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Introducing the Amilia SmartRec Connector

FInd out how the Amilia SmartRec Connector works and what it can do for you.

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Written by Pierre Moisan

The Amilia SmartRec Connector acts as a bridge between your SmartRec data and AI assistants that support the Model Context Protocol (MCP). It lets administrators ask questions about programs, activities, registrations, and attendance in plain language, and make a limited set of changes, from an AI assistant such as Claude or Microsoft Copilot.
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Your organization chooses and pays for its own AI assistant. Amilia makes the connector available but does not provide the AI assistant or contract with the AI provider.

🚀 Ready to get started?

See Setup for the steps to activate the connector and connect your AI assistant.​

What you can do

The connector is still growing, so new capabilities are added and improved regularly. Keep in mind that answers can vary slightly between AI assistants. Here is what you can do today (based on your permissions in SmartRec):

  • Ask questions

    • Review your store programs and activities, including schedules, pricing, capacity and open spots.

    • Check registrations and rosters, and summarize registrations, cancellations, unique participants and net sales for your activities.

    • Check activity attendance.

    • Look up the ledger account linked to an activity.

    • Find a person or a billing account by ID or email address.
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    Hand off updates (after you confirm)

    • Update the price and description of an activity.

    • Record attendance for an activity.

ℹ️ Need help or inspiration? See example prompts to help you try use cases with the connector. See Playbooks for step-by-step prompts for bigger jobs, such as a program scorecard or a targeted outreach list.

Access

  • Who can use it: the connector is available only to your organization's authorized administrators. It is not offered to end-users such as parents or participants.
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  • Activation: the SmartRec connector must be activated for your organization by Amilia. Once activated, see Setup for the steps to get connected.
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  • Disconnecting: your organization can disconnect an AI assistant or revoke its access at any time. More details here.


Data handling and AI providers

When you ask a question, the SmartRec connector returns data to your AI assistant, and the company behind it (your AI provider) uses that data to write the answer. Your organization chose the AI assistant and uses it under its own agreement with the provider. Amilia doesn't select, contract with or control AI providers, so how a provider uses and keeps your data is governed by your agreement with them, not by Amilia.Data handling amilia vs your organization

⚠️ Important: Some SmartRec records can concern minors. Review your provider's terms and your own policies before you connect.

For the types of information the connector can return, what it never provides, and how information is used and retained, see the Amilia Privacy Policy, in the section on AI tools connected by Merchants.
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What the Amilia SmartRec connector logs

Amilia keeps technical records of connector use to secure the platform, provide support, and maintain an audit trail. These records do not include your conversations or prompts, or the data SmartRec returns. For details on what is recorded and for how long, see the Amilia Privacy Policy.
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Fair-use limits

The connector includes safeguards against abuse. When too many requests are made, or when activity is identified as a threat or as unfair use, requests may be limited. We do not publish specific limits. Normal day-to-day use by your administrators is not affected.

Feedback

The connector is under active development. You can ask your assistant to send feedback to the Amilia team directly via chat in the Amilia SmartRec platform. This is the most efficient way to reach the product teams working on the connector.
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Resources on the Amilia SmartRec Connector

* Last updated in November 2026

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