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Connect Claude & ChatGPT to Exayard

Ask your AI for the takeoff totals on a project, what a vendor quoted, or to draft an estimate in Exayard. It can read projects, plan pages, files, takeoff symbols and line items, and export a whole project. It can also create and update projects, products and vendors, record vendor quotes and post messages to a project's feed.

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Try asking

  • “What are the takeoff totals on the Harbor Street project?”

    The AI gets the summed quantities, lengths and areas across all takeoff symbols in the project.

  • “Estimate the drywall and paint for the second floor of project 118.”

    It generates a cost estimate from your description and saves it as a document on the project. This uses Exayard AI credits.

  • “Log Acme Supply's quote Q-2291 on this project, valid for 30 days.”

    It records the vendor quote with quote number, line items, totals and expiry.

What your AI can do

Projects and takeoffs

Read projects, plan pages, files, takeoff symbols, line items and totals, and export a full project.

Estimates and quotes

Generate estimates from a plain-language scope, read estimates and bids, and record, accept or reject vendor quotes.

Products and vendors

Search, create and update products in your price lists and your suppliers, subcontractors and rental companies.

  • “Which vendor quotes on this project are still open?”

    It lists the vendor quotes on the project, filtered by status.

  • “Raise the price of SKU CT-450 to 38.50.”

    It finds the product in your price lists and updates only the price.

  • “Tell the team the plans were revised and mention Maria.”

    It posts the message to the project's activity feed, and mentioned teammates are notified.

