AI Assistants

AI Assistants for Telecoms Billing

Connect Claude or ChatGPT to your billing data for reporting, record lookups and approved actions, within each user's permissions.

Available now for Claude on claude.ai and ChatGPT on chatgpt.com, once enabled for your platform.

Ask to Have It Enabled

Questions Answered From Live Billing Data

SAFE includes an MCP server, which lets an AI assistant such as Claude or ChatGPT query the platform directly on behalf of a signed-in member of staff. Questions that would otherwise need a report or an export can be asked in plain English, for example:

  • ✓"What did we invoice each month this year, broken down by dealer?"
  • ✓"How much did we collect by Direct Debit last month, and how much failed?"
  • ✓"Show me aged debt in 30, 60 and 90 day buckets."
  • ✓"What were my ten largest invoices last month?"
  • ✓"Find the customer on this phone number and show their overdue invoices."
AI assistant answering a billing question with a revenue chart drawn from live SAFE billing data

What Your Assistant Can Do

Reporting and KPIs

Invoiced revenue, payments, Direct Debit collections, aged debt and customer growth, grouped by month, quarter, dealer or payment method.

Finding Records

Find a customer by name, account number, postcode or phone number, then retrieve their invoices, payments, numbers and services.

Taking Action

With write access granted, email an invoice, generate a payment link or suspend billing on a number, through the platform's own workflows and with confirmation for significant steps.

Typical Uses

Credit Control

List the largest unpaid balances with how overdue each one is, then, with write access, create payment links for the accounts you choose.

Month-End Reporting

Summarise a month's invoicing, collections, failed collections and new customers in one request, then ask follow-up questions about individual figures.

Customer Queries

Retrieve a customer's account, recent invoices and payment history when answering a billing query.

Routine Admin

Draft a covering note for an invoice, such as an explanation of a tariff change, for a member of staff to approve before the platform sends it.

Access and Security Controls

An AI connection can reach the same data as an API key, so it is controlled in the same way, through the platform's own permissions:

  • ✓Standards-based sign-in: OAuth 2.1 with PKCE, so no API keys are copied into the assistant.
  • ✓Individual connections: each member of staff approves their own connection with their normal login and two-factor authentication, and the assistant works within that person's permissions.
  • ✓Granular consent: separate permissions for reporting KPIs, reading records, and making changes. Write access is off by default.
  • ✓Audit trail: every query and action is logged and flagged as assistant activity, against the member of staff who made the connection.
  • ✓Revocation: staff can revoke their own connections at any time, and administrators can switch off read or write access for the whole platform in one step.

How It Compares to the API

The MCP connection sits alongside the REST API. The API is for developers building system-to-system integrations; MCP lets individual members of staff work with the platform through an AI assistant, without code. Both use the same permission model and are covered in the platform documentation.

AI Assistant Questions and Key Terms

What does MCP mean?
MCP (Model Context Protocol) is an open standard that lets AI assistants connect to other software safely. SAFE's MCP server gives assistants like Claude and ChatGPT a structured, permission-checked way to read your billing data and run approved workflows.
Which AI assistants work with SAFE?
Any assistant that supports remote MCP connectors. That includes Claude (via claude.ai custom connectors) and ChatGPT (via developer-mode connectors). The connection uses OAuth 2.1, so there are no API keys to copy and paste.
Can an AI assistant change my billing data?
Only where write access has been granted. It is a separate permission, switched off by default. With it, the assistant works through the platform's own workflows and asks for confirmation before significant actions such as write-offs and refunds.
Is it safe to connect an AI assistant to billing data?
Each connection belongs to one named member of staff, who approves it with their normal login and two-factor authentication. The assistant works within that person's permissions, every query and action is recorded in the audit trail, and connections can be revoked at any time. Responses come from a third-party AI service, so review your own data-protection position before enabling it.
Is AI assistant access available now?
Yes. The connection is live and works from claude.ai and chatgpt.com. Once it is enabled for your platform, each user connects from their assistant's connector settings; there is nothing to install. Contact us to have it enabled.
Next step

Enable AI Assistant Access

AI assistant access is live. Get in touch and we will enable it on your platform and walk you through connecting Claude or ChatGPT.

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