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Introducing Boldo AI

Boldo AI is now available across the application. Teams can ask questions about their knowledge base, prepare changes, work with project documents, and connect external assistants through MCP.

AI assistant in the workspace​

The assistant helps users work from their current context. It can answer questions, inspect diagrams, views, charts, nested maps, process flows, and prepare proposals that users review before applying.

AI follows the user's Boldo rights. It can only use data the approving user is allowed to access.

Read AI assistant.

Projects and attachments​

AI projects group conversations and documents around a specific work context, such as a migration, audit, or architecture review.

Project documents and message attachments have documented limits:

  • up to 5 AI projects per user and organization
  • up to 6 saved documents per project
  • up to 1 MB for text files and 10 MB for PDF, DOCX and XLSX documents
  • project document text indexed up to 120,000 characters
  • one-off message text attachments sent up to 40,000 characters
  • one-off image attachments only when the selected model supports vision

PDF, DOCX and XLSX documents supply extracted text. Images can be attached to messages but cannot be saved as project documents. In the same conversation, ask the assistant to reread a document attached earlier; attach an image again to inspect it again.

Read AI projects and attachments.

Boldo-hosted and BYOK providers​

The AI settings page now separates the built-in Boldo-hosted provider from customer-managed provider keys.

Supported BYOK providers are:

  • Claude
  • OpenAI
  • Gemini
  • Mistral

Boldo-hosted models do not require a customer key. BYOK models appear in the model picker when the corresponding provider key is configured and readable. Keys are encrypted and never shown again after they are saved.

Read AI settings.

Budgets and usage​

The organization AI budget applies to Boldo-hosted usage. BYOK usage is billed through the provider key configured by the administrator, so it does not consume the Boldo-hosted budget.

The usage page shows the current budget window, budget percentage, conversations, messages, users, models, and last activity. Raw token totals stay internal and are not shown on the organization-facing usage page.

Read AI usage and budget.

MCP follows AI access and organization controls​

MCP follows the member’s AI access level. Level 1 - Platform only gives structure and documentation tools. Level 2 - Business data adds tools for the business data that member may access.

The member’s MCP level separately allows reading, suggestions or direct writes. Suggestions await review in Boldo. Direct writes also require the organization setting and write consent when connecting; they do not create a suggestion awaiting review in Boldo.

MCP authorization is limited to eligible organizations only. The connection is checked on every call against the same constraints as the app: plan, AI availability, user AI access, SSO requirements, enabled sign-in methods, 2FA enforcement and allowed IP addresses. Revoking a connection stops access immediately, including tokens already issued. Reconnecting requires fresh consent.

Read MCP.