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.
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.