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It uses the same engines as the ",[408,409,411],"a",{"href":410},"\u002Fadvanced\u002Fautomation-rules#tester-dry-run","Automation Rules Tester",", the ",[408,414,415],{"href":288},"Rate Tester"," and ",[403,418,419],{},"Diagnose"," on an order.",[400,422,423,424,427,428,431,432,435],{},"Open the user menu → ",[403,425,426],{},"Settings → AI assistants",". Any signed-in member of the store can create tokens; each token is ",[403,429,430],{},"personal",", ",[403,433,434],{},"bound to the active store",", and limited to that person's own permissions.",[395,437,439],{"id":438},"purpose","Purpose",[441,442,443,452,455,458],"ul",{},[444,445,446,447,451],"li",{},"Ask \"why didn't order #152211 get the ",[448,449,450],"code",{},"-SDC"," tag?\" and get the rule-by-rule answer",[444,453,454],{},"Simulate a rule you are about to build against a real order before you create it",[444,456,457],{},"Let an assistant read a shipping-rate profile back to you in plain English",[444,459,460],{},"Give a developer or consultant scoped, revocable access without a StoresBoost login",[395,462,464],{"id":463},"what-the-assistant-can-do","What the assistant can do",[400,466,467,468,471],{},"Access is granted per ",[403,469,470],{},"module","; the assistant only sees tools from the modules on the token, and only those your own permissions allow.",[473,474,475,488],"table",{},[476,477,478],"thead",{},[479,480,481,485],"tr",{},[482,483,484],"th",{},"Module",[482,486,487],{},"Tools",[489,490,491,502,512,526,550,564,574],"tbody",{},[479,492,493,499],{},[494,495,496],"td",{},[403,497,498],{},"Core",[494,500,501],{},"Who am I, store overview, store settings",[479,503,504,509],{},[494,505,506],{},[403,507,508],{},"Automation rules",[494,510,511],{},"List and explain rules, conditions and tags; dry-run described or real orders (optionally only a draft group); diagnose why an order did or did not trigger rules",[479,513,514,519],{},[494,515,516],{},[403,517,518],{},"Import & shipment filters",[494,520,521,522,525],{},"List and explain ",[408,523,524],{"href":198},"store and shipment filters","; dry-run them against a real order",[479,527,528,533],{},[494,529,530],{},[403,531,532],{},"Orders & shipments",[494,534,535,536,416,540,544,545,549],{},"Search and inspect orders and shipments; diagnose why no shipment exists; read and (with changes enabled) edit the ",[408,537,539],{"href":538},"\u002Fshipments\u002Fshipment-settings#merge-rules","merge rules",[408,541,543],{"href":542},"\u002Fshipments\u002Fshipment-settings#merge-settings","Merge Settings"," including the ",[408,546,548],{"href":547},"\u002Fshipments\u002Fshipment-settings#merge-conflict-tags","Merge Conflict Tags","; list and cancel shipments left with no items; re-sync a fulfilled order's shipments with the store",[479,551,552,557],{},[494,553,554],{},[403,555,556],{},"Shipping Rates (checkout)",[494,558,559,560,563],{},"Read, explain and price-test ",[408,561,562],{"href":288},"profiles"," — zones, groups, tiers, combination and fold rules, triggers",[479,565,566,571],{},[494,567,568],{},[403,569,570],{},"Delivery Calendar (checkout dates)",[494,572,573],{},"Calendars, rules, exceptions and limit rules; replay a cart to see which dates a buyer gets; diagnose where an order's delivery date came from; capacity per day",[479,575,576,581],{},[494,577,578],{},[403,579,580],{},"Operations (alerts, routines, hooks, printing, integration health)",[494,582,583,584,587,588,591,592,595],{},"The ",[408,585,586],{"href":351},"alerts"," inbox by level, code or subject — and, with changes enabled, acknowledge, snooze or resolve them; ",[408,589,590],{"href":121},"routines"," and their runs step by step; ",[408,593,594],{"href":225},"hooks"," — list them, read a run, create one as a draft, test it on a shipment, and switch it on (activating a live hook comes back as a preview); document templates and the print history of a shipment; a one-call health check of Shopify webhooks, the checkout rate callback, the fulfillment provider and the weather feed; the log of recent checkout rate requests",[400,597,598,599,602],{},"Whether an assistant may ",[403,600,601],{},"change"," anything depends on how your StoresBoost is configured:",[441,604,605,616],{},[444,606,607,610,611,615],{},[403,608,609],{},"Read-only"," — the page shows ",[612,613,614],"em",{},"Read-only for now",": assistants inspect, explain, simulate and diagnose, but no tool creates, edits, deletes or activates anything. Rules, filters, shipments and shipping rates are only changed in StoresBoost itself.",[444,617,618,621,622,625,626,629],{},[403,619,620],{},"Changes enabled"," — the modules also carry the tools you have in that area: tag, split, merge, hold and re-run automation on shipments; create and edit rules, conditions, tags and filters; edit shipping-rate profiles. Anything that touches live data comes back to the assistant as a ",[403,623,624],{},"preview you must confirm",", and new rules, conditions and filters are created as ",[403,627,628],{},"inactive drafts"," so you can dry-run them before switching them on.",[400,631,632],{},"Every call is logged under your account either way.",[634,635,636],"tip",{},[400,637,638,639,642],{},"The most useful first prompt: ",[612,640,641],{},"\"Read the StoresBoost guide, then explain my automation rules and simulate an order that mixes two product types.