How to Connect Codex or Claude to Tuaneka Safely

You can connect Codex or Claude to Tuaneka by signing in securely, choosing one business and approving the access that connection may use. After connecting, you can ask the AI agent to prepare invoices, manage products, review stock, check orders and update deliveries, while sensitive actions still require your confirmation.

What the connection does

The connection lets Codex or Claude work with information and actions already available inside the selected Tuaneka business. Instead of opening several pages to complete a routine task, you can describe the outcome in everyday language. For example, you can ask to find a customer, prepare an invoice draft, show products that are running low or review orders awaiting delivery.

The AI agent does not become the owner of your account. It uses Tuaneka's controlled business tools and receives only the access approved for that connection. Tuaneka remains the system that validates records, calculates totals and reports whether an action succeeded. Codex and Claude are separate third-party products. Their availability and terms are controlled by their respective providers, and Tuaneka does not claim that either provider endorses Tuaneka.

Prepare the correct business

Sign in to Tuaneka and switch to the business you want the AI agent to manage. Check the business name, currency, customer records, payment connections and shop details before connecting. This matters because every connection is tied to one business.

If your account owns three businesses, create three separately named connections when you want the agent to work with all three. A connection for Business A cannot silently switch to Business B when you change the active business in the Tuaneka dashboard. This separation protects customer, invoice, product, payment and order information from being mixed between companies.

Use a clear connection name such as "Codex - Accra Shop" or "Claude - Consulting Business". A descriptive name makes it easier to review or revoke the correct connection later.

Connect securely with OAuth

Open Tuaneka's AI and agent connection settings, choose Codex or Claude and start the connection. Tuaneka uses OAuth, which means you sign in and approve access without copying a permanent secret into a chat, document or environment file. The client sends you to Tuaneka, Tuaneka confirms your identity and business selection, and then the client receives a limited connection credential.

Review the displayed business and permission level before clicking Connect. When the flow returns to Codex or Claude, ask it to check the Tuaneka connection. The agent should call the business summary first and state the exact business it can manage. Stop and reconnect if the business name is not the one you expected.

Your password is never given to Codex or Claude through this process. Do not paste Tuaneka passwords, payment-provider secret keys or old manual API tokens into a prompt. Manual bearer-token setup may remain available for advanced integrations, but OAuth is the simpler and safer choice for ordinary users.

Understand permissions and confirmations

Tuaneka can offer read-only, manage and full-operations permission presets. Read-only access can inspect information but cannot change records. Manage access can create and update ordinary business records. Full operations can use the broadest supported workflows, but it does not remove Tuaneka's confirmation safeguards.

You must explicitly confirm actions that create an external or financial effect. These include sending an invoice, recording a received payment, publishing a store, adjusting stock and changing an order's fulfilment or delivery status. Read the proposed customer, recipient email, amount, currency, product, quantity or status before confirming. Never tell an agent to invent missing recipient addresses, payment amounts or delivery outcomes.

Prepare and send an invoice

Start with a specific request: "Create a draft invoice for Ama Mensah for two website maintenance services at GHS 500 each." The agent should identify the connected business, search for the customer and ask before creating a new customer when no reliable match exists. It should then prepare a draft using Tuaneka's server-side totals.

Review the invoice number, customer, items, tax, discount, currency, total and due date. Ask for changes while the invoice remains a draft. Approval and sending are separate sensitive actions. Confirm the final recipient email and message before sending. When a customer pays outside an automated gateway, record payment only after checking the actual amount, method, reference and date.

Manage products and the storefront

You can ask the agent to create or update products, services and marketplace listings. Provide factual details such as the title, regular price, cost price, SKU, stock, category, variants, delivery notes and promotion channels. Product images, prices and stock should come from the business owner or an approved supplier source rather than being guessed.

For store work, ask the agent to inspect the current storefront before changing it. It can help update shop settings, prepare listings and explain what is still required for publication. Publishing makes changes visible to customers, so Tuaneka asks for confirmation. After publication, re-read the store state and open the public shop to verify that the expected products and content are visible.

Review stock, orders and deliveries

Use direct questions such as "Which products are below their low-stock threshold?" or "Show paid orders that still need preparation." Read-only checks are useful for daily planning and do not require the agent to change anything.

Stock adjustments need a quantity and a truthful reason such as restock, damaged, returned or correction. Confirm the exact product, variant, old quantity, adjustment and resulting quantity. For deliveries, distinguish preparing, dispatched, out for delivery, delivered and cancelled. Do not mark an order delivered because a courier was merely assigned. Give tracking information and customer-facing notes only when they are accurate.

Handle failures without duplicating work

If the client loses connection after a mutation, do not immediately repeat the command. Ask the agent to re-read the invoice, payment, stock movement, store or order first. Tuaneka workflows are designed to report success from the server response, but checking current state prevents duplicate invoices, repeated stock adjustments or duplicate payment records after an uncertain network failure.

Record any request or error reference shown by Tuaneka. If authentication expires, reconnect through OAuth instead of pasting credentials into the conversation. If a permission is missing, either complete the task manually or edit the connection deliberately in Tuaneka.

Review and revoke access

Visit the AI and agent connection settings regularly. Check the connection name, selected business, permissions and last successful use. Revoke connections for devices, staff members or clients you no longer use. Revocation should stop both current access and future refresh access.

Keep human responsibility at the centre of the workflow. Codex or Claude can reduce repetitive navigation and drafting, but the business owner remains responsible for customer details, prices, stock accuracy, payment records, fulfilment and legal obligations. A safe connection makes work faster without turning important commercial decisions into invisible automation.

Frequently asked questions

Can one Codex or Claude connection manage several Tuaneka businesses?

No. Each connection is tied to one selected business. Create a separately named connection for every additional business you want the agent to manage.

Do I need to copy an API token into Codex or Claude?

No for the standard setup. Tuaneka uses OAuth so you sign in, choose a business and approve access without copying a permanent token into a prompt.

Can the agent send an invoice without asking me?

Sensitive actions such as sending invoices require explicit confirmation. Review the customer, recipient, amount, currency and message before approving the send.

What should I do if a command times out?

Ask the agent to read the current record before retrying. This helps prevent duplicate invoices, stock adjustments, payments or delivery updates.

Are Codex or Claude officially endorsing Tuaneka?

No endorsement is claimed. Codex and Claude are separate third-party products that can connect to Tuaneka through supported authorization and business tools.