Integration · Projects & tasks

Connect Claude & ChatGPT to Birdview PSA

Ask your AI what is due this week, how many hours went into a project, or to log your time in Birdview PSA. It can search projects, tasks, customers and users, and read time logs and expenses. It can also create and update projects and tasks, assign people, log time, record expenses and comment, with your approval if you want it.

Connect Birdview PSA free

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

Try asking

“Which of my tasks are due this week?”
The AI searches tasks by assignee and end date and lists them with project, status and hours left.
“Log 3 billable hours on the website redesign task for today: wireframes.”
It finds the task and your user and logs the time with date, duration, description and billable flag.
“How many hours were logged on the Acme project last month?”
It lists the time logs for that project and date range and adds up the hours, billable and not.

What your AI can do

Projects and tasks

Search, create and update projects and tasks, assign people, and read dates, budgets, estimates, hours left and statuses.

Time and expenses

Log, update and list time on tasks, and record and list expenses on projects or tasks, billable or not.

Customers and team

Search, create and update customers with hourly rates, search users, and comment on projects and tasks.

“Create a task in the Q4 launch project for the press release, due Friday, and assign it to Lisa.”
It creates the task with dates in the project and adds Lisa as assignee.
“Record a 450 DKK travel expense on the Acme project as billable.”
It records the expense on the project with amount, date, description and billable flag.
“Move the onboarding project to In progress and set it to 40 percent.”
It looks up the project statuses and updates the project's status and progress. Only those fields change.

