Connect BeanRails to third-party systems to export data or give AI assistants read access to your CRM.
Accessing Integrations
Go to Settings → Integrations.
The page shows a card for each available integration. Click a card to configure it.
Available Integrations
| Integration | Type | What it does |
|---|---|---|
| SQL Accounting | Offline | Export contacts, invoices, and payments to SQL Accounting-compatible files |
| AI Assistant (MCP) | API | Connect Claude.ai, ChatGPT, or other MCP-compatible AI clients to your CRM data |