Connect Claude to Buildwise
Connect Claude to your Buildwise account and you can ask it about your projects, or have it do the work for you, in plain words.
Here are the steps to follow:
Open Connectors in Claude
In Claude, open Settings, click Customize, then Connectors.
Add Buildwise
Click Add, then Add custom connector. For Name, type Buildwise. For MCP server URL, type https://mcp.app.buildwiseapp.com/mcp. Then click Continue.
Sign in to Buildwise
Connect the new Buildwise connector. On the Buildwise sign-in page, type your Buildwise email and password. Tick Allow Claude to make changes if you want it to create, edit and delete. Leave it unticked for read-only. Then click Sign in and connect.
Ask Claude
Start a new chat and ask. As an example, "List my active projects."
What Claude can and cannot do
| What | Details |
|---|---|
| Can read | Projects, estimates, change orders, expenses, overhead, invoices, labor, time entries, job logs, schedules and reports. |
| Can change, if you ticked the box | Projects, estimates, change orders, expenses, overhead, invoices, job logs, schedules and time entries. |
| Cannot do | Sign in or change passwords. Change company settings, cost groups or cost sections. Invite or change team members, or change who can see a project. Share or email anything. Sign or decline for a client. Use QuickBooks. Delete a project. |
Claude works as you
Claude signs in with your Buildwise account, so anything it changes is a real change to your project. Your password goes to Buildwise to sign you in and is not stored.
When you need to connect again
A connection ends after a week with no use, 30 days after you signed in, or when you change your Buildwise password. Claude then asks you to connect again.
If you have any questions or need support:
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