161 tools for Exayard

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

  • approve_documentVisible to othersConfirm a document (file id). Has effects visible outside this system. API summary: Confirm a file upload after the client PUT succeeds.
  • archive_crewDeletesArchive a crew (crew id). Destructive action; may require approval. API summary: Archive a labor crew.
  • archive_equipmentDeletesArchive a equipment (equipment id). Destructive action; may require approval. API summary: Archive a labor equipment entry.
  • archive_listDeletesArchive a list (list id). Destructive action; may require approval. API summary: Archive (soft-delete) a list.
  • archive_messageDeletesArchive a message (message id). Destructive action; may require approval. API summary: Archive a conversation.
  • archive_pageDeletesArchive a page (page id). Destructive action; may require approval. API summary: Archive (soft-delete) a page.
  • archive_productDeletesArchive a product (product id). Destructive action; may require approval. API summary: Archive (soft-delete) a product.
  • archive_projectDeletesArchive a project (project id). Destructive action; may require approval.
  • archive_rateDeletesArchive a rate (rate id). Destructive action; may require approval. API summary: Archive a labor rate.
  • archive_supplierDeletesArchive a supplier (supplier id). Destructive action; may require approval. API summary: Archive (soft-delete) a vendor.
  • attach_document_to_projectChanges dataAttach a document (file id). API summary: Attach an existing file to a project.
  • cancel_assessmentDeletesCancel a assessment (assessment id). Destructive action; may require approval. API summary: Cancel a running assessment.
  • create_ai_sessionChanges dataCreate a new ai session. Required: project id, page id or vendor. API summary: Start a computer-use agent session on a project page.
  • create_batchVisible to othersCreate a new batch. Required: organization id, list id or products. Has effects visible outside this system. API summary: Batch-create products.
  • create_crewChanges dataCreate a new crew. Required: organization id, name or members. API summary: Create a labor crew.
  • create_documentChanges dataCreate a new document. Required: project id, filename, mime type or file size. Search documents first to avoid duplicates. API summary: Start a file upload — returns a presigned R2 URL.
  • create_equipmentChanges dataCreate a new equipment. Required: organization id, name, category or daily rate. API summary: Create a labor equipment entry.
  • create_folderChanges dataCreate a new folder. Required: project id, name or parent id. API summary: Create a folder.
  • create_generateChanges dataCreate a new generate. Required: organization id or query. API summary: Stream an AI-generated cost estimate.
  • create_listChanges dataCreate a new list. Required: organization id, name, type or locale. API summary: Create a list.
  • create_messageChanges dataCreate a new message. Required: organization id. Search messages first to avoid duplicates. API summary: Create a conversation.
  • create_notification_readChanges dataCreate a new read for a notification. API summary: Mark a notification as read.
  • create_page_measurementChanges dataCreate a new measurement for a page. Required: symbol id, shape id or value. API summary: Create a measurement on a page.
  • create_productChanges dataAdd a product to a price list (`list_id`) with name, SKU, unit, price and currency.
  • create_projectChanges dataCreate a project with a `name` in an organization, plus optional custom properties.
  • create_project_assessmentChanges dataCreate a new assessment for a project. Required: organization id. API summary: Start a new AI assessment.
  • create_project_bidChanges dataCreate a new bid for a project. Required: organization id. API summary: Generate a project-scoped bid document (blocking).
  • create_project_groupChanges dataCreate a new group for a project. Required: name. API summary: Create a takeoff group.
  • create_project_layerChanges dataCreate a new layer for a project. Required: name. API summary: Create a takeoff layer.
  • create_project_privacyChanges dataCreate a new privacy for a project. Required: organization id or privacy. API summary: Change a project’s privacy setting.
  • create_project_symbolChanges dataCreate a new symbol for a project. Required: name, type or color. API summary: Create a takeoff symbol.
  • create_propertyChanges dataCreate a new property. Required: organization id, name, type or record types. API summary: Create a custom property.
  • create_proposeChanges dataCreate a new propose. Required: organization id or prompt. API summary: Propose an AI-generated analysis from a natural-language prompt.
  • create_provisionChanges dataCreate a new provision. API summary: Provision or rotate the caller’s Managed Agents vault.
  • create_rateChanges dataCreate a new rate. Required: organization id, name or hourly rate. API summary: Create a labor rate.
  • create_runChanges dataCreate a new run. Required: organization id, page ids or elements. API summary: Run an approved analysis (kicks off a background AI task).
  • create_symbol_order_lineChanges dataCreate a new order line for a symbol. Required: project id or line item. Search order lines first to avoid duplicates. API summary: Add a line item to a symbol.
  • create_vendorChanges dataCreate a vendor with a `name` and `type` (supplier, subcontractor or rental), plus contact name, email, phone, address and notes.
  • create_webhook_endpointDeletesCreate a new webhook endpoint. Required: organization id, url or events. Destructive action; may require approval. API summary: Create a webhook endpoint.
