Manage your CAS tools from your own AI app

Watch it being set up (2 minutes)

The connector address

https://custom-aisolutions.com/mcp

You sign in with your normal CAS dashboard login. No passwords or keys are ever pasted into the AI app.

Claude

1. In Claude (claude.ai or the Claude desktop app), open Settings → Connectors and choose Add custom connector.
2. Name it Custom AI Solutions and paste the address above. Leave any client ID and secret fields empty. Click Add, then Connect.
3. Sign in to CAS, read what Claude will and won't be able to do, tick the box and click Approve and connect.
4. In a new chat, make sure the connector is switched on, then ask away.

Custom connectors are available on Claude's paid plans. On a company plan, your administrator may need to allow them.

ChatGPT

1. In ChatGPT on the web, open Settings → Apps & Connectors → Advanced settings and switch on Developer mode.
2. Back in Apps & Connectors, choose Create (a new connector), name it Custom AI Solutions, paste the address above and choose OAuth sign-in.
3. Sign in to CAS, tick the box and click Approve and connect.
4. In a new chat, turn on the Custom AI Solutions connector from the tools menu, then ask away.

Developer mode is available on ChatGPT's paid plans, and the menu names change from time to time. If you can't find them, search ChatGPT's help for "developer mode connectors".

Things to ask

• "Show me my CAS tools and their links."
• "Add this to my Seller Advisor knowledge base: we specialise in sectional title in Durbanville." (or paste a brochure)
• "Change my Buyer Advisor's opening message to sound warmer."
• "Add 14 Protea Road, Kenilworth, a 3-bed house at R4.2 million, to Buyer Match and give me the enquiry link."
• "Set up a show house at 14 Protea Road this Saturday from 2 to 5."
• "I've attached the photos of 14 Protea Road. Write a Listing Engine campaign that uses them." (your AI gives you a one-time link to send the photos if it can't take them from the chat)
• "Give me the seller report PDF for 14 Protea Road." / "Give me the check-in poster for Saturday's show house."
• "Make a due diligence room link for Jane Smith from Acme Holdings for 14 Protea Road."
• "Which Buyer Match enquiries came in this week, best first?"
• "Summarise yesterday's Seller Advisor leads and suggest who to call first."
• "Set up a show house on Sunday for my Highwick Drive listing and send it to active buyers in that area." (it shows you the email and how many people it will reach, and sends only when you say yes)
• "Tag Sam Naidoo in my Contacts with Claremont and Rondebosch, budget R3.5 million."

100 ready-made prompts: open the AI Prompts tab on your dashboard, search or pick your tool, and copy one into your AI app.

Your AI app tells you what it is about to change and asks you first. Knowledge-base changes can be undone: just ask it to restore the previous version.

What it can and can't do

• Can: almost everything on your dashboard. Set up a new tool and make it live; update knowledge bases, opening messages, landing pages, "About me", photos, logos, branding, booking links and account details; pause or switch on a tool; write and edit listing campaigns (for sale or to let) from your details, photos, brochure and the seller's documents; set up and run show houses, including the check-in questions, visitor feedback and follow-up drafts; add and update Buyer Match and Commercial Buyer Match properties; read your leads, enquiries, visitors and numbers; manage your Contacts and email the right group of them about a show house or listing (after showing you the email and the count, and only on your yes); draft replies; make download links for your PDF packs, seller reports and check-in posters, and due diligence room links for you to share; and ask CAS support for you.
• Can't (these stay on your dashboard, and your AI gives you the exact link): change your billing or subscription, cancel, add or remove tools, delete anything, change your login email or password, or send one-to-one emails and replies to your clients, buyers, sellers or visitors (it drafts them for you). It can never see any other agent's account.

Privacy: lead and buyer details you ask your AI app about are sent to that app's provider, which may be outside South Africa, and handled under their terms. Only connect AI apps you trust. You can disconnect any time on your dashboard's Account tab (Connected AI apps); disconnecting stops further access but cannot recall what was already sent.