Overview
Your agency at a glance
Revenue collected Last 6 months
Payments received across all clients.
Pipeline
Where every active project stands.
Recent activity
The latest movement across your clients.
Needs attention
Nothing here should sit for long.
| Client | Project | Stage | Payment | Balance | Portal |
|---|
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Client & project
Timeline
Payment
Project total–
Paid–
Balance–
Status–
Monthly after delivery–
Documents · one click
Service agreement–
Invoice–
Welcome doc–
| Client | Invoice No | Total | Paid | Balance | Status |
|---|
Recently generated
| Document | Client | Number | Date | Open |
|---|
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Connect to Claude
Add your dashboard to Claude once, then just ask Claude about your clients, tasks, goals and calendar. It's read-only: Claude can see your data but can't change anything.
Ready to connect — no key needed.
How to add it in Claude (3 steps)
- In Claude, open Settings → Connectors → Add custom connector.
- Paste the dashboard address above into the URL box, then click Add.
- Click Connect and sign in with the same email & password you use for this dashboard. Done.
No key to copy or paste — Claude signs in securely with your dashboard login. Then ask “List my Autonex clients.”
For Claude Code & automations (advanced)
Only needed for Claude Code, n8n or your own scripts — not for the Claude app above. This makes a secret key you send as an
Authorization: Bearer header.Keep this key private — anyone with it can read your data. Lost it? Remove and create a new one.
AI operator
Connect your own AI key. It's stored securely on the server and never shown here again: change it or the model anytime, like n8n.
Pick a model that supports tools (e.g. gpt-4o, gpt-4.1, o-series) so the agent can take actions.
This is the agent's role, goals and examples. Edit it, then Save. Note: the app always asks you to confirm before any create, change or delete, no matter what this says.