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ErgoAI and AI agents — what they can do

What each tool does, how ErgoAI and your AI agents differ, and which screens have an AI button of their own.

On this page What they can do, area by area How they differ AI buttons on the screens

ErgoAI, inside Ergothiki, and your AI agents — the AI you already use, Claude, ChatGPT or Copilot for example, over MCP — work with the same tools. They act with your role's rights and only in the areas the office has opened. The tables on this page are drawn from Ergothiki's tools themselves: a new tool shows up here on its own.

What they can do, area by area

The overall picture

What it doesAI agents (MCP)ErgoAI
Answers how Ergothiki works, from the Help centreergothiki_help · readsanswers at once
The team's urgent itemsurgent_items · readsanswers at once
What happened recently in the officerecent_activity · readsanswers at once
Who has what todayteam_today · readsanswers at once
Who is working right nowwho_is_working_now · readsanswers at once

Projects

What it doesAI agents (MCP)ErgoAI
Searches the projectssearch_projects · readsanswers at once
A project at a glance: progress, work items, deadlinesproject_summary · readsanswers at once
The deadlines coming upupcoming_deadlines · readsanswers at once
The office today, at a glanceoffice_overview · readsanswers at once
A new project, from one of the office's templates toocreate_project · recordsa card you approve
Changes a project's statusupdate_project_status · recordsa card you approve
Changes a project's detailsupdate_project · recordsa card you approve
A new work item on a projectadd_work_item · recordsa card you approve
Changes a work item: who, deadline, progressupdate_work_item · recordsa card you approve
A note on a projectadd_note · recordsa card you approve
Logs your timelog_time · recordsa card you approve

Customers & partners

What it doesAI agents (MCP)ErgoAI
Searches the customerssearch_customers · readsanswers at once
A customer at a glance: projects, contact, historycustomer_summary · readsanswers at once
A new customer, checked for duplicatescreate_customer · recordsa card you approve
A new partnercreate_partner · recordsa card you approve
Changes a customer's detailsupdate_customer · recordsa card you approve
Changes a partner's detailsupdate_partner · recordsa card you approve
Where a work item given to a partner standswork_item_partner_status · readsanswers at once

Tasks & appointments

What it doesAI agents (MCP)ErgoAI
Your tasksmy_tasks · readsanswers at once
The calendar of appointments and field workcalendar · readsanswers at once
A new taskcreate_task · recordsa card you approve
Marks a task donecomplete_task · recordsa card you approve
Changes a taskupdate_task · recordsa card you approve
A new appointmentcreate_appointment · recordsa card you approve
Changes an appointmentupdate_appointment · recordsa card you approve

Offers

What it doesAI agents (MCP)ErgoAI
Where the offers standoffer_status · readsanswers at once
A draft offer — you send it yourselfdraft_offer · recordsa card you approve

Finances

What it doesAI agents (MCP)ErgoAI
What is still unpaidunpaid · readsanswers at once
Income and expenses for a periodmoney_summary · readsanswers at once
A customer's balancecustomer_balance · readsanswers at once
Records a payment received on a work itemrecord_payment · with a second confirmation, within the amount limita card showing the record itself, for your approval
Records an expense on a projectrecord_expense · with a second confirmation, within the amount limita card showing the record itself, for your approval
The office's result for a month, a quarter or a yearoffice_finance_summary · readsanswers at once
The office's own expenseslist_office_expenses · readsanswers at once
The payments coming upupcoming_payments · readsanswers at once
A new office expenseadd_office_expense · with a second confirmation, within the amount limita card showing the record itself, for your approval
Changes an office expenseupdate_office_expense · with a second confirmation, within the amount limita card showing the record itself, for your approval
Marks an expense paidmark_expense_paid · with a second confirmation, within the amount limita card showing the record itself, for your approval
A new recurring billadd_recurring_bill · with a second confirmation, within the amount limita card showing the record itself, for your approval
Changes a recurring billupdate_recurring_bill · with a second confirmation, within the amount limita card showing the record itself, for your approval
The «Office expenses» report for a periodoffice_expenses_report · readsanswers at once
Moves an office expense to the Trash — only if the office switches on deleting through AI; it goes to the Trashdelete_office_expense · with a second confirmation, within the amount limita card showing the record itself, for your approval

