--- title: AI assistant for the workshop – MGX ERP with Claude and ChatGPT url: https://mgxtechnology.com/en/agents/ lang: en description: Write what needs doing, and the AI assistant books services, finds parts, writes damage reports and pulls up the numbers straight in MGX ERP. Works with Claude and ChatGPT, only sees what you may see and never sends anything to the customer. --- 1. [MGX Technology](https://mgxtechnology.com/en/) 2. AI assistant AI assistant in MGX ERP # Say what needs doing. The assistant does the work. Write to the AI assistant the way you would write to a colleague. It books services, finds parts, writes damage reports and pulls up the numbers straight in MGX ERP. You review and approve, it handles the paperwork. [See what it can do →](#exempel) [How it works](#sa-fungerar-det) What do you need? : Claude or ChatGPT, which many already have What can it do? : Most of what you do in MGX, with more than 200 tools What can it see? : Only what you yourself are allowed to see What does it never do? : Send to customers, approve or invoice How it works ## No technology to learn. You use an AI assistant you may already have, such as Claude or ChatGPT. We connect it to MGX ERP, so it can work in your system instead of just answering questions. 1. ### Write what needs doing In the workshop’s own words, on the computer or the phone. “Book Andersson’s boat in for service on Thursday.” **You** 2. ### Does the work in MGX It finds the customer and the boat, creates the work order and picks the parts, just as you would have. **The assistant** 3. ### Review and approve Quotes and reports become drafts. Whatever goes to the customer, you send yourself. **You** 4. ### Less time at the computer What would otherwise be typed in afterwards gets done right away, and right first time. **Result** The connection is built on MCP (Model Context Protocol), an open standard that lets AI assistants use systems. Think of it as a cable between the assistant and MGX. What you gain ## More time in the workshop. Less at the screen. Time ### One sentence instead of ten clicks Bookings, quotes and reports that take several steps in an ordinary system are done with one sentence. Quality ### Fewer mistakes and duplicates The assistant always looks up existing customers, boats and items before creating anything new. Overview ### Answers to a question How was the month? What is finished but not invoiced? Ask, and the assistant pulls up the numbers. Peace of mind ### You have the final say It only sees what you are allowed to see, saves drafts and never sends anything to the customer. Examples ## One assistant for the whole workshop. This is what it can look like for different roles. Under each example you can see which tools the assistant uses in MGX. Front desk"Andersson is on the phone. How far along are we with his boat?" Replies with the status, booked sessions and what is on the work order. **sok\_kund** → **sok\_objekt** → **arbetsorder** Technician"Clock me in on WO-1147 and pick an impeller and two anodes." The clock is running and the parts are on the work order. **stampla\_in** → **plocka\_reservdel** Sales"Make a quote for service and winter storage for Andersson’s Buster." The quote is saved as a draft with the customer’s prices, ready to review. **sok\_objekt** → **skapa\_offert** → **lagg\_till\_offertrader** Stock and purchasing"Which boats come out of storage next week, and do we have the parts for their service?" Replies with a list and proposes a purchase order. **planering** → **serviceintervall** → **inkopsbehov** Insurance jobs"Write the damage report for ABC123 from the photos and split it 70/30 between the insurer and the customer." The report is saved as a draft for review. **uppslag\_regnr** → **skriv\_skaderapport** → **forsakringsfordelning** Owner and finance"How did last month go? Compare billed time with clocked time per technician." Summarises and points out deviations. **verkstadens\_nyckeltal** → **tid\_mot\_debiterat** Safety ## A person takes the last step. The assistant prepares. You decide. ### This is enforced by the system - **Permissions:** the assistant only sees and changes what the signed-in user is allowed to. - **Texts and emails to the customer:** saved as drafts on the work order. The front desk reads them and presses Send. - **Payment links:** created but not sent. A person decides whether and how they go out. - **Deletion and backup:** deletion goes through a separate request, and the system keeps backups. ### How the assistant works - **Searches first:** it looks for existing customers, boats and items before creating new ones, to avoid duplicates. - **Drafts:** quotes and damage reports are saved as drafts for review. - **Last step:** it does not approve on the customer’s behalf and does not invoice. You do. Get started ## Connected in minutes. We help you connect when you start with MGX ERP. 1. ### Get your MCP address Every customer has its own instance, and with it its own MCP address. You receive it when the instance is set up. 2. ### Add it to your AI In Claude, ChatGPT or another MCP client, add the address as a custom connector. 