Connect an AI assistant
Ask Claude, ChatGPT, Grok or Gemini about your accounts, visits and sales. Read-only.
Connect your own AI assistant to Field Ops and ask about your work in plain English: "Which of my accounts haven't I visited in a month?", "What did the team do last week?", "Top 10 accounts by cases this quarter".
It sees what you see. Your assistant reads Field Ops as you: a field rep's assistant sees their own accounts, a manager's sees their territory and reps, an admin's sees the whole team. It can read accounts, contacts, visits and other activity, tasks, target lists, depletions, products and the team.
It can't change anything. Visits, checks, tasks and claims are still logged in the Field Ops app.
Connect
You need the connector address: https://portal.fieldopscrm.app/mcp. Managers and admins can copy it from AI assistants in the portal.
- Claude: on claude.ai, open Settings, then Connectors, and choose Add custom connector. Name it Field Ops, paste the address, then choose Connect.
- ChatGPT: in Settings, open Apps and Connectors, then Advanced settings, and turn on Developer mode. Then create a connector named Field Ops with the address, using OAuth. Which plans can use connectors is up to OpenAI.
- Grok: go to grok.com/connectors, choose New Connector, then Custom, and paste the address. On Grok Business or Enterprise, your Grok admin may need to add it first.
- Gemini: in the Gemini web app, open Settings, then Connected Apps, and add a custom app with the address.
- Others: any assistant that supports remote MCP servers with OAuth sign-in can connect with the same address.
Your assistant then opens a Field Ops page. Sign in with your usual email and password, check it's your account, and choose Connect.
Disconnect
Open AI assistants in the portal (field reps can go straight to portal.fieldopscrm.app/assistants) and choose Disconnect next to the assistant. It stops reading Field Ops straight away.
For admins
AI assistants are on for every team to start with. To switch them off for everyone on your team, open Features and untick AI assistants. Connected assistants stop working until you switch it back on.
Only connect assistants you set up yourself. Your assistant's provider handles your questions and the answers it reads under its own privacy terms.