---
title: "MCP and AI agent guides - actionlake"
description: "Step-by-step guides to connecting Claude and other AI agents to Xero, Autotask, HubSpot and more over MCP, with permissions, approvals, caps and audit logs."
canonical: https://actionlake.com/guides
updated: 2026-10-24
---

Guides

/guides

# Guides: 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.

[Start free](https://actionlake.com/console?start=sandbox) [Read the quickstart](https://actionlake.com/docs/quickstart)

1. Guide · Xero
   ## [How to connect Claude to Xero (MCP), step by step](https://actionlake.com/guides/connect-claude-to-xero)
   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 24 October 2026 Read the guide
2. Guide · Autotask
   ## [Connect Claude, or another MCP client, to Autotask PSA](https://actionlake.com/guides/connect-claude-to-autotask)
   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 24 October 2026 Read the guide
3. Guide · Architecture
   ## [MCP server vs MCP gateway: what you need for production agents](https://actionlake.com/guides/mcp-server-vs-mcp-gateway)
   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 24 October 2026 Read the guide
4. Guide · Control
   ## [How to give an AI agent access to your business systems: permissions, approvals, caps and a record](https://actionlake.com/guides/ai-agent-access-to-business-systems)
   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 24 October 2026 Read the guide
5. Guide · MSP
   ## [MCP servers for MSPs: Autotask, ConnectWise, HaloPSA, IT Glue, NinjaOne, CIPP and more](https://actionlake.com/guides/mcp-servers-for-msps)
   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 24 October 2026 Read the guide
6. Guide · Cross-system
   ## [Cross-system questions: joining Autotask tickets with Xero invoices using an AI agent](https://actionlake.com/guides/autotask-tickets-and-xero-invoices)
   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 24 October 2026 Read the guide
7. Guide · Setup
   ## [How to add a remote MCP server to Claude Code, Cursor and VS Code (Streamable HTTP, OAuth)](https://actionlake.com/guides/add-mcp-server-to-claude-code-cursor-vscode)
   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 24 October 2026 Read the guide
8. Guide · Pricing
   ## [How much do AI agent tool calls cost? Per-call, per-task and per-seat pricing compared](https://actionlake.com/guides/ai-agent-tool-call-pricing)
   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 24 October 2026 Read the guide
9. Guide · Proof
   ## [Audit logs for AI agents: what to record, and why a hash-chained ledger](https://actionlake.com/guides/ai-agent-audit-logs)
   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 24 October 2026 Read the guide
10. Guide · CRM
    ## [HubSpot and Salesforce MCP for sales teams: let an agent update your CRM, with approvals](https://actionlake.com/guides/hubspot-salesforce-mcp-crm-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 24 October 2026 Read the guide

## Connect your first system today.

[Start free](https://actionlake.com/console?start=sandbox) [See pricing](https://actionlake.com/pricing)

100,000 free calls a month. No card. Hard caps on every key.

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Source: https://actionlake.com/guides
More: https://actionlake.com/llms.txt