Answers
AI Access: your numbers in Claude or ChatGPT
Turn on AI Access in Settings → Modules and you get a personal connector URL, paste it into Claude (Settings → Connectors → Add custom connector) or ChatGPT (Settings → Connectors) and your assistant can answer from your live numbers, right in the chat you already live in.
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 URL is the credential. Treat it like a password, because it is one. If it leaks, toggle the module off and the URL goes dead instantly.
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.