Claude and ChatGPT connector
Ask Claude or ChatGPT about your store, and let them do the busywork
Connect ToolSwift to your own Claude or ChatGPT account. Ask questions about your data, and make bulk edits that you preview and approve first.
Book a DemoI found 14 open quotes over $5,000. Here are the largest.
- Q-2041Northern Builders$18,420
- Q-2038Ridge Framing$11,905
- Q-2029Lakeside Decks$7,380
Connected
ToolSwift, connected to Claude and ChatGPT
One connection per person and store. Your team asks in the assistant they already use, and the answers and approved changes come from your own ToolSwift data.
Your store, in one place
- Quotes and orders
- Customers and companies
- Products
- Sales and credit
Why it matters
Your team already works with AI. Your store should be part of it.
More of the day now starts with a question to an assistant. The connector means the answer comes from your own store, with you in control of every change.
Your data stops living behind screens
Orders, quotes, customers and credit are all in ToolSwift, but finding an answer can mean opening several pages and building a report. Now your team can just ask.
The busywork finally gets done
Rewriting product descriptions, fixing SEO titles and tidying customer records are the jobs that wait for a quiet week. An assistant can do them in one request, once you have approved the preview.
Real data, not pasted copies
Without a connector, answering a question with an assistant means exporting a spreadsheet and pasting it in. This reads your live data directly, and only what the person is allowed to see.
Both sides of AI, covered
Buyers are starting to use AI assistants to find where to buy. Discoverability makes your catalog readable to them. The connector puts the same assistants to work inside your own business.
The basics
Work with your store from the assistant you already use
Free
The connector has no ToolSwift charge, and it is separate from the AI plan.
Your own AI subscription
Your team uses its own Claude or ChatGPT account, so ToolSwift adds no AI usage cost for you.
Owners and staff
Built for your team, one store per connection. Contractors are not included.
Claude and ChatGPT connector
Ask about your store in plain language
Your team can ask Claude or ChatGPT about orders, quotes, customers, companies, products, sales trends and credit, and get the answer from your ToolSwift data. Ask for a spreadsheet and it comes back as a download.
- How did quotes convert last month?
- Export every open quote over $5k.
- How did quotes convert last month?
- Who is past due more than 60 days?
- Which customers bought the most this quarter?
- Show me products with no description.
Claude and ChatGPT connector
Bulk edits with a preview, your approval and undo
Describe a change across hundreds of records and the assistant shows you what will change before anything is saved. Approve it and it is applied. If you change your mind, undo it for 30 days.
- Products, customers and companies.
- Draft quotes, which are never sent to a customer.
- Rewrite the descriptions for all 340 deck screws, and show me before you save.
Rewrite descriptions for 340 deck screws
Before
Deck screw 3 in.
After
Coated 3 in. deck screw for pressure-treated lumber.
After you approve, you can undo it for 30 days.
Claude and ChatGPT connector
You stay in control
Every connection belongs to one person and one store, and the assistant can only do what that person is already allowed to do in your dashboard. Owners and staff can see every connection, and revoke it, under Connected apps.
- Read only by default, with Read and edit as a choice you make.
- An activity list of what each connected assistant changed.
- ClaudeMike R., Sales ManagerRead onlyRevoke
- ChatGPTDana P., OwnerRead and editRevoke
The assistant can only do what that person can already do in the dashboard.
How to connect
Three steps, from your own account
Add ToolSwift in Claude or ChatGPT
Add it as a custom connector, using your store's connector URL.
Sign in and choose the access
Sign in with your usual ToolSwift login, check the store, and choose Read only or Read and edit.
Ask in plain language
Ask about your store, or describe a change. Every change shows a preview first.
Limits
What the assistant never does
Some things are off limits, whatever the account or the request. The assistant also never goes beyond the access you chose, or the access the person already has.
- Delete anything
- Issue refunds or take payments
- Send messages, emails or quotes to customers
- Change staff, roles or permissions
- Change store settings
Try it
See the connector in a demo
Walk through connecting Claude or ChatGPT, asking about your store and approving a previewed edit, with our team.
Works with
AI features
Takeoff Agent, AI search and product enrichment.
Products
Variants, bundles, bulk pricing and inventory.
Analytics
Sales, customers, products and inventory insight.
Common questions
What is the Claude and ChatGPT connector?
It connects ToolSwift to your own Claude or ChatGPT account. Your team can then ask about your store's data and describe changes in plain language.
Does it cost anything?
No. The connector is free and separate from the AI plan. Your team uses its own Claude or ChatGPT subscription, so ToolSwift adds no AI usage cost for you.
Who can use it?
Dealer owners and staff. Contractors and builders are not included.
Can the assistant change my data?
Yes, for products, customers, companies and draft quotes. Every change shows a preview first, and nothing is saved until you approve it. You can undo a change for 30 days.
What can it never do?
It never deletes anything, issues refunds or takes payments, sends messages, emails or quotes to customers, changes staff, roles or permissions, or changes store settings.
Can it see more than I can?
No. A connection belongs to one person and one store, and it can only do what that person is already allowed to do in your dashboard.
Can I switch it off?
Yes. Owners and staff can see every connection under Connected apps and revoke it at any time.
Does one connection cover all my stores?
No. Each connection is for one store. To work on another store, connect again and choose that store.
Claude is a trademark of Anthropic. ChatGPT is a trademark of OpenAI. ToolSwift is not affiliated with or endorsed by either company.