Work in Rofinery from the AI assistant you already use
Connect Claude, ChatGPT, Cursor or VS Code to log time, update proposals and check your pipeline, within the same permissions as you.
Copying between two windows
If you already use an AI assistant, you’ve probably pasted project details into it and copied the answers back out.
Rofinery connects to assistants through MCP, a standard way for AI assistants to work with other software. Once connected, your assistant can look things up and make changes in Rofinery for you.
Your assistant, working in Rofinery
Useful for everyday jobs, and safe by design.
Ask, update, log
Ask which of your leads have no reminder, log two hours against a task, add a line item to a proposal, or check a project's hours against its budget, all from the assistant.
Your permissions, not more
The assistant works as you. It can only see and change what your role allows, and money figures only appear if you're allowed to see them.
Admins stay in control
Connecting an assistant is off for everyone until an admin allows it. Every action taken through an assistant is recorded in a log admins can read.
What an assistant can do
The same records your team works with.
Clients and leads
Find clients, update leads, log activity, add notes and set reminders
Projects and tasks
Create projects and subtasks, and update assignees, checklists and dependencies
Proposals
Create and revise proposals, and add or change deliverables and line items
Time
Log time, and look at time by project or by person
Knowledge base
Search and read articles, and add comments
Setup guides
Step-by-step guides for Claude, Claude Code, Claude Desktop, ChatGPT, VS Code and Cursor
Questions about AI assistants
A standard way for AI assistants to connect to other software, so they can read and update it on your behalf.
Only if you can. The assistant works within your own permissions.
An admin gives people the permission to connect AI tools. They then connect their assistant using the setup guide.
Let your assistant do the admin
Or see how access is controlled.