AI Connectors

Your AI prepares it. You press Approve.

A connector is a secure plug that lets ChatGPT or Claude use your CySo account. Ask in plain words, "invoice Maria €200 for Tuesday's job", and it is prepared inside CySo for you to check.

InvoicingFlowMail CloudBank

Technically, these are MCP connectors (Model Context Protocol), the standard ChatGPT and Claude use to connect to apps.

CySo Invoicing settings listing what an AI connector key may do: allowed, off, or approve in chat

How it works

1

Connect

Add the CySo connector in ChatGPT or Claude and sign in, or paste a key you create in the app.

2

Ask

"What is outstanding this month?" "File today's receipts." "What's my balance across banks?"

3

Approve

Sending, issuing invoices and recording payments wait for you to confirm. You choose which other actions need a confirmation too.

Is it safe?

These rules are built into the connectors themselves.

You set the permissions

Each key has its own list of what it may read and do. You can switch a key off at any time.

Important actions wait for you

Sending, issuing invoices, recording payments, permanent deletion and adding a mailbox can never run without a confirmation. Choose "Approve in app" for a check your AI cannot get around; "Approve in chat" relies on your AI showing you the preview. For the Bank connector, forgetting an account is confirmed in chat.

Data is marked as information

Text from your records or emails is passed to the AI marked as information, not instructions. AI models can still be misled, so important actions always wait for your approval.

Read-only where it matters

The Bank connector can only read. It cannot pay, transfer or change anything.

What your AI reads is shared with the AI service you connect (for example OpenAI or Anthropic), under your own agreement with them.

The four connectors

CySo Invoicing

ChatGPT directory: in review
It can read
Invoices, quotations, receipts, expenses, customers and statistics.
It can do
Create and send invoices and quotations, add expenses, mark invoices paid, send receipts, create share links. Issuing invoices, sending anything and recording money always wait for your approval.
Built-in limits
New keys start read-only. There is no tool to edit or delete an issued invoice.
Works with
ChatGPT and Claude. Needs a paid Invoicing plan.
About CySo Invoicing

CySo Flow

ChatGPT directory listing pending
It can read
Customers, appointments, invoices, quotations and products. With the matching modules and the AI Assistant: expenses, staff (with Payroll), shifts, attendance, account reports, aged balances and VAT return figures.
It can do, with confirmation where it matters
Create customers, appointments, invoices, quotations and shifts; remove shifts; send invoices and quotations; mark invoices paid; add expenses; post journal entries; record a filed VAT return.
Built-in limits
Actions that cannot be undone always ask you to confirm. A key can hide client names from the AI.
Works with
ChatGPT and Claude as a custom connector today. Any paid plan (from Starter) for customers, invoices, quotations, jobs and products. Accounts, VAT, shifts, staff and expenses also need the AI Assistant add-on (from the Pro plan; included in Teams).
About CySo Flow

CySo Mail Cloud

Custom connector
It can read
Folders, messages and the text of attachments.
It can do
File, flag and archive messages, create folders, write drafts and save attachments to your cloud.
Needs your approval outside the chat
Sending, permanent deletion and adding a mailbox. Moving mail to Trash and saving attachments from senders you have not marked as trusted also ask first.
Works with
ChatGPT and Claude. Included in the Mail Cloud trial and plan. Mailboxes: Gmail, Google Workspace, Outlook, Hotmail, Microsoft 365 and most other providers.
About CySo Mail Cloud

CySo Bank Connector

Custom connector
It can read
Your connected accounts, balances and transactions.
It can do
Nothing that touches money. A separate setup link, which cannot read your data, lets your AI start a bank connection for you to finish on the bank's own page, rename an account, or forget one (deleting its collected data) after you confirm.
Built-in limits
Read-only: it can never pay or transfer.
Works with
ChatGPT and Claude, through your private reading link (and, if you want it, a separate setup link). Included in the trial and plan.
About CySo Bank Connector

Not sure where to start?

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