Your company in figures, one question
Revenue, income and expenses, profit, cash flow and largest customers. The same figures as in the app's reports, without the clicking.
Ask who owes you money, which contracts are ending or who is at work today, and get the answer straight away from current data. The assistant can also record the task, receipt or ticket for you.
Connecting an AI assistant is included in the Cloud plan. Pricing
How is the company doing this month?
get_financial_overview
Income €48,300, expenses €31,900, profit €16,400 – 12% more than in September. The largest customer is Alfa Stav s.r.o.
Which invoices are overdue?
list_outgoing_invoices
Three invoices totalling €7,840. The oldest is 24 days overdue, customer Beta Trade s.r.o.
Create a task for me to call them by Friday.
create_todo
Done. The task “Call Beta Trade about the invoice” is in your tasks, due Friday.
No digging through spreadsheets, no waiting for colleagues. Ask, and the answer comes from today's data.
Revenue, income and expenses, profit, cash flow and largest customers. The same figures as in the app's reports, without the clicking.
Overdue invoices, unmatched payments and received invoices waiting for approval – all in one sentence.
Which contracts end this year, what is in an order and what it relates to. The assistant adds a note from the meeting straight to the contract.
Your hours balance, how much leave is left and who is at work today. Request leave in one sentence.
Snap a receipt and AI fills in the supplier, date and amounts by VAT rate. A receipt recorded through the assistant waits for approval.
Creates a task for a colleague, reports a fault to the service desk or books the meeting room if the slot is free.
Which assets are assigned to you, which warranties are expiring and which handover records await your confirmation. Request a new laptop right in the chat.
The assistant deletes nothing and pays nothing. It works with your permissions and every step is in the activity log.
No copying numbers. Upload a photo from your phone and AI reads everything the receipt needs for your expenses.
| Merchant | Expense | Amount | Status |
|---|---|---|---|
| Slovnaft, Bratislava | Fuel · 42.1 l | 68,90 € | High confidence |
| Reštaurácia Koliba | Food · 23% and 5% | 37,60 € | High confidence |
| Parkovisko Eurovea | Parkovanie | 6,00 € | High confidence |
| Papiernictvo | Office · totals differ | 14,20 € | To review |
Example with made-up data. A receipt always ends up as a draft that you check and send for approval.
Real questions, each with the tools the assistant calls. Sentences without a bar only ask. Sentences with a bar record something; for those you allow the assistant to read and write.
Which invoices are overdue? Sort them by amount.
list_outgoing_invoicesWhich invoices from supplier XY are waiting for approval?
list_incoming_invoices → get_incoming_invoiceWhich October payments are still unmatched?
list_unaccounted_paymentsDraft a reminder for the oldest unpaid invoice.
list_outgoing_invoices → get_outgoing_invoiceFind the company ID and contacts of supplier Slovnaft.
search_partners → get_partnerAdd a note from today's call to the partner.
search_partners → add_partner_notewritesWhich of our contracts end this year?
list_contractsAdd a note about the new date to order 125.
list_orders → add_order_notewritesWhat was September's revenue and who were the largest customers?
get_outgoing_invoices_reportCompare income and expenses for the last three months.
get_financial_overview · get_yearly_incomeWhat is the cash flow of project Web 2027 until year end?
list_projects → get_project_cashflowHow many tickets are open?
get_servicedesk_statsWhat is my balance and how many days of leave do I have left?
get_attendance_month · list_my_absencesWho is at work right now?
who_is_at_workRequest leave from 22 to 23 December.
list_absence_reasons → request_absencewritesClock me out.
attendance_check_outwritesWhat do I have open today and what is overdue?
list_todosCreate a task: call client ABC by Friday.
create_todowritesReport that the printer on the 2nd floor is broken.
list_ticket_categories → create_ticketwritesIs the meeting room free tomorrow from 10:00 to 11:00? If so, book it.
check_reservation_overlap → create_reservationwritesRecord a receipt: lunch with a client, €18.50, yesterday.
create_billwritesWhich assets are assigned to me and whose warranty is ending?
list_assetsRequest a new monitor for a colleague in the design team.
find_person → create_asset_requestwritesWhose health and safety training expires within 60 days?
list_expiring_qualificationsTips: give the period, name the partner or project and, when recording, say the amount, date and purpose in one go. Check figures you base decisions on in the app.
