AI and agents
Business software with AI: your AI works inside, with your permissions
Ask your assistant inside YVY, by whatever name you give it, or your chatbot, Claude or GPT, connected via MCP, phone included. They read and create with your permissions; sends, invoices and payments they only prepare, and these go out when you approve them. Agents are users with a name, their own permissions and a person who answers for them.
Used: List invoices
Used: Draft reminder
Two overdue invoices: FT/2026/0122 for Studio Pietrabianca (€1,220.00, 12 days overdue) and FT/2026/0127 for Forno Ardesia (€640.00). The reminder for Studio Pietrabianca is ready below: it goes out only if you approve it.
Prepared by the YVY assistant
Sending the level 1 reminder for invoice FT/2026/0122 of “Studio Pietrabianca srl” (€1,220.00 to collect) to accounts@pietrabianca.example: the email leaves at once from the system mailbox, on behalf of the company.You can decide until 11:28.Approve and runRejectApproved and run.
- yvy · invoices.list
- yvy · payment_reminders.draft
- yvy · payment_reminders.sendto approve in YVY
I've prepared the reminder. It's a sensitive action: you approve it in YVY.
Open in YVY ↗Prepared by Claude/GPT
Sending the level 1 reminder for invoice FT/2026/0127 of “Forno Ardesia snc” (€640.00 to collect).Approve and runApproved and run.
A reconstruction of the YVY assistant and of Claude/GPT connected to YVY, with demo data.
Your company chooses the name
The assistant is YVY's, the name is yours: you write it in Settings and from then on it answers the whole company by that name, a name that means something to you. At Aldeia, where YVY was born, it's called Ambrogio.
The whole company sees it: it's the name the assistant answers by.
SaveSavedI'm Ambrogio, your assistant inside YVY. I read and create with your permissions; the rest you approve.
Four channels, a single set of permissions
The interface, your assistant, your chatbot or the CLI, an agent: they all go through the same tools, with the same permissions and the same activity log. Only who is asking changes.
- Assistantinside YVY, by the name you choose
- Claude/GPTor another chatbot, via MCP: web, desktop and phone
- CLI and Claude Codefrom your computer
- Agenta user with its own identity
- Your permissions, in your company
- The same tools as the interface
- Every action in the activity log
- Reads and createsat once, with your permissions
- Sends, issues invoices, records paymentsconfirmation card: you approve in YVYYou approve
- Deletesonly from YVY's interface
Edits: the chatbot and the CLI make them at once, the assistant routes them through the confirmation card, an agent only where you enable them.
Ask, don't click
YVY's interface really has everything. We just hope you never use it.
Write, or even talk, to your chatbot: it goes into YVY and does things for you, with your permissions. It asks you to confirm before issuing anything, and every step stays in the activity log.
Make the deposit invoice for Ferretti and send it to SDI.FT/2026/0012 delivered
Further reading
What is an MCP server and what it means for a business
The Model Context Protocol without jargon: what an MCP server is, how it works, what changes for a business and what to ask before connecting AI.
Guide
Connect Claude to your ERP: steps, permissions, audit
Connect Claude to YVY through its MCP server: the steps for web, desktop, phone and Claude Code, what it does with your permissions and how it is logged.
Guide
MCP (Model Context Protocol)
MCP, the Model Context Protocol, is an open standard that lets an artificial intelligence application use the data and actions of another piece of software through an MCP server.
Glossary
AI agent
An AI agent is software built on an artificial intelligence model that carries out a multi-step task on its own: it reads the context, decides what to do, uses tools and checks the result.
Glossary
AI agents and automation in your ERP, with permissions
We connect your chatbot (Claude, GPT or another) to YVY via MCP, switch on the assistant and create AI agents with a human owner. You approve sensitive actions.
Services