Integration · Projects & tasks

Connect Claude & ChatGPT to Birdview PSA

Ask your AI what is due this week, how many hours went into a project, or to log your time in Birdview PSA. It can search projects, tasks, customers and users, and read time logs and expenses. It can also create and update projects and tasks, assign people, log time, record expenses and comment, with your approval if you want it.

Connect Birdview PSA free

Free plan, no credit card. Takes about a minute.

Try asking

“Which of my tasks are due this week?”
The AI searches tasks by assignee and end date and lists them with project, status and hours left.
“Log 3 billable hours on the website redesign task for today: wireframes.”
It finds the task and your user and logs the time with date, duration, description and billable flag.
“How many hours were logged on the Acme project last month?”
It lists the time logs for that project and date range and adds up the hours, billable and not.

What your AI can do

Projects and tasks

Search, create and update projects and tasks, assign people, and read dates, budgets, estimates, hours left and statuses.

Time and expenses

Log, update and list time on tasks, and record and list expenses on projects or tasks, billable or not.

Customers and team

Search, create and update customers with hourly rates, search users, and comment on projects and tasks.

“Create a task in the Q4 launch project for the press release, due Friday, and assign it to Lisa.”
It creates the task with dates in the project and adds Lisa as assignee.
“Record a 450 DKK travel expense on the Acme project as billable.”
It records the expense on the project with amount, date, description and billable flag.
“Move the onboarding project to In progress and set it to 40 percent.”
It looks up the project statuses and updates the project's status and progress. Only those fields change.

27 tools for Birdview PSA

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_project_commentVisible to othersPost a comment on a project by project_id with message_text. Visible to the project team.
add_task_commentVisible to othersPost a comment on a task by task_id with message_text. Visible to the task's team.
assign_taskChanges dataAdd a user (user_id) as assignee of a task (task_id), with optional personal estimate.
create_customerChanges dataCreate a customer with name, email, phones, address and optional hourly_rate.
create_expenseChanges dataRecord an expense on a project or task: amount, expense_date, project_id or task_id, description, billable.
create_projectChanges dataCreate a project with name, start_date, end_date and optional customer_id, status_id, budget and description.
create_taskChanges dataCreate a task in a project: name, project_id, start_date, end_date and optional parent_id, description, estimate and status.
delete_time_logDeletesPermanently delete a time log by timelog_id.
get_current_userGet the connected Birdview user's profile.
get_customerGet one customer by customer_id, with contact details and hourly rate.
get_projectGet one project by project_id, with dates, budget, status, customer and members.
get_taskGet one task by task_id, with dates, status, estimates, hours left and assignees.
get_time_logGet one time log by timelog_id.
list_expensesList expenses, filtered by project_id, task_id or date range (from/to).
list_project_statusesList the available project statuses and their IDs.
list_task_assigneesList the people assigned to a task by task_id.
list_task_statusesList the available task statuses and their IDs.
list_time_logsList time logs, filtered by user_ids, project_ids, task_ids, entry date range, billable or approved.
log_timeChanges dataLog time on a task: task_id, user_id, entry_date, duration (hours), description and billable.
search_customersSearch customers by text or enabled state. Use to find a customer ID.
search_projectsSearch projects by text, status_ids, customer_ids, space_ids or start/end date ranges. Use to find a project ID.
search_tasksSearch tasks by text, project_id(s), assignee, status or dates. Use to find a task ID.
search_usersSearch users by name text, enabled or can_login. Use to find a user ID for assignments and time logs.
update_customerChanges dataUpdate a customer by customer_id: name, email, phones, address, description or hourly_rate.
update_projectChanges dataUpdate a project by project_id: name, dates, status_id, progress, budget, customer_id or description. Only fields you pass change.
update_taskChanges dataUpdate a task by task_id: name, dates, status, progress, hours_left or description. Only fields you pass change.
update_time_logChanges dataUpdate a time log by timelog_id: duration, entry_date, description, billable.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Birdview PSA from the app list.
2
Paste your key
Create your own Birdview OAuth client, paste its Client ID and Client secret, then sign in with Birdview once. Sign in to Birdview and open https://api.go.easyprojects.net/integrations/oauthclients. Create a new OAuth client and set its return (redirect) URL to https://pipmcp.com/oauth/callback.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Birdview PSA?

It can search and read projects, tasks, customers, users, time logs, expenses, task assignees and project and task statuses. It can create and update projects, tasks and customers, assign users to tasks, log and update time, record expenses, comment on projects and tasks, and delete a time log.

Does the AI see my Birdview PSA credentials?

No. Your Client ID, Client secret and sign-in tokens are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with lookups only. Comments are visible to the project team and deleting a time log is permanent, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and add your PipMCP link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

Birdview PSA connects with OAuth, and OAuth connections need the PipMCP Pro plan or above. PipMCP also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Birdview account.

Why do I create my own OAuth client?

Birdview signs you in through an OAuth client that belongs to your own account. You create it in Birdview, set the return URL to https://pipmcp.com/oauth/callback and paste its Client ID and Client secret into PipMCP. Then you sign in with your Birdview login once, and the AI works with the access your user has.