Integration · Projects & tasks

Connect Claude & ChatGPT to Knowify

Ask your AI which invoices are due, what a contract includes, or to log hours on a project in Knowify. It can list and read projects, contracts, invoices, bills, purchases, payments, time entries, tasks, service tickets, clients, contacts and vendors. It can also create and update clients, projects, tasks, invoices, time entries and service tickets.

Connect Knowify free

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

Try asking

“Which invoices for Miller Construction are due this month?”
The AI finds the client and lists their invoices filtered by due date.
“What is in the contract for the Oak Street remodel?”
It finds the contract and reads its line items and totals.
“Log 6 hours for me on the Oak Street project today: framing.”
It finds the project and task and creates a time entry with the hours and description.

What your AI can do

Projects and work

Create and update projects and tasks, log and edit time entries, and create and update service tickets.

Contracts, invoices and payments

Read contracts, create and update invoices, and list invoices and payments.

Clients and vendors

Create, update and list clients, and list contacts, vendors, bills and purchases.

“Open a service ticket for Anna Berg: leaking pipe under the sink.”
It creates a service ticket for the client with title, description and date.
“Which bills from our lumber supplier are due?”
It finds the vendor and lists their bills by due date.
“What payments have we received from Miller Construction?”
It lists payments filtered by the client.

