How to connect ChatGPT or Claude to your ERP, securely
Robust Data Solutions connects ChatGPT or Claude to your ERP, your CRM, your email and every single one of your programs —today’s and tomorrow’s— with custom-built smart connectors. With per-person permissions, a record of every operation and a person who approves every change.
Your whole company on a single screen
You talk to your company; the AI works in your programs
Today every program lives in its own window: the ERP in one, email in another, customers in a third. With Robust Data Solutions’ smart connectors, you and your team work with all of them from ChatGPT or Claude, on your phone or your computer, by text or by voice. And the AI doesn’t just answer: it looks things up and writes in your programs, with your permissions.
You ask it “Who has owed us money for more than 60 days? Send them a reminder” or “Prepare the quote and send it to the person in charge,” and it prepares it in your programs. Before changing anything, it shows you what it’s going to do and you approve it.
And because, for the first time, email, accounting, customers and documents are together, the system sees what no single person can see at once. That’s the 360 effect: every program you connect multiplies the value of the ones already there.
Which programs we connect
All of them, starting with the main ones
We connect every program your company uses, today’s and tomorrow’s, whatever the vendor or country. We start with the main ones, the ones your team spends the most hours in each day, and then move on to the rest. Including plain old email, not just Google or Microsoft.
We build our own smart connectors, custom-made for each program and each operation, designed to be fast and consistent. In one of our ongoing projects, a single company will have between 17 and 21 programs connected to the same AI.
If one of them is very old —say, a custom database built years ago— we first bring it up to date: we rescue its data and move it into a modern program, custom-built if needed, that can then be connected securely. The same goes if your data lives in Excel. We assess it in the diagnosis, before we start.
Every single one of your programs
Today’s and tomorrow’s
ERP and operations
Orders, delivery notes, inventory, quotes and invoices, looked up and prepared just by talking.
Accounting
Collections, payments, due dates and who owes you what, without opening the program.
CRM and customers
Records, opportunities and follow-ups kept up to date, without filling in forms.
Email and calendar
Your email and your calendar, cross-referenced with everything else: every deal, with its emails.
Official WhatsApp Business
Conversations come into your system through the official channel. We are a verified Meta Tech Provider.
Documents
Contracts, PDFs and folders you can search by what they say, not just by their name.
The main program comes first. We always start with the program your team spends the most hours in each day: that’s where it shows most.
Some of the programs we work with: Holded, Odoo or Microsoft 365. It’s not a closed list: we connect every program your company uses, today’s and tomorrow’s.
Custom development
We don't install a connector: we build it
The connectors that come with ChatGPT or Claude, or the ones your software vendor publishes, are generic: they work for everyone and do the basics. The standard connector for one of the best-known CRMs, for example, comes with just a handful of generic functions; the one we built for that same CRM has more than 300.
We custom-build ours, one at a time: more than 20 connectors so far, with over 3,000 functions in all. And it shows:
- Faster when you ask about hundreds of invoices or the figures in your ERP.
- Visual dashboards right inside the conversation: your email, your customers and your numbers at a glance, a 360-degree view of your company.
- What standard connectors don't do: an invoice that arrives on WhatsApp ends up filed in your document management system and attached to an email, without anyone having to download it and upload it again. Or you ask “Which contract mentions this customer?” and the search runs through the text of all your documents.
- Your company sets the rules: what each person can do and what needs approval.
And having many more features doesn't make them slower: the AI only uses what it needs at any given moment. It's not just a connector. It's software built for your company.
What you can’t do in your program, you can’t do through AI either.
Per-person permissions and records
Guardrails: control is part of the product
Each person, with their own identity
Each person adds a single smart connector to their ChatGPT or Claude and signs in with their own identity. No shared keys.
The same permissions as in your program
It only sees and does what its permissions allow. What you can’t do in the program, you can’t do through AI either.
A record of every operation
Who did what, and when, is recorded so you can review it whenever you need to.
Preview and confirmation
Before changing any data, the system shows what it’s going to do and asks for confirmation.
Human in the Loop
The AI proposes, a person decides
Our AI works with your data and never decides on its own: it proposes, and a person always makes the final decision. No sensitive action (money, contracts, customer data) is carried out without confirmation. Before anything changes, you see what it’s going to do and approve it.
Smart connector or direct connection
A smart connector with permissions versus a direct connection with no control
There are several ways to connect an AI to a program. The difference is control. Here’s how they compare:
| Robust smart connector | Direct connection with no control |
|---|---|
| Who gets in | |
| Each person, with their own identity. | Often, a single key shared by everyone. |
| What it can do | |
| The same as in the program, according to each person’s permissions. | Whatever the key allows, which is usually almost everything. |
| Records | |
| Who did what and when, for every operation. | It’s hard to trace who asked for each change. |
| Before changing any data | |
| Preview and confirmation by a person. | The change goes through directly. |
| How many programs | |
| All on a single screen, cross-referencing their data. | One by one, each on its own. |
| If you ever leave | |
| Your programs keep working just the same, with a documented exit plan. | It depends on how it was set up. |
Control isn’t a detail: according to Gartner, over 40% of agentic AI projects will be canceled by the end of 2027 due to costs, unclear value or inadequate risk controls.
Source: Gartner press release of June 25, 2025, reported by MarTech. It’s the firm’s forecast, not a measured figure.
By voice, from your phone
Talk to your company. And it talks back.
On your phone, with the Claude app, you have a real voice conversation with your company: you ask, it answers out loud, asks you to clarify when it isn’t sure, and does what you ask in your programs. It isn’t dictating a message: it’s talking to an assistant that knows your company and works with your data.
