Connect and manage AI agents

An AI agent asks ord1nary about customers, invoices and tasks, with your account or as a member of your company with its own permissions.

On iPhone and iPad

01The owner switches on Allow AI connections under Settings > AI.
02In ChatGPT open Plugins, or in Claude open Connectors, search for ord1nary and connect it. The steps are also in ord1nary under Settings > Connections > AI Connections > Connect.
03In the AI agent, sign in with your ord1nary account, choose your company, the Scope and then the Level, and confirm.
04The connection then appears under AI Connections. There you change Scope and Level or end it with Revoke.

01The owner chooses AI in Settings (⌘,) and switches on Allow AI connections.
02Open Settings with ⌘, and choose Connections under Personal.
03Under AI Connections, click Connect and follow the steps for your AI agent. The Server Address is under Set up manually.
04Change Scope and Level of your connections here (Read, Write or Full), see what a connection changed with Open, and end it with Revoke.

With Write, the AI agent also creates and changes records, issues quotes and invoices and records payments. With Full it also deletes, archives and cancels; issued documents are cancelled, never deleted.
How far a person may go is set by the owner and the administration in the account under AI access: No AI access, Read, Write or Full. A connection takes at most the person’s level.
An AI agent reads documents only if the owner or the administration switches on AI connections may read documents and you choose the Documents area when you connect. An existing connection reads them only after connecting again.
The owner and the administration add AI agents as members with their own permissions: in the settings under AI. When connecting, they choose “Me” or an agent under “Connect as”. The history then shows the agent’s name, otherwise yours.
When you switch a connection to Write or Full, you receive an email.

The AI agent cannot create anything.: Check that the connection is set to Write or Full and that your AI access allows that level.
The connection stopped working.: It ends when it is revoked in ord1nary, when the owner switches AI connections off, or after a password change. Connect the AI agent again.