Integration · Field service

Connect Claude & ChatGPT to Payaca

Ask your AI what is in the calendar, to set up a new customer and project, or to raise the next invoice on a job, and it works in your Payaca account. It can read customers, projects, invoices and project files, and search your price book. It can also record payments you have received, move projects through your pipeline and book calendar events.

Connect Payaca free

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

Try asking

“What site visits are booked for Tuesday?”
The AI lists the calendar events in that date range, with who is assigned and which project they belong to.
“Add John Smith as a customer and create a project for his boiler install.”
It checks whether he already exists, creates the customer with contact details and address, then creates the project.
“Raise the next invoice on the Smith project and send it.”
It creates the next invoice due on the project's payment schedule and sends it to the customer.

What your AI can do

Customers and projects

List, create and update customers and projects, add addresses, notes and tags, and list project files.

Invoices and payments

Read invoices, create the next invoice on a project's payment schedule and record payments received.

Calendar and pipeline

List, book, change and delete calendar events, and move projects between pipeline stages.

“Record a £500 bank transfer we received on the Smith project.”
It records the payment on the project. Nobody is charged, and it only emails a receipt if you ask for one.
“Move the Smith project to the next stage in the pipeline.”
It reads your pipelines and moves the project to the stage you pick.
“Book a survey at the Smith address on Thursday from 9 to 10 and let the customer know.”
It creates the calendar event on the project and adds the customer as a contact who gets confirmations and reminders.

24 tools for Payaca

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

add_customer_addressChanges dataAdd an address to a customer by `customer_id`; set `is_billing_address` for the billing address and add optional `access_contacts`. Pass `payaca_api_version` "2026-09-24".
add_project_notesChanges dataAdd notes to a project: pass `project_id` and `items`, a list of 1 to 10 note texts. Pass `payaca_api_version` "2026-09-24".
add_project_tagsChanges dataAdd tags to a project by `project_id`; `tag_names` must already exist on the account (see list_tags). Pass `payaca_api_version` "2026-09-24".
create_customerChanges dataCreate a customer with a `name`, at least one entry in `contacts` (fullName, email, phoneNumber) and optional `addresses`. Search first to avoid duplicates. Pass `payaca_api_version` "2026-09-24".
create_next_project_invoiceChanges dataCreate the next invoice due on a project's payment schedule by `project_id`; optional `due_in_days`. Set `action` to also send it to the customer. Pass `payaca_api_version` "2026-09-24".
create_projectChanges dataCreate a project for a customer by `customer_id`, with optional `reference`, `site_address`, `notes`, `tags`, `assign_to` (a user's email), `pipeline` and `pipeline_stage`. Pass `payaca_api_version` "2026-09-24".
create_scheduled_eventChanges dataBook a calendar event: `name`, `begin_at`, `end_at` (ISO date-time), optional `project_id`, `assign_to` (user emails), `location`, `description` and `contacts_to_notify` (who get confirmations and reminders). Pass `payaca_api_version` "2026-09-24".
delete_scheduled_eventDeletesDelete a calendar event by `scheduled_event_id`. This cannot be undone. Pass `payaca_api_version` "2026-09-24".
get_customerGet one customer by `customer_id`, with contacts and addresses. Pass `payaca_api_version` "2026-09-24".
get_invoiceGet one invoice by `invoice_id`. Pass `payaca_api_version` "2026-09-24".
get_projectGet one project by `project_id`, with its customer, site address and pipeline stage. Pass `payaca_api_version` "2026-09-24".
get_scheduled_eventGet one calendar event by `scheduled_event_id`. Pass `payaca_api_version` "2026-09-24".
list_customersList customers, optionally filtered by `contact_email`; page with `limit` and `offset`. Pass `payaca_api_version` "2026-09-24".
list_pipelinesList your sales pipelines with their IDs. Pass `payaca_api_version` "2026-09-24".
list_project_filesList the files and documents attached to a project by `project_id`. Pass `payaca_api_version` "2026-09-24".
list_projectsList projects (jobs), optionally for one `customer_id`; page with `limit` and `offset`. Pass `payaca_api_version` "2026-09-24".
list_scheduled_eventsChanges dataList calendar events (site visits, jobs), filtered by `starts_at`/`ends_at` ranges, `assigned_to` user emails, `project_ids` or `customer_ids`. Pass `payaca_api_version` "2026-09-24".
list_tagsList the tags defined on your Payaca account. Pass `payaca_api_version` "2026-09-24".
move_project_to_stageChanges dataMove a project to another stage of its current pipeline: pass `project_id` and `pipeline_stage_id`. Pass `payaca_api_version` "2026-09-24".
record_project_paymentChanges dataRecord a payment already received on a project: `project_id`, `payment_value` in pennies, `payment_method` (BACS, CASH, CARD, CHEQUE, ...), optional `invoice_id` and `received_at`. This does not charge anyone; `send_receipt` true emails the customer a receipt. Pass `payaca_api_version` "2026-09-24".
search_itemsSearch your price-book items by name or description with `search`. Pass `payaca_api_version` "2026-09-24".
update_customerChanges dataUpdate a customer's `custom_fields` by `customer_id`. Pass `payaca_api_version` "2026-09-24".
update_projectChanges dataUpdate a project's `custom_fields` by `project_id`. To change its stage use move_project_to_stage. Pass `payaca_api_version` "2026-09-24".
update_scheduled_eventChanges dataChange a calendar event's `name`, `begin_at`, `end_at` or `description` by `scheduled_event_id`. Pass `payaca_api_version` "2026-09-24".

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Payaca from the app list.
2
Paste your key
Paste a Payaca Client ID and Client Secret. In Payaca, go to Settings › Integrations & data › Developer and click Create API key. Give it a name and copy the Client ID and Client Secret straight away, since the secret cannot be shown again.
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 Payaca?

It can read customers, projects, invoices, calendar events, pipelines, tags, project files and price-book items. It can create customers and projects, add addresses, notes and tags, create the next project invoice, record payments, move projects between stages and book, change or delete calendar events.

Does the AI see my Payaca credentials?

No. Your Client ID and Client Secret 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. Deleting a calendar event cannot be undone and can require your approval before it runs, as can sending invoices to customers. 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 Payaca account.

Does recording a payment charge my customer?

No. Recording a payment only logs money you have already received, for example by bank transfer, cash, card or cheque, against a project and optionally an invoice. Nobody is charged. The customer only gets an email if you ask the AI to send a receipt.