AI assistants

The assistant connects with your enrutar account and your permissions: it only sees what you can see in enrutar, and everything it changes is recorded in the history under your assistant's name.

The connector address is https://app.enrutar.com/mcp.

What you can do

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Ask the assistant in your own words. These are the actions it has:

• Work orders: search work orders (by text, status, board, assignee, customer, tag or dates), view a work order with its appointments and recent comments, create work orders, edit them (title, description, status, assignees, tags, due date, customer, address and custom fields) and comment on them, including internal comments. It can also list boards and their statuses.
• Appointments: search appointments over up to 31 days, view an appointment, view a technician's schedule for a day, schedule new appointments and reschedule or reassign existing ones.
• Customers: search customers by name, phone, email or reference, view a customer with their recent work orders, create customers and edit them.
• Estimates: search and view estimates with their lines, taxes and totals, create draft estimates from catalog products or free-text lines, edit them, add internal comments, and create the work order of an accepted estimate.
• Catalog: search products and services with their price, unit and tax, and list tax rates and work order and customer tags.
• Work reports: search and view work reports (without prices).
• Employees: list the people and teams in the organization.
• Hours: look up the hours logged on work orders and appointments over up to 31 days, with totals per technician, and a work order's hours and the materials its work reports record.
• Workday records: look up each person's clock-ins per day over up to 31 days (clock in, clock out, breaks and totals). Full Access only, and never locations, devices or IP addresses.

Some examples:

• "Which appointments does Marta have tomorrow?"
• "Create a work order for customer Pérez: check the boiler, it won't start."
• "Prepare a draft estimate for Ruiz Builders with 3 hours of labour and a thermostat."
• "How many hours were logged this week on the Main Street work order?"
• "Move Thursday's 10:00 appointment to Friday at the same time."

Requirements

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• An enrutar account with Full Access or Management Access. People with Restricted Access cannot connect assistants. See the permission system.
• An administrator with Full Access must turn on Allow connecting AI assistants in Settings › AI assistants. It is off by default.
• A ChatGPT or Claude account that lets you add connectors.

If you don't have an enrutar account yet, you can create one from the connection screen itself (see below).

Connect in ChatGPT

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1. In ChatGPT, open Settings › Apps & Connectors.
2. If enrutar is listed in the directory, choose it. Otherwise add a custom MCP server with:
   • Name: enrutar
   • MCP server URL: https://app.enrutar.com/mcp
   • Authentication: OAuth
3. ChatGPT opens enrutar's connection screen. Sign in (or create your account), choose the organization and click Allow.
4. Back in ChatGPT, turn on enrutar in the conversation to start using it.

Depending on your ChatGPT plan, you may need to turn on developer mode in the advanced settings to add a custom server, or a workspace admin may need to add it.

Connect in Claude

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1. In Claude, open Settings › Connectors.
2. If enrutar is listed in the connectors directory, choose it. Otherwise click Add custom connector and enter:
   • Name: enrutar
   • URL: https://app.enrutar.com/mcp
3. Click Connect. Claude opens enrutar's connection screen. Sign in (or create your account), choose the organization and click Allow.
4. In a conversation, turn on enrutar in the tools menu and ask for what you need.

You don't need to fill in an OAuth client ID or secret: enrutar handles them automatically. If you use Claude in an organization, an admin may need to add the connector first.

The connection screen

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When the assistant opens enrutar you see a screen with the assistant's name, what it will be able to do and what it will never do.

• If you have an account, sign in and choose the organization to connect. If an organization can't be connected, the screen tells you why (for example, your access is restricted or AI assistants are turned off) and whom to ask. With Full Access, you can turn AI assistants on right there.
• If you don't have an account, click Create account: enter your email, your name, your company and your phone. You'll get an email to choose your password. When you click Allow, enrutar turns on AI assistants in your new organization and connects the assistant.
• If you were invited to an enrutar organization, sign in with your account instead of creating another one.

The connection request expires after 10 minutes. If it does, connect again from the assistant.

Permissions and security

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Who can connect

Only people with Full Access or Management Access, in organizations with Allow connecting AI assistants turned on. Each person connects their own assistant with their own account.

What it can see and do

The assistant uses your permissions, checked on every request: it never sees more than you do in enrutar. It only sees work orders, appointments, work reports and hours on boards you have access to. Creating and editing estimates requires the Enterprise plan, as in enrutar. Workday records are Full Access only.

If your access becomes restricted, you are disabled, or the organization turns AI assistants off, the connection stops working at once. When that is undone, the same connection works again.

What it never does

• It doesn't delete, archive or cancel anything.
• It doesn't message your customers (WhatsApp, email or notifications) or send them documents.
• It doesn't send estimates: it creates drafts and you decide when to send them from enrutar. It doesn't accept or cancel them either. If it edits an estimate that was already sent, it creates a new draft version and the sent version stays as it was.
• Appointments it schedules are Planned, so no confirmation is sent to the customer. If it reschedules a confirmed appointment, it goes back to planned. When you confirm it in enrutar, the customer gets the confirmation as usual.
• It doesn't record clock-ins or hours.
• It doesn't change settings, users or billing.

History

Everything the assistant does appears in the history under its name, for example "Ana via ChatGPT" or "Ana via Claude", so you can tell it apart from what you did.

Managing connections

In Settings › AI assistants you see your connected assistants, when they were last used and how many changes they made in the last 7 days. People with Full Access also see everyone else's connections in the organization and can disconnect any of them, or turn AI assistants off for the whole organization.

Disconnect

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1. Open Settings › AI assistants.
2. Under Your assistants, click Disconnect next to the assistant.

The assistant loses access to enrutar right away. What it already did stays in the history. To use it again, connect it again from ChatGPT or Claude.

You can also remove the connector in ChatGPT's or Claude's settings. Turning off Allow connecting AI assistants pauses every connection in the organization without removing them: when you turn it back on, they keep working.

Frequently asked questions

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Can the assistant see data I can't?

No. It uses your permissions on every request, so it sees exactly what you would see in enrutar, or less (workday records with Full Access only).

Will my customers notice what the assistant does?

No. The assistant doesn't send messages or documents to your customers. Appointment confirmations, estimates and work reports are only sent when you send them from enrutar.

Why can't I connect my account?

Check that you have Full Access or Management Access and that Allow connecting AI assistants is on in Settings › AI assistants. If you don't have Full Access, ask an administrator in your organization. The connection screen tells you the reason.

How long does the connection last?

Until you disconnect it. If you don't use the assistant for 60 days, you'll need to connect it again.

What data do ChatGPT or Claude receive?

Only what the assistant looks up in enrutar to answer you in each conversation. ChatGPT and Claude handle that information under their own terms. The assistant never receives your enrutar password: it uses its own access, which you can revoke at any time. More in the privacy policy.

Can I connect several organizations?

Each connection gives access to a single organization. If you belong to several, choose one on the connection screen. To switch organization, disconnect the assistant and connect it again choosing the other one.

Contact

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If you have questions or something doesn't work, write to us at enrutar.com/en/contact or see Contact Support.