168 tools for Knowify

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

add_a_comment_to_a_billChanges dataCreate a new message for a invoice. Required: text. API summary: Add a comment to a bill.
approve_orderVisible to othersAccept a order (change order number). Has effects visible outside this system. API summary: Accept a change order.
approve_pageVisible to othersApprove a page. Has effects visible outside this system. API summary: Approve a batch of time entries.
create_a_billChanges dataCreate a new invoice. Required: vendor id. Search invoices first to avoid duplicates. API summary: Create a bill.
create_a_catalog_itemChanges dataCreate a new product. Required: name. Search products first to avoid duplicates. API summary: Create a catalog item.
create_a_list_itemChanges dataList products. API summary: Create a list item.
create_advisor_assumeChanges dataCreate a new advisor assume. Required: advisor token or tenant id. API summary: Promote an advisor token to a tenant-scoped kAuth token.
create_allocationChanges dataCreate a new allocation. Required: allocation type or resource id. Search allocations first to avoid duplicates. API summary: Create an allocation.
create_an_aia_invoiceChanges dataCreate a new invoice. Required: body. Search invoices first to avoid duplicates. API summary: Create an AIA invoice.
create_assetChanges dataCreate a new asset. Required: client id or description. Search assets first to avoid duplicates. API summary: Create an asset.
create_check_inChanges dataCreate a new check in. Required: resource id. API summary: Check in — start a tracked work session.
create_clientChanges dataCreate a client. Pass fields such as ClientName, ContactName, Email, PhoneNumber and address in `body`.
create_contactChanges dataCreate a new contact. Required: contact name. Search contacts first to avoid duplicates. API summary: Create a contact.
create_contractChanges dataCreate a new contract. Required: body. Search contracts first to avoid duplicates. API summary: Create a contract.
create_contract_go_liveChanges dataCreate a new go live for a contract. API summary: Activate a draft contract (go live).
create_contract_orderChanges dataCreate a new order for a contract. Required: deliverables. Search orders first to avoid duplicates. API summary: Add or edit change order lines.
create_departmentChanges dataCreate a new department. Required: department name. Search departments first to avoid duplicates. API summary: Create a department.
create_documentChanges dataCreate a new document. Required: file name. Search documents first to avoid duplicates. API summary: Create a document.
create_invoiceChanges dataCreate an invoice. Pass ClientId, ProjectId, InvoiceDate, DueDate and lines in `body`.
create_invoice_messageChanges dataCreate a new message for a invoice. Required: text. API summary: Add a comment to an invoice.
create_milestoneChanges dataCreate a new milestone. Required: project id or description. Search milestones first to avoid duplicates. API summary: Create a milestone.
create_milestone_messageChanges dataCreate a new message for a milestone. Required: text. API summary: Add a comment to a milestone.
create_milestone_schedule_dateChanges dataCreate a new schedule date for a milestone. Required: start date. API summary: Schedule a phase's dates and resources.
create_milestone_unscheduleChanges dataCreate a new unschedule for a milestone. API summary: Clear a phase's schedule.
create_orderChanges dataCreate a new order. Required: body. Search orders first to avoid duplicates. API summary: Create a purchase order.
create_order_messageChanges dataCreate a new message for a order. Required: text. API summary: Add a comment to a purchase.
create_page_check_outChanges dataCreate a new check out for a page. API summary: Check out — close an open time entry.
create_productChanges dataCreate a new product. Required: request id or description. Search products first to avoid duplicates. API summary: Create a purchase item.
create_product_messageChanges dataCreate a new message for a product. Required: text. API summary: Add a comment to a task.
create_projectChanges dataCreate a project with `project_name`, optional `client_id`, `contract_id`, address and `date_range`.
create_project_messageChanges dataCreate a new message for a project. Required: text. API summary: Add a comment to a project.
create_queryVisible to othersCreate a new query. Required: body. Has effects visible outside this system. API summary: Run multiple resource queries in a single request.
create_resourceChanges dataCreate a new resource. Required: resource name. Search resources first to avoid duplicates. API summary: Create a resource.
create_service_ticketChanges dataCreate a service ticket for a client with `client_id`, `title`, `description`, `date` and address.
create_supplierChanges dataCreate a new supplier. Required: vendor name. Search suppliers first to avoid duplicates. API summary: Create a vendor.
create_taskChanges dataCreate a task with `description` under a `milestone_id`, optionally with `project_id` and `date_range`.
create_ticket_messageChanges dataCreate a new message for a ticket. Required: text. API summary: Add a comment to a service job.
create_time_entryChanges dataLog a time entry with `user_id`, `project_id`, `task_id`, `entry_date`, `time` and `description`.
create_userChanges dataCreate a new user. Required: body. Search users first to avoid duplicates. API summary: Create a user.
delete_a_billDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete a bill.
