integrations · claude and ai assistants

the assistant you already use, connected to your account.

Claude Desktop, Claude Code, claude.ai and any assistant that supports MCP can connect to tiny+ with an AI licence. It reads what you can see, does what an admin allows, and can never delete.

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crm.tiny.plus / settings / integrations / assistants

Claude and AI assistants

MCP · AI licences: 5 of 5 in use · Pro

AI UsageLicences+ Add a pack

connected assistants

Claude DesktopConnectedNick Smith · since 3 Octreads · adds and updates · posts

claude.aiConnectedJo Chen · since Mondayreads only

Claude CodeConnectedSam Patel · since Tuesdayreads · adds and updates

Another MCP assistantConnectnot yetany assistant that supports MCP

what a connected assistant may do · set by an admin

Read what the person can seeAlwaysAdd and update records, log follow-ups, start plansOnPost to the feedOnDelete anythingNever

Requests carry your account’s structure — field names, statuses, tags, staff names — never your records.

what it does

ask it, and it answers from your account.

The connected assistant sees exactly what the connected person sees, through their own login.

Reads your accountProjects, companies, contacts, plans, lists, the feed and your reports — whatever the connected person can see.

Adds and updatesIf an admin allows it: add and update records, post to the feed, log a follow-up, start a plan, build a list.

Never deletesThere is no delete. Not for assistants, not ever.

Knows your structureYour phases, tags, statuses and people, so “which clients has nobody emailed since July” means what you mean.

Keeps your recordsRequests carry your account’s structure, never your records. The AI Usage page shows what each assistant did.

Any MCP assistantClaude first; anything that speaks MCP works the same way. tiny+ is listed in the Claude Connectors Directory.

how it works

a licence, a connection, a question.

Five minutes, once an admin has turned AI on for the account.

1Get an AI licenceAn admin turns on tiny+ AI and gives you a licence. Licences come in packs of five, A$100 a month; trials include five.

2Add tiny+ in your assistantIn Claude, add tiny+ from the Connectors Directory and sign in with your tiny+ login. Other assistants take the MCP address from the guide.

3Ask it anythingWhat follow-ups do I owe this week? Who knows Oakline Group? Log Tuesday’s site visit. It answers from your account, and acts if it’s allowed.

Your assistant · connected to tiny+ as Nick Smith

What follow-ups do I owe this week, and which can I log from a meeting I already had?

tiny+ · list_plans · due_within_days 7

Three follow-ups are due this week:

• Brightwater Health · quarterly lunch · due Thursday• Riverside Council · monthly call · due Wednesday• Oakline Group · coffee · 9 days overdue

Jo Chen met Oakline on Tuesday at the Ashgrove site visit. Shall I log that as the coffee and book the next for 18 December?

Yes, and give me a list of the three for Monday.

tiny+ · log_touch · create_list

Logged Tuesday’s site visit against Oakline’s plan; next coffee 18 Dec. Made the list Monday follow-ups with the three companies.

Adds and updates allowed by your admin · nothing is ever deleted

in practice

what a monday morning looks like with it.

Ask what you owe this week and it reads your plans. Ask who met a client last and it reads the feed and Known by. Tell it to log the follow-up and make a list for Monday, and — if your admin allows writes — it does, and says what it did.

Every call it makes is logged on the AI Usage page, with who, what and when.

plan and details