Proto AI agent
Proto is ERP•AI’s AI agent for business users. It turns a process you already run into an internal app, such as an approval tracker, vendor portal, close checklist, CRM workflow, or dashboard. You describe what you need in plain language. Proto drafts the tables, forms, roles, pages, and workflows, and you review the result. Whether Proto stops to ask before each step depends on its permission mode (see the note below).
How Proto works: Map → Build → Review → Launch
These are the stages of building an app with Proto. Inside each individual task, Proto works in a smaller loop: Plan, Do, Check, Report (see the Proto guide).
| Stage | What happens |
|---|---|
| 01 Map | You describe the process you already run. Proto restates the goal and the first outcome the app must deliver. |
| 02 Build | Proto drafts the tables, forms, flows, pages, roles, and permissions. |
| 03 Review | You review Proto’s plan and work. How often Proto stops to ask depends on its permission mode. |
| 04 Launch | The app goes live for your team. You can also publish it for other businesses. |
Ways to use Proto
Proto desktop app
Proto runs as a desktop app; it doesn’t run in the browser. Download it from protoagent.ai/download (also linked as Get the free agent on erp.ai):
- macOS (Apple Silicon, DMG)
- Windows (x64, EXE)
- Linux (x64, AppImage)
The download page shows the current release and links to the Official release notes. Features can change between releases. Install it, sign in with your ERP•AI account, and choose the organization you want Proto to work in.
Your own AI agent
You can also connect coding agents such as Claude Code or Codex to ERP•AI. See Connect your own AI agent.
What you can ask Proto to do
- “Build a purchase request app with approvals over $5,000 going to Finance.”
- “Add a Board view of Orders grouped by Status.”
- “Create a dashboard page for sales managers with pipeline by stage and deals closing this month.”
- “When a ticket is marked Urgent, notify the on-call engineer in Slack.”
- “Add a Discount % field to Order Lines and include it in the line total.”
Tips for good results
- Describe who uses the app, what they track, and the steps of the process.
- Mention approval rules, roles, and the outcome you expect.
- Build one process first. Test it with sample data, then extend it.
Where Proto’s work is recorded
- Every Proto conversation for an app is saved in Command Centre → Prompt History.
- Every change Proto makes to the app’s structure appears in Command Centre → Releases (schema history) and in the audit logs.
Cost
Proto uses managed AI models by default. You pay the model cost plus an 8% Proto agent fee, deducted from your credits.
You can also bring your own model access:
- Your own OpenRouter key (BYOK): OpenRouter bills you for the model, and only the 8% agent fee is deducted from your credits.
- Your own ChatGPT (Codex) account: connect your ChatGPT account and Proto uses your ChatGPT plan for model usage. See Pricing.