Create and update customers with your AI assistant

You can now allow an AI assistant connected to Alunta through MCP to make simple customer changes. This makes it easier to create a customer or keep selected customer details up to date directly from your conversation with the assistant.

With write access enabled, the assistant can:

• Create new customers.
• Update the phone number and website of existing customers.
• Fill in or update the custom customer fields you have specifically approved.

For example, try: “Update Nordlys Studio’s website to https://nordlys.example.com.”

You decide if AI can make changes

All connections remain read-only by default. An owner or administrator turns it on under Settings → AI Access → “What AI can change” → Customer writes. Customer details under “What AI can see” must be enabled first. You also select which custom fields may be changed, then save.

The setting applies to all of your connections with full account access, not just one at a time. It does not allow deleting customers, changing subscriptions or invoices, taking payments or issuing refunds. Individual bookkeeping access remains read-only.

Review the changes

AI can make mistakes. We instruct the assistant to show the selected account, customer and proposed values and ask for your confirmation before making a change. However, your AI client decides whether to follow that instruction; Alunta does not require a separate confirmation for each call.

Changes are saved directly and may trigger your usual accounting sync and webhooks. Always check the result. You can uncheck Customer writes again at any time while keeping read access.