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TrackOver for Claude and ChatGPT

Ask Claude or ChatGPT "who owes me money?", "what's on the schedule tomorrow?" or "how many hours did Sam put on the Main Street job?" and get the answer from your own TrackOver records. It connects through MCP, the standard way AI apps talk to other software, with your company's API key. It comes with the plan that includes API access.

1. Make a key

In TrackOver, open Settings > Webhooks and make an API key. Pick Standard to let Claude or ChatGPT look things up, or Standard and drafts to also let it leave draft estimates, job notes and texts for you to OK. Copy the key: it is shown once.

The same key also works with the REST API, where a Standard key can add leads and customers and make or remove webhooks. Through Claude and ChatGPT it only looks things up. Your company has one key. Making a new one turns the old one off, so update Zapier too if you use it.

2. Add TrackOver to your app

Server address: https://trackover.io/api/mcp. It takes your key as Authorization: Bearer YOUR_TRACKOVER_KEY.

Claude Desktop

In Claude Desktop, open its Developer settings and choose Edit Config. Add this to claude_desktop_config.json, put in your key, and restart Claude.

{
  "mcpServers": {
    "trackover": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://trackover.io/api/mcp",
        "--header",
        "Authorization:${TRACKOVER_AUTH}"
      ],
      "env": {
        "TRACKOVER_AUTH": "Bearer YOUR_TRACKOVER_KEY"
      }
    }
  }
}

Claude Code

claude mcp add --transport http trackover https://trackover.io/api/mcp --header "Authorization: Bearer YOUR_TRACKOVER_KEY"

ChatGPT and other apps

Where your app lets you add a custom connector or MCP server, use the server address above and send the Authorization header with your key. If your app can only connect to servers with no key, it can't reach TrackOver yet: your records are never open without one.

What it can look up

  • Search jobs (search_jobs): Find jobs by address, customer name or work order number, optionally filtered by status. Returns up to `limit` jobs, newest activity first, each with a link.
  • Get a job (get_job): Full details for one job by its id (from search_jobs): customer, contact, status, dates, field notes, photo count, checklist progress, mark-out ticket, and its invoices.
  • List customers (list_customers): List customers, most recently changed first, optionally only those whose name, email or phone contains `query`.
  • Open and overdue invoices (open_and_overdue_invoices): Every sent or part-paid invoice with what is still owed (payments and credits taken off, held retainage not counted) and how many days late it is, oldest due first. `overdue_only` keeps just the late ones. Overdue is judged on the company's own calendar day.
  • List estimates (list_estimates): List estimates (quotes), optionally by status (e.g. draft, sent, accepted, declined) or customer.
  • Schedule for a day (schedule_for_day): The jobs scheduled or due on one day (default today, on the company's calendar), in time order. Finished and cancelled jobs are left off, as on the Schedule screen.
  • Hours by person and job (hours_by_person_and_job): Paid hours from the time clock between two days (default today, up to 62 days), totalled per person and, for each person, per job. Shifts still waiting for approval are counted separately and not added in, the same as Timesheets and payroll. No pay rates or wages.
  • List price book items (list_price_book): The company's own price book: services and materials with their sell price and unit. Use the item ids with create_draft_estimate.

What it can draft

Only with a Standard and drafts key. A draft never goes to a customer and never changes a job by itself.

  • Draft an estimate (create_draft_estimate): Make a DRAFT estimate from the company's price book items. Prices always come from the price book, never from you. Nothing is sent to the customer: the owner opens the draft in TrackOver, checks it, adds tax if needed and sends it themselves. Only use it when the person asked for an estimate or quote.
  • Suggest a job note (add_job_note): Leave a note for a job as a draft. It is NOT added to the job: an owner or manager sees it in TrackOver and adds it with one tap. Only use it when the person asked you to add or write down a note. Use the job id from search_jobs.
  • Draft a text to a customer (draft_customer_text): Write a text message to a job's customer as a DRAFT. It is NOT sent: an owner or manager reads it in TrackOver and sends it themselves, which also checks the do-not-text list. The number is the one on the job; you can't choose it. Only use it when the person asked you to write a text.

Draft notes and texts wait on your dashboard under Waiting on you, with every other draft that needs your OK. Tap Send (or Edit the words first) or Skip. A text goes out through TrackOver's normal texting, so the do-not-text list, STOP replies and texting hours still apply. A note is added to the job only when you tap. Draft estimates wait under Estimates until you check and send them. Drafting an estimate needs a key made by an owner or manager who is still on your team.

Safety

  • The key only ever reaches your own company's records.
  • It never sees pay rates, card details, your customers' private estimate links or photos.
  • Every look-up and draft goes into your audit log as "AI assistant via MCP".
  • Requests are rate limited. Turn the key off in Settings at any time and it stops working right away.

Building your own tools instead? See the REST API and webhooks.