first image link matches what you asked for. |
| Is it actionable? | The answer helps you decide what to do next, not only what the data is. |
| Did it answer the question? | ChatGPT addressed what you asked rather than giving a general response. |
Troubleshooting
| Issue | What to do |
|---|---|
| The plugin option is not available. | Developer mode is off. Open Settings → Security and login and turn Developer mode on. |
| ChatGPT answers from general knowledge instead of your project data. | No tool was called. Start a new conversation, paste the session line from Start a Session, and ask again. |
| The plugin shows as not connected. | Open the plugin, click Connect in the Connection row, and complete the CupixWorks sign-in again. |
| Progress analysis returns no data. | Confirm the project has SiteInsights set up and running. If it does and there is still no data, contact your Cupix Customer Success Manager. |
| Image links in the answer do not open. | Sign in to CupixWorks in the same browser. SiteView links need an active CupixWorks session. |
| You want a clean start. | Start a new conversation and paste the session line again. Each conversation is independent. |
Send Feedback
Compass MCP is in beta and your feedback shapes what ships next. Tell us what worked, what did not, and what you expected instead.
- Note the question you asked and the answer you got, so the case can be reproduced.
- Send it to your Cupix Customer Success Manager, or submit a request through the Cupix Support Center.