Integration · Field service

Connect Claude & ChatGPT to Encircle

Ask your AI for the moisture readings in a room, the notes on a claim or which drying equipment is placed where. It can find and read Encircle property claims, structures, rooms, notes, media and drying data, create claims, structures and rooms, and update claims and notes.

Connect Encircle free

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

Try asking

“Find the claim for policyholder Karen Holt.”
The AI searches claims by policyholder name and reads the one it finds, with loss details and address.
“What are the latest moisture readings in the kitchen on that claim?”
It lists the material moisture readings on the claim for the kitchen.
“Which drying equipment is placed on this claim?”
It lists the equipment placements on the claim.

What your AI can do

Claims and notes

Find claims by policyholder or identifier, read and update them, and read or edit notes on claims and rooms.

Structures and rooms

List and add structures and rooms on a claim, and list the photos, videos and documents.

Drying data

Read moisture, atmospheric and dehumidifier readings, drying chambers, equipment placements and your drying equipment.

“Create a water damage claim for Tom Reyes at his home address.”
It looks up your organization and brand, then creates the claim with policyholder, address and type of loss.
“Add the basement and the upstairs bathroom to the main building.”
It adds the two rooms to the structure on the claim.
“List the photos and documents on this claim.”
It lists the photos, videos and documents on the claim.

23 tools for Encircle

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

create_claimChanges dataCreate a property claim with `organization_id` and `brand_id` (from list_organizations and list_brands), plus policyholder name, contact details, full address, date and type of loss and insurer details.
create_roomChanges dataAdd a room with `name` to a structure by `property_claim_id` and `structure_id`.
create_structureChanges dataAdd a structure (building) with `name` to a claim by `property_claim_id`.
find_claimsFind property claims by `policyholder_name`, `insurer_identifier`, `assignment_identifier` or `contractor_identifier`, paged with `cursor` and `limit`.
get_claimGet one property claim by its ID in `property_id`, including policyholder, loss details and address.
get_claim_noteGet one note on a claim by `property_claim_id` and `message_id`.
get_roomGet one room by `property_claim_id`, `structure_id` and `room_id`.
get_userGet an Encircle user by `email_address`.
list_atmosphere_readingsList atmospheric readings in affected areas of a claim by `property_claim_id`, optionally for one `room_id`.
list_brandsList the brands of an organization by `organization_id`. Use to find the `brand_id` for a new claim.
list_claim_mediaList the photos, videos and documents on a claim by `property_claim_id`.
list_claim_notesList the notes on a claim by `property_claim_id`.
list_dehumidifier_readingsList dehumidifier readings on a claim by `property_claim_id`, optionally for one `room_id`.
list_drying_chambersList the drying chambers on a claim by `property_claim_id`.
list_equipmentList your organization's drying equipment, filtered by `equipment_type`, `is_retired` or `currently_placed_in_claim_id`.
list_equipment_placementsList the drying equipment placed on a claim by `property_claim_id`.
list_moisture_readingsList material (moisture) readings on a claim by `property_claim_id`, optionally for one `room_id`.
list_organizationsList the organizations you have access to. Use to find the `organization_id` for a new claim.
list_room_notesList the notes on a room by `property_claim_id`, `structure_id` and `room_id`.
list_roomsList the rooms in a structure by `property_claim_id` and `structure_id`.
list_structuresList the structures (buildings) on a claim by `property_claim_id`.
update_claimChanges dataUpdate a property claim by `property_id`: policyholder, address, loss details, adjuster or estimates. Only the fields you pass change.
update_claim_noteChanges dataUpdate the `title` or `text` of a note on a claim by `property_claim_id` and `message_id`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Encircle from the app list.
2
Paste your key
Paste an Encircle bearer token. You need admin permissions in Encircle. From the claim inbox click Settings › Bots/Public API, click Create Bot, then on the new bot click Create Bearer Token, enter your Encircle password and save. Copy the token right away, because it is only shown until you leave 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 Encircle?

It can find and read property claims, structures, rooms, claim and room notes, media, drying chambers, equipment placements and moisture, atmospheric and dehumidifier readings, plus your organizations, brands, equipment and users. It can create claims, structures and rooms and update claims and claim notes.

Does the AI see my Encircle credentials?

No. Your Encircle credentials 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 read-only. Creating claims and updating claims or notes can require your approval before it runs. There are no delete tools for Encircle. 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 Encircle account.

Why do I create a bot to connect Encircle?

Encircle's Public API works through bots. An admin creates a bot under Settings › Bots/Public API and makes a bearer token for it, and that token is what you paste into PipMCP. The token is shown only until you leave the page, so copy it right away.