\""," Ask the assistant to simulate a proposed rule against a real order number before you create it — it runs the same engine the Automation Tester does.",[395,644,646],{"id":645},"create-a-token","Create a token",[648,649,650,657,667,674,681],"ol",{},[444,651,652,653,656],{},"Click ",[403,654,655],{},"New token",".",[444,658,659,662,663,666],{},[403,660,661],{},"Name"," it after where you will use it (",[612,664,665],{},"Cursor on laptop",").",[444,668,669,670,673],{},"Tick the ",[403,671,672],{},"Modules"," the assistant may access (all are pre-ticked).",[444,675,676,677,680],{},"Optionally set ",[403,678,679],{},"Expires in (days)"," — 1 to 730; leave empty for no expiry. You can revoke at any time.",[444,682,683,686,687,656],{},[403,684,685],{},"Create token",". Copy it now — ",[403,688,689],{},"it is not shown again",[691,692,694],"h3",{"id":693},"connect-your-assistant","Connect your assistant",[400,696,583,697,700],{},[403,698,699],{},"Token created"," step offers ready-made connections:",[473,702,703,713],{},[476,704,705],{},[479,706,707,710],{},[482,708,709],{},"Client",[482,711,712],{},"How",[489,714,715,739,757],{},[479,716,717,722],{},[494,718,719],{},[403,720,721],{},"Cursor",[494,723,724,727,728,731,732,735,736],{},[403,725,726],{},"Add to Cursor"," opens Cursor with the server (",[448,729,730],{},"storesboost-{store}",") and token pre-filled — confirm and you are done. If nothing opens, ",[403,733,734],{},"Copy mcp.json"," and paste it into ",[448,737,738],{},"~\u002F.cursor\u002Fmcp.json",[479,740,741,746],{},[494,742,743],{},[403,744,745],{},"Claude Code",[494,747,748,749,752,753,756],{},"Copy the single ",[448,750,751],{},"claude mcp add --transport http --scope user …"," command into a terminal (",[448,754,755],{},"--scope user"," makes it available in every project)",[479,758,759,764],{},[494,760,761],{},[403,762,763],{},"Claude Desktop",[494,765,766,767,770,771,774,775,778],{},"Copy the config block into ",[612,768,769],{},"Settings → Developer → Edit Config"," (",[448,772,773],{},"claude_desktop_config.json","), then fully quit and reopen Claude. It bridges through ",[448,776,777],{},"mcp-remote",", so Node.js must be installed",[400,780,781,782,785,786,789,790,793,794,797],{},"Other MCP clients: use the ",[403,783,784],{},"Server URL"," shown on the page with the token as a ",[448,787,788],{},"Bearer"," ",[403,791,792],{},"Authorization"," header. Each store gets its own server name, so a multi-store user does not overwrite one connection with another. ChatGPT and Claude's ",[612,795,796],{},"custom connectors"," need OAuth sign-in, which is not available yet.",[395,799,801],{"id":800},"manage-tokens","Manage tokens",[400,803,804,807,808,811],{},[403,805,806],{},"Your tokens for {store}"," lists each token with its modules, when it was created, last used and expires. ",[403,809,810],{},"Revoke"," cuts access immediately — any assistant using that token stops working on its next call. Tokens honour exactly the expiry you set; a token without an expiry keeps working until you revoke it.",[395,813,815],{"id":814},"troubleshooting","Troubleshooting",[441,817,818,828,834,840],{},[444,819,820,823,824,827],{},[403,821,822],{},"The assistant says a tool is missing"," → the module is not on the token, or your own role lacks the matching permission (for example ",[612,825,826],{},"View automation rules","). Create a new token or ask an admin to adjust your role.",[444,829,830,833],{},[403,831,832],{},"\"Not authenticated\" after it worked before"," → the token expired or was revoked; create a new one and update the client.",[444,835,836,839],{},[403,837,838],{},"It sees the wrong store"," → tokens are bound to the store that was active when you created them. Switch stores and create another token; each store gets its own server entry.",[444,841,842,845],{},[403,843,844],{},"A change was not applied"," → in read-only mode nothing is written; with changes enabled, every live change needs your confirmation in the chat, and rules or filters are created as drafts you still have to activate.",[395,847,849],{"id":848},"related","Related",[441,851,852,857,862,869],{},[444,853,854,856],{},[408,855,508],{"href":206}," — the tester the assistant reuses",[444,858,859,861],{},[408,860,197],{"href":198}," — filter dry runs",[444,863,864,866,867],{},[408,865,287],{"href":288}," · ",[408,868,272],{"href":273},[444,870,871,873],{},[408,872,161],{"href":162}," — what bounds every token",{"title":875,"searchDepth":876,"depth":877,"links":878},"",1,2,[879,880,881,882,886,887,888],{"id":397,"depth":877,"text":398},{"id":438,"depth":877,"text":439},{"id":463,"depth":877,"text":464},{"id":645,"depth":877,"text":646,"children":883},[884],{"id":693,"depth":885,"text":694},3,{"id":800,"depth":877,"text":801},{"id":814,"depth":877,"text":815},{"id":848,"depth":877,"text":849},"Connect Cursor, Claude, ChatGPT, or another MCP client to your store so it can explain rules, simulate orders, diagnose shipments and price-test carts — with a personal token that can never do more than you can.","md",null,{},{"icon":358},{"title":355,"description":889},"trisx3EwWlbO_U0U_zzA4OFYprmW7-yoJYSRT0m82LU",[897,899],{"title":350,"path":351,"stem":352,"description":898,"icon":353,"children":-1},"Every alert StoresBoost can raise, what each level means, and how to acknowledge, snooze, and resolve.",{"title":365,"path":361,"stem":362,"description":900,"icon":366,"children":-1},"Quick answers to the questions support hears most — grouped by topic, each linking to the full guide.",1791370336529]