The Amilia SmartRec Connector acts as a bridge between your SmartRec data and AI assistants that support the Model Context Protocol (MCP). It lets administrators ask questions about programs, activities, registrations, and attendance in plain language, and make a limited set of changes, from an AI assistant such as Claude or Microsoft Copilot.
Your organization chooses and pays for its own AI assistant. Amilia makes the connector available but does not provide the AI assistant or contract with the AI provider.
ℹ️ Ready to get started? See Setup for the steps to activate the connector and connect your AI assistant.
What you can do
The connector is under active development. Tools are added and improved regularly, so the list below describes what you can do, not every tool.
Review and audit your store programs and activities, including schedules, pricing, capacity, and available spots.
Check registrations and rosters, and summarize registrations, cancellations, unique participants, and net sales for your activities.
Check and update activity attendance, after you confirm.
Look up the ledger account linked to an activity.
Find a person or a billing account by ID or email address.
Update the price and description of an activity, after you confirm.
Your AI assistant always sees the connector's current list of tools, so it is the most up-to-date source. Ask it:
What can you do with the Amilia SmartRec connector? List each tool, what it does, and whether it only reads data or also changes it.
The answer can vary a little between assistants. Many assistants also show a connector's tools in their connector settings.
ℹ️ Need help or inspiration? See example prompts to help you try use cases with the connector. See Playbooks for step-by-step prompts for bigger jobs, such as a program scorecard or a targeted outreach list, that work in any AI assistant.
Access
Who can use it: the connector is available only to your organization's authorized administrators. It is not offered to end-users such as parents or participants.
Activation: the connector must be activated for your organization by Amilia. Once activated, see Setup for the steps to get connected.
Disconnecting: your organization can disconnect an AI assistant or revoke its access at any time.
Data handling and AI providers
Data returned by the connector passes through the AI provider you use to produce an answer. Your organization selects the AI assistant and uses it under its own agreement with the provider. Amilia does not select, contract with, or control these providers, so how the provider uses and retains that data is governed by your agreement with them, not by Amilia.
Your SmartRec credentials are never shared with your AI assistant or its provider.
Where a tool returns personal information, the connector returns only what the request needs.
Some records can concern minors. Review your provider's terms and your own policies before you connect.
For the types of information the connector can return, what it never provides, and how information is used and retained, see the Amilia Privacy Policy, in the section on AI tools connected by Merchants.
What the connector logs
Amilia keeps technical records of connector use to secure the platform, provide support, and maintain an audit trail. These records do not include your conversations or prompts, or the data SmartRec returns. For details on what is recorded and for how long, see the Amilia Privacy Policy.
Fair-use limits
The connector includes safeguards against abuse. When too many requests are made, or when activity is identified as a threat or as unfair use, requests may be limited. We do not publish specific limits. Normal day-to-day use by your administrators is not affected.
Feedback
The connector is under active development. You can ask your assistant to send feedback to the Amilia team directly via chat in the Amilia SmartRec platform. This is the most efficient way to reach the product teams working on the connector.
Resources on the Amilia SmartRec Connector
1. Amilia SmartRec Connector - How to set it up: activate the connector, connect your AI assistant, and test the connection.
2. Prompt examples: eight ready-to-use prompts with what happens at each step.
3. Playbooks: step-by-step prompts for bigger, more structured jobs.
4. Troubleshooting: a checklist and fixes for connection and results problems.