  • create_widgetChanges dataCreate a new widget. Required: organization id or name. API summary: Create a widget.
  • delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Soft-delete a file.
  • delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval.
  • delete_groupDeletesPermanently delete a group by group id. Destructive action; may require approval. API summary: Delete a takeoff group.
  • delete_integrationDeletesPermanently delete a integration by integration id. Destructive action; may require approval. API summary: Disconnect an integration.
  • delete_layerDeletesPermanently delete a layer by layer id. Destructive action; may require approval. API summary: Delete a takeoff layer.
  • delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval.
  • delete_page_measurementDeletesPermanently delete a measurement by shape id. Destructive action; may require approval.
  • delete_product_priceDeletesPermanently delete a price by vendor id. Destructive action; may require approval. API summary: Remove a vendor price.
  • delete_propertyDeletesPermanently delete a property by property id. Destructive action; may require approval. API summary: Archive a custom property.
  • delete_symbolDeletesPermanently delete a symbol by symbol id. Destructive action; may require approval. API summary: Delete a takeoff symbol.
  • delete_symbol_order_lineDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Remove a line item from a symbol.
  • delete_webhook_endpointDeletesPermanently delete a webhook endpoint by webhook endpoint id. Destructive action; may require approval.
  • delete_widgetDeletesPermanently delete a widget by widget id. Destructive action; may require approval.
  • export_projectExport a whole project (files, takeoffs, estimates) as structured data by `project_id`.
  • generate_estimateChanges dataGenerate a cost estimate for a project from a plain-language `query` describing the scope, and save it as a document. Uses AI credits; set `share` to true only if the estimate should be shareable.
  • get_assessmentGet one assessment by assessment id. API summary: Get an assessment by ID.
  • get_contactGet one contact by contact id. API summary: Get a contact by ID.
  • get_crewGet one crew by crew id. API summary: Get a labor crew.
  • get_documentGet one generated document (estimate or bid) by `document_id`.
  • get_equipmentGet one equipment by equipment id. API summary: Get a labor equipment entry.
  • get_fileGet one file with its pages by `document_id`.
  • get_folderGet one folder by folder id. API summary: Get a folder by ID.
  • get_listGet one list by list id. API summary: Get a single list.
  • get_meGet the signed-in Exayard user and their organizations. Call this first: the `organization_id` most other tools need is in memberships[].orgId.
  • get_messageGet one message by message id. API summary: Get a conversation by ID.
  • get_pageGet one page by page id. API summary: Get a single page.
  • get_page_measurementGet one measurement for a page by shape id. API summary: Get a measurement by shape ID.
  • get_productGet one product by `product_id`, with SKU, unit and price.
  • get_projectGet one project by `project_id` and `organization_id`.
  • get_propertyGet one property by property id. API summary: Get a custom property.
  • get_rateGet one rate by rate id. API summary: Get a labor rate.
  • get_spreadsheetGet one spreadsheet by spreadsheet id. API summary: Get a single spreadsheet.
  • get_symbolGet one symbol by symbol id. API summary: Get a takeoff symbol.
  • get_symbol_order_lineGet one order line for a symbol by order line id. API summary: Get a single line item on a symbol.
  • get_takeoff_summaryGet the totals across all takeoff symbols in a project (quantities, lengths, areas) by `project_id`.
  • get_vendorGet one vendor by `supplier_id`, with contact details and payment terms.
  • get_vendor_quoteGet one vendor quote by `quote_id`, with line items and totals.
  • get_widgetGet one widget by widget id. API summary: Get a widget.
  • list_balancesList balances. Optional filters: organization id. API summary: Get credit balance for an organization.
  • list_contentsList contents. Optional filters: project id or parent id. API summary: List files and folders inside a folder.
  • list_crewsList crews. Optional filters: organization id or include inactive. API summary: List labor crews.
  • list_document_urlsList urls for a document. Optional filters: organization id. API summary: Get a presigned download URL for a file.
  • list_documentsList documents. Optional filters: organization id or type. Results are paginated. API summary: List documents in the organization.
  • list_equipmentList equipment. Optional filters: organization id, category or include inactive. API summary: List labor equipment.
  • list_foldersList folders. Optional filters: project id. API summary: List folders in a project.
  • list_integrationsList integrations. Optional filters: organization id. API summary: List integrations connected to an organization.
  • list_latestsList latests. API summary: Get the most recent assessment with elements.
  • list_list_productsList products for a list. Optional filters: organization id. API summary: List products in a list.
  • list_message_documentsList documents for a message. Optional filters: organization id or images only. API summary: List files uploaded in a conversation.
  • list_messagesList messages. Optional filters: organization id, type or channel. Results are paginated. API summary: List conversations for the caller.
  • list_notificationsList notifications. Results are paginated. API summary: List notifications for the caller.