delete_a_catalog_itemDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete a catalog item.
delete_a_purchase_itemDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete a purchase item.
delete_allocationDeletesPermanently delete a allocation by allocation id. Destructive action; may require approval. API summary: Delete an allocation.
delete_an_aia_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete an AIA invoice.
delete_assetDeletesPermanently delete a asset by asset id. Destructive action; may require approval. API summary: Delete an asset.
delete_contactDeletesPermanently delete a contact by contact id. Destructive action; may require approval.
delete_contractDeletesPermanently delete a contract by contract id. Destructive action; may require approval.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete a client.
delete_departmentDeletesPermanently delete a department by department id. Destructive action; may require approval.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval.
delete_invoiceDeletesPermanently delete a invoice by invoice id. Destructive action; may require approval. API summary: Delete an invoice.
delete_milestoneDeletesPermanently delete a milestone by milestone id. Destructive action; may require approval.
delete_orderDeletesPermanently delete a order by order id. Destructive action; may require approval. API summary: Cancel a purchase order.
delete_pageDeletesPermanently delete a page by page id. Destructive action; may require approval. API summary: Delete a time entry.
delete_productDeletesPermanently delete a product by product id. Destructive action; may require approval. API summary: Delete a list item.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval.
delete_resourceDeletesPermanently delete a resource by resource id. Destructive action; may require approval.
delete_supplierDeletesPermanently delete a supplier by supplier id. Destructive action; may require approval. API summary: Delete a vendor.
delete_taskDeletesPermanently delete a task by task id. Destructive action; may require approval.
delete_ticketDeletesPermanently delete a ticket by ticket id. Destructive action; may require approval. API summary: Delete a service ticket.
delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval.
fetch_a_single_aia_invoice_by_idGet one invoice by invoice id. API summary: Fetch a single AIA invoice by ID.
fetch_a_single_bill_by_idGet one invoice by invoice id. API summary: Fetch a single bill by ID.
fetch_a_single_catalog_item_by_idGet one product by product id. API summary: Fetch a single catalog item by ID.
fetch_a_single_purchase_item_by_idGet one product by product id. API summary: Fetch a single purchase item by ID.
get_allocationGet one allocation by allocation id. API summary: Fetch a single allocation by ID.
get_assetGet one asset by asset id. API summary: Fetch a single asset by ID.
get_billableGet one billable by billable id. API summary: Fetch a single billable by ID.
get_clientGet one client by ID, with contact and billing details.
get_contactGet one contact by contact id. API summary: Fetch a single contact by ID.
get_contractGet one contract by `contract_id`, with line items and totals.
get_current_userGet the connected Knowify user and company.
get_departmentGet one department by department id. API summary: Fetch a single department by ID.
get_documentGet one document by document id. API summary: Fetch a single document by ID.
get_invoiceGet one invoice by `invoice_id`, with lines, totals and payment status.
get_milestoneGet one milestone by milestone id. API summary: Fetch a single milestone by ID.
get_orderGet one order by order id. API summary: Fetch a single purchase order by ID.
get_pageGet one page by page id. API summary: Fetch a single time entry by ID.
get_paymentGet one payment by payment id. API summary: Fetch a single payment by ID.
get_productGet one product by product id. API summary: Fetch a single list item by ID.
get_projectGet one project by `project_id`, with budget and status.
get_resourceGet one resource by resource id. API summary: Fetch a single resource by ID.
get_service_ticketGet one service ticket by `ticket_id`.
get_submittalGet one submittal by submittal id. API summary: Fetch a single submittal by ID.
get_supplierGet one supplier by supplier id. API summary: Fetch a single vendor by ID.
get_taskGet one task by task id. API summary: Fetch a single task by ID.
get_ticket_statusChanges dataGet the current status of a ticket by service ticket id. API summary: Change a service job's status.
get_userGet one user by user id. API summary: Fetch a single user by ID.
list_aia_invoicesList invoices. Optional filters: where, order, scopes or since. Results are paginated. API summary: List AIA invoices.
list_allocationsList allocations. Optional filters: where, order, scopes or since. Results are paginated.
list_assetsList assets. Optional filters: where, order, scopes or since. Results are paginated.
list_billablesList billables. Optional filters: where, order, scopes or since. Results are paginated.
list_billsList vendor bills, filtered with `where` (e.g. VendorId, DueDate).
list_clientsList clients. Filter with `where` (e.g. {"ClientName": "Acme"}), sort with `order`, page with `limit`/`offset`.
list_companiesList companies. API summary: Get the calling user's company.
list_contactsList contacts, filtered with `where` (e.g. by ClientId or Email).
list_contractsList contracts (estimates and bids), filtered with `where` (e.g. ClientId, ProjectId).
list_departmentsList departments. Optional filters: where, order, scopes or since. Results are paginated.
