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Details

Example system

Connect your systems to ChatGPT and Claude

Your team already uses ChatGPT or Claude. Connect them to your CRM, files and databases so answers come from your real business data, under the access rules you set.

What is MCP, and why connect it to my business systems?

MCP, the Model Context Protocol, is an open standard that lets AI assistants like Claude and ChatGPT connect to outside tools and data. With a connector in place, staff can ask about a customer, an order or a document and get an answer from your own systems instead of copying and pasting.

Part of a connected system

This example belongs to Integrations & Automation (from $1,197). It is a possible component of a scoped build, not a standalone micro-service.

Your team already uses ChatGPT or Claude. Connect them to your CRM, files and databases so answers come from your real business data, under the access rules you set.

Watch it work: demo video coming soon

Demo video coming soon

A screen-recorded walkthrough of this example system will go here.

No video has been published yet.

Who it's for

Teams that already use ChatGPT or Claude at work.

What it connects to

ChatGPT, Claude, CRMs such as HubSpot or HighLevel, Google Drive, databases such as Supabase, your own app's API.

What the workflow can look like

  1. We list the systems worth connecting: CRM, files, spreadsheets, databases or your own app.
  2. We use an existing connector where one exists, or build a small one for your system.
  3. Access is limited: read-only by default, and only the data each role needs.
  4. Your team asks questions in ChatGPT or Claude and gets answers from current data.
  5. Any action that changes data, such as updating a record, asks for confirmation first.

Illustrative scenario only. This is not a client case study, a live product demo or a promise of specific results.

What stays in your hands

  • You choose what's connected and who can use it.
  • Write access stays off unless you turn it on.
  • You can disconnect any time.

What we confirm in your AI Audit

  • Which AI plans your team uses.
  • Which systems hold the answers your team needs.
  • Your data and privacy requirements.

Keep exploring

Company Brain

A private AI assistant that answers staff questions from your own procedures, manuals, price lists and past jobs, in English or Spanish, with sources.

Portal Runner

An AI agent that does repetitive work in websites and portals with no integration, like supplier, insurance and permit portals, and stops for your approval.

Integrations & Automation

For businesses with useful apps that still require someone to copy the same information from one place to another.

Also part of Integrations & Automation.

Illustrative system designs, not standalone low-price packages or client results. Exact scope is agreed after the audit.

Questions before you start

Is it safe to connect business data to AI?

It can be, with the right plan and settings. We use business accounts, limit access to what's needed and document what each connector can see.

Do I need a business plan for ChatGPT or Claude?

Connector features depend on the plan. We check yours in the AI Audit and recommend the least expensive option that works.

Can AI make changes in my systems?

Only if you allow it. Connectors are read-only by default and ask for confirmation before changes.

What if my software has no connector?

We can build one if your software has an API, or use Portal Runner if it doesn't.

Let’s map your system first

The $497 AI Audit maps your tools, priorities and approval points before a build is proposed. Credited toward a build booked within 30 days.