Ask TrakIT in plain words

You can now connect Claude, ChatGPT and other AI assistants to your TrakIT. Ask about your jobs, containers, invoices and reports in your own words, and get answers straight from your live TrakIT data.

What's new

TrakIT now has an MCP server. MCP, the Model Context Protocol, is the open standard AI assistants use to connect to other apps. Once you connect your assistant to TrakIT, it can look things up in TrakIT for you while you chat: find a job, check the latest event on a container, list overdue invoices, or count last month's TEU.

Safe By Design

Read-only. The assistant can look things up. It can't create, change or delete anything in TrakIT.

Your permissions, nothing more. It sees exactly what you see in TrakIT, with the same roles and filters. If you can't open something in TrakIT, the assistant can't read it either.

Switched on per person. Your TrakIT administrator decides who can connect an assistant.

Your normal TrakIT sign-in. You sign in on a TrakIT page, with two-factor codes if your company uses them. Your password is never given to the AI.

Recorded and reversible. Every request is logged, and you can disconnect at any time.

Before you start

You need three things:

• AI access in TrakIT. Ask your TrakIT administrator to enable AI access on your TrakIT profile.
• An assistant that supports custom connectors. Claude works on every plan (the free plan allows one custom connector). ChatGPT needs a Plus, Pro, Business, Enterprise or Edu plan.
• The TrakIT connector address: https://mcp.trakit.in/mcp

Connect Claude

In Claude, open Settings and go to Connectors.

1. Click Add custom connector. Enter the name TrakIT and the address https://mcp.trakit.in/mcp , then click Add.
2. Click Connect next to TrakIT and sign in (see Signing in below).
3. In a chat, click +, open Connectors and make sure TrakIT is switched on. Then ask your question.

Connect ChatGPT

1. In ChatGPT, open Settings → Apps & Connectors → Advanced and turn on Developer mode.
2. In Apps & Connectors, click Create. Enter the name TrakIT, the connector URL https://mcp.trakit.in/mcp and authentication OAuth, then click Create.
3. Sign in to TrakIT when ChatGPT asks you to.

Signing in

When you connect, a TrakIT sign-in page opens. Its address starts with https://mcp.trakit.in.

1. Enter your TrakIT address, the one you use to open TrakIT in your browser (for example yourcompany.trakit.in or trakit.yourcompany.com ), and click Continue.
2. Sign in the way you normally do: click Continue with Google or Continue with Microsoft, or enter your TrakIT user ID or email and password and click Sign in. Your company decides which of these are offered.
3. If TrakIT asks for a verification code (for TFA), enter it and click Verify.
4. Check what the assistant will be able to read, and click Allow.

You're taken back to your assistant, and you're connected. From time to time you may be asked to sign in again.

What you can ask

Ask the way you'd ask a colleague. If you work in more than one TrakIT company, say which one. Here are some examples:

Jobs and shipments

• Show my open jobs created this week.
• Find the job for container MSKU1234565.
• List last month's export jobs for Acme Traders.

Tracking

• What's the latest status of job BL-26-0117?
• Has the vessel arrived? What's the ETA?
• Which milestones are still pending on its containers?

Customers and partners

• Find our customer Acme Traders.
• Which shipping lines do we have in TrakIT?
• Which clearing agents do we have in TrakIT?

Invoices and bills [Finance access required]

• Which sales invoices are overdue?
• How much does Acme Traders still owe us?
• Show the unpaid supplier bills for job BL-26-0117.

Job profit · [Finance access required]

• What's the profit on job BL-26-0117?
• Which costs make up the expenses on this job?
• Is the finance on this job approved or closed yet?

Reports and trends

• How many jobs did we open each month this year? Show it as a chart.
• Compare our TEU this quarter with last quarter.
• Which customers have the most open work orders right now?

You can also combine questions: "Prepare a short summary of this week's operations for my manager" or "Which of our biggest customers have overdue invoices?" What you can ask about depends on your TrakIT role. For example, invoices and job profit need finance access in TrakIT.

Tips for better answers

• Use job, container or invoice numbers when you have them.
• Ask for a table or a chart when you want one.
• Ask follow-up questions. The assistant remembers the conversation.
• Check important figures in TrakIT before you act on them. AI assistants can make mistakes.

Good to know

Your questions, and the TrakIT data the assistant reads to answer them, are handled by the AI provider you use (for example Anthropic for Claude or OpenAI for ChatGPT), like anything else you type into that assistant. Follow your company's policy on AI tools.

The connection stays until you disconnect it or your administrator turns off your AI access.

