Free planner · Malaysia and Singapore
AI Connection Planner: Work Out What You Want AI to Do
Before anyone builds anything, decide what the AI should do, with which data, for whom, and what must never happen. Answer six questions and you get an AI connection brief: a first use case, a safe starting scope, which AI fits, what to prepare and what to ask your IT and finance teams.
Connecting an AI assistant such as Claude, powered by Anthropic, or ChatGPT to your own systems is usually done with MCP (Model Context Protocol), an open standard that lets the AI read, and where you allow it, act on another system.
Your answers
FAQ
Questions about connecting AI to your systems
How do I connect Claude, ChatGPT or Gemini to my business systems?
Start with one question your team asks often and one system that holds the answer. The AI reaches that system through an MCP server, which decides exactly what it may read or do. As of 14 November 2026, every Claude plan can add a custom connector, and ChatGPT on the web can add a custom MCP server; Gemini's consumer app limits this to personal accounts in the US. This planner turns your answers into a brief you can act on.
What can AI do with my accounting or CRM data?
Most businesses start with answers from live data, such as overdue invoices, stock on hand or deal status. The next step is drafts a person approves, such as quotations or payment reminders. Updating records on its own comes last, if at all, and only inside limits you set.
Where should we start with AI integration?
Read-only, on one system, for one team. It is the quickest way to find out whether the answers are right, and it changes nothing in your books while you check. Widen access only once the team trusts it.
How much does it cost?
It depends on scope: which systems, what the AI may do and how strict access must be. The brief helps you pin that scope down. We quote after a free discovery call, before any work starts.
Do we need MCP at all?
Not if you only need the same fields copied between two systems on a schedule. In our experience a normal integration is simpler for that. MCP earns its place when people ask changing questions of live data, or when a step needs judgement before a person approves it.
What happens to the answers I send?
Your brief and contact details go to our enquiry inbox so we can reply. The Excel file is created in your browser and saved to your device; we do not keep a copy of it.
