# What does an AI agent do in your office?

> The AI you use asks and records in Ergothiki as you: a day with your AI, what you ask in each area, what it never does, how it is charged.

Last updated: 2026-10-29

With **AI agent access**, the AI you already use — Claude, ChatGPT or Copilot, for example — connects to Ergothiki over MCP and answers or records for you. It works as you, within your role's rights: what you cannot see on screen, the AI cannot see either, and whatever it records goes into the history under your name.

It is switched on under **Settings → Features** by whoever changes the office's settings; the office's artificial intelligence has to be switched on as well:

| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Change the office settings | ✓yes | ✓yes | —no | —no | —no | —no | —no |

Each user connects their own AI: from the AI itself they add Ergothiki and approve the connection on Ergothiki's connection screen.

### How do you connect your AI?

The connection address is the same for every AI: `https://ergothiki.gr/mcp`. You need no key and no password in the AI: you sign in on Ergothiki's own page and approve the connection there.

- **Claude** — Settings → Connectors → **Add custom connector**. Name: Ergothiki; address: the one above; leave the advanced OAuth fields empty. Press **Connect**, sign in to Ergothiki and approve.
- **ChatGPT** — Settings → Apps & Connectors → Advanced: switch on **Developer mode** and create a connector named Ergothiki, with the address above and OAuth authentication. Sign in to Ergothiki and approve.
- **Any other AI with MCP** — add a new MCP connection (remote server, OAuth) with the address above, sign in to Ergothiki and approve.

The menus of each AI change from time to time; if a step has another name, look for «Connectors» or «MCP» in its settings. The connection screen shows who you connect as, in which office and what the AI may do.

**After changing the AI agents settings**, disconnect and reconnect Ergothiki in Claude or ChatGPT so it loads the new list of tools.

### What does a day with your AI look like?

An example, from the first coffee to closing time: what you tell your AI and what is recorded in Ergothiki.

1. **08:30, at the office.** «Good morning. What's on today?» — The AI answers with the day's appointments and tasks, and whatever is due today, such as the topographic survey of project 2026-1586.
2. **11:00, in the field, by voice.** «Inspection at 2026-1621 done. Note: the contract is missing. Log 2 hours for me.» — The note and 2 hours of your own time are recorded on the project.
3. **15:00, in the car.** «Draft a quote for a topographic survey in Marousi, for Mr Dimitriou.» — A draft offer is created; you finish it and send it yourself, on screen.
4. **18:00, before closing time.** «What's still open for tomorrow?» — The tasks and the offers waiting for an answer; and who on the team has what, if your role sees **Team**.

### What can you ask in each area?

The office sets, for each area, whether the AI sees it (**Read**), records in it too (**Record**) or does not see it at all (**Off**). At first every area that has something to record is on Record — new entries and changes, never deleting —, Team is on Read and Sending is Off.

| Area | You ask, for example | With Record |
| --- | --- | --- |
| Projects | «Where does 2026-1621 stand?» · «Which projects are due in the next two weeks?» · «Open a project «Papadopoulos topographic survey» in Chalandri, from the Topographic template.» | Opens a project — from one of the office's templates too —, changes its status, its details (title, customer, dates, person in charge) and the KAEK of its place — it writes the one you give it or asks the Cadastre again, where that is available —; closing, amounts and the place itself (its point and address) are done in Ergothiki only |
| Work items | «Make Maria responsible for the structural study and move the deadline to 20/10.» | Adds a work item, changes its status, person in charge, dates, land registry code (KAEK) and notes |
| Offers | «Which offers are waiting for an answer?» · «Make an offer from this customer request: …» | Prepares a draft offer — nothing is sent; you add the services and the prices yourself on screen |
| Partners | «What happened with the mechanical study we gave Nikolaou?» · «Which work items of 2026-1586 went to partners?» | Adds a partner and changes their details — with no invitation; the invitation goes out only through Sending |
| Customers | «What have we done for Mrs Papadopoulou?» · «How do I reach Mrs Papadopoulou?» | Adds a customer and changes their details (email, phone, tax ID…) — if a customer with the same name or tax ID already exists, it shows you that one first |
| Tasks | «What do I have today?» · «Remind me on Friday to take the drawings to the planning office.» · «I'm done with the call to the municipality.» | Writes, changes, completes and reopens tasks |
| Appointments | «What appointments do we have tomorrow?» · «Book an inspection at 2026-1621 on Thursday at 10:00.» | Books, moves and cancels appointments — if one falls on top of another, it tells you first; nothing is deleted |
| Time & notes | «Log 3 hours today on 2026-1586, survey.» · «What did I log today?» | Writes a note on a project and your own time — never someone else's |
| Files | «Find the v3 topographic survey of 2026-1586.» · «Give me its link.» | Uploads files from the chat to a project. The content of a file never reaches the AI: only its name, size, date and a link that opens only for people who have access |
| ErgoWeb | «Which messages came in from the website this week?» · «Write an announcement about the New Building Regulation (NOK).» · «Publish 2026-1490 among the website's projects, with its photos.» | Changes page texts, writes articles, showcases projects, adds photos — on the published website only after a preview and approval; when there is an open draft in «My designs», it writes there and the live website does not change; not the design, colours, menus or pages. A project it showcases never carries the customer's name; the address shows only if the office switched it on, on screen |
| Sending | «Tell Papadopoulos that the study is ready.» | Sends an email to one of the office's customers or partners, an invitation to a partner, opens a file on the customer portal — always with a preview and only if you approve it |
| Team | «What did the team do today?» · «Who is working right now, and on which project?» · «What is urgent right now?» | — (only as much as Team shows your role; whoever does not see Team gets only their own) |
| Finance | «How much does Papadopoulos owe us?» · «How is 2026-1586 doing financially?» · «What is still unpaid?» | Records a receipt on a work item or an expense on a project — with a preview, your approval and an amount limit. Amounts are shown only to people who also see them on screen |
| Help | «How does the Timeline work?» · «What does the «Technical staff» role see?» | — (always available; the answer comes from the Help Centre, in your language) |

For customers, the tax ID, ID number, IBAN and mobile reach the AI masked — only the last 4 characters — unless the office sets otherwise; the email and address are shown.

### What does the agent never do?

Deleting, changing amounts or payments, fees and prices, settings and permissions, bulk export: never, with no setting. Sending, publishing, receipts and expenses: only with the area on Record — Sending starts Off — and after you approve them; sends only to the office's customers and partners, with a note that they went through your AI.

### How are agents charged?

Agents pay from the plan's same monthly credits as the rest of the artificial intelligence. Every question scores points and the points become credits — how many is shown under **Credits & limits**. Help questions and anything that failed are free. When the credits or the office's limit run out, agents stop until the renewal, with no debt.