FloConnectorDocs

Create a profile

A profile is the endpoint your AI client actually uses. It pins one connection, exposes a tool set, and is shared with specific members.

Create it

  1. In your workspace, open Profiles and choose New profile.
  2. Give it a name that describes the job it is for, like "Front desk" or "Bookkeeping".
  3. Pick the connection it exposes (for example your Xero org).
  4. Choose the tools to enable, or start from the connector's default set and trim from there.
  5. Save. FloConnector generates the profile's endpoint and slug.
Name for the task, not the person

Profiles you can reuse ("manage leads") age better than profiles named after whoever made them. Assign people to the profile that matches their job.

Keep the tool set lean

The tools you enable here are exactly what your AI client will load. A smaller, relevant set is faster and more accurate. See Tool loading for why, and where the dashboard nudges you.

Hand it to your AI client

Copy the endpoint from the profile and add it in your client, see Add FloConnector to your AI. Then give teammates access with Assign members.