Use Light with your AI assistant
Sets out how an AI assistant should use the Light connector: confirm which account and role it acts as, choose the right lookup, and ask before changing anything in Light.
Use it when
- You connected Light to Claude or ChatGPT and want to know what it can safely do.
- You are about to approve a task, attach a receipt or change a draft in Light.
- A Light lookup returned nothing or was blocked by permissions.
Tools it uses
get_user_detailsget_card_transaction_detailsget_card_detailsget_bill_detailssearch_billssearch_accountsget_draft_expenseslist_documentsget_reimbursement_statusget_reimbursement_profilequery_policyget_help_articlesread_help_articlegoogle_searchget_batch_operation_statusapprove_taskattach_card_transaction_receiptattach_filescreate_support_ticketmodify_draft_card_transactionsdelete_system_skilldelete_user_skillload_skill
Check my Light account first, then find the card transaction for the $84.20 charge on 3 March and tell me if a receipt is attached.
Your Light account is connected as an employee with standard expense access. I found one card transaction matching $84.20 on 3 March from a restaurant vendor. It has no receipt attached yet. I have not attached anything: attaching a receipt changes the record, so tell me the file to use and say yes to proceed.