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You can connect Saga to AI assistants you already use, such as Claude and ChatGPT. Once connected, you can ask the assistant a question and it will draw on your Saga workspace to answer — looking through your projects, searching your documents, and running your workflows, without you switching tabs or copying anything across. Think of it as giving your everyday AI assistant access to everything you have in Saga, so its answers are grounded in your matters instead of general knowledge.

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What you can do

After connecting, you can ask your assistant to:
  • Answer questions using Saga — the same answers you’d get chatting inside Saga, now available from your assistant.
  • Find documents — search a project’s files and pull up the relevant passages.
  • Read a document — get the full text of a file in a project.
  • List your projects — see the matters you have access to.
  • Run a workflow — start one of your saved workflows and get the result back.

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What it can and can’t see

The connection acts as you. Your assistant can only reach the projects, documents, and workflows your own account already has access to — exactly the same as when you sign in to Saga yourself. It can’t see anything you can’t, and it can’t see other people’s work.

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How to connect

You’ll need two things from Saga, both on the Settings > API Key Management page:
  1. Your platform URL — your firm’s Saga web address.
  2. An API key — your personal access key. Create one on that page if you don’t have it yet.
Then open your AI assistant’s settings, add a new connection, and paste in the address and key. Saga shows the exact address to use on the same page, next to MCP Server Endpoint.
Your API key is like a password — it lets your assistant act as you in Saga. Don’t share it. If you ever need to, you can replace or remove it from Settings > API Key Management at any time, which immediately disconnects any assistant using it.
Setting up a custom or in-house assistant? See Developer setup for the technical details, including the endpoint, authentication, and the full list of tools.