AI Assistant

Server-only OpenRouter integration. AI can propose changes but cannot mutate data — drafts go to human approval.

Stubbed (no API key)

Conversations

No prior conversations.

Chat

Try: "Propose a custom field on Item called ‘color’ with options red, blue, green", or "Why is invoice INV-1003 blocked?".

Safe Actions

The AI can only propose these actions. Risky ones require human approval before execution.

create_custom_fieldmedium

Create a custom field on a supported business entity (Customer, Vendor, Item, Order, PurchaseOrder, Invoice, Contact).

create_relationship_definitionmedium

Create a controlled relationship definition between two entity types.

create_external_mappingmedium

Map an internal record to an external system's record id.

suggest_tax_code_for_itemlow

Propose (does not execute) a default tax code for an item.

suggest_gl_account_for_itemlow

Propose (does not execute) GL accounts for an item.

create_appearance_rulemedium

Create a FieldAppearanceRule so a custom field from one entity appears on another with a defined behavior (read_source, update_source, copy_on_create, default_with_override).

create_business_rulemedium

Create a configurable BusinessRule with conditions and requirements. When conditions match but requirements fail, a ValidationIssue is created and (if blocking) export is gated.