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AI agents

Connect Claude, ChatGPT, Gemini or others to Leaxio and ask about your business in plain language: what goes out today, who owes you money and which product is free.

Connect an AI agent to Leaxio and ask about your business the way you would ask someone on your team: what goes out today, who owes you money, which product is free on Saturday. The agent reads your real data with your user and your permissions.

The connection uses MCP, an open standard that Claude, ChatGPT, Gemini and many others already understand. You do not install anything on the server or copy keys: you authorize once from the browser.

Connect your AI agent · Video · 1:39 · Narrated in SpanishOpen in Google Drive

What you can ask

  • “What goes out and what comes back today?”
  • “Which rentals are overdue and who has the equipment?”
  • “Do I have 3 chairs free on December 14?”
  • “How much did I bill this month compared to last month?”
  • “Who owes me pending payments?”
  • “What equipment is in maintenance?”

The agent decides which tool to use based on the question. If you do not have permission for a section, the answer says so instead of inventing a number.

Requirements

RequirementDetail
PlanBusiness or Pro. On Basic, the Settings page explains the feature and links to plans.
SubscriptionActive or in trial. An expired subscription blocks the connection.
Who turns it onAn organization owner or admin.
Who uses itAny member, but each person only sees what their role and branch allow.

Turn on the connection

  1. Go to Settings → AI agents.
  2. Turn on AI agent connection.
  3. Read and accept the consent notice. The organization accepts it, not each user.
  4. Save your changes.

The screen records who turned it on and when. If it is turned off later, the contact-data setting returns to “masked” on its own.

Connect the agent

The server address is always the same:

https://app.leaxio.com/api/mcp

Copy it from Settings → AI agents, paste it into your AI client and complete the sign-in. Step-by-step instructions per client are in Connect your agent.

When you connect, Leaxio shows a screen that tells you which app is requesting access, which organizations it can enter and what it will be able to do. Continue only if you started the connection yourself.

Limits

  • 25 rows per response; the agent receives the total so it does not confuse what it sees with everything.
  • 60 requests per minute per user.
  • Date ranges of up to 366 days (62 when grouped by day).
  • Access lasts 1 hour and renews itself. If you revoke it, it may keep working for up to 1 hour.

Revoke access

In Settings → AI agents → Apps connected to your account, press Revoke on the app you want to disconnect. Each person revokes their own; no one can revoke someone else's.

Turning off the connection for the whole organization cuts everyone's access and clears consent.

What it does not do

  • It does not write data or take payments.
  • It does not replace reports: it answers questions, it does not produce an accounting close.
  • It does not see internal notes, contracts, signatures or public document links.
  • It is not a public API for system integrations; it is a connection for AI agents.

If something does not answer as expected, check AI agents FAQ before contacting support.