Guides

AI & Agents

Use the AI assistant, delegate work to agent teammates, and connect your own AI tools

Connect AI Tools to Tidyflow with MCP

Connect Claude Code, Codex, Cursor, and other MCP-compatible AI tools to your live Tidyflow workspace.
Give the agent a routine

Assign Tidyflow Agent to a repeating Job to give it a standing routine: each occurrence starts the agent automatically on its day, and it reports back in the Job's activity feed.
How AI agent teammates work

Add an AI agent as a team member, delegate Jobs and email threads to it by assigning or @mentioning it, and know exactly what it can see on client-shared Jobs.
Review Tidyflow Agent confirmation cards

Review the exact change Tidyflow Agent proposes, then confirm or cancel it before anything approval-gated is written to your workspace.
Smart Classification for client uploads

Tidyflow reads files your clients upload and suggests a name and folder. Review the suggestions, edit them if needed, and approve or dismiss each one.
Turn on AI for your firm

Enable AI for your workspace, give your personal consent, and know what turns on: the Agent, summaries, Smart Classification, and AI connectors.
What you can ask Tidyflow Agent

Practical prompts for Tidyflow Agent: chase records and overdue invoices, answer WIP and receivables questions, set up repeating work, and update many Jobs in one instruction.