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Outcome: you ask an AI assistant “How did we do this month?” and it answers from your own petakopi.my numbers. petakopi.my has a read-only connection for AI assistants. You sign in once on petakopi.my, approve the connection, and the assistant can read eight reports for the shops you own: sales, menu prices and margins, break-even, monthly profit and loss, expenses, and loyalty and vouchers. It cannot change prices, send messages or edit anything. To introduce the feature to another owner, send them petakopi.my/features/ask-ai.

Switch on AI access for the shop

AI access is off for every shop until you switch it on. Do this first, once per shop:
  1. Open Manage for your shop.
  2. In the sidebar, tap AI Apps.
  3. Switch on AI access for your shop.
The card reads “Let the AI apps you connect read this shop’s reports. Off by default.” Assistants can read only the shops you switch on.

Connect an assistant

claude.ai or Claude Desktop

Add petakopi.my as a custom connector.

ChatGPT

Add petakopi.my as a custom plugin.

Claude Code

One command in your terminal, or the petakopi.my plugin.
Which should I pick? Use claude.ai or ChatGPT, whichever you already pay for. Claude Code is for developers. Coding agent? Give it https://docs.petakopi.my/ai-assistant/agent-setup.md. Every assistant uses the same address:

What is shared

When you approve the connection, petakopi.my shows the shops the assistant can read and the kinds of data it can see. Only shops with AI access switched on appear there:
  • Your shops and how they are set up
  • Sales totals by period, channel and payment method
  • Sales by day, weekday and hour
  • Menu items, prices, ingredient costs and margins
  • Break-even and pricing inputs
  • Monthly profit and loss
  • Monthly expenses by category
  • Loyalty stamps, rewards and voucher use
It never sees customer names, phone numbers, order notes or feedback text. It only sees shops you own and have switched on. If you own several shops, the assistant can still list them all and tell you which ones have AI access off, but it cannot read their reports. The reports go to the AI provider you connected, such as Anthropic or OpenAI, and are handled under that provider’s terms and your settings there. petakopi.my logs which report was requested and when, so you can see when an app was last used.

Switch it off

You have two switches. Use whichever fits. Stop every app reading one shop. Open Manage → AI Apps for that shop and switch off AI access. Your apps stay connected, so they can read your other switched-on shops. Switch it back on and they can read this shop again, with no new approval. Disconnect one app from all your shops:
  1. Open Manage for your shop.
  2. In the sidebar, tap AI Apps.
  3. Find the app in Connected AI apps and tap Revoke.
The app loses access straight away. To use it again, connect it and approve it again.

Limits

  • Read-only. The assistant can read reports but cannot change anything. Make changes in Manage.
  • As complete as your setup. Profit and loss needs a Daily report time on Performance. Menu margins need item costs: see Price your menu. Loyalty needs a loyalty programme. If something is missing, the assistant says what to set up.
  • Up to 5 minutes old. Figures can lag behind the Manage pages by a few minutes.
  • Takings and net sales differ. Sales reports count an order when it is paid. Profit and loss uses Performance net sales, so the two can differ slightly.
  • Check the numbers. An assistant can misread a table or make a sum wrong. Before acting on a big decision, check the figure on the matching Manage page.