  • list_page_contentsList contents for a page. API summary: Extracted text and AI description for a page.
  • list_page_measurementsList measurements for a page. API summary: List measurements on a page.
  • list_price_listsList the organization's product price lists and takeoff templates. Use it to find a `list_id`.
  • list_product_best_pricesList best prices for a product. Optional filters: organization id or quantity. API summary: Best vendor price for a product.
  • list_product_pricesList prices for a product. Optional filters: organization id. API summary: List vendor prices for a product.
  • list_productsList products in the organization's price lists, optionally filtered by `search` text.
  • list_project_assessmentsList assessments for a project.
  • list_project_documentsList the generated documents (estimates, bids) of a project by `project_id`.
  • list_project_filesList the files (plans and documents) uploaded to a project by `project_id`.
  • list_project_groupsList groups for a project. API summary: List takeoff groups in a project.
  • list_project_layersList layers for a project. Optional filters: organization id. API summary: List takeoff layers in a project.
  • list_project_messagesList the team messages posted on a project by `project_id`.
  • list_project_messages_2List messages for a project. Optional filters: organization id or type. API summary: List conversations in a project.
  • list_project_pagesList the drawing pages (plan sheets) in a project by `project_id`.
  • list_project_relationsList relations for a project. Optional filters: organization id. API summary: Get a project with page/estimate counts.
  • list_project_spreadsheetsList spreadsheets for a project. Optional filters: organization id. API summary: List spreadsheets in a project.
  • list_projectsList projects in an organization, optionally filtered by `search` text or `status` (lead, contacted, qualified, active, archived).
  • list_propertiesList properties. Optional filters: organization id or record type. API summary: List custom properties in an organization.
  • list_ratesList rates. Optional filters: organization id or include inactive. API summary: List labor rates.
  • list_statsList stats. Optional filters: organization id, date from or date to. API summary: Get credit usage stats.
  • list_symbol_measurementsList measurements for a symbol. Optional filters: project id.
  • list_symbol_order_linesList order lines for a symbol. Optional filters: project id. API summary: List all line items on a takeoff symbol.
  • list_takeoff_symbolsList the takeoff symbols (count, linear, area) in a project by `project_id`, optionally filtered by type, source or category.
  • list_unread_countsList unread counts. API summary: Get unread notification count.
  • list_usagesList usages. Optional filters: organization id, date from, date to, type or kind. Results are paginated. API summary: Get credit usage history.
  • list_vendor_quotesList vendor quotes on a project by `project_id`, optionally filtered by `status`.
  • list_vendorsList vendors (suppliers, subcontractors, rental companies), optionally filtered by `search`, type or preferred only.
  • list_webhook_endpoint_shipmentsList shipments for a webhook endpoint. Optional filters: organization id. Results are paginated. API summary: List deliveries for a webhook endpoint.
  • list_webhook_endpointsList webhook endpoints. Optional filters: organization id. API summary: List webhook endpoints in an organization.
  • list_widgetsList widgets. Optional filters: organization id. API summary: List widgets in an organization.
  • post_project_messageVisible to othersPost a message to a project's activity feed (`project_id`, `content`). Mentioned teammates are notified.
  • record_vendor_quoteChanges dataRecord a vendor quote on a project: `project_id`, `vendor_id`, `quote_number`, plus optional line items, totals and expiry.
  • restore_listChanges dataRestore a list (list id). API summary: Restore an archived list.
  • restore_pageChanges dataRestore a page (page id). API summary: Restore an archived page.
  • restore_projectChanges dataRestore a project (project id). API summary: Restore an archived project.
  • search_contactsSearch contacts by organization id, widget id or search. Use this to find existing contacts before creating a new contact. Results are paginated. API summary: List contacts captured by widgets.
  • search_documentsSearch documents by organization id or query. Use this to find existing documents before creating a new document. API summary: Search pages in a project by name or indexed content.
  • search_elementsChanges dataSearch elements. Use this to find existing elements before creating a new element. API summary: Detect instances of an element on a page via Claude Vision.
  • search_helpsChanges dataSearch helps. Use this to find existing helps before creating a new help. API summary: Search help articles by keyword.
  • search_products_searchSearch products by organization id or query. Use this to find existing products before creating a new product. Results are paginated. API summary: Full-text search products.
  • search_project_line_itemsSearch the line items attached to a project's takeoff, by `project_id` and an optional `query`.
  • search_suppliers_searchSearch suppliers by organization id or query. Use this to find existing suppliers before creating a new supplier. Results are paginated. API summary: Full-text search vendors.
  • search_widget_messagesSearch messages for a widget by organization id, status or search. Use this to find existing messages before creating a new message. Results are paginated. API summary: List a widget’s inbox conversations.
