Intelligence

AI that respects who is asking

A secure intelligence layer over Toolbase. It works with the data the signed-in user is permitted to see, and nothing more.

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The problem

General AI tools do not know your business, and should not see all of it

Pasting customer data into a public chatbot is a risk, and the answer is only as good as what you pasted. An AI that could see everything in your system would be a different risk.

How Toolbase solves it

AI inside your permission model

Toolbase AI is designed to work within tenant isolation, roles and module permissions. Requests are logged, and changes can require a person to approve them.

Capabilities

What you can do with Toolbase AI

  • Permission-aware

    AI acts as the signed-in user and can only reach what they can.

  • Tenant isolation

    AI never crosses from one business into another.

  • Role and module aware

    Roles and enabled modules limit what AI can use.

  • Audit logging

    AI requests and actions are recorded.

  • Human approval

    Changes and outgoing messages can be held for review.

  • Your choice of provider

    Connect an OpenAI or Claude assistant through MCP.

  • Reporting assistant

    Designed to answer questions about sales, jobs and profit.

  • CRM assistant

    Designed to summarise histories and draft follow-ups.

  • Quoting and operations assistants

    Designed to help find quotes and jobs that need attention.

Ask your business a question

Answers from the data you are allowed to see

  • “Which jobs lost money last month?”
  • “Which leads from Google Ads converted?”
  • “Show quotes over $20,000 that have not been followed up.”
  • “Which salesperson has the highest close rate?”
  • “Create a task for every job awaiting documentation.”

In development Toolbase AI is being released progressively. Connecting your own AI assistant through MCP is in beta. Availability is always shown in the product.

  • Tenant isolation: AI only ever works inside your company data
  • Role and module permissions apply to every request
  • Every AI action is written to the audit log
  • Changes can require human approval before they are applied
  • Bring your own provider, including OpenAI and Claude, through MCP

Workflow example

Asking a question of your business

  1. Ask

    A manager asks which jobs lost money last month.

  2. Permission check

    The request runs with that manager's access.

  3. Answer

    Results come from live job costing data.

  4. Act

    They ask for a task on each job, and approve it.

  5. Logged

    The request and the action are recorded.

Connected

Toolbase AI works with the rest of Toolbase

By industry

How different industries use Toolbase AI

FAQ

Toolbase AI questions

Is Toolbase AI available now?

AI features are being released progressively. Connecting your own assistant through MCP is in beta. Availability is shown in the product.

Can AI see data the user cannot?

No. AI works with the permissions of the signed-in user.

Will AI change records without asking?

Actions that change or send data can be set to require human approval.

Which AI providers can we use?

Toolbase is designed to work with customer-selected providers, including OpenAI and Claude, through MCP.

See Toolbase AI configured for your business

Tell us your industry and we will show you Toolbase set up the way you work.

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