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BOSS*

Give your AI agent the business context behind the question.

Connect a supported agent to BOSS* through Aqtos MCP. Ask Claude, Copilot or ChatGPT to help you investigate the work and carry out supported actions using the records you can access.

Explore BOSS* plans and pricing

A closer look at AI agents

Illustrative records
BOSS*One connected workspace
Aqtos
OFFICEWORKPEOPLEMONEYTECH
TECH / AI agents

Business context for your agent

Example workspace
Website launchWORK
Available contextApproval still openBOSS*
Elena’s leavePEOPLE
Available contextAway Thursday–FridayBOSS*
Project budgetMONEY
Available context$400 estimated overspendBOSS*
Connected contextWork + people
AccessYour permissions
ActionYou direct it
Aqtos
OFFICEWORKPEOPLEMONEYTECH
TECH / AI agents

Business context for your agent

Example workspace
AI agentsDetails

Why could Friday’s launch slip?

A question across the business

Work
Final approval is open
People
Elena is away
Budget
Review remaining scope

Ask for a table of risks, a chart of the numbers or a draft update. Available records and actions depend on the connected tools.

Connect a supported agent to BOSS* through Aqtos MCP.Interactive illustration of BOSS*

AI agents in your working day

Ask about the situation, then follow through on what you learn.

Project records make more sense alongside the people, clients and money around them. A supported connection lets your agent bring available records into the same conversation.

01

Investigate a delivery question

Ask what needs attention and request a table that separates the evidence from the next step.

02

Make the numbers easier to discuss

Ask your agent to compare estimates and recorded costs in a table or chart.

03

Turn a decision into supported work

Create follow-up tasks through the connected tools when your role and connection allow it.

Your AI agents, connected to BOSS*

See what a question can become.

Ask a supported agent to explain what needs attention, compare the available records or help with the next step. Access and supported actions follow your connection and permissions.

Try a conversation
BOSS*

Useful records, brought into the same question.

Access follows your role and permissions.
ClaudeBOSS* connected
AI agents / Example conversation
You ask: What could put Friday’s launch at risk? Use the open work and recorded team availability.
There are two things to resolve before Friday.
Investigate a delivery risk
ContextRiskNext step
Final copyApproval still openAsk for sign-off today
Elena’s leaveAway Thursday–FridayAgree coverage with Leo

The conclusion uses the records shown here. Check recent changes before deciding.

Illustrative answer from the records shown.
ClaudeBOSS* connected
AI agents / Example conversation
You ask: Compare the $6,000 budget with $4,800 recorded cost and $1,600 estimated to finish.
The estimated total is $6,400, which is $400 over budget.
Comparison from the example records
Budget
6,000
Estimated total
6,400
Ask for a chart
MeasureAmount
Recorded$4,800
To finish$1,600
Estimated total$6,400

Review the remaining scope before agreeing the extra cost.

Illustrative answer from the records shown.
ClaudeBOSS* connected
AI agents / Example conversation
You ask: Create a task for Leo to get final client approval by Wednesday. Include the launch context.
The example follow-up is ready in Website launch.
Act on the decision
TaskOwnerDue
Get final client approvalLeoWednesday

The brief and approval discussion stay connected to the task.

Illustrative answer from the records shown.

Illustrative conversations. Available records, actions and response formats depend on your AI client, connection and permissions.

See how it fits your team

Bring your real workflow to a demo.

We’ll walk through the details with you, from the first record to the next action.

Book a personal demo
“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform.”

Momir PolenakovikjOperations Manager, Synapse Aviation

A few useful details

Questions about ai agents

Explore the guides
Can I use Claude, Copilot or ChatGPT?

Aqtos MCP connects BOSS* to supported compatible clients. Setup and available actions depend on the client, connection and workspace permissions. Ask for a demo of the client you use.

Can my agent show charts and tables?

You can ask a capable connected agent to present the available records as a table or chart. The format and rendering depend on your AI client.

Does an agent get access to everyone’s records?

Access follows the connection and your workspace permissions. Only use the records and tools available to your role.

Can I review the connection before using it?

Yes. Bring a real workflow to a personal demo and check the records, permissions and supported actions you need. Read the privacy policy for how integration data is handled.

See how BOSS* fits
your working day.

We’ll use your email to arrange your demo. Privacy policy

  • Projects, people and finances together
  • Up to 100 users on Pro
  • Works with connected AI tools