New Feature Release: Total Synergy AI Connector

In most architecture and engineering firms, the answers to the questions leaders ask every week are already sitting in their project data.

Agreed fees, WIP, budget usage, invoices and resourcing are captured daily through timesheets, project updates and billing. But getting an answer out of that data usually means opening a dashboard, running a report and piecing the story together yourself. Total Synergy now lets you skip that step.

Our new AI connector gives your AI tool secure, read-only access to your Total Synergy organisation, so you can ask a plain-language question and get an answer drawn from your live project data.

This MCP capability covers Claude and ChatGPT, giving you faster access to your data, all within your current AI tool, using your existing Synergy permissions.

What the AI Connector Delivers

• Plain-language questions across projects, financials, invoices, staff, expenses and billing 
• Live data retrieved each time you ask, so answers reflect where your projects stand today 
• Read-only access, so your AI assistant can look and analyse but never change anything  
• Your existing Synergy permissions apply, so you only see what you can already see 
• Support for Claude (Anthropic) and ChatGPT (OpenAI) 
• Built on MCP (Model Context Protocol), a standard for connecting AI assistants securely to external tools and data 

“Our customers already use AI assistants every day. Now they can ask Claude or ChatGPT about their live Synergy data and get an answer in seconds, instead of running reports. That’s time back for their teams, with answers they can trust.” – Su Kalyanaraman, Product Lead, Total Synergy

Ask Questions the Way You’d Ask a Colleague

Most A&E leaders don’t need another dashboard. They need an answer, quickly, in the context of the decision in front of them.

From project profitability to WIP and invoicing status, the AI Connector allows teams to analyse live project data, without having multiple tabs running. Once connected to your AI assistant, you can use prompts like:

• Show me my active projects and their progress. 
• Which projects are financially at risk? 
• Analyse the financial health of all my active projects.  
• Build me an executive portfolio summary. 

Behind those questions is the detail that matters. Once connected, an AI assistant can draw on agreed fees, actual profit, WIP, budget usage and risk indicators, along with stage-level project detail, invoice history and billing status. It can also look up team members, roles and assignments and expense types and categories.

You can also create custom skills in your AI assistant to generate reports or dashboards from the Synergy data you’re querying. Think of a project health summary ready for Monday’s leadership meeting, built from live data each time.

Read-Only, Permission-Aware and Always Current

Handing your project financials to an AI tool is a fair thing to be cautious about. So we kept this release simple: it reads your data and never changes it.

AI assistants cannot create projects, log expenses, edit budgets or update stages. Your data stays in Total Synergy, and the assistant reads it when you ask a question. Every answer comes from live data, retrieved fresh each time you ask; so you’re never working from last week’s numbers.

Access also follows your existing user permissions. If you can’t see it in Total Synergy, your AI assistant can’t see it either.

Built for Leaders Who Need Answers

This release is for principals, finance leaders, operations managers and project managers who make fee, resourcing and delivery decisions regularly. Especially if reporting habits have quietly turned into an end-of-month scramble.

The AI Connector uses the Synergy API, which includes a standard daily call allowance with an Enterprise subscription. That suits typical usage. If your firm expects heavy or team-wide use, the Premium API add-on lifts those limits.

Future releases will expand capabilities, including write access and availability through each assistant’s app store or marketplace, as well as support for Microsoft Copilot Chat.

To explore how the AI Connector could benefit your firm’s daily workflows, book a demo today. 

About Total Synergy

Built in Australia, Total Synergy is a global software platform purpose-built for the architecture and engineering industry. Our all-in-one solution brings together project management, resourcing, budgeting, time tracking, document management, invoicing and reporting in a single system.

Trusted by more than 18,000 A&E professionals worldwide, Total Synergy simplifies complex workflows so teams spend less time on admin and more time on billable work. Book a demo today and see how Total Synergy can support your firm.