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Connect an AI app

An AI app, such as Claude, can use the portal for you: ask it to list unpaid invoices, open a ticket, or check a device’s warranty. It works as you, with your permissions and nothing more, and it asks you before it decides anything for your organization. This page shows how to connect one and how to stop it.

  • Your IT provider allows AI apps. If not, Connected AI apps says that no AI apps can connect to the portal yet.
  • You need the portal’s address, which your IT provider gave you. The app connects to that address followed by /mcp, for example https://portal.example.com/portal/mcp.
  1. In the AI app, add a connector or MCP server with the portal’s MCP address.
  2. The app opens your browser at the portal. Sign in if asked.
  3. On Connect an AI app, check the name. The app named itself, so the name is not verified. Connect only an app you started yourself.
  4. Choose the Organization the app may use. It reaches only that one.
  5. Select Connect, or Do not connect.
  • It can do only what you can do in that organization.
  • It can never pay an invoice, save or remove a payment method, turn automatic payments on or off, change your password or second sign-in step, start a remote session, or download the activity log.
  • Before it accepts a quote or milestone, answers an approval, sends a leaver request, or changes people, roles, groups, or remote access, it sends you to Approve an AI action in the portal. Check the details, then select Approve or Decline.
  • Changes it makes are in the activity log, marked via AI assistant with the app’s name.
  1. Open the account menu and select Your account.
  2. Connected AI apps lists each app, the organization it reaches, when you connected it, and when it was last used.
  3. Select Disconnect to stop one at once.

Your apps are also disconnected when your password changes, your access is paused or removed, or your account is locked.

Content is licensed CC BY 4.0. Code samples are MIT. Outpost and the Outpost mark are trademarks of Outpost Business Solutions, PBC and are not covered by either license.