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Connecting Edify to your AI software using an MCP

How to connected Edify to AI software using an MCP

Summary

Using an MCP you can connect Edify to an external AI software so you can ask the AI questions about your Edify data. If your company doesn't use an external AI software not to worry, Ask Edify allows you to ask questions about your data in Edify directly!

This feature is not currently available by default, if you'd like the MCP please reach out to your Account Manager or the Support team.

How to connect

  1. Navigate to Settings

  2. Switch to the AI connections

  3. Copy the MCP

  4. Head to your AI software and follow their instructions for setting up a connection using an MCP

  5. You'll be prompted to approve the connection within Edify

Once this has been completed you ask query your Edify data within the external AI software.

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