Integration · Projects & tasks

Connect Claude & ChatGPT to Knowify

Ask your AI which invoices are due, what a contract includes, or to log hours on a project in Knowify. It can list and read projects, contracts, invoices, bills, purchases, payments, time entries, tasks, service tickets, clients, contacts and vendors. It can also create and update clients, projects, tasks, invoices, time entries and service tickets.

Connect Knowify free

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

Try asking

“Which invoices for Miller Construction are due this month?”
The AI finds the client and lists their invoices filtered by due date.
“What is in the contract for the Oak Street remodel?”
It finds the contract and reads its line items and totals.
“Log 6 hours for me on the Oak Street project today: framing.”
It finds the project and task and creates a time entry with the hours and description.

What your AI can do

Projects and work

Create and update projects and tasks, log and edit time entries, and create and update service tickets.

Contracts, invoices and payments

Read contracts, create and update invoices, and list invoices and payments.

Clients and vendors

Create, update and list clients, and list contacts, vendors, bills and purchases.

“Open a service ticket for Anna Berg: leaking pipe under the sink.”
It creates a service ticket for the client with title, description and date.
“Which bills from our lumber supplier are due?”
It finds the vendor and lists their bills by due date.
“What payments have we received from Miller Construction?”
It lists payments filtered by the client.

30 tools for Knowify

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

create_clientChanges dataCreate a client. Pass fields such as ClientName, ContactName, Email, PhoneNumber and address in `body`.
create_invoiceChanges dataCreate an invoice. Pass ClientId, ProjectId, InvoiceDate, DueDate and lines in `body`.
create_projectChanges dataCreate a project with `project_name`, optional `client_id`, `contract_id`, address and `date_range`.
create_service_ticketChanges dataCreate a service ticket for a client with `client_id`, `title`, `description`, `date` and address.
create_taskChanges dataCreate a task with `description` under a `milestone_id`, optionally with `project_id` and `date_range`.
create_time_entryChanges dataLog a time entry with `user_id`, `project_id`, `task_id`, `entry_date`, `time` and `description`.
get_clientGet one client by ID, with contact and billing details.
get_contractGet one contract by `contract_id`, with line items and totals.
get_current_userGet the connected Knowify user and company.
get_invoiceGet one invoice by `invoice_id`, with lines, totals and payment status.
get_projectGet one project by `project_id`, with budget and status.
get_service_ticketGet one service ticket by `ticket_id`.
list_billsList vendor bills, filtered with `where` (e.g. VendorId, DueDate).
list_clientsList clients. Filter with `where` (e.g. {"ClientName": "Acme"}), sort with `order`, page with `limit`/`offset`.
list_contactsList contacts, filtered with `where` (e.g. by ClientId or Email).
list_contractsList contracts (estimates and bids), filtered with `where` (e.g. ClientId, ProjectId).
list_invoicesList invoices, filtered with `where` (e.g. ClientId, ProjectId, DueDate).
list_paymentsList payments received and made, filtered with `where` (e.g. ClientId, InvoiceId).
list_projectsList projects. Filter with `where` (e.g. ClientId, ProjectName, BusinessState).
list_purchasesList purchases (purchase orders and expenses), filtered with `where` (e.g. ProjectId, VendorId).
list_service_ticketsList service tickets, filtered with `where` (e.g. ClientId, Date).
list_tasksList project tasks, filtered with `where` (e.g. ProjectId, MilestoneId).
list_time_entriesList time entries, filtered with `where` (e.g. UserId, ProjectId, EntryDate).
list_vendorsList vendors and subcontractors, filtered with `where`.
update_clientChanges dataUpdate a client by ID. Pass only the changed fields in `body`.
update_invoiceChanges dataUpdate an invoice by ID. Pass only the changed fields in `body`.
update_projectChanges dataUpdate a project by `project_id`. Only the fields you pass change.
update_service_ticketChanges dataUpdate a service ticket by `ticket_id`. Only the fields you pass change.
update_taskChanges dataUpdate a task by `task_id`. Only the fields you pass change.
update_time_entryChanges dataUpdate a time entry by ID. Only the fields you pass change.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Knowify from the app list.
2
Paste your key
Paste the Client ID and Client Secret from your own Knowify OAuth client, then sign in with your Knowify login once. Sign in to the Knowify developer portal (developer.knowify.com), go to Clients › Create Client, add the Redirect URI https://pipmcp.com/oauth/callback, and choose the Authorization Code and Refresh Token grant types and the scopes you want. The Client Secret is shown only once.
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 Knowify?

The AI can list and read projects, contracts, invoices, bills, purchases, payments, time entries, tasks, service tickets, clients, contacts, vendors and the connected user. It can create and update clients, projects, tasks, invoices, time entries and service tickets.

Does the AI see my Knowify credentials?

No. Your Knowify 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 or changing invoices affects what your clients are billed, 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?

Knowify connects with OAuth, and this OAuth connection needs the PipMCP Pro plan. 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 Knowify account.

Why do I create my own Knowify OAuth client?

Knowify connects with OAuth. You create a client in the Knowify developer portal, so the connection belongs to you and you pick the scopes it gets. After you paste the Client ID and Client Secret, you sign in with your Knowify login once and PipMCP keeps the connection working.