AI assistant · MCP integration
One question. Answers from your business systems.
We connect an AI assistant to the data and software you use. Your team can find customer, order and document information, with visible sources and access configured for each role.
- Integrates with existing software
- Role-based access
- Sources for checking answers
This fits if
When it can help
A few situations we can use as a starting point.
- Colleagues frequently search several applications for the same information.
- Checking an order or a balance requires help from another department.
- Reports require several exports to be combined by hand.
- Documents are hard to find or exist in multiple versions.
- You want easier access to information while keeping your current systems.
What we build
An assistant connected to the right information
MCP is the connection protocol. The implementation defines which systems the assistant can query, which operations are permitted and how access is checked.
System connections
We integrate ERP, CRM, invoicing or documents through available methods: APIs, authorised database access or exports.
Access permissions
We configure user permissions and check that each role can access only the approved information.
Defined operations
We agree the available tools, such as finding invoices, checking stock or retrieving customer records. Write operations are added separately, with agreed approval rules.
Sources and activity logs
Answers can include the sources consulted. We record relevant actions to support review, troubleshooting and improvement.
How it works
What happens between the question and the answer
An example of how a question about company data is handled.
- 01Receive the questionThe team uses the interface chosen for the project: a compatible assistant or an internal chat.
- 02Check accessThe integration checks the user’s identity and permissions for the requested operation.
- 03Query the systemsApproved tools look up the information in the configured sources.
- 04Present the answerThe user receives the result and available sources so they can check it.
We choose the infrastructure and agree what information may be sent to the AI model. Configuration depends on your access and confidentiality requirements.
Example use cases
Where an integration can start
B2B distribution
- The situation
- The sales team needs confirmation of a customer’s balance before delivery.
- What we would build
- An assistant connected to invoicing and customer records, with access for the authorised team.
Balances and recent payments can be checked in chat.
Professional services
- The situation
- Contracts and amendments are stored across several folders.
- What we would build
- Search approved documents with references to the relevant file and passage.
Colleagues can find information and check the source document.
Manufacturing
- The situation
- A report requires stock and order data to be extracted from the ERP.
- What we would build
- Query tools for the agreed report, with defined filters and permissions.
The report can be requested without combining exports by hand.
Illustrative scenarios using fictional situations and data. The solution and results depend on each business’s processes and systems.
What stays with you
What you end up owning
- Integration deployed to the agreed infrastructure
- Source code and configuration documentation
- Documented tools and permissions
- Activity logging configured for the project
- Training for the team using the assistant
- Support terms and a process for reporting issues
Questions
About the MCP server
Model Context Protocol connects AI applications to tools and data sources. In your project, we use it for the operations and systems we agree together.
We can integrate a compatible MCP assistant or build an internal chat. Before choosing, we check available features, required accounts and confidentiality requirements.
You decide the users and permissions. We can start with a small team and expand access after reviewing usage.
Yes, if those operations are included in the project. We can begin with reading and later add write actions with validation and approvals. Read-only access reduces the risk of modification, but data and answers still need protection and review.
Which information should be easier to find?
Tell us where it lives and who uses it. We will check how it could be connected to an assistant.
We reply the same business day.