This connection uses the MCP (Model Context Protocol), which allows AI assistants to securely read and interact with your Digit data in real time.
ℹ️ Private beta: Digit AI is currently available to select customers in a private beta. To request access, contact your Customer Success Manager or reach out to us at [email protected].
What you can do with Digit AI
Once connected, you can use your AI assistant to look up your data and take action all without leaving Claude or ChatGPT.
Look up your data
Query sales orders, purchase orders, quotes, and their line items
Check inventory levels, lot information, and warehouse locations
Browse your item catalog and bill of materials
Access your scorecard and daily metrics
Search the Digit Help Center without leaving your AI assistant
Ask high-level questions like “What are the most important things I should focus on today?” based on your live Digit data
Set up automated daily summaries — for example, a morning briefing of your top priorities generated from your real Digit data
Take action
Create and update sales orders and purchase orders
Add new items and companies to your account
Update existing items, companies, and order records
💡 Digit Tip: The more specific your prompts, the better your results. For example, instead of asking “How are my orders doing?”, try “Show me all open sales orders from this week sorted by value.”
Connect using ChatGPT (Personal)
Video walkthrough: Connect Digit to ChatGPT Using MCP — Personal Account Setup
This video shows how to add Digit as a custom app in ChatGPT using Developer Mode and grant access to your Digit account.
Open ChatGPT and click your name in the sidebar to open your settings.
Click the Apps tab.
Click Advanced settings.
Toggle Developer Mode on. The Create app button will appear in the modal header.
Click Create app
And fill in the Following:
Name: Digit (or anything you’d like)
Description (optional): My Digit AI assistant
Connection URL: https://api.digit-software.com/mcp
Authentication: Leave as is
Check the I understand and want to continue checkbox, and click Create.
After a moment, you’ll be prompted to sign in. Click Sign in with Digit.
If you’re already logged into Digit in the same browser, you’ll be taken directly to the permissions page. Otherwise, sign in as you normally would.
Click Allow to grant ChatGPT access to your Digit data.
Once connected, the window will close and Digit will appear as connected. Close settings and start asking ChatGPT questions about your Digit data.
⚠️ Heads up: You’re using Advanced settings because Digit’s ChatGPT app is currently awaiting approval from OpenAI. Once approved, you’ll be able to connect directly from the Apps directory without needing Developer Mode.
Connect using Claude (Personal)
Video walkthrough: Connect Digit to ChatGPT Using MCP — Personal Account Setup
This video shows how to add Digit as a custom connector in Claude and grant access to your Digit account.
Open Claude and click on Customize in the left side panel.
Click on Connectors.
Click the + button next to the search icon and select Add custom connector.
In the Add custom connector modal, fill in the following:
Name: Digit (or anything you’d like)
Remote MCP server URL: https://api.digit-software.com/mcp
Click Add.
Digit will appear under Not connected. Click Connect.
If you’re already logged into Digit in the same browser, you’ll be taken directly to the permissions page. Otherwise, sign in as you normally would.
Review the data Claude will have access to and click Allow.
Once connected, set the permission to Always allow so Claude doesn’t ask for approval every time.
Start a new chat and you’re ready to go!
✅ Best practice: Setting permissions to Always allow saves you from approving each request manually every time you use Digit AI in a new conversation.
Tips for getting the best results
Here are some tips to help you get the most out of Digit AI:
Be as specific as possible with your prompts. Instead of 'Create a sales order', try 'Create a sales order for Acme Corp with 10 units of SKU-1234 due next Friday.'
Not sure what you can ask? Ask your AI assistant to list its available tools and resources, and it will tell you exactly what it has access to.
You can use Digit AI to search the Digit Help Center directly. Just ask your question, and your AI assistant will look it up for you.
Always verify important information, as AI responses may not always be accurate.
For the best experience, use stronger models like Claude Sonnet or Opus, or GPT-5.5, and experiment with higher thinking settings.
ℹ️ Note: This feature is currently in beta. Your feedback helps us improve. If something isn’t working well or needs improvement, share it with your Customer Success Manager.
Digit AI is connected and ready to use
You can now ask your AI assistant questions about your Digit data sales orders, inventory, purchase orders, scorecard metrics, and more. The more specific your prompts, the more useful your results.
If you have additional questions, please reach out to your Customer Success Manager or contact us at [email protected].