Help Center

Connecting an AI assistant (Claude, ChatGPT)

Let an AI assistant look up customers, write up work orders, and run reports for you, limited to the stores your login can access.

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Flux includes an MCP server, the open standard AI assistants use to work with outside tools. Once connected, you can ask an assistant things like "find Jane Doe's vehicles", "write up an estimate for an oil change and tire rotation on the blue Civic", or "what were posted totals last week?" and it will do the work inside your shop.

Pro plan: AI assistant access is included with Pro. On other plans the My Account card shows an upgrade link instead.

What the assistant can do #

The assistant can do what you can do, and nothing more. It is limited to the stores your login can open, and every action is recorded as you. It can:

  • List your stores, their settings, team members, vendors, and plan usage.
  • Search for customers and vehicles, read customer notes, create customers, and add vehicles.
  • List open work orders and pending appointment requests, read a full ticket, create a work order or estimate, change an open one, and invoice it with payments.
  • Search inventory, show low-stock items, list appointments, and show deferred work for a customer.
  • Run the Posted Totals, Low Margin, Sales Tax Exempt, Technician Productivity, Inventory Items Sold, Outside Purchase Tires, Best Seller, and Deleted Orders reports, and the Company Dashboard.

It cannot change settings, manage users, or touch billing.

Connecting claude.ai, Claude Desktop, or ChatGPT #

  1. Open My Account (under your email at the top right) and copy the Server URL from the AI Assistant Access (MCP) card. It looks like https://fluxshopmanager.com/mcp.
  2. In the assistant, add a custom connector (sometimes called an MCP server or integration) and paste the URL.
  3. A Flux page titled Connect {app} opens. Sign in with your Flux email and password and click Sign in and connect.

That is all. No token is needed. The connection appears on My Account as a Connected app (OAuth) and stays active until you revoke it.

Connecting Claude Code, Cursor, or scripts #

Tools that take a bearer token instead of signing in use a personal access token:

  1. On My Account, under Personal access tokens, type a name you will recognise later (for example "Claude Code laptop") and click Create token.
  2. Copy the token immediately. It is shown once and starts with fsm_pat_.
  3. Give it to the tool as the Authorization: Bearer header. For Claude Code:
claude mcp add --transport http fluxsm https://fluxshopmanager.com/mcp --header "Authorization: Bearer fsm_pat_..."

Each token acts as you and does not expire until revoked.

Disconnecting #

On My Account, the table lists every token and connected app with when it was created and last used. Click Revoke to cut it off immediately. Revoking a connected app also ends any sessions it has open.

If your organization leaves the Pro plan, or your user account is deactivated, every connection stops working at once.

Good habits #

  • Create one token per tool so you can revoke a laptop without affecting a script.
  • Give assistants a user account with only the stores they should see.
  • Review the assistant's work before invoicing: it fills in the ticket, you close it.
Still stuck? Contact us and we'll help you get going.