Answers
AI Access: your numbers in Claude or ChatGPT
Turn on AI Access in Settings → Modules, then connect your assistant one of two ways, and it answers from your live numbers right in the chat you already live in.
Live means live: every answer starts from your last full data refresh and adds what your connections say changed since (new and changed sales and new leads from Keap, calls as they arrived, Google Ads and Meta spend through today), and asking about one person looks them up in Keap right then. Each answer says how current it is and names anything that could not be read just now, so you do not have to sync before you ask.
Sign in (the simplest)
In Claude: Settings → Connectors → Add custom connector, paste https://app.myvitalassistant.com/mcp and choose Sign in now. Claude sends you to our sign-in page; sign in with your email link or a passkey, check the account it names, and press Allow. No key is copied anywhere. ChatGPT and other assistants that offer a sign-in work the same way. Only an owner or an admin can approve one, and it reads as that person.
Or paste your connector URL
The AI Access page shows your personal connector URL. Paste it into Claude with No sign-in, or into ChatGPT (Settings → Connectors), or any assistant that speaks MCP.
Three things worth knowing
1. It reads your numbers and your CRM. It can also make three changes when you ask for one: write a note on a contact, create a task, or apply a tag you already have. Never an edit, never a delete, owner or admin only, refused if you have set your CRM to read only, and every one is logged on your activity feed.
2. The connector URL is a credential. Treat it like a password, because it is one. Issue a new one on the AI Access page and the old URL stops working, and so does every assistant you connected by signing in, until you connect it again. Turning the module off stops them all at once.
3. It is unlimited. Your assistant pays its own AI bill; we just serve the data. Ask it your numbers all day.
Usage shows on the AI Access page, which days, which tools, how often. Mostly so you can feel good about how much use you are getting out of it. Each person who uses it also shows on your activity feed, once a day, so you can see who is reading.