Before you start
- You have an Asteri account, and your company uses Asteri.
- An owner or admin has turned on Allow AI assistant connections in Asteri under Settings > Security > Developer.
- Your company has Asteri AI turned on.
- Your role can use the AI Operator. If it cannot, the connect page tells you and explains who can change that.
Connect your assistant
Every assistant asks for the same address, then sends you to Asteri to sign in. Menu names change from time to time; look for connectors, plugins, apps or MCP servers in your assistant’s settings.
Asteri address: https://mcp.getasteri.com/mcp
ChatGPT
- Open ChatGPT’s plugins and search for Asteri. If it’s there, install it.
- If it isn’t there, choose Add, then Add custom MCP server. Name it Asteri, paste the Asteri address, and leave Authentication on OAuth. Check I understand and want to continue, then choose Create as a plugin.
On a ChatGPT Business or Enterprise plan, an owner or admin may need to allow custom MCP servers first.
Open ChatGPT plugins (opens in a new tab)
Claude
- In Claude, open Customize, then Connectors. Choose Add, then Add custom connector.
- Name it Asteri, paste the Asteri address, and choose Continue. Keep the sign-in settings Claude picks, choose Add, then choose Connect.
On a Claude Team or Enterprise plan, an owner adds Asteri once in Organization settings > Connectors. Then each person chooses Connect.
Open Claude connectors (opens in a new tab)
Grok
- In Grok, open Plugins, then Connectors. Choose New Connector, then Custom.
- Name it Asteri, paste the Asteri address, and choose Add Connector.
On Grok Business or Enterprise, a team admin adds Asteri first.
Open Grok connectors (opens in a new tab)
Muse
- In Muse, open Settings, then Connectors.
- Find Asteri, choose Connect, then choose Continue.
Not every plan of every assistant allows connectors. If you do not see the option, check your assistant’s own help.
Sign in and choose what it can do
- The assistant opens Asteri. Sign in with your own Asteri account.
- Choose the company the assistant should work in.
- Choose what it may do: Look things up only, or Look things up and suggest changes for someone to approve.
- Choose Allow. You go back to your assistant.
The assistant sees only what your role in Asteri can already see, in the one company you chose. Anything it reads in Asteri is also shared with the company that runs the assistant, and handled under that company’s privacy policy. See AI assistants you connect.
Try it
- What needs my attention today? Check today’s jobs, overdue invoices and estimates waiting for an answer.
- Show my overdue invoices, oldest first, and draft a friendly reminder text for the oldest one.
- Create a task for me to call back the customer from yesterday’s estimate by Friday, high priority.
Approve what it suggests
When you let the assistant suggest changes, it files a request instead of changing anything. The assistant tells you the request is waiting for approval.
- In Asteri on a computer, open Asteri AI in the left menu, then the Operator tab.
- Find the request marked Awaiting approval and choose Approve or Reject.
- Back in your assistant, ask it to go ahead with the approved request. Texts, emails and invoices go to customers only after you approve them.
Approving needs a screen about the width of a laptop. Requests stay waiting until someone approves or rejects them.
Turning approval off. An owner or admin can switch on Make changes without approval in Asteri under Settings > Security > Developer. Then a change the assistant asks for happens right away, texts and emails to customers included, when the person who connected it is allowed to approve and run it. Asteri still checks permissions and its safety rules, keeps a change that needs a person waiting (such as booking past a schedule conflict), and lists every change in Asteri AI. Switch it off to have changes wait for approval again.
Disconnect
An owner or admin can disconnect any assistant in Asteri under Settings > Security > Developer > Connected assistants. It stops working with the company right away. You can also remove Asteri in your assistant’s own settings.
What it can and cannot do
It can look up customers, jobs, the schedule, estimates, invoices, messages, photos, checklists and saved documents, and prepare new jobs, estimates, invoices, tasks and messages for approval. It cannot take payments, charge cards or see another company. Photos marked restricted and clock-in photos are never shared. A complete list is in the list of everything an assistant can do.
If something goes wrong
| What you see | What to do |
|---|---|
| This company has not turned on AI assistant connections. | An owner or admin turns on "Allow AI assistant connections" in Asteri under Settings > Security > Developer. |
| AI assistant connections need Asteri AI, which this company doesn’t have turned on. | An owner or admin can turn on Asteri AI for the company in Asteri. |
| Your role here can’t use the AI Operator. | Ask an owner or admin to give your role access to the AI Operator, then connect again. |
| This AI assistant was disconnected from Asteri. | Someone disconnected it in Settings > Security > Developer. Connect it again from the assistant. |
| This assistant was connected to look things up only. | Connect it again and choose “Look things up and suggest changes for someone to approve.” |
| The person who connected this AI assistant is no longer active in this company. | Someone who is active in the company needs to connect the assistant. |
| This sign-in has expired. | Your assistant should renew it by itself. If it does not, connect it again. |
| Too many requests from this connection. | Wait the number of seconds shown, then ask again. Each connection can make 60 requests a minute. |
Contact us
For help, email support@getasteri.com. Include your company name, which assistant you are using, and about when it happened. Never send passwords, verification codes or customer payment details. Privacy questions go to privacy@getasteri.com.