Connect Claude & ChatGPT to Exayard

30 tools for Exayard

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

• create_productChanges dataAdd a product to a price list (`list_id`) with name, SKU, unit, price and currency.
• create_projectChanges dataCreate a project with a `name` in an organization, plus optional custom properties.
• create_vendorChanges dataCreate a vendor with a `name` and `type` (supplier, subcontractor or rental), plus contact name, email, phone, address and notes.
• export_projectExport a whole project (files, takeoffs, estimates) as structured data by `project_id`.
• generate_estimateChanges dataGenerate a cost estimate for a project from a plain-language `query` describing the scope, and save it as a document. Uses AI credits; set `share` to true only if the estimate should be shareable.
• get_documentGet one generated document (estimate or bid) by `document_id`.
• get_fileGet one file with its pages by `document_id`.
• get_meGet the signed-in Exayard user and their organizations. Call this first: the `organization_id` most other tools need is in memberships[].orgId.
• get_productGet one product by `product_id`, with SKU, unit and price.
• get_projectGet one project by `project_id` and `organization_id`.
• get_takeoff_summaryGet the totals across all takeoff symbols in a project (quantities, lengths, areas) by `project_id`.
• get_vendorGet one vendor by `supplier_id`, with contact details and payment terms.
• get_vendor_quoteGet one vendor quote by `quote_id`, with line items and totals.
• list_price_listsList the organization's product price lists and takeoff templates. Use it to find a `list_id`.
• list_productsList products in the organization's price lists, optionally filtered by `search` text.
• list_project_documentsList the generated documents (estimates, bids) of a project by `project_id`.
• list_project_filesList the files (plans and documents) uploaded to a project by `project_id`.
• list_project_messagesList the team messages posted on a project by `project_id`.
• list_project_pagesList the drawing pages (plan sheets) in a project by `project_id`.
• list_projectsList projects in an organization, optionally filtered by `search` text or `status` (lead, contacted, qualified, active, archived).
• list_takeoff_symbolsList the takeoff symbols (count, linear, area) in a project by `project_id`, optionally filtered by type, source or category.
• list_vendor_quotesList vendor quotes on a project by `project_id`, optionally filtered by `status`.
• list_vendorsList vendors (suppliers, subcontractors, rental companies), optionally filtered by `search`, type or preferred only.
• post_project_messageChanges dataPost a message to a project's activity feed (`project_id`, `content`). Mentioned teammates are notified.
• record_vendor_quoteChanges dataRecord a vendor quote on a project: `project_id`, `vendor_id`, `quote_number`, plus optional line items, totals and expiry.
• search_project_line_itemsSearch the line items attached to a project's takeoff, by `project_id` and an optional `query`.
• set_vendor_quote_statusChanges dataAccept, reject or expire a vendor quote by `quote_id`, passing the new `status`.
• update_productChanges dataUpdate a product's name, SKU, price or other details by `product_id`. Only the fields you pass change.
• update_projectChanges dataUpdate a project's name, status, tags or custom properties by `project_id`. Only the fields you pass change.
• update_vendorChanges dataUpdate a vendor's details by `supplier_id`. Only the fields you pass change.

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