Work your Base - leads, sales pipeline, meetings, workflow jobs, expenses, project boards & custom tables - and report across all of it, straight from an AI chat, using your own Base login. No API keys, no exports.
https://aiconnector.base.vn/mcpWorks in Claude, ChatGPT and any AI that supports remote MCP connectors: add a custom connector, paste a URL, sign in with Base.
Pick your assistant - the steps differ slightly, the URL is the same either way.
Custom connectors need a paid ChatGPT plan (Plus, Pro, Business, Enterprise or Edu) - they aren't available on Free. On Business / Enterprise, a workspace admin creates the connector and publishes it to the workspace instead.
Using a different assistant? Anything that supports remote MCP connectors works the same way - paste the URL, sign in with Base.
Connectors come in three levels - pick the one that matches how much of Base you use. All share one sign-in and the user directory; a smaller, focused tool set gives sharper results. What the connector covers and its tool list update with your choice.
List & filter lead pipelines, read leads with their custom fields, create / update leads, set fields, post research notes.
Browse pipelines, deals, accounts & contacts; search; create / update; move deals and mark them won / lost.
List workflows & stages, read / list jobs, create jobs, advance / archive them, post comments with {{@mention}}. Stand up a new workflow from a plain-English brief.
List & read expenses, advances, reimbursement reports, budget plans & payment outflows; create & submit them through the approval lifecycle.
Count, group & trend without exports. "Leads per stage this week", "deals by owner", "jobs done per month in a workflow", "QC contacts not yet called". Now build & save dashboards too - describe the widgets and they're created in the app.
Map campaigns → ad groups → ads, pull campaign performance (spend / leads / conversion), and tie ad spend to the leads it produced.
List meetings & open one in full - attendees, agenda, and the shared / AI notes, including the notes on a meeting linked to a deal.
A Space → Project → Board → Task tracker: browse & create projects, boards, tasks, subtasks, checklists and comments.
Custom tables & rows - query, search & roll up records; create tables & fields; write rows.
Your omni-channel messaging inbox - list services & channels (conversations), open a channel with its messages, page back through history & search messages. Assign a conversation to a user (owner) for lead-routing.
Approval requests - create an approval service (form), list the forms, submit a request, approve / reject / invalidate, and read or post comments along the way.
Set up if-this-then-that automations: pick a trigger, add conditions, then run actions across your apps - e.g. new lead → assign an owner → create a deal, or deal won → open an approval request.
An HR attendance view for admins - the staff roster, a per-person summary of check-in days & hours, the actual check-in / check-out times, scheduled shifts, and leave. Read-only; needs HR / manager access.
The customer-visit check-in / check-out log - by date and by sales executive, with the executive's name, the customer, check-in & check-out times and location, plus each executive's earliest check-in and latest check-out per day. Times are in Philippine time. Read-only; a cross-executive view needs manager access.
Your company's policy documents - browse & search the work rules, then draft a new policy, edit it, announce it to the right teams, or archive it. Archiving is reversible; there's no permanent delete.
Resource-grouped names: rework_{resource}_{verb}. Only the tools on your selected connector are listed below.
| Tool | Access | What it does |
|---|---|---|
| Analytics | ||
rework_analytics_query | read | Aggregate - count / group / trend, no pagination |
rework_analytics_fields | read | Discover groupable / measurable / filterable fields (live per lead service, deal pipeline or workflow) |
rework_analytics_items | read | Drill into the records behind one slice |
rework_analytics_dashboard_create | write | Create a saved dashboard |
rework_analytics_report_create | write | Add a chart widget (saved report) to a dashboard - 10 chart types, optional per-widget filter |
| Leads | ||
rework_leadservice_list / _get / _schema | read | List lead pipelines; a service + its statuses & fields; describe field paths |
rework_lead_list | read | List & filter leads (server-side conditions) |
rework_lead_get | read | One lead in detail |
rework_lead_create / _update / _set_field | write | Create / update a lead; set one custom field |
rework_lead_create_note / _edit_note | write | Post / edit a research note |
rework_leadservice_create_field | write | Add a custom field to a lead service |
| Meta Ads | ||
rework_metaads_overview / _campaign_list | read | Full ad hierarchy; list campaigns |
rework_metaads_campaign_insights | read | Campaign performance (spend / leads / conversion) |
rework_metaads_adgroup_get / _ad_get / _pixel_list | read | Ad group / ad detail; list pixels |
| Sales | ||
rework_pipeline_list / _get_stages | read | List pipelines; ordered stages |
rework_pipeline_get_fields | read | A pipeline's deal custom fields - codes, types, options (use before setting a deal field) |
rework_deal_list / _get / _search | read | Deals in a pipeline; one deal (+ meetings/emails/notes); search |
rework_account_list / _get / _search · rework_accountservice_list | read | Accounts (companies) |
rework_contact_list / _get / _search · rework_contactservice_list | read | Contacts (people) |
rework_deal_create / _update / _set_field / _move / _set_outcome | write | Create / update / move a deal; win-lose-reopen |