Partners, invoices, payments, receipts, tasks, projects, contracts, attendance, assets and reports.
In read-only mode the writing tools are not offered to the assistant at all.
Tasks, receipts, tickets, bookings, requests and notes. They never delete or pay.
The assistant only sees the modules your company has activated.
The limit is enforced by Innovanet's server, not by the assistant. What a user may not do, their assistant may not do either.
| Tool | Client and time | Result |
|---|---|---|
create_todo | Claude · 14:31:08 | OK |
get_outgoing_invoice | Claude · 14:30:52 | OK |
list_outgoing_invoices | Claude · 14:30:41 | OK |
get_financial_overview | Claude · 14:30:20 | OK |
who_is_at_work | ChatGPT · 09:12:40 | OK |
list_payments | ChatGPT · 09:11:16 | no module permission |
Example with made-up data. Last row: the user has no permission for payments, so their assistant does not get them either.
With ChatGPT and claude.ai you sign in to Innovanet directly and choose the company and permission: read only, or read and write. The assistant never gets your password.
It works on your behalf, sees only the modules your company has activated and, for payments and the cash desk, only with your module permission.
With read-only permission the writing tools are not offered at all, so the assistant cannot change or create anything.
Revoke a token or disconnect a connected app in your profile. Access ends immediately.
Who, when and with which tool. For each token you also see the last app and the number of uses.
An assistant stuck in a loop cannot flood your company.
Innovanet stores only its fingerprint. You set its validity, 90 days by default.
Types, lengths and allowed values are checked first by the MCP server, then by the same rules as the form in the app.
The MCP server runs inside Innovanet. Add it to Claude as a connector with one address, sign in to Innovanet and you are done. Nothing to install, no token to copy.
Server addresshttps://api.innovanet.com/mcp
The full procedure is in the app under How to use with AI?, including a playground where you try the tools before connecting.
One address, nothing to install.
No tokens or passwords in the assistant.
Ask wherever you like.
Didn't find an answer? Write to hello@innovanet.com or send us a ticket after you sign in.
Book a presentationMCP (Model Context Protocol) is an open standard that lets an AI assistant connect to an application and call its functions. With it, Claude, ChatGPT or Gemini do not answer blindly but from your current data in Innovanet.
Yes. ChatGPT and claude.ai connect by signing in via OAuth, without a token. A connector added on the web also works in the desktop and mobile apps. Developer tools such as Claude Code, Cursor or VS Code connect with a token from your profile or via OAuth too.
No. There are no tools for deleting or paying. Invoices, payments, the cash desk and reports are read only. It can only record everyday items – a task, a receipt for approval, a ticket, a booking, a request or a note – and only with read-and-write permission.
Data the assistant requests from Innovanet is processed by your AI assistant's provider, for example Anthropic or OpenAI, under your agreement with them. We process receipt photos through the OpenAI API and they are not used to train models. We never send sensitive employee data over MCP.
It cannot delete or pay anything. A receipt it records waits for approval and you see every call in the activity log. For complete peace of mind, connect it read only.
No. In claude.ai or ChatGPT you add a connector with the server address and sign in to Innovanet. Step-by-step instructions are in the app under How to use with AI? and in the documentation.
Yes. Connecting AI assistants is part of the Cloud and Enterprise plans at no extra charge. The subscription to the AI assistant itself, such as Claude or ChatGPT, is with its provider.
In the app open How to use with AI? → Playground. It runs exactly the same tools as the assistant, as the signed-in user and without a token.
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