Integration · CRM & sales

Connect Claude & ChatGPT to Contractors Cloud

Ask your AI which appointments are on tomorrow, what the latest notes on a job say, or to book a site visit in Contractors Cloud. It can read and update projects, contacts, accounts, appointments and tasks, read incoming leads and work orders, add notes and create new projects, contacts, accounts and appointments.

Connect Contractors Cloud free

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

Try asking

“What appointments do I have tomorrow?”
The AI lists your appointments in that date range, with time, address and attendees.
“Any new leads today?”
It lists incoming leads, filtered by status or search.
“What is the status of the Hansen roof job?”
It finds the project and reads its status, address, reps and estimated amount, plus the latest notes.

What your AI can do

Projects and notes

Find, create and update projects, read their work orders, and read and add notes, also for the customer portal.

Contacts, accounts and leads

Search, create and update contacts and accounts, add contact notes, and read incoming leads.

Appointments and tasks

Book, reschedule and delete appointments, and create, update and complete tasks for your team.

“Book an inspection on the Hansen job on Tuesday at 9 and notify the attendees.”
It creates the appointment on the project with time, address and attendees, and sends the notifications.
“Add a note to the Hansen project that materials arrive Thursday, visible to the customer.”
It adds the note to the project and shows it on the customer portal.
“Create a high-priority task for Mike to send the quote by Friday.”
It finds Mike among your users and creates the task with a due date and high priority.

28 tools for Contractors Cloud

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

add_contact_noteChanges dataAdd a note to a contact: pass `contact_id` and the note text in `body`.
add_project_noteChanges dataAdd a note to a project: pass `project_id`, the note text in `body` and `is_user_generated` (true for a note written by a person). Set `is_visible_on_customer_portal` to show it to the customer.
create_accountChanges dataCreate an account with `name`, `type` and address (`address_street`, `address_city`, `address_state`, `address_zip`).
create_appointmentChanges dataBook an appointment with `title`, `starts_at`, `ends_at`, optional `project_id`, address, `description` and `attendees`. Set `notify` to send notifications to attendees.
create_contactChanges dataCreate a contact with `first_name` and `last_name` (required), plus email, phone numbers, address and comment. Search first to avoid duplicates.
create_projectChanges dataCreate a project (job) with `name`, address fields, `account_id`, `contact_ids`, `workflow_id`, `rep_primary_id` and `amount_estimated`.
create_taskChanges dataCreate a task with `subject`, `due_at`, `assignee_id` and `assignee_type` (who it is for), plus optional `project_id`, `comment` and `is_high_priority`.
delete_appointmentDeletesPermanently delete an appointment by `appointment_id`. This cannot be undone.
get_accountGet one account by `account_id`.
get_appointmentGet one appointment by `appointment_id`, with time, address and attendees.
get_contactGet one contact by `contact_id`.
get_leadGet one incoming lead by `lead_id`.
get_projectGet one project by `project_id`, with address, status, reps and amounts.
get_taskGet one task by `task_id`.
list_accountsList accounts, filtered by `filter_search`, `filter_name`, `filter_email`, `filter_phone` or `filter_rep_id`.
list_appointmentsList appointments, filtered by `filter_starts_at_range`, `filter_date_range`, `filter_project_id`, `filter_related_to_user` or `filter_search`.
list_companiesList the companies your login has access to.
list_contactsList contacts, filtered by `filter_search`, `filter_email`, `filter_phone`, `filter_first_name` or `filter_last_name`.
list_leadsList incoming leads, filtered by `filter_search`, `filter_phone`, `filter_status` or `filter_project_id`.
list_project_notesList the notes on a project by `project_id`.
list_projectsList projects (jobs), filtered by `filter_search`, `filter_name`, `filter_status_id`, `filter_account_id` and more. Use this to find a project ID.
list_tasksList tasks, filtered by `filter_project_id`, `filter_assigned_to_user`, `filter_is_complete`, `filter_due_before` or `filter_due_after`.
list_usersList users in your Contractors Cloud company, filtered by `filter_search` or `filter_email`. Use this to find an ID for assigning tasks or reps.
list_work_ordersList the work orders on a project by `project_id`.
update_appointmentChanges dataUpdate or reschedule an appointment by `appointment_id`. Only the fields you pass change.
update_contactChanges dataUpdate a contact by `contact_id`. Only the fields you pass change.
update_projectChanges dataUpdate a project by `project_id`, e.g. its name, status_id, address, reps or estimated amount. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`, e.g. mark it done with `is_complete` or change its due date. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Contractors Cloud from the app list.
2
Paste your key
Paste an API access token. Log in to Contractors Cloud (stratus.contractorscloud.com), open Integrations > API Access Tokens and create a token with a descriptive name. Your user role needs API access permission; ask an administrator if you do not see the page.
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 Contractors Cloud?

The AI can read projects, work orders, project and contact notes, contacts, accounts, incoming leads, appointments, tasks, users and companies. It can create and update projects, contacts, appointments and tasks, create accounts, add notes and delete appointments.

Does the AI see my Contractors Cloud credentials?

No. Your Contractors Cloud API token is encrypted at rest and never shown to the AI. After you save it, it is 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 read-only. Deleting an appointment is permanent, and booking one can notify attendees, so these can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then 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?

PipMCP has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Contractors Cloud account.

Why can't I find API Access Tokens?

Your user role needs API access permission. If you do not see Integrations > API Access Tokens, ask an administrator in your Contractors Cloud company to give your role that permission or to create the token for you.