AI Assistants

AI Assistants for Telecoms Billing

Connect Claude or ChatGPT straight to your billing platform and ask questions in plain English.

Launching soon. Want early access? We are onboarding the first customers now.

Your Billing Platform, Now Conversational

SAFE is adding a built-in MCP server. So you can connect the AI assistant you already use. Claude and ChatGPT both work. It reads your live billing data. No exports, no spreadsheets, no waiting for reports. Just ask:

✓ "What did we invoice each month this year, broken down by dealer?"
✓ "How much did we collect by Direct Debit last month, and how much failed?"
✓ "Show me aged debt in 30, 60 and 90 day buckets."
✓ "What were my ten largest invoices last month?"
✓ "Find the customer on this phone number and show their overdue invoices."

AI assistant answering a billing question with a revenue chart drawn from live SAFE billing data

What Your Assistant Can Do

Reporting and KPIs

Invoiced revenue, payments, Direct Debit collections, aged debt, and customer growth. Grouped by month, quarter, dealer, or payment method, straight from live data.

Finding Records

Describe a customer by name, account number, postcode, or phone number. The assistant finds them, then pulls their invoices, payments, numbers, and services.

Taking Action

With write access granted, the assistant can email an invoice, generate a payment link, or suspend billing on a number. It uses the platform's own workflows and confirms big steps first.

A Morning With an AI Assistant

Credit Control

"Who owes us the most right now?" The assistant lists your largest unpaid balances. It checks how overdue each one is. It can then create secure payment links for the worst of them.

Month-End Reporting

"Summarise last month: invoiced, collected, failed collections, and new customers." One question replaces four reports, and you can drill into anything that looks odd.

Customer Queries

A customer rings about their bill. Ask the assistant for their account, recent invoices, and payment history while you are still on the call.

Routine Admin

"Email this month's invoice to Acme with a covering note about the tariff change." The assistant drafts the note, you approve it, and the platform sends it.

Security Comes First

An AI connection is as powerful as an API key. So we treat it like one. The security model is built into the platform, not bolted on:

✓ Standards-based sign-in: OAuth 2.1 with PKCE, the same modern standard the big SaaS platforms use. No pasted API keys.
✓ Your login, your permissions: each member of staff approves their own connection with their normal login plus two-factor authentication. The assistant can never see more than they can.
✓ Granular consent: separate permissions for reporting KPIs, reading records, and making changes. Write access is off by default.
✓ Full audit trail: every AI query and action is logged and flagged as assistant activity, so you always know what was done and by whom.
✓ Kill switches and revocation: staff can revoke their own connections at any time. Administrators can switch off read or write access for the whole platform in one step.

How It Compares to the API

The MCP connection sits alongside the existing REST API. The API is for developers building links between systems. MCP is for people. It lets an AI assistant answer your questions and do jobs for you, with no code involved. Both use the same permission model. Both are covered in the platform documentation.

AI Assistant Questions and Key Terms

What does MCP mean?

MCP (Model Context Protocol) is an open standard that lets AI assistants connect to other software safely. SAFE's MCP server gives assistants like Claude and ChatGPT a structured, permission-checked way to read your billing data and run approved workflows.

Which AI assistants work with SAFE?

Any assistant that supports remote MCP connectors. That includes Claude (via claude.ai custom connectors) and ChatGPT (via developer-mode connectors). The connection uses OAuth 2.1, so there are no API keys to copy and paste.

Can an AI assistant change my billing data?

Only if you let it. Write access is a separate permission, switched off by default. Even with write access, the assistant works through the platform's own vetted workflows and confirms significant actions, such as write-offs and refunds, with you first.

Is it safe to connect an AI assistant to billing data?

Each connection belongs to one named member of staff. They approve it with their normal login plus two-factor authentication, and the assistant can never see or do more than they can. Every query and action is recorded in the audit trail, and connections can be revoked at any time.

When will AI assistant access be available?

It is launching soon. We are completing final testing with early access customers now. Contact us if you would like to be among the first to connect.

Next step

Be First to Connect

AI assistant access is launching soon. Register your interest and we will set you up as an early access customer.