90 tools for Birdview PSA

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

add_project_commentVisible to othersPost a comment on a project by project_id with message_text. Visible to the project team.
add_task_commentVisible to othersPost a comment on a task by task_id with message_text. Visible to the task's team.
assign_taskChanges dataAdd a user (user_id) as assignee of a task (task_id), with optional personal estimate.
create_customerChanges dataCreate a customer with name, email, phones, address and optional hourly_rate.
create_customfieldChanges dataCreate a new customfield. API summary: Creates new custom field.
create_data_typeChanges dataCreate a new data type. API summary: Gets custom fields data types.
create_entity_typeChanges dataCreate a new entity type. API summary: Gets custom fields entity types.
create_expenseChanges dataRecord an expense on a project or task: amount, expense_date, project_id or task_id, description, billable.
create_jobroleDeletesCreate a new jobrole. Destructive action; may require approval. API summary: Gets job roles.
create_paymentChanges dataCreate a new payment. API summary: Creates new payment.
create_projectChanges dataCreate a project with name, start_date, end_date and optional customer_id, status_id, budget and description.
create_project_projects_post_from_templateChanges dataCreate a new project. Required: template id. Search projects first to avoid duplicates. API summary: Creates new project from template.
create_project_userChanges dataCreate a new user for a project. Search users first to avoid duplicates. API summary: Create new project member.
create_publicholidayChanges dataCreate a new publicholiday. API summary: Creates new public holiday.
create_roleDeletesCreate a new role. Destructive action; may require approval. API summary: Gets roles.
create_skillChanges dataCreate a new skill. API summary: Gets skills.
create_taskChanges dataCreate a task in a project: name, project_id, start_date, end_date and optional parent_id, description, estimate and status.
create_task_2Changes dataCreate a new task. Search tasks first to avoid duplicates. API summary: Create new task assignee using project member id.
create_teamChanges dataCreate a new team. API summary: Gets teams.
create_userChanges dataCreate a new user. Search users first to avoid duplicates. API summary: Creates new user.
create_user_users_set_user_ratesChanges dataCreate a new user for a user. Search users first to avoid duplicates. API summary: Sets user rates.
create_vacationChanges dataCreate a new vacation. API summary: Creates new vacation.
create_webhookDeletesCreate a new webhook. Destructive action; may require approval. API summary: Creates a new webhook subscription.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Deletes specified customer.
delete_customfieldDeletesPermanently delete a customfield by customfield id. Destructive action; may require approval. API summary: Deletes specified custom field.
delete_expenseDeletesPermanently delete a expense by expense id. Destructive action; may require approval. API summary: Deletes specified expense.
delete_paymentDeletesPermanently delete a payment by payment id. Destructive action; may require approval. API summary: Deletes specified payment.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval. API summary: Deletes specified project.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Delete task assignee.
delete_task_tasks_deleteDeletesPermanently delete a task by task id. Destructive action; may require approval. API summary: Deletes specified task.
delete_time_logDeletesPermanently delete a time log by timelog_id.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Deletes specified user.
delete_vacationDeletesPermanently delete a vacation by vacation id. Destructive action; may require approval. API summary: Deletes specified vacation.
delete_webhookDeletesPermanently delete a webhook by public id. Destructive action; may require approval. API summary: Deletes an existing webhook subscription.
get_current_userGet the connected Birdview user's profile.
get_customerGet one customer by customer_id, with contact details and hourly rate.
get_expenseGet one expense by expense id. API summary: Gets single expense visible to current user.
get_paymentGet one payment by payment id. API summary: Gets single payment visible to current user.
get_portfolioGet one portfolio by portfolio id. API summary: Gets a single portfolio.
get_projectGet one project by project_id, with dates, budget, status, customer and members.
get_publicholidayGet one publicholiday by publicholiday id. API summary: Gets single public holiday.
get_taskGet one task by task_id, with dates, status, estimates, hours left and assignees.
get_time_logGet one time log by timelog_id.
get_userGet one user by user id. API summary: Gets single user visible to current user.
get_vacationGet one vacation by vacation id. API summary: Gets single vacation.
get_vacationtypeGet one vacationtype by vacationtype id. API summary: Gets single vacation type.
list_categoriesList categories. API summary: Gets categories.
list_currenciesList currencies. API summary: Gets currencies.
list_customfieldsList customfields. Optional filters: field ids, field data type ids, entities, space id or only global. API summary: Get CustomFields metadata.
list_expensesList expenses, filtered by project_id, task_id or date range (from/to).
list_jobrolesList jobroles. API summary: Gets job roles.
list_paymentsList payments. Optional filters: from, to, is planned, project id, last modification date from or last modification date to. Results are paginated. API summary: Gets all payments visible to current user.
list_portfoliosList portfolios. API summary: Gets all portfolios.
list_prioritiesList priorities. API summary: Gets priorities.
list_project_statusesList the available project statuses and their IDs.
list_projects_system_lists_get_project_billing_typeList projects. API summary: Gets project billing types.
list_publicholidaysList publicholidays. API summary: Gets all public holidays.
list_rolesList roles. API summary: Gets roles.
list_skillsList skills. API summary: Gets skills.
list_spacesList spaces. Optional filters: ids. API summary: Gets all spaces.
list_statusesList statuses. API summary: Gets timelog statuses.
list_task_assigneesList the people assigned to a task by task_id.
list_task_statusesList the available task statuses and their IDs.
list_tasks_system_lists_get_task_billing_typeList tasks. API summary: Gets task billing type.
list_tasks_system_lists_task_typesList tasks. API summary: Gets task types.
list_tasks_task_assignees_getList tasks. Optional filters: task assignee ids, task ids, user ids, project member ids, unnamed resource ids or work is done. Results are paginated. API summary: Gets all task assignees visible to current user.
list_teamsList teams. API summary: Gets teams.
list_time_logsList time logs, filtered by user_ids, project_ids, task_ids, entry date range, billable or approved.
list_vacationsList vacations. Optional filters: user ids, vacation type ids, vacation date from or vacation date to. API summary: Gets all vacations.
list_vacationtypesList vacationtypes. API summary: Gets all vacation types.
list_webhooksList webhooks. Optional filters: public ids. API summary: Gets all webhook subscriptions.
list_workflowsList workflows. API summary: Gets workflows.
log_timeChanges dataLog time on a task: task_id, user_id, entry_date, duration (hours), description and billable.
search_customersSearch customers by text or enabled state. Use to find a customer ID.
search_projectsSearch projects by text, status_ids, customer_ids, space_ids or start/end date ranges. Use to find a project ID.
search_tasksSearch tasks by text, project_id(s), assignee, status or dates. Use to find a task ID.
search_usersSearch users by name text, enabled or can_login. Use to find a user ID for assignments and time logs.
submit_taskVisible to othersDuplicate a task (project id). Has effects visible outside this system. API summary: Duplicate all tasks from a project.
update_customerChanges dataUpdate a customer by customer_id: name, email, phones, address, description or hourly_rate.
update_customfieldChanges dataUpdate an existing customfield identified by customfield id. Only the fields you pass are changed. API summary: Partially updates specified custom field.
update_expenseChanges dataUpdate an existing expense identified by expense id. Only the fields you pass are changed. API summary: Patches specified expense.
update_paymentChanges dataUpdate an existing payment identified by payment id. Only the fields you pass are changed. API summary: Patches specified payment.
update_projectChanges dataUpdate a project by project_id: name, dates, status_id, progress, budget, customer_id or description. Only fields you pass change.
update_taskChanges dataUpdate a task by task_id: name, dates, status, progress, hours_left or description. Only fields you pass change.
update_task_2Changes dataUpdate an existing task identified by task id. API summary: Update task assignee.
update_tasksVisible to othersUpdate an existing task identified by task id. Has effects visible outside this system. API summary: Update assignees for the specific task.
update_time_logChanges dataUpdate a time log by timelog_id: duration, entry_date, description, billable.
update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Partially updates specified user.
update_user_job_rolesDeletesUpdate an existing user identified by user id. Destructive action; may require approval. API summary: Update user job roles across all projects.
update_vacationChanges dataUpdate an existing vacation identified by vacation id. API summary: Updates specified vacation.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Birdview PSA from the app list.
2
Paste your key
Create your own Birdview OAuth client, paste its Client ID and Client secret, then sign in with Birdview once. Sign in to Birdview and open https://api.go.easyprojects.net/integrations/oauthclients. Create a new OAuth client and set its return (redirect) URL to https://heymyapps.com/oauth/callback.
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 Birdview PSA?

It can search and read projects, tasks, customers, users, time logs, expenses, task assignees and project and task statuses. It can create and update projects, tasks and customers, assign users to tasks, log and update time, record expenses, comment on projects and tasks, and delete a time log.

Does the AI see my Birdview PSA credentials?

No. Your Client ID, Client secret and sign-in tokens 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 with lookups only. Comments are visible to the project team and deleting a time log is permanent, so those tools can require your approval before they run. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT, open Settings › Apps & Connectors › Advanced, turn on Developer mode and 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?

Birdview PSA 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 Birdview account.

Why do I create my own OAuth client?

Birdview signs you in through an OAuth client that belongs to your own account. You create it in Birdview, set the return URL to https://heymyapps.com/oauth/callback and paste its Client ID and Client secret into HeyMyApps. Then you sign in with your Birdview login once, and the AI works with the access your user has.