Solutions

Put AI to work on your own business data, safely

Ask questions, summarise histories and find what needs attention, with AI that only sees what the user is allowed to see.

Outcomes

What changes in your business

  • Answers without building a report

    Ask a question in plain English.

  • Less time reading histories

    Summaries of long customer records.

  • Follow-ups found for you

    Quotes and jobs that need attention.

  • Control stays with your team

    Changes can require approval and are logged.

Connected data

One record from start to finish

Every request runs as the signed-in user, inside your tenant.

  1. Question
  2. Permission Check
  3. Your Data
  4. Answer
  5. Suggested Action
  6. Human Approval
  7. Audit Log

FAQ

Common questions

Is this available today?

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

Does AI act on its own?

Toolbase does not promise unattended automation. Actions that change data can require approval.

Can we choose the AI provider?

Toolbase is designed to work with providers including OpenAI and Claude through MCP.

Ready to replace disconnected software?

Get Toolbase configured around your business.