Production access today through our read-only MCP connector for ChatGPT, Claude, and Microsoft Copilot. Managed ERP, CRM, and file onboarding for customer deployments. Every code sample on this page runs as written.
Four ways to move data in and out of AgentCollect. Here is the honest status of each one, and where to see it working.
| Capability | Status | Where to see it |
|---|---|---|
| AI assistant access to AR analytics Ask your portfolio anything from ChatGPT, Claude, or Microsoft Copilot. Read-only, scoped to your account. | Production | Connection guide · Copilot setup |
| ERP, CRM, and billing sync NetSuite, QuickBooks, SAP, Dynamics 365, Salesforce, HubSpot, Stripe and more. Bi-directional, including payment write-back. | Managed onboarding | See the catalog |
| Spreadsheet and email onboarding Upload an Excel or CSV file, or forward invoices to a dedicated inbox. Collection starts the same day. | Production | How it works |
| REST campaign management and webhooks Deterministic service-to-service automation: create campaigns, poll status, receive payment events. | Not yet available | Design-partner conversations open. Tell us what you need |
AgentCollect exposes a remote MCP server. An assistant that supports remote MCP servers with OAuth discovery connects to it with the URL below, completes sign-in, and gets exactly one capability: an AR analyst that answers questions over your own data. ChatGPT, Claude, and Microsoft Copilot Studio are supported and documented below.
1. Settings → Connectors → Add custom connector 2. Server URL: https://mcp.agentcollect.com/public-mcp 3. Claude detects OAuth and redirects to the AgentCollect login. Sign in and approve the mcp:read scope. 4. Enable AgentCollect in any chat, then ask: "What is my recovery rate this quarter?"
1. Settings → Security and login → Developer mode Turn it on. 2. Open ChatGPT Plugins and select the plus button. 3. Name: AgentCollect Connection: public endpoint Server URL: https://mcp.agentcollect.com/public-mcp 4. Create the connection, review the discovered tool, then in any conversation: "Using AgentCollect, where should I focus this week?"
1. copilotstudio.microsoft.com → open or create an agent 2. Tools → Add a tool → New tool → Model Context Protocol 3. Server name: AgentCollect Server URL: https://mcp.agentcollect.com/public-mcp 4. Create the OAuth connection, then publish the agent to your team.
We do not currently offer a public REST API for campaign management or webhooks. Rather than publish endpoints you cannot call, we are saying so plainly.
Today, invoices reach AgentCollect through a managed integration with your ERP, CRM, or billing system, through a spreadsheet upload, or by forwarding to a dedicated inbox. For most customers that is live in under a day and requires no engineering work at all.
If deterministic service-to-service automation is a real requirement on your side, we want to hear the specifics before we build it. Those conversations shape what ships first.
Paste one URL into ChatGPT, Claude, or Copilot, approve the read-only scope, and start asking your receivables questions in plain English.