Integration · Company data
Connect Claude & ChatGPT to TrackVia
Ask your AI to find a record in TrackVia, add a new entry to a view, or update a status field. It can list your apps and views, page through and search the records in a view, read a single record with all its fields, create, update and delete records, and list the users in your account.
Free plan, no credit card. Takes about a minute.
Try asking
“Which views do we have for work orders?”
The AI lists the views whose name matches, so it knows where to read and write.
“Find the record for Acme in the Customers view.”
It searches the records in the view for Acme and shows the matches.
“Show me everything on work order 1482.”
It reads the record with all the fields visible in that view.
What your AI can do
Apps and views
List the apps and views you can access, filtered by name, to find where your records live.
Records
Page through or search the records in a view, read one record with all its fields, and create, update or delete records.
Users
List the users in your TrackVia account.
“Add a new inspection for site 12, dated today.”
It creates a record in the view using the view's own field names.
“Set the status of work order 1482 to Done.”
It updates only the status field. The other fields stay as they were.
“Who has a user in our TrackVia account?”
It lists the users in the account, page by page.
9 tools for TrackVia
These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.
create_recordChanges dataAdd a record to a view (`view_id`). Pass `body` as {"data": [{"<Field name>": value}]} using the view's field names.delete_recordDeletesPermanently delete one record by `view_id` and `record_id`. This cannot be undone.get_recordGet one record by `view_id` and `record_id`, with all fields visible in that view.list_appsList the TrackVia apps you can access, optionally filtered by `name`.list_usersList the users in the TrackVia account, with `max` and `offset` paging.list_view_recordsList the records in a view by `view_id`, page by page with `max` and `offset`.list_viewsList the views (tables of records) you can access, optionally filtered by `name`. Records are always read and written through a view, so find the `view_id` here first.search_view_recordsSearch the records in a view (`view_id`) for text `q`, with `max` and `offset` paging.update_recordChanges dataUpdate a record by `view_id` and `record_id`. Pass `body` as {"data": [{"<Field name>": value}]}; only the fields you include change.
Set up in three steps
- 1
Pick the app
Create a free PipMCP account and choose TrackVia from the app list.
- 2
Paste your key
Paste your TrackVia API key, an auth token written as 'Bearer <token>', and your TrackVia domain. In TrackVia, go to Account Settings › API Access and copy the API key. Then, as a Super Admin, create an auth token for an API User. The domain is go.trackvia.com unless you use a custom or private subdomain.
- 3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
- Click your name, then Settings › Connectors › Add custom connector.
- Paste your link as the Remote MCP server URL.
- Switch it on from the + menu in a chat.
Questions
What can the AI do in TrackVia?
It can list apps, views and users, list and search the records in a view, and read a single record. It can create and update records, and delete a record if you switch that tool on.
Does the AI see my TrackVia API key?
No. Your TrackVia API key and auth token 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 read-only. Deleting a record is permanent and can require your approval before it runs. 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 TrackVia account.
Why does the AI work through views?
In TrackVia, records are always read and written through a view, so the AI first finds the right view and its ID. It then uses that view's field names when it creates or updates a record. The fields the AI sees are the ones visible in that view.
Related integrations
Let your AI work in TrackVia today.
Start free. Your key stays encrypted, and you decide what the AI may do.
Connect TrackVia freePipMCP is not affiliated with TrackVia. Product names are trademarks of their owners.