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Full read-write Claude connector for Simpro

Make Claude draft quotes and create jobs in Simpro

Let Claude handle the admin between the site visit and the invoice: drafting quotes, converting them to jobs, and reporting on schedules and cost centers. Every quote, conversion, and record change waits for your approval before it touches your build.

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Simpro is job management software for trade and field service contractors, spanning quotes, jobs, scheduling, inventory, and invoicing. Teams want Claude to draft quotes, check job and cost center status, and keep customer records current without clicking through the build.

What is a Simpro MCP server?

A Simpro MCP server is a small hosted service that exposes Simpro'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 Simpro's current connector do today?

Today, Simpro does not ship a first-party Claude or MCP connector, so reaching it from Claude means a custom integration against the Simpro REST API, and any hand-wired access tends to be read-leaning. A purpose-built Simpro connector adds scoped write actions like drafting quotes and creating jobs, with human approval on anything sent, converted, or changed.

What does full read-write Simpro access unlock?

Full read-write lets Claude work the quote-to-cash flow. It can draft a quote for a customer site, convert it to a job once you approve, check schedules and cost centers, update customer records, and answer questions like which jobs are running over budget or which invoices are still unpaid.

  • Draft a quote for a customer and site, saved for your review
  • Convert an approved quote into a job after you approve
  • Pull job status, sections, and cost centers for any active job
  • Create or update customer and site records after you approve
  • Check technician schedules and upcoming bookings for the week
  • Report on open invoices and payment status across jobs

Can Claude create a quote in Simpro?

Yes, Claude can draft quotes through the Simpro API with a custom connector. Give it the customer, site, and scope of work in plain language and it assembles the quote for your review. Nothing is written to your build until you approve it, and the finished quote is ready to send from Simpro as usual.

Can Claude convert a quote to a job in Simpro?

Yes, Claude can run the quote-to-job conversion using Simpro's dedicated convert endpoint. When a customer accepts, you tell Claude to proceed, approve the action, and the job is created from the quote with its details carried across. The conversion is a gated write, so it never happens automatically.

Can Claude tell me which invoices are overdue in Simpro?

Yes, Claude can read invoice records across your jobs and report on status, amounts, and dates, so asking for overdue invoices or unbilled completed work is a single question. These are read-only tools, so you can query billing data all day without any risk of changing it.

How a Simpro connector works

We build a small MCP server that connects Claude to your Simpro build through OAuth 2.0 against your build's own URL, so access is scoped to your company and the permissions of the connected user. Read tools and write tools are separated, so reporting on jobs and invoices never modifies anything. Write actions, like drafting a quote or converting it to a job, are gated behind your approval before they execute. The connector never exceeds what the connected Simpro account can already do.

Frequently asked questions

Does Simpro have a public API?
Yes. Simpro publishes a REST API documented at developer.simprogroup.com/apidoc, authenticated with OAuth 2.0 and served from your own build's URL. It covers customers, sites, quotes, jobs, schedules, invoices, cost centers, and catalog data, and includes a dedicated endpoint for converting a quote into a job. A custom Claude connector is built directly against that documented surface, so every tool corresponds to a real endpoint.
Can Claude create quotes and jobs in Simpro?
Yes, with a custom connector. The Simpro API supports creating quotes and jobs and converting a quote into a job, so Claude can draft the quote from a site visit summary or an email thread, hold it for your review, and run the conversion once the customer accepts. Each of those writes is a separate gated action, so nothing moves through your pipeline without your explicit approval.
How does a custom Simpro connector keep write access safe?
Three layers. First, the connector authenticates as a specific Simpro user through OAuth 2.0, so it inherits that user's permissions and nothing more. Second, read and write tools are built separately, so day-to-day questions about jobs and invoices touch nothing. Third, every write, from a new customer record to a quote conversion, requires human approval before it runs, and there are no delete actions unless you ask for them, gated the same way.

Using Claude Code?

The same connector works in the terminal: connect Simpro to Claude Code.

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