Guides
/guidesGuides: connect AI agents to your business systems
Step-by-step guides to connecting Claude and other AI agents to Xero, Autotask, HubSpot and the rest of your stack over MCP, with the permissions, approvals, caps and audit records that make it fit for production.
- Guide · Xero
How to connect Claude to Xero (MCP), step by step
Connect Claude to Xero through one MCP server. Store the Xero tokens once, give Claude a read-only key with a cap, then add writes behind an approval.
Updated Read the guide - Guide · Autotask
Connect Claude, or another MCP client, to Autotask PSA
Give Claude or another MCP client access to Autotask PSA through one remote MCP server, with a scoped API user, per-technician keys, caps and approvals.
Updated Read the guide - Guide · Architecture
MCP server vs MCP gateway: what you need for production agents
An MCP server exposes one system's tools. An MCP gateway fronts many, holding credentials and enforcing scopes, caps, approvals and a record. Which you need.
Updated Read the guide - Guide · Control
How to give an AI agent access to your business systems: permissions, approvals, caps and a record
Seven controls for giving an AI agent access to accounting, PSA and CRM systems: vaulted credentials, scoped keys, caps, approvals, dry runs and a ledger.
Updated Read the guide - Guide · MSP
MCP servers for MSPs: Autotask, ConnectWise, HaloPSA, IT Glue, NinjaOne, CIPP and more
Connect Claude to your MSP stack through one MCP server. PSA, RMM, documentation, Microsoft 365 and licensing tools, with per-technician keys and approvals.
Updated Read the guide - Guide · Cross-system
Cross-system questions: joining Autotask tickets with Xero invoices using an AI agent
Ask which clients are overdue in Xero and still raising Autotask tickets. One ask call fetches both, joins them on the company and returns only the answer.
Updated Read the guide - Guide · Setup
How to add a remote MCP server to Claude Code, Cursor and VS Code (Streamable HTTP, OAuth)
Add a remote MCP server over Streamable HTTP with OAuth to Claude Code, the Claude app, Cursor and VS Code. Exact config for each, which we tested, and fixes.
Updated Read the guide - Guide · Pricing
How much do AI agent tool calls cost? Per-call, per-task and per-seat pricing compared
AI agent integration pricing explained: per upstream call, per task, per seat and per tool call. What each unit counts, what should be free, worked costs.
Updated Read the guide - Guide · Proof
Audit logs for AI agents: what to record, and why a hash-chained ledger
What an AI agent audit log should record: who, what, where, cost, outcome and intent. How a hash-chained ledger makes it tamper-evident, and retention.
Updated Read the guide - Guide · CRM
HubSpot and Salesforce MCP for sales teams: let an agent update your CRM, with approvals
Let Claude or any AI agent update HubSpot or Salesforce through one MCP server. Reads and notes run at once; deal changes wait for a manager's approval.
Updated Read the guide
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