Integration · Field service

Connect Claude & ChatGPT to Scanifly

Ask your AI to find a solar project, pull the system size from its design, or check how far a site-survey checklist has come in Scanifly. It can create and update projects, request solar estimates, sort projects into folders and read photos, roof reports and your design credit balance. You get project answers without opening each one.

Connect Scanifly free

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

Try asking

“Find the project at 42 Oak Street and tell me its status.”
The AI searches projects by address and reads the project with owner details, status and links.
“What system size and production does the latest design for that project have?”
It lists the project's designs and reads the one you pick, with system size and production figures.
“Is the site-survey checklist on the Hansen project completed?”
It lists the project's checklists and reads the answers and progress. It can also set the checklist status.

What your AI can do

Projects and folders

Search, create and update solar projects, and create, rename and fill folders to group them.

Designs and media

List a project's designs with system size and production, get roof reports, and browse photos and files by category.

Checklists and estimates

Search site-survey checklists, read answers and progress, set their status, and create, update and read solar estimates.

“Create a residential project for Maria Lopez at 18 Pine Road.”
It searches first to avoid a duplicate, then creates the project with name, address, owner details and property type.
“Request a solar estimate for 7 Harbor Lane with 900 kWh a month.”
It creates a solar estimate request for the address with the monthly consumption, and can read the results later.
“Add the Hansen and Lopez projects to the Summer folder.”
It finds the folder and both projects and adds each one to it. Removing a project from a folder keeps the project itself.

28 tools for Scanifly

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

add_project_to_folderChanges dataPut a project (`project_id`) into a folder (`folder_id`).
create_folderChanges dataCreate a project folder with a `name` and `color`.
create_projectChanges dataCreate a project with `name` and `address`; optional owner details, property type, utility company, geolocation and description.
create_solar_estimateChanges dataCreate a solar estimate for an `address`, with optional coordinates, monthly consumption and default configuration.
duplicate_designVisible to othersMake a copy of a design by `project_id` and `design_id`.
get_checklistGet one checklist with its items by `project_id` and `checklist_id`.
get_companyGet your own Scanifly company's details.
get_credit_balanceGet your company's total design credit balance.
get_designGet one design: pass the project ID as `project_id` and the design ID as `project_id_2`.
get_folderGet one folder and its projects by `folder_id`.
get_mediaGet one media file by `project_id`, `category_id` and `medium_id`.
get_projectGet one project by `project_id`, with address, owner details and status.
get_roof_exportGet the roof export data of a design by `project_id` and `design_id`.
get_solar_estimateGet a solar estimate and its results by `estimate_id`.
list_designsList designs, filtered by `project_ids` (comma-separated), name, status or dates. Paginated.
list_designs_for_projectGet the designs of one project by `project_id`.
list_foldersList project folders.
list_mediaList media files in one category of a project by `project_id` and `category_id`.
list_media_categoriesList the photo/media categories (albums) of a project by `project_id`.
list_project_checklistsList the checklists of one project by `project_id`.
remove_project_from_folderDeletesTake a project (`project_id`) out of a folder (`folder_id`). The project itself is kept.
search_checklistsSearch site checklists across projects, filtered by status or dates. Paginated.
search_projectsSearch solar projects with `filter_by` (searchText, name, address, status, folder, dates) and `sort_by`. Paginated.
set_checklist_statusChanges dataSet the `status` of a checklist by `project_id` and `checklist_id`.
update_checklistChanges dataUpdate the `items` of a checklist by `project_id` and `checklist_id`.
update_folderChanges dataRename or recolor a folder by `folder_id`.
update_projectChanges dataUpdate a project by `project_id`: name, address, owner details, description, property type or utility company. Only the fields you pass change.
update_solar_estimateChanges dataUpdate a solar estimate by `estimate_id`: configuration or monthly consumption.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Scanifly from the app list.
2
Paste your key
Paste a Scanifly access token. Sign in to Scanifly with an Admin account, open Settings › Access Tokens and click New Access Token. Pick your CRM or 'Other', then copy the token. The token has the same permissions as the user who created it.
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 Scanifly?

It can search and read projects, designs, roof reports, checklists, photos and files, folders, solar estimates, team members, your company details and your design credit balance. It can create and update projects, folders and solar estimates, add projects to folders or remove them, and set a checklist's status.

Does the AI see my Scanifly access token?

No. Your Scanifly access token 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 read-only. Creating and updating projects, folders and estimates changes your Scanifly data, and those tools 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?

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

What permissions does the Scanifly token have?

The access token has the same permissions as the Scanifly user who created it, and you create it from an Admin account under Settings › Access Tokens. In PipMCP you can then switch off any tools you do not want the AI to use.