AI Assistant Connectors

Add one connector URL to Claude, Cursor, or ChatGPT and XeroFlow's tools appear right in the conversation. Ask "what's our finance snapshot this month?", "which campaigns are pacing over budget?", or "show me an overview of this client" and the assistant pulls the real numbers from XeroFlow — no copy-pasting, no switching tabs, no exporting spreadsheets. It works the same way your team already works, just with your operations data one question away.

The connector signs in with each staff member's own XeroFlow account, so an assistant only ever sees what that person is already allowed to see — an account manager and a finance lead get different toolsets, automatically. There are no shared service accounts and no extra access to manage: the same roles and permissions that govern the app govern the assistant. Access is granted through a standard sign-in and consent screen you approve once.

Connected assistants read your data — finance, ad spend, tasks, projects, clients, briefs, anomalies, knowledge and more — and creative roles can also generate owned, licence-clear media (voiceover and music), which is rate-limited and audited. What they cannot do is change your platform records: any tool that would create, edit, send, or delete a task, client, brief, or financial record is blocked at the server, for every role. You get the speed of asking an assistant without the risk of it acting on your records.

Every request an assistant makes is recorded in the AI audit trail — who asked, which tool ran, and when — so external access stays accountable. Connectors work with Claude (Pro, Max, Team, Enterprise) and Cursor today; ChatGPT requires a Team, Business, or Enterprise workspace with Developer Mode. Letting an assistant take a platform action — like creating a task or submitting a brief — is a separate, opt-in capability that always proposes first and runs only after a human confirms, enabled per-agency.