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AI connector (MCP)

Connect an AI assistant to your CRM and ask about your data in plain language. Read-only, within your permissions.

What this integration does

  • Natural-language questions about customers, deals, invoices, stock, projects and KPIs
  • Seventeen data areas reachable through the assistant
  • Read-only — the connector cannot change or delete anything
  • Login over OAuth; access is limited by that same person's permissions
  • Usage accounting: you see how much has been used and by whom

How it is connected

No programming is needed. You enter the login details yourself, so they stay with you, and every data exchange is visible in the integration log with a timestamp, the response and the reason for any error.

  1. 01

    In the settings you enable the AI connector and receive a connection address

  2. 02

    In your AI assistant (Claude, for example) you add the connector and log in over OAuth

  3. 03

    You can ask your first question straight away — the answer comes from your real data

Where you will see it in the system

An integration is not a separate window — it changes what you see in your daily work. These are the areas where the change is biggest.

Reports and KPIs A management dashboard with real numbers — not the ones somebody typed into Excel. Artificial intelligence AI removes the manual work rather than making the decisions: a person sees every result before it is saved.

FAQ

Questions about this integration

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Can AI change data?

No. The connector is read-only.

Will AI see more than I can?

No. Access is limited by that same person's permissions — AI does not bypass the permission system.

What can I ask?

For example: "which customers are more than 30 days overdue?" or "how many deals did we close in August and what were they worth?". The answers are built from your real data.

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