Integration · Field service

Connect Claude & ChatGPT to Assignar

Ask your AI who is allocated to which job, which timesheets came in, or what leave requests are waiting in Assignar. It can read workers, assets, projects, orders, site diaries and form results, create clients, projects and orders, add tasks to orders, and approve or decline leave. You get answers about crews and job sites without clicking through the dashboard.

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Free plan, no credit card. Takes about a minute.

Try asking

“Who is allocated to which orders this week?”
The AI lists allocations showing which workers and assets are scheduled to which orders and shifts.
“Which leave requests are still pending?”
It lists leave requests with worker and status so you can see what needs a decision.
“Approve leave request 318 with the comment 'Enjoy the break'.”
It approves the request and adds your comment. The worker's leave becomes approved.

What your AI can do

Orders and projects

Create and update clients, projects and orders, add tasks to orders, and see which resources each order still needs.

People and assets

Read workers, staff and assets, and see allocations of workers and equipment to orders and shifts.

Timesheets, leave and forms

Read timesheets, site diaries and submitted form results, create leave requests, and approve or decline them.

“Set up a new project for Harbour Street with client Brooks Construction.”
It finds the client ID and creates the project with the name, client and address.
“Create an order for Brooks Construction from 3 to 14 November and add two excavator operators.”
It creates the order with client, owner and dates, looks up the task type and adds it with a quantity of two.
“What was recorded in yesterday's site diaries?”
It lists the site diaries for that date.

