Integration · Field service

Connect Claude & ChatGPT to magicplan

Ask your AI for the room areas on a floor plan, the estimate on a project, or to set up a new project in magicplan. It can search and read projects, plans, files, forms and estimates, get measurement statistics per room and floor, and start a plan export. It can also create, update, archive and restore projects and invite people to your workspace.

Connect magicplan free

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

Try asking

“What are the room areas on the Jensen floor plan?”
The AI finds the plan and reads its statistics, with areas and wall lengths per room and floor.
“Create a project for Birkevej 4, Odense, owned by [email protected].”
It creates the project with that name, address and owner email.
“Show me the estimate on the Jensen project.”
It lists the project's estimates and reads the one you want, with line items and totals.

What your AI can do

Projects

Search, read, create and update projects, archive and restore them, and list their plans, files and estimates.

Plans and measurements

Read floor plans with floors, rooms and dimensions, get area and wall statistics, read form data, list files and start exports.

Estimates, forms and team

Read estimates and form templates, list teams and users, read workspace details and invite new members.

“Export the Jensen plan as the report we set up.”
It starts a custom export of the plan, as configured in your workspace.
“Which plans did [email protected] make this month?”
It lists plans filtered by user email and date.
“Invite [email protected] to the Field team.”
It finds the team ID and sends her an invitation email to the workspace.

23 tools for magicplan

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

archive_projectVisible to othersArchive a project by `project_id`. It can be restored later.
create_projectChanges dataCreate a project with `name` and the owner's `email`, plus optional address, description, team and custom fields.
export_planChanges dataStart a custom export of a plan by `plan_id` (e.g. PDF or report as set up in your workspace).
get_formGet one form template by `form_id`, with its fields.
get_planGet one floor plan by plan ID (`get_id`), with floors, rooms and dimensions.
get_plan_form_dataGet the form data filled in on one plan by plan ID (`form_id`).
get_plan_statisticsGet measurement statistics for one plan by plan ID (`statistic_id`), such as areas and wall lengths per room and floor.
get_projectGet one project by `project_id`, with address, custom fields and plans.
get_project_estimateGet one estimate by `project_id` and `quote_id`, with line items and totals.
get_teamGet one team by `team_id`, with its members.
get_workspaceGet your magicplan workspace's details.
invite_memberVisible to othersInvite someone to the workspace by `email`, with optional `name` and `teams`. This sends them an invitation email.
list_formsList the custom form templates in your workspace.
list_plan_filesList the files and photos on a plan by `plan_id`, optionally with modified-since filters.
list_plansList floor plans in the workspace, filtered by `name`, `user_email` or dates, with sorting and `page`.
list_project_estimatesList the estimates (quotes) in a project by `project_id`.
list_project_filesList the files in a project by `project_id`, with `page` and `limit`.
list_project_plansList the floor plans in a project by `project_id`.
list_teamsList teams in your workspace with their IDs.
list_usersList the users in your workspace.
restore_projectChanges dataRestore an archived project by `project_id`.
search_projectsSearch projects by `name` or owner `email`, with sorting, `page` and `limit`. Returns project IDs.
update_projectChanges dataUpdate a project by `project_id`: name, address, description or custom fields.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose magicplan from the app list.
2
Paste your key
Enter two fields: your Customer ID and API key. Log in to magicplan Cloud (cloud.magicplan.app), open API & Integrations in the left menu and follow the steps to generate your API key and Customer ID.
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 magicplan?

It can search and read projects, floor plans, plan statistics, plan form data, files, estimates, form templates, teams, users and your workspace. It can create and update projects, archive and restore them, start a plan export and invite members to your workspace.

Does the AI see my magicplan credentials?

No. Your magicplan 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 with lookups only. Inviting a member sends an email, and archiving a project hides it from active work, so these 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?

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

Can the AI delete projects in magicplan?

No. There is no delete tool. The AI can archive a project, and an archived project can be restored later with the restore tool.