  • send_chatVisible to othersSend a chat. Has effects visible outside this system. API summary: Send a message to the Managed Agent and return its reply.
  • set_vendor_quote_statusChanges dataAccept, reject or expire a vendor quote by `quote_id`, passing the new `status`.
  • submit_notificationVisible to othersMark all read a notification. Has effects visible outside this system. API summary: Mark all notifications as read.
  • update_a_messageVisible to othersUpdate an existing message identified by message id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update a message.
  • update_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Update a contact’s details or CRM attributes.
  • update_crewChanges dataUpdate an existing crew identified by crew id. Only the fields you pass are changed. API summary: Update a labor crew.
  • update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Rename or move a file.
  • update_document_sharesVisible to othersUpdate an existing share identified by document id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Turn document sharing on or off.
  • update_equipmentChanges dataUpdate an existing equipment identified by equipment id. Only the fields you pass are changed. API summary: Update a labor equipment entry.
  • update_folderChanges dataUpdate an existing folder identified by folder id. Only the fields you pass are changed. API summary: Rename or move a folder.
  • update_groupChanges dataUpdate an existing group identified by group id. Only the fields you pass are changed. API summary: Update a takeoff group.
  • update_layerChanges dataUpdate an existing layer identified by layer id. Only the fields you pass are changed. API summary: Rename a takeoff layer.
  • update_listChanges dataUpdate an existing list identified by list id. Only the fields you pass are changed. API summary: Update list name or metadata.
  • update_measurementChanges dataUpdate an existing measurement identified by measurement id. Only the fields you pass are changed. API summary: Update a measurement.
  • update_messageChanges dataUpdate an existing message identified by message id. Only the fields you pass are changed. API summary: Update conversation title or linked project.
  • update_pageChanges dataUpdate an existing page identified by page id. Only the fields you pass are changed. API summary: Update page name or rotation.
  • update_productChanges dataUpdate a product's name, SKU, price or other details by `product_id`. Only the fields you pass change.
  • update_product_priceChanges dataUpdate an existing price identified by vendor id. API summary: Create or update a vendor price.
  • update_projectChanges dataUpdate a project's name, status, tags or custom properties by `project_id`. Only the fields you pass change.
  • update_propertyChanges dataUpdate an existing property identified by property id. Only the fields you pass are changed. API summary: Update a custom property.
  • update_quote_receivesVisible to othersUpdate an existing receive identified by quote id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Record a vendor quote response.
  • update_rateChanges dataUpdate an existing rate identified by rate id. Only the fields you pass are changed. API summary: Update a labor rate.
  • update_symbolChanges dataUpdate an existing symbol identified by symbol id. Only the fields you pass are changed. API summary: Update a takeoff symbol.
  • update_symbol_order_lineChanges dataUpdate an existing order line identified by order line id. Only the fields you pass are changed. API summary: Update a line item on a symbol.
  • update_vendorChanges dataUpdate a vendor's details by `supplier_id`. Only the fields you pass change.
  • update_webhook_endpointDeletesUpdate an existing webhook endpoint identified by webhook endpoint id. Only the fields you pass are changed. Destructive action; may require approval. API summary: Update a webhook endpoint.
  • update_widgetChanges dataUpdate an existing widget identified by widget id. Only the fields you pass are changed. API summary: Update a widget.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Exayard from the app list.

  2. 2

    Paste your key

    Paste an Exayard API key. In Exayard go to Settings > Profile > Security and create an API key, selecting only the scopes you need (for example read:projects or write:estimates). Copy the key, which starts with sk_live_, and paste it into HeyMyApps.

  3. 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 Exayard?

The AI can read projects, files, plan pages, takeoff symbols and totals, line items, estimates, bids, products, price lists, vendors, vendor quotes and project messages, and export a project. It can create and update projects, products and vendors, generate estimates, record vendor quotes and set their status, and post project messages.

Does the AI see my Exayard API key?

No. Your Exayard API key is encrypted at rest and never shown to the AI. After you save it, it is 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. Actions like generating an estimate, which uses AI credits, or accepting a vendor quote can require your approval before they run. Every tool call is logged. The scopes on your Exayard key set a second limit.

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 Exayard account.

Which scopes should my Exayard key have?

Only the ones you want the AI to use. A key with read scopes such as read:projects lets it look things up. Add write scopes such as write:estimates when you want it to create or change things. Exayard blocks anything outside the key's scopes.

Let your AI work in Exayard today.

Start free. Your key stays encrypted, and you decide what the AI may do.

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