203 tools for Assignar

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

add_activities_to_an_orderChanges dataCreate a new task for a order. Required: items. API summary: Add activities to an order.
add_order_taskChanges dataAdd a task to an order: `order_id`, the `task_id` (from list_tasks) and `task_quantity` (number of resources needed); optional start/end times and dates.
approve_leave_requestVisible to othersApprove a leave request by `leave_request_id`, with optional comments. The worker's leave becomes approved.
cancel_leave_requestDeletesCancel a leave request (leave request id). Destructive action; may require approval.
create_a_new_charge_codeMoves moneyCharge a code. Financial or irreversible action; may require approval. API summary: Create a new charge code.
create_a_new_charge_itemMoves moneyCharge a product. Financial or irreversible action; may require approval. API summary: Create a new charge item.
create_a_new_order_task_charge_itemMoves moneyCharge a task (ordertask id). Financial or irreversible action; may require approval. API summary: Create a new order task charge item.
create_a_new_pay_codeMoves moneyPay a code. Financial or irreversible action; may require approval. API summary: Create a new pay code.
create_a_new_taskChanges dataCreate a new task. Required: name.
create_a_new_user_skillChanges dataCreate a new user for a user. Required: skill id. API summary: Create a new user skill.
create_assetChanges dataCreate a new asset. Required: name.
create_asset_classChanges dataCreate a new asset class. Required: name.
create_asset_documentChanges dataCreate a new document for a asset. Required: document id. Search documents first to avoid duplicates. API summary: Attach a document to an asset.
create_clientChanges dataCreate a client. Requires `name` and `company_name`; optional email, phone, address and ABN.
create_competencyChanges dataCreate a new competency. Required: name, exp req, comp date req or issue req.
create_contactChanges dataCreate a new contact. Required: first name or last name.
create_customer_contactChanges dataCreate a new contact for a customer. API summary: Add a contact to a Client.
create_customer_task_groupChanges dataCreate a new task group for a customer. Required: group id. API summary: Assign a task group to a client.
create_documentChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Create a new asset attachment.
create_document_post_asset_document_upload_urlChanges dataCreate a new document. Required: filename. Search documents first to avoid duplicates. API summary: Calculate an S3 signed URL for uploading a file for an Asset Document.
create_document_post_order_attachment_upload_urlChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Calculate an S3 signed URL for uploading a file for an order attachment.
create_document_post_project_document_upload_urlChanges dataCreate a new document. Search documents first to avoid duplicates. API summary: Calculate an S3 signed URL for uploading a file for a Project Document.
create_employment_typeChanges dataCreate a new employment type. Required: name.
create_inductionChanges dataCreate a new induction. Required: name, expiry required or issue required.
create_leave_requestChanges dataCreate leave requests for one or more workers: `user_ids`, `leave_type_id` and `leave_dates` (each with `start_at` and `end_at`). Optionally create them already approved.
create_orderChanges dataCreate an order. Requires `client_id`, `order_owner` (user ID), `start_date` and `end_date` (YYYY-MM-DD); optional project, status, job number and description.
create_order_contactChanges dataCreate a new contact for a order. API summary: Add a contact to an order.
create_order_documentChanges dataCreate a new document for a order. Search documents first to avoid duplicates. API summary: Attach a file to an order.
create_projectChanges dataCreate a project with a `name`, and optionally its `client_id`, address and tags.
create_project_contactChanges dataCreate a new contact for a project. API summary: Add a contact to a project.
create_project_documentChanges dataCreate a new document for a project. Search documents first to avoid duplicates. API summary: Attach a document to a project.
create_project_task_groupChanges dataCreate a new task group for a project. Required: group id. API summary: Assign a task group to a project.
create_skillChanges dataCreate a new skill. Required: name.
create_skill_competencyChanges dataCreate a new competency for a skill. Required: competency id. API summary: Add a competency to a skill.
create_supplierChanges dataCreate a new supplier. Required: name or active.
create_tagChanges dataCreate a new tag. Required: taxonomy or name.
create_taskChanges dataCreate a new task. Required: name. API summary: Create a new activity.
create_task_groupChanges dataCreate a new task group. Required: name.
create_task_group_taskChanges dataCreate a new task for a task group. Required: task id. API summary: Add a task to a task group (group side).
create_task_skillChanges dataCreate a new skill for a task. Required: id. API summary: Add a skill to a task.
create_task_task_groupChanges dataCreate a new task group for a task. Required: id. API summary: Add a task to a task group (task side).
create_userChanges dataCreate a new user.
create_user_competencyChanges dataCreate a new user competency. API summary: Calculate an S3 signed URL for uploading a file for a user competency.
decline_leave_requestVisible to othersDecline a leave request by `leave_request_id`, with optional comments.
delete_an_existing_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an existing task.
delete_an_existing_user_competencyDeletesPermanently delete a user by user id 2. Destructive action; may require approval. API summary: Delete an existing user competency.
delete_an_existing_user_inductionDeletesPermanently delete a user by user id 2. Destructive action; may require approval. API summary: Delete an existing user induction.
delete_an_existing_user_skillDeletesPermanently delete a user by user id 2. Destructive action; may require approval. API summary: Delete an existing user skill.
delete_assetDeletesPermanently delete a asset by asset id. Destructive action; may require approval. API summary: Delete an existing asset.
