Account, workspace and system
- Account: Your personal sign-in to wals.pro AI.
- Workspace or tenant: Your company area for accounts, settings and connections.
- Live system: The weclapp system used for actual business. Approved changes affect real records.
- Demo/Test system: A separate weclapp system for practice, with its own credentials. Selecting Demo does not copy or anonymize Live data.
Connections and credentials
- AI client: The assistant you use, such as Claude or ChatGPT.
- MCP: The connection standard through which your assistant calls wals.pro AI tools.
- Connector or app: The entry in your AI client that connects it to the service.
- OAuth: The sign-in flow used to grant your AI client access through your platform account.
- weclapp API token: A secret key for accessing weclapp. Enter it in the designated connection settings, never in chat.
- MCP URL: The server address used by your AI client. Use the selected system's URL from Connections.
Permissions and workflows
- Role and policy: Together with other permissions, determine what you may read or execute.
- Preview: Shows a proposed change before it is executed.
- Approval: Your explicit consent to that exact change.
- Skill: Task instructions for the assistant; grants no additional permissions.
- Plugin: An installable package that may contain skills and connections.
- House rule or SOP: Your company's requirement for a workflow.
- Quota: The amount of usage allowed by your current access.
Return to Getting started or go to Troubleshooting.