How to make the most of Vertec using its AI features
With the LLM Client in Python, you have access to Llm from leading AI providers OpenAI, Anthropic and Google Gemini – right in your familiar Vertec environment. The generic connection makes it possible to automate many tasks in which data needs to be processed, supplemented, translated or reviewed: from automatic summaries to intelligent text suggestions to individual evaluations, according to your needs.
Since the functionality is embedded as a Python script, it can be flexibly applied to any Vertec objects, e.g. invoices, projects or services. The Knowledge Base article LLM Client provides a clear example of how to summarize service texts for an invoice.
The Vertec MCP Server connects your Vertec directly to AI clients such as Claude or ChatGPT. The benefit: You simply ask a question in the chat, e.g. about open invoices, projects or utilization and receive the answer based on your Vertec data. You can also use self-created classes, custom field items and link types.
The setup is very simple: The MCP server runs automatically with your Vertec Cloud Server, is active by default and does not require any additional installation. The connection is secure via OAuth2, with the same user rights as the logged-in Vertec user, without any additional risks.
At the heart of the AI features in Vertec is the AI Know-how Management module. With release in version 6.9 (see Versions and roadmap), the module in Vertec will provide an AI chatbot. This chatbot has access to an index of Vertec data (called RAG), from which the answers are generated by an LLM.
AI know-how management is current in the pilot phase.