To disconnect, remove TrakIT under Settings → Connectors in Claude, or Apps & Connectors in ChatGPT.

If something doesn't work

"Couldn't determine how this server signs in"

Check the address. It must end in /mcp: https://mcp.trakit.in/mcp.

"Your TrakIT account doesn't have AI access"

Ask your TrakIT administrator to tick AI under Access on your user.

The assistant answers without using TrakIT

Make sure TrakIT is switched on for the chat, or mention TrakIT in your question.

You don't know your TrakIT address

It's the address you use to open TrakIT in your browser, such as yourcompany.trakit.in.

This is a new experience for us as well - and the first release of the TrakIT MCP Gateway. Please connect with the TrakIT Support team if you have suggestions or questions that the AI can't answer or is answering incorrectly. We'll do our best to improve the performance and accuracy.

Sign finance documents on the spot with Live Signature

Invoices, quotations, bills and vouchers can now carry a signature drawn right in TrakIT, with a mouse, a pen or a finger, before the PDF is generated. There is no printing, signing and scanning: the signature and the time it was given go straight into the document.

At a Glance

The template's signature box waits in the preview; after Confirm, the drawn signature and its time take its place, exactly as they will print.

How signing works

Signing happens in the same Generate window you already use, in the preview of the document.

1. Open the document and click Generate (or Pro-Forma, Approve, Generate PDF), then pick the template.
2. The preview shows a dashed "Sign Here" box where the signature belongs.
3. Sign inside the box with your mouse, a pen, or your finger on a tablet or phone.
4. Click Confirm to keep it, or Clear to start again.
5. The box is replaced by your signature, with the time underneath, for example 14:05, 25 Sep 2026.
6. Click Generate. The PDF carries the signature exactly where the box was.

Changed your mind after Confirm? Click the signature to sign again. If Generate stops on another problem, such as a mistyped email address, your confirmed signature is kept while you fix it.

Setting it up on a template

Any finance template can take a signature: invoices, debit and credit notes, invoice documents, quotations, bills, and receipt or payment vouchers. Two steps in Admin → Form Definitions:

1. In the form content, place the signature box where the signature should appear: <div class="LiveSign"></div>. It is 280 x 90 by default; give it a width and height in its style to change that. Text inside the box, such as "Customer Signature", shows as a small caption.
2. Edit the template header and turn on Require Live Signature.

TrakIT checks the template as you save it. The switch only turns on when the content has exactly one signature box, and while it is on, the box cannot be deleted from the content by accident. The box belongs in the form content itself, not in the header, the footer or a section that is hidden from print.

Required or optional

The switch decides whether a signature is a must or a choice. A template with the box but without the switch still offers the signing pad. Either way, a signature that has been drawn but not confirmed stops Generate with a reminder, so a signature is never dropped by mistake.

Good to know

• The time is yours and it is checked. It is shown in the time zone of your TrakIT profile, the same as the "Generated By" line, and TrakIT confirms it on its own clock.
• Every signed PDF is recorded. The user action log notes the template, the user who generated the PDF, the signing time and a fingerprint of the signature image.
• Each document is signed fresh. A signature belongs to the one PDF it was given for, so regenerating a document asks for a new one.
• Some documents have no preview to sign in. The credit note created when an invoice is reversed is one; templates that require a signature are not offered there.
• It is a drawn signature. It shows the signature and when it was given, like ink on paper. It is not a certificate-based digital signature.

For any questions or concerns, or for any assistance in setting up the signature box, contact TrakIT Support.

Finance and Management Emails for Entities

Every entity in TrakIT now has three sets of email addresses: General, Finance and Management. Invoices can go to the accounts team while job updates keep going to operations, without workarounds.

The entity edit page now shows three email boxes side by side. Each takes one or more addresses, separated by a comma or a new line.

• General Emails is the email field you already use, under a clearer name. Nothing in it changes.
• Finance Emails is for invoices, statements and payment reminders.
• Management Emails is for the people who should get reports and summaries.

Wherever TrakIT emails an entity, you choose which of the three to send to, and you can tick more than one. An email address listed in two categories receives the email only once. If every category you chose is empty for an entity, TrakIT sends to its General addresses, so nobody is left out.

Where you can choose

Look for General, Finance and Management tick boxes in these places. In the 'send' dialogs, each category also lists its addresses, and a category with no addresses is greyed out.

