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.
- Question
- Permission Check
- Your Data
- Answer
- Suggested Action
- Human Approval
- 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.