New this release: Fluix MCP Connector for Claude & Microsoft Copilot is live!
Fluix Docs & Fluix Tasks
Your team already has plenty of data sitting in forms, reports, and dashboards. Now they can just ask an AI assistant to analyze it without exporting or copying and pasting into a chat window. Connect Fluix once to Claude or Microsoft Copilot, and ask questions about your Fluix data in plain language.
Turn your Fluix data into a conversation
Your team can now use a Fluix MCP connector to ask and get a response pulled straight from live Fluix records — tasks, document statuses, and form-submission datasets — all in read-only mode. For the supervisors or quality managers who live in these numbers, that means checking what’s overdue, summarizing this week’s inspections, or comparing pass/fail rates across sites without leaving the chat, in a few minutes.
Tip: naming a specific report, dataset, or time window (“in the last 30 days”) gets the sharpest answers.
Note: Available on the Crews plan and above. The MCP Server feature isn’t on by default — reach out to support@fluix.io to enable it.
Connect Fluix MCP to Claude
Search for Fluix in Claude’s connector settings, sign in with your Fluix credentials, select your Fluix account, and approve the requested permissions. Once connected, the same access works everywhere you use Claude — on the web, desktop, mobile, or in Code.
How-to tutorial for Fluix Docs: Connect Fluix to Claude
How-to tutorial for Fluix Tasks: Connect Fluix to Claude
Connect Fluix MCP to Microsoft Copilot
Fluix ships as a ready-made Microsoft 365 Copilot agent, so there’s no manual server setup. Add it from Copilot’s “More Agents” list, sign in with your Fluix account, and approve access on the consent screen.
How-to tutorial for Fluix Docs: Connect Fluix to Microsoft Copilot
How-to tutorial for Fluix Tasks: Connect Fluix to Microsoft Copilot
Connect Fluix MCP to ChatGPT
Fluix MCP connector for ChatGPT will be available very soon. Stay turned!
Ready to use prompts for your AI assistant
Not sure where to start? Browse example prompts for getting the big picture, running a daily or weekly digest, spotting what needs attention, and checking data quality — all built around how Fluix reports are actually used.
See the examples: What to ask your AI assistant about your Fluix data
Have questions about setup? Reach us at support@fluix.io.