To connect an AI agent or AI tool to Site.pro, follow these necessary steps: Activate the integration package, if you do not have one yet.Generate an API key. The recommended attribute is "Key for data reading only".Connect the AI agent or AI tool to Site.pro. Option I (recommended): AI agent (Grok Bot/Build; Hermes; OpenClaw; ChatGPT Work, etc.) can plan its own steps and use various tools to independently achieve its set goal, even without you tracking every action. Some AI agents (Codex; Claude Code) only work after creating a custom connector — this function is under development. In the agent's chat field, specify: MCP address https://site.pro/My-Accounting/mcp and the generated API key. Once configured, MCP works in all sessions. Option II: AI tool (ChatGPT; Claude; Gemini; Grok, etc.) performs one specific task only when you launch it and give an instruction (e.g., write a text, generate an image). Currently, the Grok AI tool is supported. In the chat field, specify: MCP address https://site.pro/My-Accounting/mcp and the generated API key.Other AI tools work after creating a custom connector — this function is under development. Formulate a task query and submit it to the AI agent or AI tool. Usage examples: “Every Monday, check Site.pro for unpaid sales invoices. For clients overdue by more than 7 days, send a reminder, and for those overdue by more than 30 days, add them to a list for the manager.” (AI agent only) Result: “Show all unpaid sales invoices that are past their due date, sorted by days overdue.” (For AI tool or AI agent) Result: “On the 3rd of every month, collect sales, expense, and debt data from Site.pro, compare it with the previous month, and send a short report to the manager via email.” (AI agent only) Result: “Check all purchase invoices and find potential duplicates by supplier, invoice number, date, and amount. Present the found duplicates and explain why they are suspicious.” (For AI tool or AI agent) Result: “Quarterly, find clients who previously bought regularly but have not purchased anything in the last 90 days. Prepare a list for the sales manager with the date and amount of their last purchase.” (AI agent only) Result: “How much did we spend on each supplier this quarter? Provide a table starting from the highest amount.” (For AI tool or AI agent) Result: “Every morning, check item stock levels. If the quantity of an item falls below the set minimum, prepare a draft order for the supplier and send it to me for approval.” (AI agent only) Result: “Every Monday, create a payment plan for the week: which supplier invoices need to be paid, what income we expect from clients, and whether there are sufficient funds. Send the result to the accountant via email.” (AI agent only) Result: “Which supplier invoices do we need to pay within the next 14 days and what is the total amount?” (For AI tool or AI agent) Result: “On the 10th of every month, check the previous month's invoices. Find those missing a VAT payer code or where a non-standard VAT rate was applied, and send the list to the accountant before filing the declaration.” (AI agent only) Result: Note. AI queries are counted towards the total daily limit of the integration package. More information: calculation of query quantity