Connect an AI assistant

Home
Connect ChatGPT, Claude or another assistant so it can look up and update records in your Sweep Certificates company.

What it is

The assistant works with one company. It can look up records and change them when you ask.

You need Premium with an active subscription. An owner or an administrator connects it.

You do not need an API key. Do not use a v1 API key for ChatGPT or Claude.

Connect in Claude

  1. Add a custom connector.
  2. Paste this connection address.
  3. Sign in to Sweep Certificates.
  4. Select 'Authorise'.

https://uks-sweepcertificates-api.azurewebsites.net/mcp

For the OAuth client, select 'Register automatically'. Do not select 'Use Claude's published identity'. Sweep Certificates does not support that option yet.

When Sweep Certificates is listed in Claude's connector directory, you can add it from there as well.

Connect in ChatGPT

Add the Sweep Certificates app, then sign in and select 'Authorise'. You do not need the connection address for the app.

Open the Sweep Certificates app in ChatGPT

ChatGPT Business and Enterprise workspaces can also use the connection address as a custom connector.

Other assistants

In Cursor, or a similar assistant, add a connector and paste the connection address.

https://uks-sweepcertificates-api.azurewebsites.net/mcp

Sign in to Sweep Certificates. Select 'Authorise'.

What the assistant can do

  • Search and view customers, appointments, quotes, and related records.
  • Create, update, cancel, or delete those records when you ask.
  • Send reminders and booking confirmations when you ask.
  • Suggest customers to fill a gap from the date, the time and the sweep. It does not use a map location.
  • Create a form from a full definition or a starter, change its details, and publish, archive, or restore it.
  • Invite a user by email, or remove a user, unless that would change your subscription tier. An invited user sets their own password.
  • View and update many company settings, such as contact details, messaging rules, pricing defaults, and online booking.
  • List, create, update, and delete custom appointment types, and enable Install.

Related records include appliances, portfolios, to-dos, absences, teams and users. User lists do not include email addresses.

The assistant can list sent messages and an appointment's documents and photos. A sent message shows the subject, the recipient, the template and whether it was delivered. It does not show the message itself. Connect only an assistant you trust with your customers' details.

When Google Calendar is connected, appointment changes from an assistant sync to Google Calendar the same way as on the website. Calendar sync supports Google Calendar only.

What stays on the website

  • Accounting connections, billing, and API keys.
  • Changing a user's role, and later edits to an existing user.
  • Setting a password for a new user.
  • Adding or removing a user when that would change your subscription tier. Do that on Users.
  • Editing a form draft section by section. The form assistant on the website can help.

There is no assistant tool for one-off invoices.

Confirmations

Claude and ChatGPT ask before running a tool that sends a message, deletes a record or changes one, unless you have chosen to always allow it.

An update counts as a change, so expect a prompt when an assistant edits a record.

How long a connection lasts

The connection stays signed in for 30 days after you last use it.

It ends 180 days after you first connect, even if you keep using it. Sign in again after that.

To disconnect, open 'Company settings', then 'AI agents', then 'Connected apps'. Select 'Revoke'.

Revoke stops further calls. It does not delete data the assistant already received.

Privacy

We do not receive the conversation you have with the assistant. We receive the request and return the result. That result can include customer details the assistant asked for.

The assistant's provider holds the conversation under their own terms.

Privacy policy, section 7 covers what we send, how long we keep a connection, and how to revoke it.

Support

Email info@sweepcertificates.co.uk.