ComplyFlow

AI Assistants (MCP) - Section Landing

Connecting AI assistants to ComplyFlow: Overview

Signing in with an AI App or using a Personal API Token

Giving Staff Access to AI Assistants

Creating and Managing Personal API Tokens

Connect ComplyFlow to Claude

Connect ComplyFlow to Claude Code, Claude Desktop or GitHub Copilot

Connect ComplyFlow to ChatGPT

Connect ComplyFlow to Microsoft Copilot

Making Changes in ComplyFlow with an AI Assistant

Prompting Tips: Reports and Finding Information

AI Assistants: Troubleshooting, Limits and FAQ

Support

AI Assistants (MCP)

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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