Ask across your company
Search customers, cases, tasks, employees, communication, knowledge and operations through the context you allow.
AI CONNECT · MCP FOR COMPANY CONTEXT
Connect your AI tools to Leadsaro.
Give ChatGPT, Claude, Cursor, Copilot and approved custom tools controlled access to the company context already inside Leadsaro. Ask about customers, cases, tasks, people and operations from one live, permission-aware source.
Leadsaro is the company context layer. Aro AI is already built in.
From external AI tools to approved company actions.
Leadsaro connects external AI systems to the operational context your company already owns. Each connection belongs to the signed-in user inside their company workspace and can expose supported approved actions when enabled by that user.
Your connection, your workspace
Every signed-in user can create, expire and revoke their own connector. The connection remains isolated to that company workspace.
Perform approved actions
When enabled, an AI tool can add a case note, update a case status or create a follow-up. Every action is validated and logged.
One live, permission-aware company context.
Leadsaro is not just another CRM. It connects customer work, case management, AI-generated call summaries, automated notes, Team Chat, Dayflow, HR and daily operations so approved AI tools can work with the same current context as your team.
01Read the context you choose.
Company data stays scoped to the connected workspace.
Company data stays scoped to the connected workspace.
02Approve the action explicitly.
Write tools require an explicit approved action request.
Write tools require an explicit approved action request.
03Keep a traceable record.
Approved actions are written to the Leadsaro audit log.
Approved actions are written to the Leadsaro audit log.
04Use Aro without setup.
Aro AI is available inside Leadsaro for the team that wants a built-in assistant.
Aro AI is available inside Leadsaro for the team that wants a built-in assistant.
AI Connect FAQ
Which AI tools can I connect?
You can connect supported external AI tools such as ChatGPT and Claude, plus other compatible tools offered in your Leadsaro workspace.
What can a connected AI tool see?
A connected tool can only use Leadsaro information that belongs to the same workspace and that the signed-in user is allowed to access.
Can AI create or update records?
Yes. Connected AI tools can create or update supported Leadsaro records when the action is approved. Workspace permissions and activity history remain enforced.
Can I disconnect an AI tool?
Yes. You can disconnect your connection from Leadsaro at any time.
Do I need to share my password?
No. Never share your Leadsaro password or private login information with another tool.
Put company context where the work happens.
See how Leadsaro connects AI, customers, cases, people and operations in one permission-aware system.