How do I ask Claude or ChatGPT about my company data directly?

2026-11-10 | Intagya ERP

Every morning the sales manager opens ChatGPT, copies the late-invoices table from the system, pastes it, and asks for a reminder to each customer.

Ten minutes a day. Sometimes a column is missed and a reminder goes out with the wrong amount.

The app is not the problem. It just cannot see your data, so you end up carrying data between the two by hand.

Can ChatGPT or Claude read my company system?

Yes, if the system speaks a language the app understands. That language is called MCP, and the best-known AI apps now support it: Claude, ChatGPT, Gemini, Copilot and Cursor.

Instead of pasting a table, the app asks the system for the data when you ask your question. Ask it who your top five customers are this month, and it requests the sales, ranks them and answers.

Is it safe for my company data?

It is safe when the limits are clear, and we would not recommend any connection that opens everything.

• Read only: the app cannot create, change or delete anything.
• Each employee with their own access: someone who cannot see payroll in the system will not see it from their app.
• The administrator picks which data is open; journal entries, payroll and passwords are never opened.
• Every request is logged: who asked, from which app, and what was read.

Keep in mind that what your app reads reaches the company behind it, exactly as when you paste the table yourself. The difference is that the connection limits what goes out, and logs it.

How do I connect my app, step by step?

1. The system administrator switches the connection on in Settings, then AI, and adds the employees allowed.
2. You copy the connection address from the Manage the connection page.
3. In your app you open Settings, then Connectors, and add a new connector with that address.
4. The system sign-in page opens; you sign in and press Approve.
5. You ask about your data from the app.

Start with customers and invoices only, and open stock and projects a week later, once you see how your team uses it.

What can I actually ask it?

Questions about your own figures, not the market. Examples from a made-up distribution company:

• Which customers are more than a month late, and how much does each still owe?
• Which items will run out within a week at the current sales pace?
• Compare this month's sales with last month for each salesperson.
• Write the weekly summary for management from the sales and collection figures.

Even better, ask for what comes after the number: a reminder to each late customer, or a purchase list for the items about to run out.

Does it use up my AI package?

No. The connection is free with the system, because your app does the thinking and the writing, and that cost is part of your subscription to it. The system only gives it the data.

The assistant inside the system is a different thing: a side panel that analyses the dashboard reports and creates draft invoices and quotations, and it belongs to the intagya AI packages. You can use both.

When is this connection not worth it?

If your invoices are still on paper, the app has nothing to read. The connection reads what is in the system; it does not fix missing data.

It also helps little if nobody in your company uses an AI app already. Then the assistant inside the system is closer to you, on the same screen you work on.

Where do I start tomorrow?

Pick one employee who uses ChatGPT or Claude every day, and switch the connection on for them with customers and invoices only. Ask them to note every question they asked in the first week, then decide what to open and for whom.

In Intagya ERP you find the connection in three places: Settings, the Connect your app icon in the assistant panel, and the last start card.

Read the connection steps in the user guide