list_documentsList documents. Optional filters: where, order, scopes or since. Results are paginated.
list_invoicesList invoices, filtered with `where` (e.g. ClientId, ProjectId, DueDate).
list_milestonesList milestones. Optional filters: where, order, scopes or since. Results are paginated.
list_paymentsList payments received and made, filtered with `where` (e.g. ClientId, InvoiceId).
list_productsList products. Optional filters: where, order, scopes or since. Results are paginated. API summary: List list items.
list_project_project_plansList project plans for a project. API summary: Fetch the project plan for a project.
list_project_submittalsList submittals for a project. Optional filters: where, order, scopes or since. Results are paginated.
list_projectsList projects. Filter with `where` (e.g. ClientId, ProjectName, BusinessState).
list_purchase_order_itemsList products. Optional filters: where, order, scopes or since. Results are paginated. API summary: List purchase-order items.
list_purchasesList purchases (purchase orders and expenses), filtered with `where` (e.g. ProjectId, VendorId).
list_regular_aia_invoices_combinedList invoices. Optional filters: where, order, scopes or since. Results are paginated. API summary: List regular + AIA invoices combined.
list_resourcesList resources. Optional filters: where, order, scopes or since. Results are paginated.
list_service_catalog_itemsList products. Optional filters: where, order, scopes or since. Results are paginated. API summary: List service catalog items.
list_service_ticketsList service tickets, filtered with `where` (e.g. ClientId, Date).
list_settingsList settings. API summary: Get company settings.
list_submittalsList submittals. Optional filters: where, order, scopes or since. Results are paginated.
list_tasksList project tasks, filtered with `where` (e.g. ProjectId, MilestoneId).
list_time_entriesList time entries, filtered with `where` (e.g. UserId, ProjectId, EntryDate).
list_usersList users. Optional filters: where, order, scopes or since. Results are paginated.
list_validsList valids. API summary: Check that the bearer token is valid.
list_vendorsList vendors and subcontractors, filtered with `where`.
reopen_a_closed_projectVisible to othersReopen a project (project id). Has effects visible outside this system. API summary: Reopen a closed project.
search_allocationsChanges dataSearch allocations. Use this to find existing allocations before creating a new allocation. API summary: Query allocations with a structured JSON body.
search_assetsChanges dataSearch assets. Use this to find existing assets before creating a new asset. API summary: Query assets with a structured JSON body.
search_billablesChanges dataSearch billables. Use this to find existing billables before creating a new billable. API summary: Query billables with a structured JSON body.
search_contactsChanges dataSearch contacts. Use this to find existing contacts before creating a new contact. API summary: Query contacts with a structured JSON body.
search_contractsChanges dataSearch contracts. Use this to find existing contracts before creating a new contract. API summary: Query contracts with a structured JSON body.
search_customersChanges dataSearch customers. Use this to find existing customers before creating a new customer. API summary: Query clients with a structured JSON body.
search_departmentsChanges dataSearch departments. Use this to find existing departments before creating a new department. API summary: Query departments with a structured JSON body.
search_documentsChanges dataSearch documents. Use this to find existing documents before creating a new document. API summary: Query documents with a structured JSON body.
search_invoicesChanges dataSearch invoices. Use this to find existing invoices before creating a new invoice. API summary: Query invoices with a structured JSON body.
search_invoices_queryChanges dataSearch invoices. Use this to find existing invoices before creating a new invoice. API summary: Query bills with a structured JSON body.
search_invoices_query_aia_invoicesChanges dataSearch invoices. Use this to find existing invoices before creating a new invoice. API summary: Query AIA invoices with a structured JSON body.
search_milestonesChanges dataSearch milestones. Use this to find existing milestones before creating a new milestone. API summary: Query milestones with a structured JSON body.
search_ordersChanges dataSearch orders. Use this to find existing orders before creating a new order. API summary: Query purchase orders with a structured JSON body.
search_pagesChanges dataSearch pages. Use this to find existing pages before creating a new page. API summary: Query time entries with a structured JSON body.
search_paymentsChanges dataSearch payments. Use this to find existing payments before creating a new payment. API summary: Query payments with a structured JSON body.
search_productsChanges dataSearch products. Use this to find existing products before creating a new product. API summary: Query list items with a structured JSON body.
search_products_queryChanges dataSearch products. Use this to find existing products before creating a new product. API summary: Query purchase items with a structured JSON body.
search_products_query_itemsChanges dataSearch products. Use this to find existing products before creating a new product. API summary: Query catalog items with a structured JSON body.
search_projectsChanges dataSearch projects. Use this to find existing projects before creating a new project. API summary: Query projects with a structured JSON body.
