Look something up
Ask the assistant for an order status, a document or a customer detail, using the records you have allowed it to read.
People can only access the information their role allows.
MCP servers.
ChatGPT plugins.
Your assistant is open.
Your business information
is somewhere else.
We build connections that let the assistant work with selected information and tasks directly. MCP is one way to make that connection. A ChatGPT plugin can package it with instructions your team can reuse.
You ask the assistant a question, then copy in a customer record, find an old note and explain the same process again. The useful information is already in your tools.
01 / Where it helpsWhat can you connect
What can you connect
to your AI assistant?
It might be looking up a customer, finding an invoice or preparing a reply in their language. We choose the information and actions that help with the task.
Prepare a business action
Create a task or suggest a record change from the conversation, with the details shown before approval.
Reading information and changing it have separate permissions.
Give your team a reusable setup
Bring instructions and connected tools into a ChatGPT plugin so colleagues can start with the same working approach.
Installing it does not replace the access checks in your business tools.
These are examples of possible projects. We agree the tools, access and checks with you before building.
02 / How it could work“Can you update
“Can you update
this customer’s address?”
Here is an example of an assistant working with a customer record. The connection checks access before it reads or changes anything.
- 01
Sign in
Check who is asking and what they can access.
- 02
Find
Find the correct customer record.
- 03
Prepare
Show the address change and affected record.
- 04
Approve
Ask for the approval this action needs.
- 05
Check
Save the change, check it and report the result.
If the account cannot make that change, the assistant cannot either.
An expired sign-in, unclear request or failed change should lead to an explanation. We build the access checks into the connection itself, so a different choice of words cannot bypass them.
The connection makes a tool available to the assistant. Your business rules still decide what it may do with it.
03 / Planning the first versionYou may already have
You may already have
the connection you need.
We check existing options first. A custom connection makes sense when they cannot reach the right information or support the task and access rules you need.
| What you want | Where we would start |
|---|---|
| Let an assistant use your business tools | An MCP connection with specific information and actions. |
| Give colleagues a reusable ChatGPT setup | A plugin with instructions and the connections they need. |
| Delegate a task that needs different steps | An AI agent that can use the agreed tools. |
| Run the same steps in the background | Process automation. |
| Give people a dedicated screen to work in | An internal portal or dashboard. |
04 / How we work togetherConnect one useful task
Connect one useful task
and try it with your team.
We agree what the first version should do, how to check it and who will look after it. Then we work through it with your team.
- 01
Choose the task.
We agree who will use it, which tools it needs, what it may read or change and when it should ask permission.
- 02
Build the connection.
We add sign-in, access checks and clear results, along with the instructions people need to use it.
- 03
Test what it should refuse.
We try invalid requests, records outside someone’s access, expired sign-ins and failed changes, as well as normal tasks.
- 04
Roll out with your team.
We test in the intended workspace and hand over the agreed code, access instructions, support and recovery steps.
05 / Access and upkeepChoose what to connect.
Choose what to connect.
Know what it can do.
Check access for every task.
The connection checks the requested record and action. Passwords stay out of replies, and only the information needed for the job is returned.
Follow the information.
We explain what moves between the assistant, connection and business tools, where activity is recorded and how long information is kept.
Make changes easy to check.
Show the proposed change, who approved it and what happened. Save important results beyond temporary tool history.
Keep control as tools change.
You own the agreed code and accounts. We document how to remove access, monitor problems and handle updates to connected tools.
06 / Questions before you start
MCP and ChatGPT questions.
What is an MCP server?
Think of it as a connection an AI assistant can use to reach information or tools. We define what it can read and do, and build in the checks for your business.
What is a ChatGPT plugin?
It brings a set of instructions and capabilities into a reusable setup in ChatGPT. We agree the tools it connects, what it helps people do and the accounts they need.
Is this the same as an AI agent?
The connection gives an assistant access to a tool. An agent uses tools to carry out a task and may choose different steps along the way. A project can include both.
Do we need a custom connection?
We check the options already available. A custom build is useful if they cannot provide the right information, actions or access rules.
Can it change information in our tools?
We can include specific changes where the tool allows them. We separate reading from changing, agree approvals and check the result in the destination.
Where does our data go?
We work through the assistant, hosting, connected providers and stored activity with you. We agree what information is needed and how it is kept before connecting sensitive records.
Can we keep it private or make it public?
We can explore either route. Team access and public distribution need different checks and may depend on platform review. We agree the route and requirements before building.
What does a first project cost?
First projects start from CHF 4,800 for an agreed connection and set of actions. We check whether an existing option can do the job first. The proposal confirms scope, timing, platform requirements and any hosting or usage costs.
What would make your
assistant more useful?
Tell us what you keep copying into chat or doing in another tab. We’ll check whether an existing connection can help or a small custom build makes sense.
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