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Connect VisaFlo to Claude & ChatGPT (Beta Feature)

Your VisaFlo workspace now connects to Claude, ChatGPT, and other AI assistants — so you can ask about your cases, clients, and leads in plain language, right from the chat you already use.

Ask things like:

  • "Brief me on Greg Kim's PR case before my 10am call."

  • "What cases are due this week?"

  • "How many cases did we open this quarter, broken down by status?"

  • "Pull the form answers for Maria's file and help me draft a procedural fairness response."

  • "Who's handling the Lin family case?"

Your assistant reads your real workspace — cases, clients, leads, tasks, files, questionnaire answers, and invoices — to answer questions and help you draft documents in seconds.

Connecting takes about a minute:

  1. In Claude or ChatGPT, open Settings → Connectors → Add custom connector

  2. Paste this URL:

    https://mcp.vflo.app

  3. Sign in with your VisaFlo account and click Allow

Done — your assistant is connected. 🎉

Good to know:

  • 🔒 Read-only. Your assistant can look things up and help you draft, but it can't change, create, or delete anything in VisaFlo.

  • 👤 Scoped to you. It only sees what your account and role allow — exactly like the dashboard. (Invoices, for example, appear only if you have billing access.)

  • 🔌 You're in control. Connections are per-user and can be disconnected anytime from Settings → Connected Apps.

Built on the open Model Context Protocol, so it works with any MCP-compatible assistant.

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