search_resourcesChanges dataSearch resources. Use this to find existing resources before creating a new resource. API summary: Query resources with a structured JSON body.
search_submittalsChanges dataSearch submittals. Use this to find existing submittals before creating a new submittal. API summary: Query submittals with a structured JSON body.
search_suppliersChanges dataSearch suppliers. Use this to find existing suppliers before creating a new supplier. API summary: Query vendors with a structured JSON body.
search_tasksChanges dataSearch tasks. Use this to find existing tasks before creating a new task. API summary: Query tasks with a structured JSON body.
search_ticketsChanges dataSearch tickets. Use this to find existing tickets before creating a new ticket. API summary: Query service tickets with a structured JSON body.
search_usersChanges dataSearch users. Use this to find existing users before creating a new user. API summary: Query users with a structured JSON body.
submit_projectVisible to othersClose a project (project id). Has effects visible outside this system.
update_a_bill_partialChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: Update a bill (partial).
update_a_catalog_item_partialChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update a catalog item (partial).
update_a_purchase_item_partialChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update a purchase item (partial).
update_allocationChanges dataUpdate an existing allocation identified by allocation id. Only the fields you pass are changed. API summary: Update an allocation (partial).
update_an_aia_invoice_partialChanges dataUpdate an existing invoice identified by invoice id. Only the fields you pass are changed. API summary: Update an AIA invoice (partial).
update_assetChanges dataUpdate an existing asset identified by asset id. Only the fields you pass are changed. API summary: Update an asset (partial).
update_clientChanges dataUpdate a client by ID. Pass only the changed fields in `body`.
update_contactChanges dataUpdate an existing contact identified by contact id. Only the fields you pass are changed. API summary: Update a contact.
update_contractChanges dataUpdate an existing contract identified by contract id. Only the fields you pass are changed. API summary: Update a contract (partial).
update_departmentChanges dataUpdate an existing department identified by department id. Only the fields you pass are changed. API summary: Update a department (partial).
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update a document (partial).
update_invoiceChanges dataUpdate an invoice by ID. Pass only the changed fields in `body`.
update_milestoneChanges dataUpdate an existing milestone identified by milestone id. Only the fields you pass are changed. API summary: Update a milestone (partial).
update_orderChanges dataUpdate an existing order identified by order id. Only the fields you pass are changed. API summary: Update a purchase order (partial).
update_productChanges dataUpdate an existing product identified by product id. Only the fields you pass are changed. API summary: Update a list item (partial).
update_projectChanges dataUpdate a project by `project_id`. Only the fields you pass change.
update_resourceChanges dataUpdate an existing resource identified by resource id. Only the fields you pass are changed. API summary: Update a resource (partial).
update_service_ticketChanges dataUpdate a service ticket by `ticket_id`. Only the fields you pass change.
update_supplierChanges dataUpdate an existing supplier identified by supplier id. Only the fields you pass are changed. API summary: Update a vendor (partial).
update_taskChanges dataUpdate a task by `task_id`. Only the fields you pass change.
update_time_entryChanges dataUpdate a time entry by ID. Only the fields you pass change.
update_userChanges dataUpdate an existing user identified by user id. Only the fields you pass are changed. API summary: Update a user (partial).

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Knowify from the app list.
2
Paste your key
Paste the Client ID and Client Secret from your own Knowify OAuth client, then sign in with your Knowify login once. Sign in to the Knowify developer portal (developer.knowify.com), go to Clients › Create Client, add the Redirect URI https://heymyapps.com/oauth/callback, and choose the Authorization Code and Refresh Token grant types and the scopes you want. The Client Secret is shown only once.
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 Knowify?

The AI can list and read projects, contracts, invoices, bills, purchases, payments, time entries, tasks, service tickets, clients, contacts, vendors and the connected user. It can create and update clients, projects, tasks, invoices, time entries and service tickets.

Does the AI see my Knowify credentials?

No. Your Knowify 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 or changing invoices affects what your clients are billed, so these 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?

Knowify connects with OAuth, and this OAuth connection needs the HeyMyApps Pro plan. 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 Knowify account.

Why do I create my own Knowify OAuth client?

Knowify connects with OAuth. You create a client in the Knowify developer portal, so the connection belongs to you and you pick the scopes it gets. After you paste the Client ID and Client Secret, you sign in with your Knowify login once and HeyMyApps keeps the connection working.