Integration · Field service

Connect Claude & ChatGPT to Encircle

Ask your AI for the moisture readings in a room, the notes on a claim or which drying equipment is placed where. It can find and read Encircle property claims, structures, rooms, notes, media and drying data, create claims, structures and rooms, and update claims and notes.

Connect Encircle free

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

Try asking

“Find the claim for policyholder Karen Holt.”
The AI searches claims by policyholder name and reads the one it finds, with loss details and address.
“What are the latest moisture readings in the kitchen on that claim?”
It lists the material moisture readings on the claim for the kitchen.
“Which drying equipment is placed on this claim?”
It lists the equipment placements on the claim.

What your AI can do

Claims and notes

Find claims by policyholder or identifier, read and update them, and read or edit notes on claims and rooms.

Structures and rooms

List and add structures and rooms on a claim, and list the photos, videos and documents.

Drying data

Read moisture, atmospheric and dehumidifier readings, drying chambers, equipment placements and your drying equipment.

“Create a water damage claim for Tom Reyes at his home address.”
It looks up your organization and brand, then creates the claim with policyholder, address and type of loss.
“Add the basement and the upstairs bathroom to the main building.”
It adds the two rooms to the structure on the claim.
“List the photos and documents on this claim.”
It lists the photos, videos and documents on the claim.

50 tools for Encircle

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

create_a_webhookDeletesCreate a new webhook. Required: delivery url or events. Destructive action; may require approval. API summary: Create a webhook.
create_claimChanges dataCreate a property claim with `organization_id` and `brand_id` (from list_organizations and list_brands), plus policyholder name, contact details, full address, date and type of loss and insurer details.
create_documentChanges dataCreate a new document. Required: body. API summary: Upload media to Encircle.
create_equipmentChanges dataCreate a new equipment. Required: organization id, equipment spec id, serial number, is rental or asset identifier. API summary: Create a piece of equipment.
create_propertyChanges dataCreate a new property for a property. Required: id. API summary: Assign a user to a property claim.
create_property_mediumChanges dataCreate a new medium for a property. Required: upload id, filename or content type. API summary: Attach uploaded media.
create_property_messageChanges dataCreate a new message for a property. Required: body. API summary: Create a note.
create_roomChanges dataAdd a room with `name` to a structure by `property_claim_id` and `structure_id`.
create_room_messageChanges dataCreate a new message for a room. Required: body. API summary: Create a note.
create_structureChanges dataAdd a structure (building) with `name` to a claim by `property_claim_id`.
create_webhookDeletesCreate a new webhook. Required: delivery url or events. Destructive action; may require approval. API summary: Create a webhook.
delete_a_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
delete_propertiesMoves moneyPermanently delete a property by property claim id. Financial or irreversible action; may require approval. API summary: Unassign a user from a property claim.
delete_webhookDeletesPermanently delete a webhook by webhook id. Destructive action; may require approval.
find_claimsFind property claims by `policyholder_name`, `insurer_identifier`, `assignment_identifier` or `contractor_identifier`, paged with `cursor` and `limit`.
find_webhooksList webhooks. Optional filters: order. Results are paginated. API summary: Find webhooks.
get_claimGet one property claim by its ID in `property_id`, including policyholder, loss details and address.
get_claim_noteGet one note on a claim by `property_claim_id` and `message_id`.
get_equipmentGet one equipment by organization equipment id. API summary: Get a piece of equipment by ID.
get_equipment_specGet one equipment spec by equipment spec id. API summary: Get an equipment specification by ID.
get_json_web_key_setGet one json web key set by key set.
get_property_affected_atmosphere_readingGet one affected atmosphere reading for a property by affected atmosphere reading id. API summary: Get a specific affected atmosphere reading of a property claim.
get_property_dehumidifier_readingGet one dehumidifier reading for a property by dehumidifier reading id. API summary: Get a specific dehumidifier reading of a property claim.
get_property_material_readingGet one material reading for a property by material reading id. API summary: Get a specific material reading of a property claim.
get_property_unaffected_atmosphere_readingGet one unaffected atmosphere reading for a property by unaffected atmosphere reading id. API summary: Get a specific unaffected atmosphere reading of a property claim.
get_roomGet one room by `property_claim_id`, `structure_id` and `room_id`.
get_room_messageGet one message for a room by message id. API summary: Get a note by ID.
get_userGet an Encircle user by `email_address`.
list_atmosphere_readingsList atmospheric readings in affected areas of a claim by `property_claim_id`, optionally for one `room_id`.
list_brandsList the brands of an organization by `organization_id`. Use to find the `brand_id` for a new claim.
list_claim_mediaList the photos, videos and documents on a claim by `property_claim_id`.
list_claim_notesList the notes on a claim by `property_claim_id`.
list_dehumidifier_readingsList dehumidifier readings on a claim by `property_claim_id`, optionally for one `room_id`.
list_drying_chambersList the drying chambers on a claim by `property_claim_id`.
list_equipmentList your organization's drying equipment, filtered by `equipment_type`, `is_retired` or `currently_placed_in_claim_id`.
list_equipment_placementsList the drying equipment placed on a claim by `property_claim_id`.
list_equipment_specsList equipment specs. Optional filters: manufacturer, model or order. Results are paginated. API summary: Find equipment specifications.
list_moisture_readingsList material (moisture) readings on a claim by `property_claim_id`, optionally for one `room_id`.
list_organizationsList the organizations you have access to. Use to find the `organization_id` for a new claim.
list_propertiesList properties for a property. API summary: Find users assigned to a property claim.
list_property_unaffected_atmosphere_readingsList unaffected atmosphere readings for a property. Optional filters: room id or order. Results are paginated. API summary: Find Unaffected Atmosphere Readings.
list_property_webapp_redirectsList webapp redirects for a property. Optional filters: sso. API summary: Get redirected to the web page for a property claim.
list_room_notesList the notes on a room by `property_claim_id`, `structure_id` and `room_id`.
list_roomsList the rooms in a structure by `property_claim_id` and `structure_id`.
list_structuresList the structures (buildings) on a claim by `property_claim_id`.
list_webhooksList webhooks. Optional filters: order. Results are paginated. API summary: Find webhooks.
update_claimChanges dataUpdate a property claim by `property_id`: policyholder, address, loss details, adjuster or estimates. Only the fields you pass change.
update_claim_noteChanges dataUpdate the `title` or `text` of a note on a claim by `property_claim_id` and `message_id`.
update_equipmentChanges dataUpdate an existing equipment identified by organization equipment id. Only the fields you pass are changed. API summary: Update a piece of equipment.
update_room_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update a note.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Encircle from the app list.
2
Paste your key
Paste an Encircle bearer token. You need admin permissions in Encircle. From the claim inbox click Settings › Bots/Public API, click Create Bot, then on the new bot click Create Bearer Token, enter your Encircle password and save. Copy the token right away, because it is only shown until you leave the page.
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 Encircle?

It can find and read property claims, structures, rooms, claim and room notes, media, drying chambers, equipment placements and moisture, atmospheric and dehumidifier readings, plus your organizations, brands, equipment and users. It can create claims, structures and rooms and update claims and claim notes.

Does the AI see my Encircle credentials?

No. Your Encircle credentials 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. Creating claims and updating claims or notes can require your approval before it runs. There are no delete tools for Encircle. 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?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Encircle account.

Why do I create a bot to connect Encircle?

Encircle's Public API works through bots. An admin creates a bot under Settings › Bots/Public API and makes a bearer token for it, and that token is what you paste into HeyMyApps. The token is shown only until you leave the page, so copy it right away.