Workspace Settings
Configure your active workspace persona, connected AI clients, and statutory permissions.
Primary Workspace View Mode
Choose the primary interface for your day-to-day work. The underlying company data is identical.
Active Mode
Business Owner / Founder
Conversational AI dashboard at /chat. Ask in plain English and follow guided workflows.
Open Conversational UI
CA / CS Professional
Operational matrix at /overview. Fast, form-first, multi-company overview.
Open Professional UI
Connected AI Clients & Remote MCP
Configure Claude Desktop, Cursor, and manage OAuth 2.1 scopes.