Using ReadyHelm from Your AI Assistant

Last updated October 28, 2026 · Markdown

You can connect ReadyHelm to an AI assistant your team already uses, such as Claude, and work with your organization's fleet from there: "What's overdue across the fleet?", "Write up a work order on Sea Spray to replace the impeller, two hours labor plus the kit", "Mark the Halcyon bottom job complete, 14 hours". The assistant works with your organization's real records, under the same rules as the Pro Portal.

This is different from First Mate, which is built into the Pro Portal. A connected assistant uses its own AI subscription, not your organization's First Mate credits.

Who can connect

Each team member connects their own assistant, for one organization at a time. To connect:

• the organization must be on Pro Standard or Pro Plus;
• an Admin must have accepted the current business agreement;
• you need one of the organization's licences (Admins don't);
• Admins need two-factor authentication turned on.

If any of these isn't met, the connect page says which one.

Connecting Claude

The connector address for organizations is:

https://api.readyhelm.com/mcp/pro

(The address without /pro connects your own boats instead; see the owner guide.)

1. In Claude (claude.ai or the Claude Desktop app), open Settings → Connectors and choose Add custom connector.
2. Name it, for example ReadyHelm Pro, and paste the address above.
3. Click Connect. A ReadyHelm sign-in page opens. It's the same ReadyHelm account you use for the Pro Portal.
4. Sign in, enter your two-factor code if asked, and choose the Organization to connect.
5. Click Connect. You're sent back to Claude.

To connect a second organization, add the connector again and pick the other one.

Claude Code: run claude mcp add --transport http readyhelm-pro https://api.readyhelm.com/mcp/pro, then type /mcp in Claude Code and choose it to sign in.

What the assistant can see and do

Look up: your fleet, a boat's summary and service history, work orders, quotes, and maintenance due across the fleet.

Create:

• open work orders, with priced labor, parts and fees;
• draft quotes;
• maintenance tasks on a boat's schedule.

Change:

• work orders: description, due date, status, priority, who it's assigned to (by their email), and its lines;
• draft quotes: title, message, valid-until date and lines;
• completing a work order: this logs a verified service entry on the boat's record, as Complete does in the Pro Portal;
• logging verified service: completed work on one of your fleet's boats, without a work order.

Never:

• it can't send a quote. An Admin or Manager reviews and sends quotes in the Pro Portal (see Quotes);
• it can't email or message owners, and it can't delete anything;
• it only works on boats your organization has Service Provider access to;
• it doesn't see QuickBooks data, such as invoices and balances, even when your organization is connected to QuickBooks.

Completed work orders and verified service show in the owner's service history, the same as when you do them in the Pro Portal. Members of a brokerage-only organization can't create or change work orders or log service, the same as in the Pro Portal.

Seeing and disconnecting assistants

My Account → Security → Connected AI assistants lists the assistants you've connected and which organization each one is for. Disconnect cuts one off immediately.

An assistant is also disconnected automatically if you:

• leave the organization or are removed from it (only that organization's connection);
• change or reset your password;
• turn off two-factor authentication;
• delete your account.

If the organization's plan drops to Pro Free, connected assistants stop working until it's upgraded again. While the organization's billing is on hold, assistants can still look things up but can't make changes.

Good to know

• Records are data, not instructions. Owner notes and messages are passed to the assistant clearly labelled as record text. ReadyHelm also tells the assistant never to follow instructions written inside a record.
• Limits. An assistant can make up to 120 lookups and 30 changes a minute per person.
• Every change is recorded. ReadyHelm keeps a log of each request a connected assistant makes and of every change, noting that it came through an AI assistant.