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Connecting your team

Use Noli from your AI assistant

Connect Noli to Claude, ChatGPT, Gemini, Copilot or another assistant you already use, and ask it about your customers, pipeline, projects and notes without leaving that chat.

If your working day already happens inside an AI assistant, you do not have to move it. Connect your Noli account and that assistant can look things up in your business and get work done in it, right there in the conversation you are already having.

Once connected you can ask things like:

  • "Who did I not follow up with this week?"
  • "What is in my pipeline over five thousand dollars?"
  • "Pull up what I wrote about pricing last month and turn it into a post."
  • "Add a task to chase the Henderson quote tomorrow."

One connection covers everything your plan includes. You do not connect each product separately.

Pick your assistant

Each guide below walks through the setup step by step, with the exact menu names.

Each assistant decides which of its own plans can add an outside connection, and some keep it to paid or business plans. Each guide says which.

Not available yet: the personal Copilot app at copilot.microsoft.com and Gemini on a work Google account cannot add outside connections today. The Copilot and Gemini guides cover the closest options.

Assistants change their menus often. If a menu name in a guide does not match what you see, look for the closest match, such as Connectors, Apps, Tools or Integrations.

Where to find your Noli details

Sign in at app.noliai.com (opens in a new tab), open the account menu in the top right, and choose AI assistants. That page has your connection address with a Copy button, and a button to create a key for the tools that need one.

Your connection address is always:

https://app.noliai.com/api/agent/mcp

Two ways to connect

Sign in with Noli. Apps that open a sign-in window, like Claude and ChatGPT, only need the address. You paste it in, a Noli sign-in window opens, and you approve it once. Nothing to copy or keep safe.

Use a key. Tools that run in a terminal or a code editor usually cannot open a sign-in window, so they use a key instead.

  1. On your Noli AI assistants page, open For developers and choose Generate a key.
  2. Copy it straight away. We show a key once and cannot show it again, because we never store it in a readable form.
  3. Paste it where the guide for your tool says to.

Treat the key like a password. Anyone who has it can use your Noli account through an assistant, with the same approval rules as you.

If you lose a key, click Generate a new key. That switches the old key off immediately, so update anywhere you had pasted it. To cut off key access completely, click Disconnect on the same page.

Keeping an assistant to one area

Sometimes you only want an assistant touching one part of the business. Add ?products= to the address and list what it may see:

https://app.noliai.com/api/agent/mcp?products=crm
https://app.noliai.com/api/agent/mcp?products=crm,kb

Anything left out simply does not appear to that assistant. This is a real boundary, not an instruction it can talk itself past. If you misspell a name, the connection is refused rather than opened up to everything, so check the spelling if it will not connect.

The names are crm for your CRM, kb for your knowledge base, pm for your project manager, ams for your marketing system, and cos for your Chief of Staff's own tools. Use lowercase, separate them with commas, and leave out spaces.

What it can reach

Whatever your plan includes, and nothing else. If a product is not on your plan its tools never appear, and if you cancel one they stop working the same day. If you are not sure what an assistant can currently see, ask it to "check my Noli capabilities" and it will tell you.

What needs your approval first

Anything that goes out to the world, costs money, or cannot be undone waits for you. That includes publishing a post, deleting a project or document, replacing text you wrote, starting a paid scan or research run, and most changes inside your CRM beyond notes, tasks and reminders. Your assistant files it under Needs you in your Command Center, marked as coming from your AI assistant, and tells you it is waiting. It runs once you approve it there. See Needs you.

Everyday work like adding a note, creating a task or project step, or renaming a project or note happens straight away.

This is the same rule your Chief of Staff already follows, so an outside assistant does not get a shortcut around it. Deleting always waits for you. Publishing marketing only skips the queue if you have already let your Chief of Staff publish on its own, see Decide what your Chief of Staff can do without asking.

A good first test

Whichever assistant you use, try these three in a new chat once you are connected:

  1. "Check my Noli capabilities." It should list the parts of Noli it can reach.
  2. "Who are my five most recent contacts in Noli?" It should answer from your CRM.
  3. "Create a project in Noli called Connection test, then delete it." The project appears straight away. The delete does not: your assistant should tell you it is waiting, and you will find it under Needs you. Approve it there to finish the test.

If something does not work

  • The sign-in window does not open. Allow pop-ups for the assistant's website, then try again. If you use a browser extension that blocks pop-ups or trackers, pause it for that site.
  • It connects but no Noli tools show up. Start a new chat, and check that the Noli connection is switched on for that chat. Then ask it to "check my Noli capabilities". If a product is missing, it may not be on your plan.
  • "Connection refused", "couldn't connect", or it keeps asking you to sign in. Check the address for a typo, especially anything after ?products=. A misspelled product name makes Noli refuse the connection on purpose. Remove the ?products= part to test, then add it back carefully.
  • A key stopped working. Someone may have generated a new key, which switches the old one off. Generate a fresh one and paste it in again.

Disconnecting

To disconnect an app that signed in with Noli, like Claude or ChatGPT, remove the Noli connector in that app's settings. Each guide shows where.

To cut off every tool that uses a key, click Disconnect on your Noli AI assistants page.

Connecting to one product directly

You can still point an agent at a single product with that product's own API key, which is useful for scripts and custom code rather than chat assistants. Each product issues its own key from its settings: the project manager and knowledge base use a Bearer token, and the CRM uses an x-api-key header. The connection above is the better choice for assistants, because it is one sign-in instead of several and it keeps working as we add tools.

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