Connect an AI agent to your IT Solver account – IT Solver Support

You can connect an AI agent, such as Claude or ChatGPT, to your IT Solver account. The agent can then read your services and send requests to IT Solver for you. It cannot pay, cancel or change your services by itself.

Before you start

You must be a member of the business in the dashboard. Any role can connect an agent, but the agent gets no more access than your role. For example, a Web designer cannot give an agent access to invoices. See What each dashboard role can do.
You must have an authenticator app on your dashboard sign-in. To connect an agent, you must have typed a code from your authenticator app in the last 10 minutes. If it is longer than 10 minutes, the dashboard asks you to sign in again with your code. If you do not have an authenticator app, the dashboard asks you to set it up first. See Set up an authenticator app for the dashboard.
You need Claude or ChatGPT on a plan that lets you add a custom connector or app.

Copy the connection URL

Sign in at dashboard.itsolver.net.
Select your name at the bottom of the sidebar to open the account menu.
Select AI agents.
Select Copy URL. The button shows Copied. The URL is https://mcp.itsolver.net.

Connect Claude

In Claude, open Settings, then Connectors.
Select Add custom connector.
Type IT Solver as the name. Paste https://mcp.itsolver.net as the URL. Select Add.
Select Connect. A dashboard page opens.
If the dashboard asks you to sign in, sign in and type the code from your authenticator app.
Do the steps in Allow the connection.

Connect ChatGPT

In ChatGPT, open Settings, then Apps. If your plan needs it, turn on developer mode in the advanced settings.
Create a custom app. Type IT Solver as the name. Paste https://mcp.itsolver.net as the MCP server URL.
Set the authentication to OAuth.
Create the app, then start the connection. A dashboard page opens.
If the dashboard asks you to sign in, sign in and type the code from your authenticator app.
Do the steps in Allow the connection.

The menu names in Claude and ChatGPT can change. If you cannot find them, see Use IT Solver with AI or the help for your AI app.

Allow the connection

The dashboard shows a page called Connect followed by the name of the AI app.

If you have access to more than one business, select the business in Business, then select Continue. Each connection has access to one business only.
Read the list under It can:. Clear the tick box for each item that you do not want the agent to do.
Select Allow. The dashboard sends you back to your AI app.

To stop without connecting, select Cancel.

Do these steps in 10 minutes or less. If you wait longer, the dashboard shows "Your authenticator check expired. Start the connection again from your AI agent." Start the connection again from your AI app.

The dashboard emails you and each owner of the business when an agent is connected.

What an agent can and cannot do

Depending on the items you allow and your role, the agent can:

See your business name, your role, and your services.
See your domains and their renewal status.
See email DNS checks (SPF, DKIM, DMARC) for your domains.
See your subscriptions and invoices.
See your Microsoft 365 licences.
See your Google Workspace users.
See your dashboard notifications.
Send support and quote requests to IT Solver.
Ask for a change that a person must approve.

The agent cannot:

Pay invoices or change payment methods.
Buy domains or start a domain transfer.
Add or remove members, or change roles.
Change MFA settings or email addresses.
Show passwords, recovery keys, or domain transfer codes.
Change or cancel a service without approval.

The agent checks your role each time it does something. If your role changes or you lose access to the business, the agent loses that access too.

Approve or decline a change that an agent asks for

An agent can ask for a change, for example to change a licence quantity, add or remove a user, change a DNS record, or change Microsoft 365 to yearly billing. Nothing changes until a person approves it.

Only an owner or IT manager of the business can approve or decline. Each owner and IT manager gets an email and a dashboard notification when an agent asks for a change.

Sign in to the dashboard, open the account menu, and select AI agents.
Find the business. Read each item under Changes waiting for approval. Each item shows the change, the new state, the reason, and who asked for it.
If the change is to yearly billing, read the yearly terms and tick I agree to these yearly terms.
Select Approve or Decline.
If the dashboard asks you to sign in again, sign in and type the code from your authenticator app. The change is not approved yet. You must have typed a code in the last 10 minutes to approve a change.
The dashboard opens AI agents again. Select Approve again. For a change to yearly billing, tick I agree to these yearly terms. again first.

After you approve, IT Solver makes the change and replies by email. A change to yearly billing can happen at once. If you decline, nothing changes.

A yearly term lasts 12 months, paid in advance. You can add licences, but you cannot remove licences or stop the term early.

If the item shows Approved, but IT Solver did not get the message yet., select Send again.

Remove an agent

Owners can remove every agent connected to their business. Other members can remove only the agents they connected.

Open the account menu and select AI agents.
Find the agent under the business. The row shows who connected it, when it was last used, and when it ends.
Select Remove.
Confirm the message. The agent stops working at once.

You can also remove the connector or app in Claude or ChatGPT. Remove it in the dashboard too, so the connection is closed.

When a connection ends

A connection ends 90 days after you connect it. The AI agents page shows the end date.
A connection also stops working if the agent does not use it for 30 days.
To keep using the agent after a connection ends, connect it again from your AI app.
To use the agent with a different business, connect it again and choose the other business.

Examples

You asked Claude to list your domain renewals and it says it has no access. You cleared the domains item, or your role does not include domains. Remove the agent and connect it again with the item ticked, or ask an owner to change your role.
The consent page says your role does not allow the access that the agent asks for. Your role cannot give any of the access that the agent asks for. Select Cancel and ask an owner or IT manager to connect the agent.
ChatGPT asked to add a licence, and you got an email about it. Open AI agents, read the request, then select Approve or Decline.
You get an email that an agent was connected, and you do not know about it. Open AI agents, select Remove on that agent, and contact IT Solver.

Still have a problem?

Questions? Email support@itsolver.net or phone 07 3123 6000.