Connect an AI assistant (MCP)

What a connection is

A connection lets one AI assistant work with one organisation. It acts as you, with your role, and you choose three things: how far it may go, which parts of the business it reaches, and how long it works. You can make up to 20 connections, one for each assistant or person.

What an assistant can never do

Whatever the level, a connection cannot invite or remove team members, change roles, make tokens or webhooks, pay for or change your EaseDesk plan, close a financial year, lock a period, mark a GST return as filed, change your settings or delete an issued document. It cannot change your bank accounts or UPI ID, a customer’s or vendor’s bank details, or any opening balance, and it cannot set a recurring invoice to issue and email by itself. It never sees anyone’s payslip but your own. Those stay with you on the screen.

Changing or stopping a connection

On the AI connections tab, each connection has Change (its level and parts of the business), Switch off (it stops until you switch it on again), Activity and Remove. A removed connection cannot be brought back; make a new one.

Calls and limits

A connection may make 60 calls a minute and 5,000 a day. The organisation as a whole has its own number of calls a day, which you set under Limits for every connection. Cancelling a document through an assistant always asks twice: the assistant must show you what will be undone first.