How to Connect Your AI Assistant to Your Store

Updated 3 hours ago

A store connector lets your AI assistant read one POSaBIT store (venue). Connecting takes about a minute: you copy one POSaBIT address into your assistant, sign in on POSaBIT's login page, and choose the store.

Connecting to more than one store, or to a brand? See How to Connect Your AI Assistant to Your Merchant Account or How to Connect Your AI Assistant to Your Brand.

Before You Start

• You need a POSaBIT web portal login with access to the store you want to connect.
• Your assistant will have the same permissions as your employee groups at that store. If you can't open a report in the portal, your assistant can't use it either. To change what you can see, ask a store manager to update your employee groups.
• You need an AI assistant that supports custom MCP connectors, such as Claude or ChatGPT.

Step 1: Copy the Connector Address

1. Login to the POSaBIT web portal - https://app.posabit.com
2. Make sure you're viewing the store you want to connect. Use the drop-down menu in the top right corner to switch stores if needed.
3. Navigate to Settings and select AI Connectors.
4. In the Setup Instructions section, copy the POSaBIT connector address. You will paste this into your AI assistant in the next step.

Step 2: Add the Connector to Your AI Assistant

Claude (individual Pro or Max plan)

1. In Claude, open Settings and select Connectors.
2. Select Add custom connector.
3. Enter a name, such as POSaBIT – [Store Name], and paste the connector address from Step 1.
4. Select Add, then select Connect next to the new connector.

Claude (Team or Enterprise plan)

• An owner of your Claude organization must first add the connector under Admin settings > Connectors, using the address from Step 1.
• Once it has been added, each team member opens Settings > Connectors and selects Connect next to the POSaBIT connector.
• If the connector doesn't appear after your admin adds it, log out of Claude and log back in, or fully restart the Claude desktop app.

ChatGPT and other AI assistants

• Look for the option to add a custom connector or MCP server in your assistant's settings, then paste the connector address from Step 1.
• Your assistant must support custom MCP connectors. Some assistants only offer this on certain plans or require an admin to enable it.

Step 3: Sign In and Choose Your Store

1. After you select Connect, your assistant opens a POSaBIT sign-in page.
2. Sign in with your normal POSaBIT web portal login. Your assistant never sees or stores your password.
3. Choose the store this connector should read. The connector is locked to that store and cannot reach any other.
4. Confirm to finish. You will be returned to your assistant, and the connector will show as connected.

Step 4: Ask Your First Question

• Start a new chat, make sure the POSaBIT connector is turned on, and ask a question about your store, for example: "What were our top five brands by revenue last week?"
• See AI Connector Example Prompts for more ideas.

Good to Know

• Your connection stays signed in for two days at a time and renews automatically while you use it.
• A connector that goes unused for 15 days is disconnected automatically. To reconnect, repeat Steps 2 and 3.
• Changes to your employee groups at the store apply on your assistant's next request.
• To connect another store, add a second connector and choose that store when you sign in, or use a merchant connector to read several stores at once.

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