The Fluix MCP connector lets you connect your Fluix account to an AI assistant and ask questions about your data in plain language. Instead of building a report or exporting a spreadsheet, you can ask “Which inspections failed last month?” and get an answer drawn from your live Fluix records.
Note: The Fluix MCP connector is available from the Crews plan.
MCP explained
MCP stands for Model Context Protocol. It is an open standard that lets AI assistants connect to outside tools and data sources in a consistent, secure way.
Without MCP, your AI assistant only knows what you type into the chat. It has no way to reach your actual systems. MCP gives the AI assistant a structured channel to a service like Fluix, so it can read real records and answer based on them.
You can think of MCP as a universal adapter: once a service offers an MCP connector, any MCP-compatible assistant can work with it.
What the connector can access
The Fluix MCP connector gives your AI assistant read-only access to two parts of your Fluix account:
- Document and workflow status. Every document moving through your workflows, including its assignee, current status, number of signatures required and collected, creation and last modified dates, and whether it is overdue.
- Form submission data. The structured field data captured in your completed forms, organized into datasets or reports. For an equipment inspection, this includes every captured field: PPE checks, fall protection items, tool checks, site conditions, wind speed, temperature, results, issue notes, and so on.
Note: The Fluix MCP connector is built for reading and analysis only. It cannot create, edit, submit, or delete anything in Fluix, so you can explore your data without risking any changes.
How it works
When you ask a question, the assistant decides which Fluix data it needs and requests it through the connector. The connector can:
- List the datasets your account can access.
- Read the field-level data inside a dataset, one set of submissions at a time.
- Look up the column structure of a dataset, so the assistant knows which fields exist.
- Find documents by status, workflow, assignee, group, date, or name.
The assistant then reads the returned data and writes the answer. You see a clean response in the chat rather than raw records.
Permissions and security
The connector operates within your existing Fluix access rights. You can only query the documents and datasets your account is already allowed to see, and connecting it does not grant you or the assistant any additional access.
Access is granted when you sign in to Fluix during setup and can be revoked at any time by removing the connector from your assistant’s settings.
Before you connect
Make sure you have:
- A Fluix account on the Crews plan or higher.
- The MCP Server feature is enabled for your company’s Fluix plan. It is off by default — contact your Fluix admin or support@fluix.io. Without it, sign-in works, but the connection fails right after you approve access.
- Access to the workflows and datasets you want to query.
- An MCP-compatible AI assistant, like Claude, ChatGPT, or Copilot.
- Permission to add connectors in that assistant. In some organizations, this is controlled by an IT or workspace administrator.
What you can do with Fluix MCP
Below are the kinds of questions the connector handles well, grouped by what you are trying to find out.
Track workflow progress and bottlenecks
- See what is overdue and who it is assigned to.
- Find every document still waiting on a signature.
- Check what is sitting in a specific person’s inbox.
- Get a count of documents by status across a workflow.
Analyze field and inspection data
- Pull every inspection that failed and list the issue notes.
- Filter submissions by site, work type, technician, or date range.
- Surface inspections that recorded out-of-range conditions, such as high wind speed.
- Compare pass and fail counts across sites or work types.
Summarize and report
- Summarize this week’s completed inspections by work type.
- Build a table of inspections by site with pass and fail counts.
- Roll up activity for a given technician or crew over a date range.
- Prepare a readout for a daily standup or a client update.
Because you are talking to an assistant rather than running a fixed report, you can ask follow-up questions, reshape the output, and drill into anything that looks unusual, all in the same conversation.
Tips for better results
- Be specific about the time frame. “In the last 30 days” or “this week” gives the assistant a clear window to query.
- Name the field or outcome you care about. Referencing results, sites, work types, or conditions helps the assistant filter precisely.
- Ask for the format you want. Request a table, a short summary, or a ranked list, and the assistant will shape the output to match.
- Iterate in the same chat. Follow-up questions are faster than starting over, and the assistant keeps the context.
- Verify before you act. For anything that drives a decision, check the underlying documents in Fluix to confirm.
Choose the guide for your assistant to connect to Fluix and run your first query:
Feel free to contact us at support@fluix.io if you have any questions. We are happy to help!