delete_asset_classDeletesPermanently delete a asset class by asset class id. Destructive action; may require approval. API summary: Delete an existing asset class.
delete_asset_documentDeletesPermanently delete a document by asset document id. Destructive action; may require approval. API summary: Remove a document attached to the asset.
delete_charge_codeMoves moneyPermanently delete a charge code by charge code id. Financial or irreversible action; may require approval. API summary: Delete a existing charge code.
delete_competencyDeletesPermanently delete a competency by competency id. Destructive action; may require approval. API summary: Delete an existing competency.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval. API summary: Delete an existing contact.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete an existing client.
delete_customer_contactDeletesPermanently delete a contact by client contact id. Destructive action; may require approval. API summary: Removing a contact from a client.
delete_customer_task_groupDeletesPermanently delete a task group by task group id. Destructive action; may require approval. API summary: Remove a task group from a client.
delete_employment_typeDeletesPermanently delete a employment type by employment type id. Destructive action; may require approval. API summary: Delete an existing employment type.
delete_inductionDeletesPermanently delete a induction by induction id. Destructive action; may require approval. API summary: Delete an existing induction.
delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Delete an existing order.
delete_order_contactDeletesPermanently delete a contact by order contact id. Destructive action; may require approval. API summary: Removing a contact from an order.
delete_order_documentDeletesPermanently delete a document by order attachment id. Destructive action; may require approval. API summary: Remove an attachment from an order.
delete_order_tasksMoves moneyPermanently delete a task by order id. Financial or irreversible action; may require approval. API summary: Delete order activities.
delete_pay_codeMoves moneyPermanently delete a pay code by pay code id. Financial or irreversible action; may require approval. API summary: Delete a existing pay code.
delete_productMoves moneyPermanently delete a product by product id. Financial or irreversible action; may require approval. API summary: Delete a existing charge item.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Delete an existing project.
delete_project_contactDeletesPermanently delete a contact by project contact id. Destructive action; may require approval. API summary: Removing a contact from a project.
delete_project_documentDeletesPermanently delete a document by project document id. Destructive action; may require approval. API summary: Remove a document attached to the project.
delete_project_task_groupDeletesPermanently delete a task group by task group id. Destructive action; may require approval. API summary: Remove a task group from a project.
delete_skillDeletesPermanently delete a skill by skill id. Destructive action; may require approval. API summary: Delete an existing skill.
delete_skill_competencyDeletesPermanently delete a competency by competency id. Destructive action; may require approval. API summary: Remove a competency from a skill.
delete_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: Delete an existing supplier.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete an existing activity.
delete_task_group_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Remove a task from a task group (group side).
delete_task_productMoves moneyPermanently delete a product by order task charge item id. Financial or irreversible action; may require approval. API summary: Delete an existing Order Task Charge Item.
delete_task_skillDeletesPermanently delete a skill by skill id. Destructive action; may require approval. API summary: Remove a skill from a task.
delete_task_task_groupDeletesPermanently delete a task group by task group id. Destructive action; may require approval. API summary: Remove a task from a task group (task side).
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete an existing user.
get_allocationGet one allocation by allocation id. API summary: Allocation by ID.
get_allowanceGet one allowance by allowance id. API summary: Get allowance by ID.
get_assetGet one asset by `asset_id`, with make, model, serial and registration numbers.
get_asset_classGet one asset class by asset class id. API summary: Retrieve an existing asset class.
get_asset_documentGet one document for a asset by asset document id. API summary: Retrieve a document attached to the asset.
get_charge_codeGet one charge code by charge code id. API summary: Retrieve an existing charge code.
get_clientGet one client by `customer_id`.
get_competencyGet one competency by competency id. API summary: Retrieve an existing competency.
get_contactGet one contact by contact id. API summary: Retrieve an existing contact.
get_digital_docketGet one digital docket by docket id. API summary: Get a Digital Docket by ID.
get_documentGet one document by attachment id. API summary: Retrieve asset attachment.
get_employment_typeGet one employment type by employment type id. API summary: Retrieve an existing employment type.
get_form_resultGet one form result by form result id. API summary: Retrieve an existing form result.
get_inductionGet one induction by induction id. API summary: Retrieve an existing induction.
get_leave_typeGet one leave type by leave type id. API summary: Leave Type by ID.
get_orderGet one order by `order_id`, with its client, project, dates and status.
get_order_statusGet one order status by order status id. API summary: Retrieve an existing order status.
get_order_taskGet one task for a order by ordertask id. API summary: Retrieve an existing order task.
get_order_templateGet one order template by order template id. API summary: Retrieve an existing order template.
get_order_typeGet one order type by order type id. API summary: Retrieve an existing order type.
get_pay_codeGet one pay code by pay code id. API summary: Retrieve an existing pay code.
get_productGet one product by product id. API summary: Retrieve an existing charge item.
