KretaOSHelp
Sign in
Ask AI & voice

Use KretaOS from Claude or ChatGPT

Ask Claude, ChatGPT or another AI assistant about your clients. It sees only what you can see; every change asks you first.

Updated 4 Nov 2026

If you already work in Claude or ChatGPT, you can connect it to KretaOS. Then you can ask there, for example, "What did we promise Refex last week?" or "Which clients are going quiet?", and it reads your book to answer.

Connect it

  1. Open Settings › Channels and find AI assistants.
  2. Press Connect Claude or Connect ChatGPT. A short guide opens with the steps for that app and the address to paste.
  3. In the other app, add KretaOS as a connector with that address and connect it.
  4. A KretaOS page opens. Sign in if asked, read what it will be able to do, and press Allow.

Any app with an MCP client — Claude, ChatGPT, Cursor, DeepSeek Harness — connects the same way.

What it can do

  • It reads as you. Your clients, people, memory, promises, tasks, deals and the numbers on Analytics, exactly as you see them. Mail that is private to a teammate stays private.
  • Changes ask you first. By default it can only read. On the KretaOS page you can tick Also let it propose changes — each one will ask me first. Then it may add a task, log a call or update a record, but each change is shown to you and runs only after you say yes. If you turned on Let the voice assistant and connected apps add tasks, notes, facts and logs without asking me first in Settings › Profile, those four kinds of change run without the question; everything else still asks.
  • It never sends a message. Sending stays in KretaOS, with its consent checks and your click.
  • View-only teammates can connect an app too; it can read, never change anything.

Disconnect

In Settings › Channels, each connected app has its own row with when it was connected and last used. Press Disconnect, then Yes, disconnect. Its access ends at once. Signing out everywhere, or leaving the team, ends it too.

AI credits

About one credit per question: an app uses one AI credit for every five requests it makes in a day. When the team is out of credits, the app is told so and nothing runs until credits are added or the month renews.

Related

  • What Ask AI can do — Ask about any client, deal or promise, and have the AI assistant log, update, remind and draft for you — by chat or by voice.
  • What the AI sees — Ask AI sees exactly what you can see in KretaOS — no more. Private synced mail stays private, and only some chats become memory.
  • AI credits explained — What uses an AI credit, what never does, and what happens when your team's credits for the month run out.
  • Confirmations and changing things back — When Ask AI acts straight away, when it asks you first, and how to reverse a change it made.
Did this answer it?

Or write to contact@tamkis.com