Getting started

What you need

• An email address for your account. The free plan asks for no card.
• For WordPress: a site on WordPress 6.2 or newer, served over HTTPS, and an administrator login. WooCommerce is optional.
• For Google Analytics or Search Console: the Google account that can see your property or site.
• ChatGPT on a Plus, Pro, Business, Enterprise or Edu plan, on the web, or Claude on any plan.

1. Create an account and an organization

1. Create your accountAt app.sar-soft.com, choose Create account and give your name, email and a password of at least 12 characters.
2. Create your organizationUsually your business name. Your team, data sources and AI apps belong to it. You can create more later.
3. You start on the free planEverything on this page works on the free plan. How usage is counted is explained in Usage and limits.

2. Install the plugin on WordPress

1. Open your site's plugin pageChoose Start free on this site and type your site's address. Your own wp-admin opens on its plugin page, searching for SAR Intelligence.
2. Or download itIf the plugin does not show up there, download it from the same sheet or from Connections in SAR, and upload it under Plugins → Add New Plugin → Upload Plugin.
3. Activate itChoose Install Now, then Activate. Its updates then appear under Plugins, like any other plugin's.

3. Connect your sources

During setup, the sources step offers them one by one. You can skip it and connect them later from Connections.

1. WordPressChoose Connect WordPress, enter your site's address and choose Continue to WordPress. You approve SAR on WordPress's own screen; no password is typed. Details in Connect WordPress.
2. Google Analytics and Search ConsoleChoose Connect, sign in with your Google account and pick one property or one site. Details in Connect Google.
3. Anything else you useMagento connects with an integration access token, and outside SEO data from DataForSEO, Semrush, Ahrefs or SE Ranking with your own key.

4. Add SAR to ChatGPT or Claude

The address you paste is https://mcp.sar-soft.com/mcp. SAR also shows it in the last setup step and on the AI access page.

• ChatGPT: turn on developer mode, create an app with that address and choose OAuth.
• Claude: open Settings → Connectors, add a custom connector and paste the address.
• When asked, sign in to SAR, choose the organization and select Authorize.

The exact steps for each app are in AI apps.

5. Ask your first question

Open a new chat, make sure SAR Intelligence is on in the tools, and ask in plain language. For example:

• How did the business do last month?
• Which pages lost the most Google clicks in the last 28 days, and why?
• Which products sold best this month, and which are running low?

ChatGPT or Claude writes the answers, and they can be wrong. Check important figures in the source. For more ideas, see the cookbook.

Read-only by default

Every source connects read-only: ChatGPT and Claude can read it but change nothing. For them to make changes, an owner or admin of the organization chooses Allow changes on the source's card in Connections.

• On WordPress, new content is created as a draft, and anything visitors would see (publishing, prices, stock) waits for your approval in SAR.
• On Google Analytics, Google asks again for permission, for the one property you chose, and each new item waits for approval.
• Search Console and Magento always stay read-only.
• Make read-only turns a source back to reading straight away.

Who approves what, and what can be undone: Safety and approvals.