ChatPilot
Connected systems

Profiles, packs and REST APIs

What ChatPilot knows about a kind of system or one product, how to add a pack, and connecting a system that has a REST API but no MCP.

Profiles

A profile says what ChatPilot knows about a kind of system or one product: what an account is there, which tool gives which figure, and the client card, alerts, reports and example questions that go with it. Profiles are data only: no code and no keys.

ChatPilot comes with a general profile for each kind of system (CRM, ad platform, shop, helpdesk, finance, projects & tasks, calendar). A system gets:

  1. the profile you picked under What ChatPilot understood → Correct → Profile, else
  2. the product profile that fits it best, else
  3. the general one of its kind.

Your corrections always win over the profile, and the profile wins over ChatPilot's own reading. Alerts in a profile start off, and its reports are drafts.

Settings → Connected systems → Profiles lists the product profiles and packs ChatPilot found, and any file it couldn't use, with the reason.

Packs

A product's own profiles come as a pack: a folder or a git repository. Install one in a terminal:

chatpilot profiles install <folder or git URL>

Packs go into the packs folder in ChatPilot's settings folder; your own profiles go into its profiles folder. chatpilot profiles lists what was found. A connected system can also offer its own profile; ChatPilot checks it like a pack's and uses it for that system only, unless a pack or your own profile fits it.

Systems with a REST API (no MCP)

Many tools have an ordinary REST API but no MCP server. A pack can describe such an API, read only, and ChatPilot runs it like any other system. Everflow, Affise and Scaleo come with ChatPilot this way: you give the address and an API key, ChatPilot tries the key once, and only then adds the system.

A tool that isn't shipped yet can get its own pack. The format, with a made-up example, is in ChatPilot's repository under docs/profiles/ (rest-api.md for REST APIs).

Checked against ChatPilot 0.1.0b1. Report a problem with this page