Edition: Enterprise
User Level: All - Access to data is based on Security Level in Synergy.
Overview
You can now connect your AI assistant directly to your Total Synergy data. Once connected, you can ask your AI assistant plain-language questions about your projects, financials, staff, invoices and more — and get answers drawn from your live Synergy data, without leaving your AI tool.
This works by giving your AI assistant a secure, read-only connection to your Synergy organisation. Your data stays in Synergy; the AI simply reads it when you ask a question.
Also known as MCP (Model Context Protocol) capability — a standard that allows AI assistants to connect securely to external tools and data sources.
Supported AI assistants
This release supports the following AI assistants:
Claude (Anthropic)
ChatGPT (OpenAI)
Support for Microsoft Copilot Chat is coming in a future release.
For this initial release, the connection is set up manually by adding the Total Synergy connector URL to your AI assistant. It is not yet available through each assistant’s app store or marketplace.
What you can ask
Once connected, your AI assistant can answer questions across these areas of your Synergy data:
Projects — status, progress, fee caps, pipeline, stage-level details
Financials — agreed fees, actual profit, WIP, budget usage, risk indicators
Invoices — invoice history, amounts, billing status
Staff — team members, roles, assignments
Expenses — expense types, categories, recorded costs
Billing — billing summaries and status across projects
Example questions you can ask your AI assistant:
“Show me my active projects and their progress”
“Which projects are financially at risk?”
“Analyse the financial health of all my active projects”
“What expense types are available in my organisation?”
“Build me an executive portfolio summary”
You can also create custom skills in your AI Assistant to generate reports or dashboards with the Synergy data you are querying
Read-only access
This integration is read-only. Your AI assistant can look up and analyse your Synergy data, but cannot create projects, log expenses, edit budgets, update stages, or make any changes in Total Synergy.
How to connect
Before you connect: admin setup may be required!
If your organisation uses a business or enterprise plan of Claude or ChatGPT, an administrator needs to allow the Total Synergy connector before staff can connect. This is a one-off setup in your AI assistant’s admin settings, not in Total Synergy:
Claude (Team or Enterprise): an Owner adds Total Synergy as a custom connector in Organization settings > Connectors.
ChatGPT (Business or Enterprise): a workspace admin or owner adds and publishes Total Synergy as a custom MCP server.
Individual Claude Pro or Max users can add the connector themselves.
The Total Synergy connector URL is: https://app.totalsynergy.com/mcp
Claude
(Team or Enterprise, Owner only, one-off)
Go to Organization settings > Connectors.
Select Add, then Custom > Web.
Name it “Total Synergy”, enter
https://app.totalsynergy.com/mcpSelect Add.
Each user goes to Customise > Connectors, finds Total Synergy and selects Connect, then signs in to Total Synergy.
In a chat, select + > Connectors to turn Total Synergy on for that conversation.
Pro and Max users can skip step 1. In Customize > Connectors, select + Add > Add custom connector and enter https://app.totalsynergy.com/mcp.
ChatGPT
Available on ChatGPT Business and Enterprise plans, on the web only.
(Admin or owner, one-off)
Go to Plugins > + > Add custom MCP server.
Name it “Total Synergy”.Enter
https://app.totalsynergy.com/mcp, set up sign-in.Accept the risk warning and select Create.
Test the connection, then publish it for the workspace.
Each user finds Total Synergy in Settings > Plugins and signs in to Total Synergy.
In a chat, type @ and select Total Synergy.
Copilot Chat
Coming soon. Microsoft Copilot Chat isn’t supported in this release. We’ll update this page when it’s available.
Multiple Organisations
If you have access to more than one Total Synergy organisation, each organisation has its own unique connection link. You will need to connect each organisation separately in your AI assistant to access data from all of them.
Important notes
Your AI assistant accesses your Synergy data using your existing user permissions. It can only see what you can see in Total Synergy.
Data is retrieved live each time you ask a question — your AI assistant always reflects the current state of your Synergy data.
This integration is in early access. Capabilities will expand in future releases, including write access and availability through each assistant’s app store.
FAQs
Is my data secure?
Yes. Your Synergy data is only accessed when you ask your AI assistant a question. The connection is read-only and uses your existing Synergy login permissions. No data is stored by the AI assistant.
Are there limits on how many questions I can ask?
Yes. The AI assistant integration uses the Synergy API, which has a standard daily call allowance (more on limits here) that is an organisation-wide limit, not per user limit.
This is sufficient for typical usage. If your organisation requires higher limits — for example, with heavy or team-wide usage — you can purchase the Premium API add-on.
Contact subscriptions@totalsynergy.com to find out more or to purchase.
Why do I need to set it up manually?
For this first release, the integration is not yet listed in the Claude or ChatGPT app stores.
You connect by adding the Total Synergy connector URL https://app.totalsynergy.com/mcp) to your AI assistant’s settings. We expect marketplace availability in a future release.
Can my whole team use this?
Yes — each team member connects their own AI assistant using their own Synergy connection link. Each person only sees the data they have access to in Total Synergy.
What if I use a different AI assistant?
Claude and ChatGPT are supported in this initial release. Microsoft Copilot Chat support is coming in a future release, and support for other AI assistants will be considered based on demand.