AI connectors

Ask about a client the way you’d ask a colleague.

Connect Claude or ChatGPT to Figurefold. Then ask in plain words, in Arabic or English, and get answers from your own records.

Safe by design

Read-only

The connector can find clients and read clients and contracts. It can’t change, add or delete anything.

Your permissions, nothing more

Each person sees through their AI only what they see in the app, in their own branches. ID numbers stay hidden.

Every question logged

Connecting needs a dedicated permission and your two-step sign-in. Every call is recorded, and anyone can disconnect from “Connected apps” at any time.

How to connect

  1. Get the permission

    Your administrator turns on AI connections for your role.

  2. Add Figurefold to your AI app

    In Claude or ChatGPT, add a connector with your company’s Figurefold address.

  3. Sign in and ask

    Sign in with your usual account and two-step code, then ask away.

See it with your own numbers.

Tell us about your company and we’ll show you Figurefold with the way you sell, collect and keep books.