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.
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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.
- Open Advanced / Request headers and add one header: name value (tap each to copy).
Then click Save in Claude and ask “List my Autonex clients.” Keep this key private, anyone with it can read your data. Lost it? Just 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.