rework_deal_set_account / _add_contacts | write | Link a deal to its company; attach people |
rework_account_create / _update · rework_contact_create · rework_accountservice_create | write | Create / update accounts & contacts; create a company list |
rework_pipeline_create / _set_stages / _create_field | write | Build / configure a pipeline |
| Meetings | ||
rework_meeting_list / _get | read | List meetings; one meeting in full (time, attendees, agenda, notes) |
rework_meeting_get_notes | read | A meeting's shared & AI notes - incl. the notes on a deal's linked meeting |
| Workflows & jobs | ||
rework_workflow_list / _get_stages | read | List workflows; ordered stages |
rework_workflow_get_fields | read | A workflow's custom fields - names, types, required flags & options (use before creating a job) |
rework_job_list / _get | read | Jobs in a workflow (archived jobs on request); one job |
rework_job_create / _change_status / _post_comment | write | Create a job; advance / archive; comment (@-mention) |
rework_workflow_create / _create_stage / _create_field | write | Build a workflow, stages & fields |
| Finance | ||
rework_expense_list / _get · rework_expenseservice_list | read | Expense vouchers & services |
rework_advance_list · rework_report_list / _get · rework_plan_list · rework_outflow_list / _get | read | Advances, reimbursement reports, budget plans, payment outflows |
rework_expense_create / _update / _remove | write | Manage expense vouchers |
rework_advance_* · rework_report_* · rework_plan_create | write | Create / submit / mark-paid through the approval lifecycle |
| Projects | ||
rework_space_* / rework_project_* / rework_board_* | read write | Spaces, projects & boards: list / get / create / update |
rework_board_get_fields | read | A board's task custom fields - codes, types, options (use before setting a task field) |
rework_task_* / rework_subtask_* / rework_checklist_* / rework_comment_* | read write | Tasks, subtasks, checklists & comments |
| Datasets | ||
rework_dataset_list / _get / _stats | read | Custom tables, their fields & roll-ups |
rework_datasetrecord_query / _search / _get / _list | read | Find & read rows |
rework_dataset_create / _create_field · rework_datasetrecord_create / _update / _set_field | write | Create tables & fields; write rows |
| Prospectors (messaging inbox) | ||
rework_prospect_service_list / _channel_list | read | Inbox services & channels (conversations) |
rework_prospect_channel_get / _messages / _message_search | read | Open a channel's messages, page history & search across channels |
rework_prospect_channel_assign | write | Assign a conversation to a user (set its owner / assignee) |
| Requests (approval requests) | ||
rework_request_service_list / _list / _get / _comments | read | Approval forms, your requests, one request in full & its comments |
rework_request_service_create / _service_create_field | write | Create a new approval service (the form/type) & add custom fields to it |
rework_request_create / _action / _comment | write | Submit a request; approve / reject / invalidate; comment |
| Automations (flow builder) | ||
rework_automation_list_groups / _list_nodes / _node_get | read | Discover the node catalogue - groups, trigger/action node types, one node's parameters |
rework_automation_get / _resource_search / _resource_mapper / _node_outputs | read | Load a flow; resolve a node's resource options, field-mapper & output variables (to reference an earlier record in a later action) |
rework_automation_create / _set_flow / _revert | write | Create an automation; save / publish the flow (blocks); discard the draft |
rework_automation_serviceaccount_create / _edit | write | Create / edit a connector credential for action blocks |
| People (HR attendance) | ||
rework_people_roster | read | The staff roster + the schedule / check-in / leave ids for the other reads |
rework_people_attendance_summary / _checkins | read | Per-staff attendance table (days / punches / hours) & the raw check-in / check-out times |
rework_people_shifts / _leave | read | Scheduled shifts (the expected work-days) & leave / time-off records |
| Visits (customer-visit check-in / check-out) | ||
rework_visits_service_list / _roster | read | The customer-visit services & their ids; a service's sales-executive roster (id → name) |
rework_visits_list | read | The check-in / check-out log by date & executive - name, customer, times, location, status (Philippine time) |
rework_visits_daily_summary | read | Each executive's earliest check-in & latest check-out per day (Philippine time) |
rework_visits_get | read | One visit in full - account, contact, planned window, check-in / check-out times & locations |
| Work Rules (company policies) | ||
rework_workrule_list / _search | read | Browse the rule catalog; search rules by name (returns each rule's space) |
rework_workrule_get_log / _config | read | A rule's activity log; the available doctypes & storages |
rework_workrule_create / _edit | write | Draft a new policy (in a space, sent by a group); replace a rule's main info |
rework_workrule_announce / _archive | write | Announce a published rule to its teams; archive / trash / restore (reversible - no permanent delete) |
| Common · on every connector | ||
rework_user_me / _list / _get | read | Current viewer; user directory (resolve owner ids → names) |
rework_ui_services / rework_ui_objects | read | Render records as clickable cards in the chat |
rework_feedback_submit | write | Send a feature request / issue to the Base team |
An active Base account. To disconnect, remove the connector in your AI's settings - your session token is dropped immediately.