Use Cases and Playbooks

These playbooks walk you through building real tools for common business systems. Each one starts from scratch and ends with published, shareable tools that your team can use from any AI client.

All playbooks assume you are connected to Assist through an MCP server from your AI client (Claude Desktop, ChatGPT, Cursor). You do not need to log into the Assist UI to follow along.

Playbooks

Build Tools to Query Your ERP Inventory System

Your procurement team needs to check stock levels, look up parts, and see incoming purchase orders -- but only engineering can query the ERP. This playbook builds a set of read-only tools that wrap your ERP's REST API so anyone can look up inventory data from their AI client.

Build Tools to Connect Your CRM to AI

Account managers need client details, deal history, and recent activity before every call -- but the CRM's API is only accessible to developers. This playbook builds tools that let anyone pull CRM data from Claude Desktop or ChatGPT without writing code or learning the API.

Build Shipment Tracking Tools for Your Logistics Provider

Your ops team checks shipment status across multiple carriers, each with a different tracking portal. This playbook builds tools that wrap multiple carrier APIs behind a single interface so anyone can track a shipment from their AI client without knowing which carrier it is on.

Build Tools to Query Your Payment Processor

The finance team needs to look up transactions, check payment statuses, and reconcile charges -- but the payment processor dashboard is clunky and slow. This playbook builds read-only tools that let finance query payment data directly from their AI client.

Build a Log Anomaly Monitor Across Axiom and Sentry

Your team gets hundreds of log emails and error notifications every day. Most are noise. This playbook builds tools that pull logs from Axiom and errors from Sentry, then sets up a scheduled agent that reads them every hour, compares against a learned baseline, and only alerts in Slack when something genuinely unusual is happening.

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