Connect web AI clients — such as Claude.ai or ChatGPT — to your BeanRails data using the Model Context Protocol (MCP). Once connected, the AI can query your contacts, documents, and work orders in real time.
Warning
This integration is only accessible by the Owner account.
Accessing AI Assistant (MCP)
Go to Settings → Integrations, then click the AI Assistant (MCP) card.
Connecting an AI Client
- Click Configure on the AI Assistant card
- Copy the MCP Server URL
- Paste the URL into your AI client's MCP settings (e.g. Claude.ai → Integrations → Add MCP server)
- An authorisation window will open in your browser — approve it to complete the connection
No token copy-paste is required. The AI client authenticates via OAuth.
Connected Web AI Clients
The Configure modal lists all currently connected AI clients, showing the client name and connection date. To disconnect a client, click Disconnect on its row.
Field Access
Click Field Access on the AI Assistant card to control which CRM fields the AI can read.
Fields are organised into three tabs:
| Tab | Entities covered |
|---|---|
| Contacts | Contacts, Contact Addresses |
| Documents | Documents, Document Line Items |
| Work Orders | Work Orders, Work Line Items |
Each field has three visibility options:
| Option | What the AI sees |
|---|---|
| Show | Full value |
| Mask | Partially redacted (e.g. +60•••••••89) |
| Hide | Field is not exposed to the AI at all |
Fields are classified into two types:
| Type | Description |
|---|---|
| Personal Data | Contains personal information (names, phone numbers, addresses). Hidden by default. |
| General | Non-personal data safe to expose. |
When you set a Personal Data field to Show, a confirmation dialog appears asking you to acknowledge that the field value will be sent to the AI provider. An Exposed badge appears next to the field name in the table as a reminder.
A warning banner is shown at the top of the page whenever any Personal Data fields are currently set to Show.
Click Save Changes to apply your field visibility configuration.
Warning
Personal data shared through AI integrations is governed by the AI provider's own terms and privacy policy. Review the provider's privacy policy before setting any Personal Data fields to Show.