AI Assistants & Integrations

Connect AI Assistants

Activation, connection URL, and login: How to connect your AI assistant to klarx.

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Your company's technical contact or IT department usually sets up the connection. There's no separate implementation effort required.

How to connect your assistant

  1. Activation: In a Discovery Call, we'll learn about your workflows. Then we'll guide you through onboarding and activate your company. Schedule a meeting on the MCP Server page.
  2. Open instructions: In klarxMANAGER, go to Settings → MCP Server to find the klarx MCP Server address and instructions for your assistant: Claude, ChatGPT, Claude Code, Cursor, VS Code, and others.
  3. Connect and log in: Enter the address in your AI assistant and log in with your klarxMANAGER credentials. For Claude, there's a direct "Connect with Claude" button.

Settings → MCP Server in klarxMANAGER

After that, your assistant works with your klarx data. It sees exactly the orders, invoices, and companies you see in klarxMANAGER.

Supported assistants

  • Claude
  • ChatGPT
  • Microsoft Copilot, including in Excel
  • Gemini
  • Langdock

Connecting external tools is usually included in the paid plans of these providers. You can connect AVA, ERP, and project management systems once they support MCP.

Frequently asked questions

How long does setup take?

Before you start, there's a Discovery Call and onboarding. Once your company is activated, the connection itself takes just a few minutes: enter the address, log in, and authorize the connection.

Can I connect custom agents?

Yes. Any agent that supports MCP can connect to klarx the same way.

What login does the assistant use?

The klarx login of the person setting up the connection. The assistant has the same permissions as that login—see Rights and Data Security.

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This page was automatically translated from German.