Files & email

What it doesAI agents (MCP)ErgoAI
A project's files — never their contentlist_files · readsanswers at once
A file link that opens only for people with accessget_file_link · readsanswers at once
Uploads a file from the conversation to the right projectupload_file · recordsa card you approve
An email to one of the office's customers or partnerssend_email · with a preview and your own confirmationa card; it sends only once you approve
Invites a partner to link up with Ergothikiinvite_partner · with a preview and your own confirmationa card; it sends only once you approve
Opens a file on the customer portalshare_file_on_portal · with a preview and your own confirmationa card; it sends only once you approve

ErgoWeb

What it doesAI agents (MCP)ErgoAI
The website at a glance: pages, posts, visits and its check (score, what to fix)ergoweb_site_overview · readsanswers at once
The messages from the websiteergoweb_messages · readsanswers at once
Changes a page's textergoweb_page_text · on the published website: a preview with the privacy checks, then a confirmationa card with what changes, then a second press to publish; one undo
A post: a draft, or publishedergoweb_post · on the published website: a preview with the privacy checks, then a confirmationa card with what changes, then a second press to publish; one undo
A project in the website's showcaseergoweb_project_showcase · on the published website: a preview with the privacy checks, then a confirmationa card with what changes, then a second press to publish; one undo
A photo on a page or postergoweb_photo · on the published website: a preview with the privacy checks, then a confirmationa card with what changes, then a second press to publish; one undo

How they differ

TopicAI agents (MCP)ErgoAI
Where they workIn your own AI, connected to Ergothiki over MCPInside Ergothiki, from the bar at the bottom of every screen or full screen
Who paysThe plan's same monthly creditsThe office's credits; Fast costs less
ApprovalSending, publishing, payments and expenses: a preview and your own confirmationWhatever it writes, changes or sends comes up as a card you approve
What they knowWhat you tell them in the conversationAlso the record of the page you have open, and up to five more
General questionsWith its own toolsGeneral mode, with a web search, without the office's data
HistoryWhat it records goes into the history under your nameWhat it records goes into the history under your name

More: ErgoAI: ask your Ergothiki · What does an AI agent do in your office?.

AI buttons on the screens

Besides the conversation, some screens have an AI button of their own. You press it, you see the result before you keep it, and it is paid from the office's credits.

ButtonWhere
Image descriptionErgoWeb, in the website's media
Search title and descriptionErgoWeb, in a page's or post's search details
Improve a paragraphErgoWeb, in a section's text, and in the profile's introduction
Redesign a sectionErgoWeb, a section's AI
Add frequently asked questionsErgoWeb, a section's AI
Expand a service pageErgoWeb, a section's AI
Step-by-step processErgoWeb, a section's AI
A draft page from your servicesErgoWeb, a new page with AI
A draft blog postErgoWeb, a new post with AI
Set up the websiteErgoWeb, setting up the website as a draft (Smart website starting point)
AI website themesErgoWeb, the website's look (AI themes)
AI free website sectionErgoWeb, a free section with a look of its own
Project document readingProjects, a new project from documents
Receipt readingA project's expenses and the office expenses, by uploading a receipt
Draft reply to a messageMessages, on a message
Message translationMessages, on a message
Customer update on the project's progressThe project, a customer update
Field work notes into a reportAppointments, on the outcome of field work
Report summaryReports, a new report
Offer suggestion from a customer's requestMessages, on a customer's request, and Offers
Today's summary in the control centreControl Centre, the day's brief
Meeting minutes (AI)ErgoMeeting, in a room's recordings
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