Where	What you choose	Ticked by default
Event/Data Actions	Entity Emails, for Send Email and Send Documents actions once an entity is picked	General
Advanced Report Subscriptions	Entity Emails, once an Entity Type Subscription is set	General
Broadcast Messages	Entity Emails, under Entity Type	General
Reminders	The categories next to Notify Entity	General
Invoices/Credit Notes	The customer's categories when you generate and email the document	Finance
Receipt Vouchers	The customer's categories when you generate the voucher	Finance
Finance Documents Email	Individual addresses, each labelled with its category	Finance
Quotations	The customer's categories when you generate the quotation	General
Job Documents (Email Docs)	Categories for each party: customer, transporter, freight forwarder and clearing agent	General
Forms (Generate PDF & Email)	Categories for each party on the job	General

When a Finance default is set but the entity has no Finance addresses, General is ticked instead.

Sent automatically

Some emails TrakIT sends on its own now go to the Finance addresses first, and to General when Finance is empty:

• Outstanding invoice payment reminders.
• The contact email sent to your accounting system (Xero or QuickBooks) when entities sync.

Operational emails stay on General: job status updates, pending document reminders and comment notifications.

Getting started

1. Open an entity, click Edit, and fill in Finance Emails and Management Emails.
2. Open an action, report subscription, reminder or broadcast that emails entities, and tick the categories it should use.
3. Send an invoice as usual: the Finance addresses are already ticked.

You can see all three fields on the entity page, in the entity list and in its export. The Email filter on the entity list searches all three.

To fill the fields in bulk, add Finance Email and Management Email columns to your entity import sheet, next to General Email (a column named Email still works).

Form and template designers can print the new addresses with these codes:

Code	Prints
##ENTFINEMAIL##	The entity's Finance addresses
##ENTMGMTEMAIL##	The entity's Management addresses
##INVTOFINEMAIL##	The invoiced entity's Finance addresses
##INVTOMGMTEMAIL##	The invoiced entity's Management addresses

The entity codes also take a party suffix, such as ##ENTFINEMAIL|TRANS## for the transporter, just like ##ENTEMAIL##.



For any questions or concerns, please contact TrakIT Support.

Interactive Reports, rebuilt: every report on one page

The Interactive Reports page in TrakIT has been rebuilt from the ground up. Every report now opens on one page, every figure leads to the records behind it, and nine new reports cover operations, KPIs and finance.

One page for every report

Pick a report from the list on the left panel, set its filters and press Run report. The results appear right there: summary tiles, a chart and a table. Each table row expands from the workflow, customer, period or person into its detail, and every column sorts.

Filters carry over from one report to the next, so you choose your workflows once and move between reports freely. The page remembers your choices in your browser. Under each table, a short note says exactly what the report counts.

Sixteen reports, nine of them new

The seven reports from the old page are rebuilt, and nine new ones join them in four sections. Finance reports appear only to people with the finance permissions their figures need.

From any figure to the records behind it

Every underlined figure opens the list behind it: the work orders, jobs, charges or invoices that make up the number. Bars in the charts work the same way. A breadcrumb shows where you came from, and the browser's Back button takes you back to the summary.

Both views export to Excel, with the filters you used at the top of the sheet. A report exports as a Summary sheet plus a Detail sheet, with one row per item, ready to filter and pivot. A drill-down exports its whole list, up to 50,000 rows, with numbers and dates kept as numbers and dates.

Finance figures in one currency

Finance reports run for one company at a time, and every amount is shown in that company's currency. Jobs and invoices in other currencies are converted at one rate each: the latest exchange rate on or before the report's end date. The rates used are listed under the summary with their dates, and a rate more than three months old is flagged.

A currency with no exchange rate is never added in unconverted. Its amounts are left out and the currency is named, so a missing rate is easy to spot and add. Amounts are before tax, and disbursements recharged to customers are kept apart from revenue and margin.

If you used the old page

The page is where it was, under Reports > Interactive, with the same permission, and bookmarks to the old address still open it. The popup windows are gone: every report and drill-down opens in the page itself.

A few figures read differently now:

• User Engagement counts each update once. The old report counted some event updates twice, so WOs updated and Events updated are lower than before. It also runs much faster.
• User Engagement's average days to update covers the events each person entered in the period, the same way Event Update Delay measures it.
• Delay Tracking Statistics shows demurrage in each workflow's own currency, with a total per currency instead of one mixed sum.
• Include locked users in User Engagement now does what it says.
• Job Status starts on active work orders only; tick the other statuses to include them.

As always, please contact TrakIT Support for any questions or concerns. We'd be happy to receive feedback and suggestions.

