Opteo

How to use Opteo's official Zapier integration to connect Opteo to other tools

Opteo <> Zapier

Connect Opteo to Claude, ChatGPT, and other AI assistants using the Opteo MCP server

Opteo MCP

A reference guide to what's available via the Opteo API

Opteo API

Get Opteo alerts and ask the Opteo AI agent about your ad performance in Slack.

Opteo for Slack: alerts and AI agent

Connect Opteo to Claude, ChatGPT, Slack, Zapier and your own tools.

MCP, API & Integrations

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Getting Started & Setup

Getting started in Opteo

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