How-to guides

Switch External AI on or offAllow, or stop, AI clients for your whole PSA from the AI Clients page.

Set members' External AI levelsDecide on the Members page what each member's AI client may do.

Connect Claude CodeAdd Nilear to Claude Code and sign in, so it can work on your MTX ticket.

Connect ClaudeAdd Nilear as a custom connector in Claude, so it can work on your MTX ticket.

Connect VS CodeAdd Nilear to VS Code as an MCP server and use it from Copilot Chat.

Connect CodexAdd Nilear to Codex, from the command line or the ChatGPT desktop app.

Connect CursorAdd Nilear to Cursor's MCP settings and connect it.

Connect Gemini CLIAdd Nilear to Gemini CLI's settings and sign in.

Approve a connectionWhat Nilear's Connect an AI client page shows, and what to check before you click Approve.

Work a ticket with an AI clientHave your AI client read the ticket you are working in MTX, find similar resolved tickets and suggest next steps.

Use a suggestion in MTXTurn the analysis, email, tasks and notes an AI client posted into notes, tasks and an email on the ticket.

Check and change availabilityAsk your AI client who is available or working a ticket, and change your MTX status, work location or role.

Revoke a connectionDisconnect an AI client, your own or, as an administrator, any member's.