Integration · Projects & tasks

Connect Claude & ChatGPT to ProWorkflow Nexus

Ask your AI which projects are overdue, what a client has been invoiced, or to log time against a task in ProWorkflow Nexus. It can search and create projects, tasks, companies and contacts, start and stop your timer, post project messages and read quotes and invoices. You get project status answers without clicking through each project.

Connect ProWorkflow Nexus free

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

Try asking

“Which projects are past their due date?”
The AI lists overdue projects, and can narrow them to one client or one project manager.
“Add a task 'Draft homepage copy' to the Website Redesign project, due Friday, assigned to Anna.”
It finds the project and Anna's contact ID, then creates the task with the due date and assignee.
“Log 90 minutes on the Client workshop task with the note 'Planning session'.”
It finds the task and saves a time record of 90 minutes with your note.

What your AI can do

Projects and tasks

Search, create and update projects and tasks, list overdue projects, post project messages and mark tasks or projects complete.

Time tracking

Start and stop your timer, log time against a task and list time records by project, client, person or date.

Clients, quotes and invoices

Search, create and update companies and contacts, and read quotes and invoices with their lines and totals.

“Show the invoices for Harbour Studio that are due this month.”
It finds the company and searches its invoices by due date, with lines, totals and due dates.
“Create a new client, Nordlys Design, and add Mette Jensen as a contact.”
It searches first to avoid a duplicate, then creates the company and a contact linked to it.
“Post a message on the Website Redesign project saying the launch moved to 3 June.”
It posts the message on the project, and the recipients you name are notified.

30 tools for ProWorkflow Nexus

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

complete_itemsDeletesMark one or more project items (tasks) complete; pass their IDs in `id`.
complete_projectVisible to othersMark a project complete by `projectid`.
create_companyChanges dataCreate a company with `name`, and optionally `type`, `email`, `phone` and `website`. Search first to avoid duplicates.
create_contactChanges dataCreate a contact with `firstname`, `lastname`, `email`, phone numbers, address and the `companyid` they belong to.
create_projectChanges dataCreate a project with `title`, and optionally `companyid`, `startdate`, `duedate`, `description`, `categoryid`, `priorityid` and staff or client contact IDs.
create_project_itemChanges dataCreate an item (task) in a project by `projectid`, with `name`, and optionally `description`, `startdate`, `duedate`, `priority` and assignee `contactid` list.
get_companyGet one company by `companyid`.
get_contactGet one contact by `contactid`.
get_invoiceGet one invoice by `invoiceid`, with its lines, totals and due date.
get_itemGet one project item (task) by `itemid`.
get_meGet the contact details of the connected ProWorkflow user.
get_projectGet one project by `projectid`, with dates, company, manager, status and budget.
get_quoteGet one quote by `quoteid`, with its lines and totals.
list_overdue_projectsList projects that are past their due date, optionally filtered by `companyid` or `managerid`.
list_project_messagesList the messages posted on a project by `projectid`.
log_timeChanges dataLog a time record against a project item: `itemid`, `contactid`, `starttime`, `timespent` (minutes) and optional `notes`.
post_project_messageChanges dataPost a message on a project by `projectid` with `subject` and `content`; `contactid` lists who receives it. Recipients are notified.
search_companiesSearch companies (clients, contractors and your own company) by `q`, `name` or `email`. Use to find a company ID.
search_contactsSearch contacts by `q`, `name` or `email`, or filter by `companyid` or `type`. Use to find a contact ID.
search_invoicesSearch invoices by `q`, `title` or `number`, or filter by `companyid`, `projectid`, `status`, or due or invoiced date range.
search_itemsSearch project items (tasks) by `q` or `name`, or filter by `projectid`, `status`, `contacts` (assignees) or due date range.
search_projectsSearch projects by `q` or `title`, or filter by `status`, `companyid`, `managerid`, `categoryid` or due date range. Use to find a project ID.
search_quotesSearch quotes by `q`, `title` or `number`, or filter by `companyid`, `projectid`, `status` or quoted date range.
search_time_recordsList time records, filtered by `projectid`, `itemid`, `companyid`, `contacts`, `billable` or a tracked date range (`trackedfrom`, `trackedto`).
start_timerChanges dataStart the running timer for the connected user on a project item (`itemid`).
stop_timerChanges dataStop the connected user's running timer and save the time, optionally with `notes`.
update_companyChanges dataUpdate a company by `companyid`: name, email, phone, website or type. Only the fields you pass change.
update_contactChanges dataUpdate a contact by `contactid`: name, email, phones, address, title or company. Only the fields you pass change.
update_projectChanges dataUpdate a project by `projectid`: title, dates, description, company, manager, category or priority. Only the fields you pass change.
update_project_itemChanges dataUpdate an item (task) in a project by `projectid` and `itemid`: name, description, dates, priority or assignees.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose ProWorkflow Nexus from the app list.
2
Paste your key
Paste your ProWorkflow API key. It has the format xxxx-xxxx-xxxx-xxxx-PWFxxxx. Only staff users have access to API keys. If you cannot find yours in your account, ask ProWorkflow support.
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 ProWorkflow Nexus?

It can search and read projects, tasks, companies, contacts, quotes, invoices, time records and project messages, and list overdue projects. It can create and update projects, tasks, companies and contacts, post project messages, start and stop your timer, log time and mark tasks or projects complete.

Does the AI see my ProWorkflow Nexus credentials?

No. Your ProWorkflow 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, so you can start with lookups only. Posting a project message notifies the recipients, and completing tasks or a project changes their status for your whole team, so those tools 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 ProWorkflow account.

How much access does the API key give?

The ProWorkflow API key gives account-level access with no permission restrictions. That makes the tools you switch on in PipMCP the real limit on what the AI can do. Start with the lookup tools and add write tools when you need them.