get_projectGet one project by `project_id`, with its address, client and status.
get_project_inductionGet one induction for a project by induction id. API summary: Project Inductions.
get_project_pay_rate_groupGet one pay rate group for a project by rate group id. API summary: Project Rate Groups.
get_project_task_groupGet one task group for a project by task group id. API summary: Project Task Groups.
get_site_diaryGet one site diary by site diary id.
get_site_diary_timesheetGet one timesheet for a site diary by timesheet id. API summary: Site Diary Timesheets.
get_skillGet one skill by skill id. API summary: Retrieve an existing skill.
get_supplierGet one supplier by supplier id. API summary: Retrieve an existing supplier.
get_tagGet one tag by tag id. API summary: Get a tag.
get_taskGet one task by task id. API summary: Retrieve an existing activity.
get_task_productGet one product for a task by order task charge item id. API summary: Retrieve a specific order task charge item.
get_task_shift_dateGet one shift date for a task by ordertask shift date id. API summary: Retrieve an existing order task shift date.
get_timesheetGet one timesheet with full details by `timesheets_expanded_id`.
get_user_c3d92879_778a_4af1_bb5f_87938babf2dcGet one user for a user by user id 2. API summary: User Competencies.
get_user_typeGet one user type by user type id. API summary: Retrieve an existing user type.
get_workerGet one worker or staff user by `user_id`, with contact details, employment type and tags.
list_all_existing_pay_codesMoves moneyPay a code. Financial or irreversible action; may require approval. API summary: List all existing pay codes.
list_all_existing_user_competencies_for_userList users for a user. API summary: List all existing user competencies for user.
list_all_existing_user_inductions_for_userList users for a user. API summary: List all existing user inductions for user.
list_all_existing_user_skills_for_userList users for a user. API summary: List all existing user skills for user.
list_allocationsList allocations: which workers and assets are scheduled to which orders and shifts.
list_allowancesList allowances. API summary: List all allowances.
list_asset_classesList asset classes. API summary: List all existing asset classes.
list_asset_documentsList documents for a asset. Optional filters: sort, active or expiry date lte. Results are paginated. API summary: Get a list of documents attached to the asset.
list_assetsList assets (plant, vehicles and equipment).
list_clientsList clients (customers). Use to find a `client_id` for projects and orders.
list_coded_worker_timesList coded worker times. API summary: Retrieve the coded timesheets for workers.
list_competenciesList competencies. API summary: List all existing competencies.
list_contactsList contacts. API summary: List all existing contacts.
list_customer_contactsList contacts for a customer. API summary: List Client Contacts.
list_customer_inductionsList inductions for a customer. API summary: List Client Inductions.
list_customer_task_groupsList task groups for a customer. API summary: List task groups assigned to a client.
list_digital_docketsList digital dockets.
list_documentsList documents. API summary: Get all asset attachments.
list_employment_typesList employment types. API summary: List all existing employment types.
list_form_resultsList submitted form results (e.g. safety checks and inspections filled in by workers).
list_inductionsList inductions. API summary: List all existing inductions.
list_leave_requestsList worker leave requests and their status.
list_leave_typesList leave types and their IDs, for creating leave requests.
list_order_contactsList contacts for a order. API summary: List Order Contacts.
list_order_documentsList documents for a order. API summary: Get a list of attachments attached to a given order.
list_order_statusesList the possible order statuses and their IDs.
list_order_tasksList the tasks on an order by `order_id`, i.e. what work and how many resources need scheduling.
list_order_templatesList order templates. Optional filters: sort, deleted at is or deleted at not. Results are paginated. API summary: List all existing order templates.
list_order_typesList order types. API summary: List all existing orders types.
list_ordersList orders (jobs that need people and equipment scheduled).
list_project_contactsList contacts for a project. API summary: List Project Contacts.
list_project_documentsList documents for a project. API summary: Get a list of documents attached to the project.
list_projectsList projects (job sites).
list_site_diariesList site diaries, optionally for one `site_diary_date`.
list_site_diary_timesheetsList timesheets for a site diary. API summary: Site Diary Timesheets.
list_skill_competenciesList competencies for a skill. API summary: Skills Competencies.
list_skillsList skills. API summary: List all existing skills.
list_suppliersList suppliers. API summary: List all existing suppliers.
list_tagsList tags. API summary: List all existing tags.
list_task_group_tasksList tasks for a task group. API summary: List tasks in a task group.
list_task_groupsList task groups. API summary: List all existing task groups.
list_task_shift_datesList shift dates for a task. API summary: List all existing order task shift dates.
list_task_skillsList skills for a task. API summary: List skills required for a task.
list_task_task_groupsList task groups for a task. API summary: Tasks Task Groups.
list_tasksList the task types defined in Assignar. Use to find a `task_id` for adding tasks to orders.
list_tasks_2List tasks. API summary: List all existing activities.
list_timesheetsList timesheets with full details (worker, order, hours).
list_user_tagsList tags for a user. API summary: User Tags.
list_user_typesList user types. API summary: List all existing user types.
list_week_statusesList week statuses. Optional filters: start date or timezone. API summary: Retrieve the weekly status for coded timesheets.
list_workersList the users (workers and staff) in Assignar. Use to find a worker's ID.
pay_codeMoves moneyCharge a code. Financial or irreversible action; may require approval. API summary: List all existing charge-codes.
