Introducing OPEXAi 🤖

OPEXAi connects the AI assistant your team already uses to your firm’s OPEX data. Ask in plain English and get answers, reports and updates from live OPEX projects, lots, contracts, deposits and settlements, without switching windows.

What it is

• An MCP connector. OPEXAi is a remote MCP (Model Context Protocol) server hosted by OPEX. It works with Claude, ChatGPT and Microsoft 365 Copilot.
• Your firm’s data only. Each person signs in to OPEX as themselves, and OPEXAi only ever reaches your own firm’s OPEX data.
• Changes stay off until you ask. A new firm can look things up straight away. Creating and updating records is switched on when your firm asks for it.
• Everything logged. Every lookup and every change is recorded in your firm’s audit log against the person who made it, and kept for 24 months.

What your team can do with it

• Turn a sales advice into a draft contract for review.
• Record deposits with the trust receipt attached, with anything that doesn’t add up flagged for a person to check.
• Build a month-end sales report and a spreadsheet of every contract.
• Compare a developer’s revised lot schedule with OPEX and update the lots that changed.
• Set up a new project, vendor, lots and deposit account from the developer’s email.
• Gather every exchanged contract for the client when a project sells out.

See all six in action on the OPEXAi page, or book an OPEXAi demo.