Introducing Counta AI Connector

Available Now

What's New

Counta AI Connector securely connects approved AI tools to your agency's financial and operational data, giving your team a faster, more intuitive way to access information and complete supported actions.

Built on the Model Context Protocol (MCP), an open standard for connecting AI tools to business systems, Counta AI Connector gives Claude, ChatGPT, Gemini Enterprise, and Microsoft Copilot the structured, agency-specific context they need to work with Counta data.

Turn Counta Data Into Answers

Users can ask questions in plain language and receive answers grounded in their agency's Counta data. For example:

• "Show client profitability by office over the last 12 months."
• "Which jobs are trending below target margin?"
• "Create a resource utilization summary using employee timesheet records for this year."

For established reports such as Client Profitability, Aged WIP, Job Cost & Billing, and Media Financial Summary, the AI supplies filters such as date range, client, or office while Counta applies its existing reporting logic and returns the results.

Complete Supported Actions

The connector also supports selected time-tracking actions. Depending on their Counta permissions, users can create and update time entries, timelines, and daily working times, as well as approve, unapprove, and move records.

Additional write capabilities are in development.

Governed by Design

Every connection is authenticated, and access follows each user's existing Counta permissions and User Access Group. Users can only view or act on what they are already authorized to access in Counta.

Getting Started

The Getting Started Guide for Counta AI Connector includes platform-specific setup instructions for:

• Claude
• ChatGPT
• Gemini Enterprise
• Microsoft Copilot

Known Limitation: Gemini Enterprise

Gemini Enterprise can connect to Counta AI Connector and complete many read requests. However, its confirmation step may intermittently omit required details before a request reaches Counta. As a result, write actions such as logging time are not currently reliable, and some lookups that require a specific input, such as an employee identifier, may also be affected.

This behavior is specific to Gemini Enterprise and occurs before the request reaches Counta, so Counta cannot correct it directly. We are rolling out connector updates designed to reduce the impact and will update these release notes as those enhancements become available.

How Do I Activate Counta AI Connector?

Access to Counta AI Connector is included with eligible Platform subscriptions. To confirm whether your agency can activate it, contact your Account Lead or submit a support request within the platform.

Once activated, follow the setup instructions in the Getting Started Guide to connect your preferred AI tool.