Integration · Projects & tasks

Connect Claude & ChatGPT to Synergy

Ask your AI how a project is tracking, what is left of a stage budget, or which invoices are out on a job in Synergy. It can search projects and your wider Synergy data, read projects, stages, contract fees, budgets, forecasts and health scores, and look up invoices, expenses and purchase orders. It reads and searches, so your projects stay as they are.

Connect Synergy free

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

Try asking

“How is the Harbour Library project doing?”
The AI finds the project and gets a plain-language summary of its health and finances, with trends over the last 90 days.
“Which projects are red right now?”
It searches your projects and reads the red/amber/green health score of each one.
“What are the contract fees and budget totals on project 2417?”
It reads the project's contract fee values and budget totals side by side.

What your AI can do

Project health

Get project summaries, red/amber/green scores and financial insights on fees, costs and profit trends.

Fees, budgets and forecasts

Read contract fees, project budgets, stage budget lines, stage tasks and stage forecasts for a date range.

Invoices and costs

Search project invoices and read invoices, expenses and purchase orders, plus offices, project managers and statuses.

“Show the stage forecasts for project 2417 from January to June.”
It gets the stage forecasts for the project between the two dates.
“Which invoices have we raised on the Riverside Housing project?”
It finds the project and searches its invoices, with amounts, dates and status.
“List last month's expenses on stage 3 of project 2417.”
It lists expenses filtered by the stage and the date range, with their expense types.

21 tools for Synergy

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

get_expenseGet one expense by `expense_id`.
get_invoiceGet one invoice by `invoice_id`, with amounts, dates and status.
get_projectGet one project by `project_id`, with client, dates, status and settings.
get_project_budgetGet a project's budget totals by `project_id`.
get_project_contract_feesGet the contract fee values for a project by `project_id`.
get_project_forecastsGet the stage forecasts for a project by `project_id` between `start_date` and `end_date` (yyyy-MM-dd).
get_project_insightsGet financial insights for a project by `project_id` (fees, costs, profit trends), optionally filtered by discipline, cost centre, stage status or stage manager.
get_project_rag_scoreGet a project's red/amber/green health score by `project_id`.
get_project_summaryGet a plain-language summary of a project's health and finances by `project_id`, with trends over the last `trend_days` days (0-365).
get_purchase_orderGet one purchase order by `order_id`, with supplier, items and delivery details.
get_stageGet one project stage by `stage_id`, with dates, fees and status.
list_expense_typesList the expense types, optionally by `status` (All, Active, Inactive).
list_expensesList expenses, filtered by `project_id`, `stage_id`, `staff_id`, `expense_type_id` or `date_from`/`date_to`. Paginated with `page` and `limit`.
list_officesList your organisation's offices. Paginated with `page` and `limit`.
list_project_managersList project managers, optionally filtered by name `search` or `status` (Active, Inactive, All).
list_project_statusesList the project statuses used in your organisation.
list_stage_budget_linesList the budget lines of a project stage by `stage_id`.
list_stage_tasksList the tasks in a project stage by `stage_id`.
search_project_invoicesChanges dataSearch and filter the invoices of a project by `project_id`; put filters in `body`.
search_projectsChanges dataSearch and filter projects; put the search and filter criteria in `body`. Use this to find a project ID.
search_synergySearch across your Synergy data with a text `query`, optionally narrowed by `entity_type`, `filter` and `sort_by`. Paginated with `page` and `limit`.

Set up in three steps

1
Pick the app
Create a free PipMCP account and choose Synergy from the app list.
2
Paste your key
Paste your Synergy static API key and your organisation slug. In Synergy click the top-right menu and choose Edit profile. On the profile page open the menu (...) and choose API key, pick a validity of 1 or 3 years and copy the complete key.
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 Synergy?

The AI can search projects and your wider Synergy data, and read projects, stages, contract fees, budgets, stage budget lines, tasks, forecasts, health scores, summaries and insights. It can also look up invoices, expenses, expense types, purchase orders, offices, project managers and project statuses.

Does the AI see my Synergy credentials?

No. Your Synergy 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, for example project health without expenses. 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 Synergy account.

Can the AI change my Synergy projects?

No. The Synergy tools read and search data only. The AI cannot create or edit projects, stages, invoices or expenses, so you can use it for reporting and questions without changing anything in Synergy.