Ask Your AI Assistant About Your Business — Right From Claude or ChatGPT

The idea, simply put

The AI app you use every day is smart, but it knows nothing about your company. The Optify AI Connector is a permission you give your assistant: it can read from Optify what you are able to read — and then answer you from your real numbers.

Think of it as handing a personal assistant a viewing pass to the company files: it sees only what you see, it cannot write or change anything, and you can take the pass back at any moment.

Before you start

• An Optify Flex account — the user name and password you already sign in with.
• The service turned on for your company — your company's system administrator turns on the AI Connector once (next section). If it isn't on yet, you'll see a message saying so when you connect.
• An account in an AI app that lets you add a custom connector — such as Claude. Whether this is available depends on your plan in that app.
• The Optify connector address — you'll copy and paste it once:

For the administrator: turn the connector on (once)

Only your company's system administrator does this step. If you're an employee, ask them to turn it on, then go to the next section.

1. Sign in to Optify and open the AI Connector screen from the menu (you can type its name in the menu search box).
2. Check that Subscription says "Included" and Installation says "Ready".
3. Click Turn on at the top of the screen. (Once the connector is on, a "Turn off" button appears in its place, as in the picture below.)
4. Choose who may connect: every employee (the default), or switch on "Only these roles" and pick specific roles — for example, only accountants and sales managers.

From the same screen the administrator can see every connected app in the company and cancel any of them, or turn the whole connector off with one click.

Connect Claude in five steps

These steps are on the Claude website (claude.ai). Once you add the connector, it also appears in the Claude desktop and mobile apps on the same account.

1. In Claude, open Settings, then Connectors.
2. Click Add, then Add custom connector.
3. Type a name you'll recognise, such as Optify, and paste this into the address field: https://optifyerp.com/mcp — then click Add.
4. Click Connect next to the new connector. An Optify page opens: sign in as usual, then click Allow on the approval screen (see the picture below).
5. Start a new chat in Claude and ask about your company. If Claude doesn't use the connector, switch it on from the tools menu under the message box.

What the approval screen tells you

• Application: the name of the app asking for permission. Make sure it's the app you're actually using.
• Will return to: the site you'll go back to after approving — for Claude it's claude.ai. If you see an address you don't recognise, click "Deny".
• Read-only: it can't create, change or delete anything in Optify.
• It acts as you: it sees only what you see, in your current company and branch.

Try these questions

Write naturally, in English or Arabic. For example:

• "How many 6 mm screws do we have in the main warehouse?"
• "Which items have dropped below their reorder level?"
• "What are this month's total sales compared with last month?"
• "Who are the 5 customers who owe us the most, and since when?"
• "Show the latest invoices from supplier Al Nour, and have they been paid?"
• "How many days of annual leave do I have left?"

You can also ask your assistant to summarise the answer in a table, or turn it into a message for your manager — that's the assistant's own work, and the figures come from Optify.

ChatGPT and other apps

The connector is built on an open standard called MCP that many AI apps support, so connecting in any app looks much like what we did with Claude:

1. Look in the app's settings for Connectors, Apps or MCP.
2. Choose to add a custom connector and paste the address https://optifyerp.com/mcp.
3. When the Optify page opens, sign in and click "Allow".

• ChatGPT: adding custom connectors is available on some plans only, and may require turning on an advanced option in settings. Menu names change from time to time.
• Other apps (such as Microsoft Copilot and others): availability differs from app to app and from plan to plan.

Your security and privacy

• Read-only: the assistant can't create an invoice, change a price or delete any record. Any change is made from the Optify screens as usual.
• With your permissions: if you can't see costs or salaries on your screens, the assistant can't see them either. If the administrator changes your permissions, the change applies immediately.
• Your company only: no other company's data on Optify Flex can be reached.
• Every lookup is logged: the administrator can see which app looked up what, and when.
• Instant stop: if you change your password, or the administrator suspends your account or the connector, the connection stops right away.

Disconnect at any time

From your account menu in Optify (click your name at the top of the screen) choose Connected AI apps. You'll see every app you've connected, when it was last used, and when it expires. Click Disconnect next to any app and it stops immediately.

• If you don't use the connection for 30 days, it ends automatically.
• Even with daily use, Optify asks you to renew your approval every 90 days — you just sign in and click "Allow" again.

If you see a message

Need help?

Our support team can walk you through connecting step by step, or help turn the service on for your company. You can also use the AI assistant built into Optify (page in Arabic) straight from the system's screens, with no connection needed.