> ## Documentation Index
> Fetch the complete documentation index at: https://flow9.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your AI

> Work your Flow9 pipeline by chatting with Claude or ChatGPT.

Flow9 can be connected to an AI assistant so you can work your CRM by talking to
it: look someone up, create a lead, move a deal forward, add a note, check what
is due today — without opening the app.

The connection is yours to make and yours to undo. Nothing is shared until you
connect an assistant, and revoking it takes one click.

## What the assistant can do

Once connected, and depending on what your workspace allows, the assistant can:

* **Find things** — look up a customer by email, search leads, open a record
* **Read your pipeline** — a summary by stage, what is open, what is due
* **Create and update** — new leads, status changes, owners, notes, tasks,
  logged calls and activities
* **Work with automations** — list what is running, enrol a record, draft a new
  workflow for a colleague to review

## What it cannot do

<Warning>
  **The assistant cannot contact your customers.** Sending SMS, email or
  placing calls is not available through this connection at all. This is not a
  setting that can be switched on — those tools are simply not offered.
</Warning>

It also cannot see other workspaces, and it cannot permanently delete anything.
See [Security](/guide/connect-ai/security) for the full picture.

## Before you start

**An admin has to turn this on first.** Access is off until someone with admin
rights enables it — see [Enabling AI connections](/admin/ai-connections).

If you connect before that, the assistant will report that MCP access is not
enabled for your workspace. That is the expected message, not a fault.

## The address you will need

```
https://mcp.flow9.online
```

That is the only thing you paste. You never copy a password or an API key into
the assistant — signing in happens in your browser, the same way as any other
app you log into.

## Signing in

There are two ways to authenticate, and most people only need the first.

**Signing in with your Flow9 account.** You click connect, a Flow9 sign-in page
opens, you choose what to allow, and you are done. The assistant receives a
revocable key of its own — your password is never shared with it. This is the
route every guide here uses.

**An API key.** For scripts and servers that run without a person present. If
you are wiring Flow9 into your own software rather than chatting with it, see
**Settings → API Keys** in the app.

## Which assistant should I use?

Both work, on every plan including the free tier, and both use the same address.

|                        | Claude                        | ChatGPT                    |
| ---------------------- | ----------------------------- | -------------------------- |
| Works on the free plan | Yes                           | Yes                        |
| Where you add Flow9    | Settings, then **Connectors** | Settings, then **Plugins** |
| What it is called      | Custom connector              | Custom plugin              |
| Mobile                 | Yes                           | Yes                        |

Pick whichever you already use. The steps differ slightly, so follow the guide
for yours.

## Next steps

<CardGroup cols={2}>
  <Card title="Connect Claude" icon="link" href="/guide/connect-ai/claude">
    claude.ai, Claude Desktop and Claude Code.
  </Card>

  <Card title="Connect ChatGPT" icon="link" href="/guide/connect-ai/chatgpt">
    ChatGPT and Codex.
  </Card>

  <Card title="Permissions" icon="shield" href="/guide/connect-ai/permissions">
    What you are agreeing to when you connect.
  </Card>

  <Card title="Troubleshooting" icon="wrench" href="/guide/connect-ai/troubleshooting">
    What the errors mean and how to fix them.
  </Card>
</CardGroup>