pay_order_itemsMoves moneyCharge a order (order id). Financial or irreversible action; may require approval. API summary: List all existing order charge items.
pay_productMoves moneyCharge a product. Financial or irreversible action; may require approval. API summary: List all existing charge items.
pay_site_diary_itemsMoves moneyCharge a site diary (site diary id). Financial or irreversible action; may require approval. API summary: Site Diary Charge Items.
pay_task_itemsMoves moneyCharge a task (ordertask id). Financial or irreversible action; may require approval. API summary: List all existing order task charge items.
pay_task_rate_groupsMoves moneyPay a task (task id). Financial or irreversible action; may require approval. API summary: Task Rate Groups.
retrieve_a_single_document_definitionGet one document by document id. API summary: Retrieve a single document definition.
retrieve_an_existing_taskGet one task by task id. API summary: Retrieve an existing task.
retrieve_an_existing_user_inductionGet one user for a user by user id 2. API summary: Retrieve an existing user induction.
retrieve_an_existing_user_skillGet one user for a user by user id 2. API summary: Retrieve an existing user skill.
search_documentsSearch documents by sort, name or type. Use this to find existing documents before creating a new document. Results are paginated. API summary: List the document catalog.
update_an_existing_taskChanges dataUpdate an existing task identified by task id.
update_an_existing_user_competencyChanges dataUpdate an existing user identified by user id 2. API summary: Update an existing user competency.
update_an_existing_user_inductionChanges dataUpdate an existing user identified by user id 2. API summary: Update an existing user induction.
update_assetChanges dataUpdate an existing asset identified by asset id.
update_asset_classChanges dataUpdate an existing asset class identified by asset class id.
update_asset_documentChanges dataUpdate an existing document identified by asset document id. API summary: Update a document attached to the asset.
update_charge_codeMoves moneyUpdate an existing charge code identified by charge code id. Financial or irreversible action; may require approval.
update_clientChanges dataUpdate a client by `customer_id`. `name` and `company_name` must be sent again with any changed fields.
update_competencyChanges dataUpdate an existing competency identified by competency id.
update_contactChanges dataUpdate an existing contact identified by contact id.
update_documentChanges dataUpdate an existing document identified by attachment id. API summary: Update asset attachment.
update_employment_typeChanges dataUpdate an existing employment type identified by employment type id.
update_inductionChanges dataUpdate an existing induction identified by induction id.
update_orderChanges dataUpdate an order by `order_id`. `client_id`, `order_owner`, `start_date` and `end_date` must be sent with any changed fields.
update_order_tasksVisible to othersUpdate an existing task identified by order id. Has effects visible outside this system. API summary: Update order activities.
update_pay_codeMoves moneyUpdate an existing pay code identified by pay code id. Financial or irreversible action; may require approval.
update_productMoves moneyUpdate an existing product identified by product id. Financial or irreversible action; may require approval. API summary: Update an existing charge item.
update_projectChanges dataUpdate a project by `project_id`, e.g. name, address, client or active status.
update_skillChanges dataUpdate an existing skill identified by skill id.
update_supplierChanges dataUpdate an existing supplier identified by supplier id. API summary: Update a supplier.
update_tagChanges dataUpdate an existing tag identified by tag id.
update_taskChanges dataUpdate an existing task identified by task id. API summary: Update an existing activity.
update_task_productMoves moneyUpdate an existing product identified by order task charge item id. Financial or irreversible action; may require approval. API summary: Update a specific order task charge item.
update_timesheet_processesVisible to othersUpdate an existing process identified by timesheet id. Has effects visible outside this system. API summary: Sets a timesheet's status to processed.
update_userChanges dataUpdate an existing user identified by user id.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Assignar from the app list.
2
Paste your key
Paste three values: your Assignar API address, Client ID and Client secret. Use https://api.assignar.com/v2 for North America and Europe, or https://api.assignar.com.au/v2 for Australia and New Zealand. In the Assignar dashboard open Settings > API Access to copy or set up the Client ID and Client Secret. If you cannot see that menu, ask Assignar support to enable API access.
3
Add the link to your AI
You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:
1. Click your name, then Settings › Connectors › Add custom connector.
2. Paste your link as the Remote MCP server URL.
3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Assignar?

The AI can read workers, assets, clients, projects, orders, order tasks, allocations, timesheets, site diaries, form results and leave requests. It can create and update clients, projects and orders, add tasks to orders, create leave requests, and approve or decline them if you switch those tools on.

Does the AI see my Assignar credentials?

No. Your Client ID and Client secret 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. Approving and declining leave affects your workers directly, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps 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?

Assignar connects with OAuth, and OAuth connections need the HeyMyApps Pro plan or above. HeyMyApps also has a free plan with no credit card, but it does not include this connection. Paid plans bill per completed task. You also need your own Assignar account.

Which API address should I use?

Assignar has two regions. Use https://api.assignar.com/v2 if your account is in North America or Europe, and https://api.assignar.com.au/v2 if it is in Australia or New Zealand. You paste the address together with your Client ID and Client secret.