AI connected to the software you already run.
Most AI value comes from integration, not the model. These guides cover the APIs, native AI features, permissions and approval steps for each system.
Short answer
Connecting AI to business software means giving a model controlled access to data and actions through official APIs, native AI features or Model Context Protocol servers, with permissions, logging and human approval for anything that changes records or contacts customers. Each guide below covers what the platform offers natively, what needs custom work, and the risks to control.
Integration guides
AI and Xero
Bill extraction with approval, Xero’s remote MCP server, granular scopes, limits and the 2026 developer fees.
ReadIntegration guideAI and Microsoft 365
Copilot or custom: permission-aware SharePoint and OneDrive retrieval, Graph scopes, Work IQ MCP and NZ pricing.
ReadIntegration guideAI and Google Workspace
Gemini, the Gmail API and Workspace MCP: shared inbox triage and reply drafts that staff approve before sending.
ReadIntegration guideAI and HubSpot
Agent Hub, credits and the HubSpot MCP server, plus account research that cites a source URL for every claim.
ReadIntegration guideAI and Salesforce
Agentforce, Flex Credits and hosted MCP servers, plus opportunity briefs built only from what each rep can see.
ReadIntegration guideAI and Pipedrive
Pipedrive’s AI, its official MCP server and token budgets, plus lead follow-up drafts a rep approves before sending.
ReadIntegration guideAI and Shopify
Sidekick, the Inbox agent and UCP, plus a product assistant that answers from live catalogue data or hands over.
ReadIntegration guideAI and WooCommerce
REST API keys, WooCommerce’s MCP preview and an order enquiry assistant that checks who is asking before it answers.
ReadIntegration guideAI and Zendesk
Zendesk AI agents, Copilot and resolution tiers, plus draft replies as internal notes and escalation a lead confirms.
ReadIntegration guideAI and Intercom
Fin’s per-outcome pricing, escalation rules and the MCP server, plus a daily check of whether Fin’s answers were right.
ReadIntegration guideAI and Slack
Slack AI by plan, the MCP server and Real-time Search API, plus a staff assistant that only answers from approved channels.
ReadIntegration guideAI and Microsoft Teams
Copilot, Copilot Studio and the Agents SDK in Teams, plus an internal assistant that only reads the sources you approve.
ReadIntegration guideAI and Notion
Notion AI, the API, webhooks and the hosted MCP server, with designs for keeping a wiki current and searchable.
ReadIntegration guideAI and SharePoint
Copilot, Microsoft Graph and Work IQ MCP for SharePoint, with a permission-aware search design and approval steps.
ReadIntegration guideAI and Google Drive
Gemini in Drive, the Drive API and MCP preview, with a design for document answers that always link their source.
ReadIntegration guideAI and Airtable
Omni, AI credits, the Web API, webhooks and MCP, with a validated enrichment design that never overwrites master data.
ReadIntegration guideAI and monday.com
monday AI credits, the GraphQL API, webhooks and Platform MCP, with a status summary design managers can trust.
ReadIntegration guideAI and Asana
Asana AI Teammates, the API, webhooks and MCP V2, with an approved meeting-actions-to-tasks design.
ReadIntegration guideAI and Jira
Rovo credits, the Rovo MCP server, REST API and webhooks, with triage and engineering handoff designs.
ReadIntegration guideAI and ServiceM8
ServiceM8’s built-in AI, API scopes, webhooks and MCP server, with a quote-drafting design using your own prices.
ReadIntegration guideAI and Simpro
Simpro Lightning’s AI, the OAuth2 API and the missing MCP server, with request triage that dispatchers approve.
ReadIntegration guideAI and Cin7
Cin7’s built-in AI, Core and Omni APIs and webhooks, with a daily stock exception summary built on rules.
ReadIntegration guideAI and MYOB
Iris by MYOB, the read-only MYOB Connector and the Business API, with bill review that catches errors before posting.
ReadIntegration guideAI and Power BI
Copilot in Power BI, DAX queries over the API and the MCP servers, with a report narrative whose numbers reconcile.
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