Certificates in FlexiMembership with Claude or ChatGPT

Modified on Tue, 27 Oct at 7:45 PM

Connect Claude or ChatGPT to FlexiMembership. Use it to give members a certificate when they finish a course.

Before You Start

  • Connect FlexiMembership to Claude (a Connector) or ChatGPT (a Plugin). Make sure it is authorized.
  • Know the project to work in.
  • For images, have an https link, or use the gallery.
  • Start each request with “In FlexiMembership”.

Steps

1Certificates

  • Turn the certificate on or off.
  • Change the headline, the signature, images and text color.
  • Change the lines before and after the member’s name.
  • Turn on the certificate email and edit its text.
  • You can use {course_name}, {member_name}, {date}, {certificate_url} and {admin_name} in the wording.
Example prompt“In FlexiMembership, turn on the course-completion certificate in Fitness Academy and set the headline to ‘Certificate of Completion’.”

Screenshot for the example prompt above (original Freshdesk screenshot)

Behind the Scenes: MCP Tools Involved

TaskRelated MCP tool(s)
See address, brand, footer, security and layoutget_membership_settings
Change the certificateupdate_certificate_settings

Tips for Better Results

  • Ask to see the current settings before you change them.
  • Change one thing at a time.
  • Name the project, and the product or course when it matters.
  • Use an image’s address from the gallery. Do not guess.
  • Read every preview. Some changes are live at once.
  • After a change, ask the AI to show the setting again.

Quick Fixes

ProblemFix
The AI does not use FlexiMembership.Check the connector or plugin is connected and authorized. Add “In FlexiMembership” to your prompt.

Limitations

  • No undo is described. Read each preview before you confirm.


Explore the complete FlexiMembership MCP Tools Reference: View the documentation for a detailed explanation of available MCP tools, their functionality, and how to use them.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article