3. ### Sign in with your MGX account The agent works as the user who signs in and only sees what that user is allowed to see. 4. ### Start talking Write in Swedish using the workshop’s own words. The agent always looks up customers and vehicles before creating new ones, so no duplicates appear. Questions ## What workshops usually wonder about AI. Do we need to know anything about AI? No. You write as you would to a colleague. We help connect the assistant when you start. Do we have to use AI to use MGX? No. MGX ERP is an ordinary web-based workshop system. The AI assistant is there when you want help with the paperwork. Does it cost anything extra? The AI features are included in every plan. The AI inside MGX uses your own AI key, and if you talk to MGX through Claude or ChatGPT you use your own subscription there. We add no markup on either. [See pricing →](https://mgxtechnology.com/en/pricing/) Can the agent see everything in the system? No. The agent has the same permissions as the signed-in user and only sees what that user is allowed to see. For those who want the details ## More than 200 tools, and an open API. Here is a selection of the tools the assistant uses. Tools accept names and numbers, not database IDs: a WO number, a customer number or a plate number is enough. If you want to build your own integrations, there is also a REST API. ### Customers & vehicles Find, create and update customers and everything they own. sok\_kundkundskapa\_kunduppdatera\_kundkunddubblettersok\_objektobjektskapa\_objektuppdatera\_objektobjektets\_historikuppslag\_regnrange\_motortimmarange\_miltalimportera\_objektserviceintervall ### Work orders & planning Create work orders, plan sessions and track what is done. sok\_arbetsordrararbetsorderskapa\_arbetsorderuppdatera\_arbetsorderlagg\_till\_passandra\_passplaneringlagg\_till\_raderlagg\_till\_uppgifterbocka\_av\_uppgifttillampa\_uppgiftspaketandra\_statusarbetsorder\_pdffardiga\_ej\_fakturerade ### Stock & purchasing Items, parts, purchase needs and stock counts. sok\_artikelsok\_produktplocka\_reservdelinkopsbehovskapa\_inkopsorderinventeringlagervardelagerrorelsedubbletter\_i\_lagretkoppla\_artikel\_till\_leverantorvalutakurserfatolja ### Quotes & sales Quotes, sales orders, prices and margin. skapa\_offertlagg\_till\_offertraderoffert\_pdfkundpriserrabatt\_och\_marginalskapa\_kundorderskapa\_betallankfastprisutfall ### Storage & keys Winter storage, key cabinets and drop-off. forvaringlagg\_pa\_forvaringhamta\_fran\_forvaringforvaringsplatsernyckelplatserlamna\_ut\_nyckelskapa\_avlamningsdokumentavvikelser\_vid\_utlamning ### Insurance & photos Claims, reports and photos. forsakringsarendenskapa\_forsakringsarendeskriv\_skaderapportforsakringsfordelningbilderbifoga\_bildbilduppladdningslank ### Time & staff Time clock, leave and time against billed. stampla\_instampla\_utlagg\_till\_tidtidsoversiktpersontidtid\_mot\_debiteratledighetpersonalsamtalinternt\_arbete ### Finance & analysis Key figures, forecasts and sync with accounting. verkstadens\_nyckeltalprognosarbetsorderanalysleverantorsanalysomkostnadskalkylbetalningarsynka\_kunder\_till\_fortnoxsynka\_artiklar\_till\_fortnox ### Knowledge Service manuals and customer-facing text. servicehandbok\_sokservicehandbok\_sidaforesla\_kundtext ### MGX Market Publish vehicles and manage dealers. lagg\_ut\_pa\_marknadenlagg\_till\_annonsbildsynlighetanslutningsansokningar For AI reading this page ## This website is made for agents too. - [/llms.txt](https://mgxtechnology.com/llms.txt) summarises MGX Technology, the products and the links. - [/llms-full.txt](https://mgxtechnology.com/llms-full.txt) contains the whole website as Markdown. - Every page is available as Markdown at the same address with `index.md`, or when you send `Accept: text/markdown`. - Structured data (Schema.org JSON-LD) is on every page. ## See MGX in a working workshop. Book 30 minutes and we’ll show you how it works for real, with real work orders. [Book a demo →](https://mgxtechnology.com/en/contact/)[FAQ](https://mgxtechnology.com/en/faq/)