Connecting AI assistants

Connect an AI assistant to look up work, update client records, and manage jobs and tasks through conversation. The connection uses MCP, a standard that lets assistants work with other apps.

Connect your assistant

1. Click your avatar, choose Edit Profile, and find AI Assistants.

2. Click Connect assistant and choose ChatGPT, Claude, or Other tool.

3. Copy the endpoint URL and add it to your assistant's connection settings using the setup instructions.

4. Sign in to Photeria, review the requested access, and click Allow.

Your assistant appears under AI Assistants once authorized.

Put the connection to work

Start with a specific request, including the client, job, or date range. For example:

• Find overdue tasks assigned to me.

• Add a follow-up task for a client with a due date.

• Update an agent's lead source or add a note to their profile.

• Check an order's services and pricing before changing it.

• Create an automation that assigns an editing task when a service is added.

• Summarize revenue for a date range.

The assistant can also send existing invoice and reminder emails and record manual payments. Review the recipient, amount, and requested change before confirming these actions. It cannot charge a client's card or issue refunds.

Control access

The assistant works within both your Photeria permissions and the access you approved for the connection. It may not have access to every feature you can use in the app.

If an older connection is missing access to a newly supported feature, reconnect it and review the requested permissions. To remove access, return to Edit Profile → AI Assistants and disconnect the app.

For help with the work itself, see managing tasks and creating and managing workflows.