Very handy when your hands are busy: in the warehouse, on the job site, in the workshop or on your way to see a customer.
ChatGPT or Claude: which to choose
You choose the tool; the guardrails are the same
Robust Data Solutions’ smart connectors work with both ChatGPT and Claude. You can use whichever one your team already knows: the permissions, the records and the human oversight are the same either way. Today, at Robust, we recommend Claude, among other reasons because its app lets you do everything by talking from your phone.
What matters is something else: a single AI on top of all your programs, instead of a different AI inside each one, each doing its own thing without seeing the others.
No need to change programs
We add, we don’t replace
Your ERP is still your ERP and your email is still your email. If you ever stopped working with us, you’d keep invoicing and reading your email exactly as you do today. And you have a documented exit plan to get your data back in a usable format.
We sell what we use
We use it first
Robust runs on its own system: CRM, email, WhatsApp, calendar, documents and accounting connected to a single AI, with more than 400 operations available. Since February we’ve made more than 2,600 changes in our CRM by talking to the AI instead of filling in forms. And we migrated our ERP without a single discrepancy.
Among our clients, a three-person industrial real estate agency went from a 17-tab Excel file to a system with 2,320 records, each deal linked to its emails. A plant nutrition manufacturer present in more than 50 countries receives requests by email and sends back the certificate of analysis from its ERP, with a person who reviews it.
Up to 30% more team capacity, measured in diagnoses of real companies: if your annual payroll is €300,000, it’s like having up to €90,000 more capacity to get things done. Without hiring anyone.
The law comes first
GDPR and the EU AI Act, before we touch any data
In many AI projects, data protection and security are left until the end. Here they come first.
Every project goes through a regulatory compliance review —data protection and the EU AI Act— with our partner Forrellat Consultors, a Data Protection Officer registered with the AEPD (Spain’s data protection agency). Before we touch a single piece of data: a signed confidentiality agreement and data processing agreement.
Data in Europe: processing on the platform runs on AI infrastructure and services located in the European Union. Using Claude or ChatGPT as the work interface is covered by the provider’s data processing agreement, with the European Commission’s standard contractual clauses. How we do it, step by step.
Where to start
First, a diagnosis
Diagnosis
Before connecting anything, we study how your company works and which programs are worth connecting first.
How it works
Your programs, the smart connectors, you talking and a person who decides.
Data Rescue
If your data is in Excel or in a very old program, this is the first step to bring it up to date.
Services
Everything we do, from smart connectors to Robust Autopilots.
Frequently Asked Questions
Connecting AI to your programs
Is it safe to connect ChatGPT or Claude to my ERP?
Yes, if the connection is governed. With Robust Data Solutions’ smart connectors, each person signs in with their own identity, only sees and does what their permissions allow, every operation is recorded and, before any data is changed, the system shows what it’s going to do and asks for confirmation. On top of that, every project goes through a regulatory compliance review: data protection and the EU AI Act.
Who connects a company’s ERP to AI in Spain?
Robust Data Solutions, based in Catalonia and working across Spain, connects ChatGPT or Claude to a company’s ERP and the rest of its programs, with custom smart connectors, per-person permissions and a person who decides. We start with a diagnosis of how your company works.
Which programs can be connected?
All of your company’s programs, today’s and tomorrow’s: ERP, accounting, CRM, email (including plain old email, not just Google or Microsoft), calendar, official WhatsApp Business or document management systems. For example, we work with Holded, Odoo or Microsoft 365, but it’s not a closed list. We always start with the main ones: the programs your team spends the most hours in.
What if my program is very old?
It can be integrated too, though sometimes it needs a preliminary step. If it’s a very old program —say, a custom database built years ago— the professional approach is to rescue its data first and move it into a modern program, custom-built if needed, that can then be connected securely. We assess it in the diagnosis, before we start.
Who sees my data?
Only the people in your company with permission, and each of them only what their permissions allow. Before we touch a single piece of data, we sign a confidentiality agreement and a data processing agreement. Processing on the platform runs on AI infrastructure and services located in the European Union. Using Claude or ChatGPT as the work interface is covered by the provider’s data processing agreement, with the European Commission’s standard contractual clauses.
Can the AI change data on its own?
No. Our AI works with your data and never decides on its own: it proposes, and a person always makes the final decision. No sensitive action (money, contracts, customer data) is carried out without confirmation.
Do I have to change programs?
No. We add, we don’t replace: your ERP is still your ERP and your email is still your email. If you ever stopped working with us, you’d keep invoicing and reading your email exactly as you do today.
Can I talk to my ERP by voice from my phone?
Yes. With the Claude app on your phone you have a real voice conversation: you ask, it answers out loud, it asks you to clarify if it’s unsure, and it does what you ask in your programs, with your permissions and with confirmation before changing anything.
Which is better, ChatGPT or Claude?
Both work: the permissions, the records and the human oversight are the same either way. Today we recommend Claude, among other reasons because its phone app lets you work by talking, in a real voice conversation.
What’s the difference between your connectors and the ones that already come with ChatGPT or Claude?
The ones that come with ChatGPT or Claude, or that each software vendor publishes, are generic: they work for everyone and do the basics. We custom-build ours, one at a time: they’re faster when there’s a lot of data, show visual dashboards right inside the conversation, do what standard connectors don’t, and apply the rules your company sets. We’ve built more than 20 so far, with over 3,000 functions in all.
Last reviewed: October 13, 2026
Shall we connect your programs?
Tell us which programs you use and we’ll tell you frankly what can be connected and where to start.