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You can let an AI assistant such as Claude, ChatGPT, Perplexity or Codex, or a script of your own, work with your ZynfoAI workspace. For example, you can ask Claude “Which tickets are still open?” or “What do customers ask about shipping most?” and it answers from your real data. It can read these things:
  • your knowledge base, searched by meaning
  • tickets, leads and contacts
  • conversations, with their messages
  • your plan usage
  • and it can ask your AI agent a question, the same agent your customers talk to
Access is read-only. An assistant can’t create, change or delete anything in your workspace.
API and MCP access is part of the Pro plan and the 7-day trial. See Upgrade and manage your plan.

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Two ways to connect

Both reach the same MCP server at https://app.zynfo.ai/api/mcp. Developers can also call the REST API. Pick one:

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What an assistant can do

MCP tools lists each thing an assistant can do and the permission it needs. You choose the permissions when you create a key or approve a connection, so you can give an assistant access to the knowledge base only, for example.

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Keep your data safe

  • Customer details are included. Tickets, contacts and conversations contain your customers’ names, emails and messages. They are sent to the AI app you connect, so check that app’s privacy terms. Connect only assistants you trust.
  • Give the least access that works. Choose only the permissions an assistant needs.
  • Disconnect what you don’t use. You can revoke a key or disconnect an app at any time in Settings → API keys. It stops working at once.
  • Only owners and admins can create keys and approve connections.
  • Asking your AI agent uses AI replies. Each question you send through Ask the AI agent counts as one AI reply of your monthly allowance. Reading data doesn’t.
  • Limits. Each key or connected app can make 60 requests a minute.
  • If you leave the Pro plan, keys and connected apps stop working. They aren’t deleted, and they work again if you return to Pro.