\ Altegio + your AI assistant

Altegio MCP turns your business metrics into insights.

Just ask

Find the right clients, manage appointments and understand your numbers. Connect Altegio to the AI assistant you already use

Your account. Your permissions. Your next move

Work in a familiar conversation
White starburst/radial burst icon centered on an orange rounded-square background (likely a logo). Claude
Company logo featuring a white interlocking knot on a teal rounded-square background. ChatGPT
3D geometric cube made of gray triangular facets forming a hollow diamond shape but with a darker center. Cursor
A
A conversation with your business
Example conversation · Downtown location

Which clients haven’t visited in 90 days?

✳

I found 312 clients. Most last visited for a haircut or colour service. Here’s a segment you can review before planning your next campaign

Based on client history in Altegio
Your next question starts here ↵
← – – – –
Clients
Appointments
Analytics
Illustrative demo · sample data

Clients to reconnect with

312 clients

Last visit more than 90 days ago · sample data

Client
Last service
Days away
AK
Anna Kovac
Colour & care
96
JM
Julia Miller
Haircut
104
EL
Emma Lee
Colour & care
112
Showing 3 illustrative clients
Download sample CSV ↓
✓ Works with your Altegio data
✓ Access follows your permissions
✓ Review changes before saving
\ quick start

How to connect AI to Altegio via MCP server

Add Altegio to Claude, ChatGPT or Cursor as a custom connector. Three steps, no code

1. Copy your connection URL
https://mcp.alteg.io/pro
2. Add it to your AI tool as a custom connector or plugin 3. Approve access in your browser, then ask your first question about your Altegio data
\ less admin. more perspective
01 / 03

Start with a question – Finish with a next step

The everyday tasks you know, handled in a conversation with the data behind them

01 · CLIENTS

Know who’s due for a comeback

Find clients by visit history, services or spend. Build a focused segment so your next campaign starts with the right people

Show me colour clients who haven’t visited in the last 90 days

A reason to reconnect Clients · sample segment

312

clients away for 90+ days

148

last visited for colour & care
Colour & care
148
Haircut
111
Other services
53
✓ A clear audience for your next campaign

Illustrative result · sample data

Appointment Calendar Wednesday · Downtown
Maria
Sofia
Alex
14:00
Colour & care 14:00–15:00
Haircut 14:00–14:45
Available
15:00
Anna Kovac · Proposed
Available
Haircut 15:00–15:45
Ready to review Try the demo · no real data changes
Preview save

Illustrative result · sample data

02 · APPOINTMENTS

Change the plan – Keep the day moving

Check availability, move an appointment or adjust working hours. Review the proposed change before it is saved

Move Anna’s appointment to 15:00 with Maria

03 · ANALYTICS

Get the numbers – And what’s behind them

Compare periods, explore revenue and look at performance by team member or service. Follow up on a result in the same conversation

How did revenue change this month, and which services contributed most?

Analytics April–September · sample data
September revenue

€28,560

↗ 12% compared with August
Apr
May
Jun
Jul
Aug
Sep
Next question: “Break that down by service”

Illustrative result · sample data

Connected to the work you do every day

Explore the main areas of your business from the same conversation

01 Appointments

Check availability, create appointments and manage changes to the calendar

02 Clients

Review visit history and find groups by service, spend or time since their last visit

03 Analytics

Compare revenue, review performance and explore quieter periods

04 Team members & services

Work with your service list, team member details and working hours

05 Online Booking

Review and adjust the settings that shape how clients book with you

06 Getting set up

Prepare client imports and organise the team members and services for a new location

\ a familiar place to work
02 / 03

Your Altegio account can now speak to you

Connect through MCP, the link that lets your AI assistant work with Altegio. Keep the conversation in Claude, ChatGPT or Cursor

altegio →
MCP connection
→
White starburst/radial burst icon centered on an orange rounded-square background (likely a logo). Claude
Company logo featuring a white interlocking knot on a teal rounded-square background. ChatGPT
3D geometric cube made of gray triangular facets forming a hollow diamond shape but with a darker center. Cursor
01

Choose your assistant

Start with the AI app your team uses. Connection options depend on the app and its plan

02

Connect your account

Feed the MCP address to your assistant and authorise access to the relevant Altegio location

03

Ask your first question

Try “What appointments do we have today?” Then explore the clients, services or numbers behind them

Need help with setup or availability? The Altegio team can confirm the connection requirements and any separate AI subscription costs

Get connection help ↗
\ you stay in control
03 / 03

Ask what else it can do

Once your assistant is connected, ask it what it can do – it will list the Altegio methods available and the actions your permissions allow

→

Appointments and schedule

Ask who is booked today, move an appointment to another time or team member, and see which slots are still free

→

Clients and visit history

Find clients by service, spend or time since their last visit, then open the history behind any name

→

Revenue and reports

Compare revenue between periods and break it down by service or team member, within your permissions

Make room for the work only you can do

Connect your existing Altegio account with help from our team. New to Altegio? Start with a 7-day platform trial

\ questions

Frequently asked questions

Is this a separate chat inside Altegio?

No. The connection brings Altegio data and supported actions into your chosen AI assistant. The examples on this page illustrate the workflow; the interface depends on the app you use

Do I need to know how to code?

You can ask questions in everyday language once the connection is set up. Initial setup depends on your assistant. Ask our team for the requirements for your app

What is included in the free trial?

The 7-day trial below is for Altegio. Confirm MCP availability with our team. Your AI assistant may require a separate subscription

Can I use it across multiple locations?

Work with locations available to your account and make the location explicit in your request. Ask the team about your multi-location workflow when setting up the connection

What happens to data shared with my AI assistant?

Your assistant processes the data needed for your request under its own terms and settings. Review your provider’s data controls and connect only the access your team needs

Can I use it by voice?

Yes, if your assistant supports voice. ChatGPT is the strongest here today – it answers in a natural voice and runs your spoken requests through the same MCP connection