Full read-write Claude connector for Knowify
Make Claude set up and maintain jobs in Knowify
Turn signed proposals into fully structured Knowify jobs, with phases, tasks, clients, and vendors handled in conversation instead of clicks. Every write is held for your approval, so Claude prepares the work and you stay the one who commits it.
Knowify is job costing and project management software for commercial and residential trade contractors, covering contract jobs, phases, budgets, and invoicing. Teams want Claude to set up jobs and tasks, keep clients and vendors current, and surface billing activity without digging through the app.
What is a Knowify MCP server?
A Knowify MCP server is a small hosted service that exposes Knowify's data and actions to Claude over the Model Context Protocol, so Claude can operate industry-specific platforms inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.
What can Knowify's current connector do today?
Today, Knowify does not ship a first-party Claude or MCP connector, so reaching it from Claude means a custom integration against the Knowify API, and any hand-wired access tends to be read-leaning. A purpose-built Knowify connector adds scoped write actions like creating contract jobs and tasks, with human approval on every change before it lands.
What does full read-write Knowify access unlock?
Full read-write lets Claude handle job setup and upkeep. It can create a contract job with its phases from a signed proposal, add tasks, set up clients and vendors, enter vendor bills for your review, and keep watch on new invoices and payments so billing movement reaches you without digging.
- Create a contract job with phases from a signed proposal, held for your review
- Add tasks to a job phase after you approve
- Create or update client and vendor records after you approve
- Search jobs, clients, and products by name or ID
- Enter vendor bills against a job for your review
- Flag new invoices and payments as they land, summarized for you
Can Claude set up a new job in Knowify?
Yes, Claude can create contract jobs through the Knowify API with a custom connector, including the phases and tasks that structure the work. It drafts the whole setup from your proposal or estimate and holds it for your approval, so the job lands in Knowify exactly once and exactly how you confirmed it.
Can Claude keep clients and vendors updated in Knowify?
Yes, Claude can create and update client and vendor records, and search existing ones by name or ID so it never creates duplicates. Updates are gated behind your approval, which makes it practical to hand Claude the tedious record hygiene while you keep final say over every change.
Can Claude send invoices from Knowify?
No, invoice creation and sending stay inside Knowify, because the API surface does not expose invoice authoring and we never claim actions the API cannot support. What Claude can do is watch for new invoices and payments, summarize billing movement across jobs, and set up the jobs and bills that feed your invoicing.
How a Knowify connector works
We build a small MCP server that connects Claude to Knowify using an API key generated in your own Knowify admin, available on Growth and Enterprise plans, stored encrypted and never exposed to the model. Read and search tools are separated from write tools, so looking up jobs and clients never changes anything. Writes, like creating a job or entering a bill, are gated behind your approval. The connector can only do what your Knowify account itself allows.
Frequently asked questions
Does Knowify have an API?
Can Claude create jobs in Knowify?
Is it safe to give Claude write access to Knowify?
Using Claude Code?
The same connector works in the terminal: connect Knowify to Claude Code.
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