Integration · Projects & tasks

Connect Claude & ChatGPT to Projul

Ask your AI which leads came in this week, what is scheduled for a crew tomorrow, or to add a new client and project in Projul. It can create and update clients, projects, estimates and tasks, assign work to users, log calls and messages, and look through project files and photos. Office questions get answered without clicking through every project.

Connect Projul free

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

Try asking

“Which new leads do we have, and who are the clients?”
The AI lists projects in the new lead status with their client, address and lead source.
“Add Sarah Jensen as a client and create a kitchen remodel lead for her.”
It searches for the client first, creates her if she is new, and creates the project as a new lead linked to her.
“What is on the schedule for the framing team next week?”
It finds the team and its members, then lists their tasks scheduled in that window.

What your AI can do

Clients and leads

Search, create and update clients, create projects and leads with a status, and move projects through your pipeline.

Estimates and files

Create estimates from templates, read estimates with sections, line items and totals, and list project files and photos.

Tasks and schedule

Create, update, complete and delete tasks and meetings, assign users and teams, and log calls, emails and texts.

“Book an estimate meeting with Sarah on Thursday at 9 and assign it to Mike.”
It finds Mike's user ID and creates an EstimateMeeting task on the project with him assigned for that time.
“Log that I called the client about the tile delay.”
It adds a contact log entry to the project with the phone method and your note.
“Start an estimate for the Jensen project from our remodel template.”
It creates the estimate for the project and client from the template, ready for you to finish in Projul.

25 tools for Projul

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

add_messageVisible to othersAdd a message or contact log entry to a project, task, customer or estimate (`parent_type` + `parent_id`) with `body` and optional contact_method (phone, email, text, person) and direction.
complete_taskVisible to othersMark a task complete or not complete by `task_id` with `completed` true or false.
create_customerChanges dataCreate a client with `first_name` and `last_name` plus optional company_name, emails, phones and address.
create_estimateChanges dataCreate an estimate for a `project_id` and `customer_id`, optionally from a `template_id`, with title, introduction and sections.
create_projectChanges dataCreate a project or lead with `name` and `status` (e.g. new_lead, project_sold), linked to a `customer_id` or a new customer.
create_taskChanges dataCreate a task with `task_type` (Task, Deadline, FollowUpReminder, EstimateMeeting, Meeting, Event and more), a name, `project_id` and scheduled `assignments` of people.
delete_taskDeletesPermanently delete a task by `task_id`.
get_customerGet one client by `customer_id` (cus_...), with contact details, addresses and assigned users. The response includes the version value that updates need.
get_estimateGet one estimate by `quote_id` (est_...), with sections, line items and totals.
get_fileGet one file's details by its ID (passed as `document_id`).
get_messageGet one message by `message_id`.
get_projectGet one project or lead by `project_id` (prj_...), with status, customer, address and notes. The response includes the version value that updates need.
get_taskGet one task by `task_id`, with its schedule windows, assignees and checklist. The response includes the version value that updates need.
list_estimatesList estimates, filtered by `status`, `project_id` or `customer_id`.
list_filesList files and photos, filtered by `project_id`, `file_type` or `message_id`.
list_lead_sourcesList the lead sources used to attribute where projects came from.
list_messagesList messages and contact log entries on a record, filtered by `parent_type` (project, task, customer, estimate) and `parent_id`.
list_projectsList projects and leads, filtered by `status`, `stage` or `customer_id`. In Projul a lead is a project in an early stage.
list_tasksList tasks and schedule items, filtered by `project_id`, `assignee`, `task_type`, `status` or a `scheduled_from`/`scheduled_to` window.
list_teamsList teams (worker groups) and their members.
list_usersList users (employees and subcontractors), optionally by `team_id`. Use to find user IDs for assigning work.
search_customersSearch clients by `name`, `email` or `external_ref`. Use to find a customer ID (cus_...).
update_customerChanges dataUpdate a client by `customer_id`: name, company, emails, phones, address or description. Only fields you send change.
update_projectChanges dataUpdate a project by `project_id`: name, status (pipeline stage), description, address or lead source. `if_match` must be the version value from your latest get_project.
update_taskChanges dataUpdate a task by `task_id`: name, description, status, schedule or checklist. `if_match` must be the version value from your latest get_task.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Projul from the app list.
2
Paste your key
Paste your Projul AI Connect API key. In Projul click your initials in the bottom left corner, then Settings, then Projul AI Connect. Under API keys click Create API key, choose Read or Read-Write, confirm with your password and copy the key (it starts with prjl_live_ and is shown only once). Only an account owner or administrator can create keys, and Projul AI Connect must be enabled for your account.
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 Projul?

The AI can read clients, projects and leads, estimates, tasks, messages, files, lead sources, users and teams. It can create and update clients, projects and tasks, create estimates, log messages and contact entries, mark tasks complete and delete tasks.

Does the AI see my Projul credentials?

No. Your Projul API key is encrypted at rest and never shown to the AI. After you save it, it is 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, and a Read key from Projul limits it to reading on top of that. Deleting a task is permanent, so delete_task can require your approval before it runs, like any other tool. 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 Projul account.

Should I create a Read or Read-Write key?

Pick Read if you only want the AI to look things up, such as leads, schedules and estimates. Pick Read-Write if it should also create clients, projects, estimates and tasks or log messages. You can start with Read and create a new key later.