Introducing the New TrakIT Portal for Customers and Transporters

Faster, clearer, and built for the people who move your cargo

Every shipment has more people involved than the logistics company that handles it. Customers want to know where their containers are and what they owe. Transporters want to see the moves assigned to them and get the paperwork right the first time. Until now, most of those questions ended in a phone call or an email to your operations team.

Today we are launching the new TrakIT Portal: a completely rebuilt, self-service web portal for your external users. It replaces the previous customer pages with a faster, cleaner experience that works just as well on a phone as on a desktop. It also introduces something we have been asked for many times: a dedicated view for transporters. 

A home page that answers the first question

When your customers sign in, the portal greets them with a summary of where things stand: how many jobs they have, how many work orders are still open, how many invoices are outstanding and how many bills are in progress. Each tile is one click away from the full list behind it.

If your team has set up dashboards for the account, the charts appear right on the home page too, for example work order and job volumes month by month. There is no separate screen to find.

For customers: every shipment, one click deep

Jobs and work orders

The Jobs screen lists every shipment your customer is a party to. They can search by transport document, container or manifest number, and filter by imports, exports or other job types. Columns can be sorted, and users can choose which columns they see and in what order, so the list shows what matters to them.

Opening a job shows its key details at the top, with tabs for:

• Work Orders: each container or load under the job, with a colour-coded status.
• Documents: download or preview the documents shared for the job.
• Comments: a conversation thread with your team, right next to the shipment it's about.

Track progress, step by step

Each work order has a clear Events timeline. Completed milestones get a green tick and a time. Upcoming ones show what is still to come. Customers can see at a glance that their empty was released, the unit stuffed and the gate-in done, without having to ask.

Where tracking data is available, a Location tab shows the route on a map. The Documents and Comments tabs are there too.

Invoices, without the back-and-forth

The Invoices screen lists every invoice with its date, due date, total and outstanding amount, and can be filtered to show only outstanding or paid invoices. Each invoice opens to show:

• its line items and taxes;
• a totals panel with the outstanding balance highlighted;
• any payments already received.

Where enabled, the official invoice PDF is one click away.

Customer and transporter at the same time? Many companies are both, for example a customer who also hauls some of its own containers. The portal handles this naturally. Those users simply see both Jobs and Work Orders in their menu. Each screen shows the records that match that relationship, with no need to switch accounts or pick a role at sign-in.

For vendors: submit and track your bills

Vendors and service providers can create a new bill directly in the portal:

1. Enter the bill number, date, currency and amounts.
2. Attach the scanned copy.
3. Submit it for processing.

From then on, they can follow its progress (Submitted, Received, Approved, or Rejected with the reason), see the payments made against it, and exchange comments with your accounts team.

Designed for every screen, including after dark

The new portal is fully responsive. On a phone, the menu folds away, the home tiles stack neatly, and lists scroll smoothly. Your users get the complete portal from any mobile browser, with nothing to install.

We've also added a Dark Mode switch to the profile menu. It changes the whole portal instantly, including charts, and TrakIT remembers the choice for the next visit. It's easier on the eyes in a dim control room or late in the evening.

Secure by design

The portal is built on the principle that each person should see their own business, and nothing else:

• Every record is checked, every time. Each user is linked to the companies they represent, and each link says how they relate to them: as a customer or as a transporter. Every screen and every download is checked against those links on every request.
• Roles decide what each user can see and do. For example: view invoices, post comments, submit bills, or download reports.
• Signing out really signs you out. Signing out ends the session and everything tied to it, so a forgotten browser tab or a copied link stops working the moment you leave.

Already bookmarked the old pages? No problem

Existing bookmarks and links keep working:

• Old addresses redirect automatically to the matching screen in the new portal.
• Links in notification emails and the QR codes printed on invoices take users straight to the right job, work order or invoice, even if they need to sign in first.

Users sign in exactly as before, with the same username, password and security steps.

Getting started

For portal users: simply sign in as usual. You'll land on the new portal automatically. If you don't see a section you expect, such as Invoices or Work Orders, contact your account representative and they can enable it for you.

For logistics companies using TrakIT: your administrators set up each external user in a few steps:

1. Give the user one portal role. The role decides which sections they see: Jobs, Work Orders, Invoices, Bills or Reports.
2. Link the user to their companies, and say for each link whether they deal with you as a Customer or as a Transporter.
3. Grant the Work Orders permission on the roles your transporter users hold.

That's it. From then on, the portal keeps each user's view up to date automatically.

We'd love to hear what you think of the new portal. Share your feedback with your TrakIT account manager or contact us. Watch this blog for more updates.