Connect AI tools

Outside AI tools can connect to your system through one address (an MCP server, the standard way AI tools connect to other software). A person connects Claude or ChatGPT with their own sign-in; a voice agent or an automation connects with a key. Either way it sees only what that login may see.

Steps

1. Open Settings, System, Connections, AI and find AI connections.
2. Switch on Allow AI tools to connect. Only an admin can.
3. Copy the MCP server address. It ends in /functions/v1/mcp.
4. Claude or ChatGPT: in the tool, open Settings, Connectors, add a custom connector, and paste the address. Press Connect, sign in on your system's page, read what it may do, and press Allow.
5. A voice agent or n8n: press Key for an AI agent. Name it (for example Phone agent) and keep the role Voice agent. Press Make the key and copy the token: it is shown once.
6. In ElevenLabs, open your agent, Tools, Add tool, MCP server. Server type Streamable HTTP, the address as the URL, the token as the Secret token. In n8n, use the address and the header Authorization: Bearer and the token.
7. Ask it something: "Which orders this weekend still owe a balance?" It answers from your records.

Good to know

• The full walkthrough is the AI tools setup guide.
• An AI tool can search, read records, check availability, look up a client by phone or email, create a lead, add a note or task, log a call and draft a quote. It never takes payments, messages a client, deletes anything or changes settings.
• The Voice agent role finds the caller, answers from the records, takes a message, files the call and books a callback. It cannot see prices or change records. You can change it under Settings, HR, Roles.
• Whatever a tool reads goes to that AI company, under your own agreement with them.
• Connected lists every app and key that has called, with its last call. An admin can Disconnect a person's app; each person sees their own under Apps you allowed.

If something goes wrong

• Every call is refused. Allow AI tools to connect is off.
• Claude or ChatGPT cannot finish signing in. The sign-in for outside tools must be turned on once where your system is hosted. Ask whoever set up your system. A key for an AI agent works without it.
• The tool cannot see something. It has the rights of the person who signed in, or of the key's role. Money shows only to a login allowed to see prices.