Integration · Projects & tasks

Connect Claude & ChatGPT to Projul

Ask your AI which leads came in this week, what is scheduled for a crew tomorrow, or to add a new client and project in Projul. It can create and update clients, projects, estimates and tasks, assign work to users, log calls and messages, and look through project files and photos. Office questions get answered without clicking through every project.

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Try asking

“Which new leads do we have, and who are the clients?”
The AI lists projects in the new lead status with their client, address and lead source.
“Add Sarah Jensen as a client and create a kitchen remodel lead for her.”
It searches for the client first, creates her if she is new, and creates the project as a new lead linked to her.
“What is on the schedule for the framing team next week?”
It finds the team and its members, then lists their tasks scheduled in that window.

What your AI can do

Clients and leads

Search, create and update clients, create projects and leads with a status, and move projects through your pipeline.

Estimates and files

Create estimates from templates, read estimates with sections, line items and totals, and list project files and photos.

Tasks and schedule

Create, update, complete and delete tasks and meetings, assign users and teams, and log calls, emails and texts.

“Book an estimate meeting with Sarah on Thursday at 9 and assign it to Mike.”
It finds Mike's user ID and creates an EstimateMeeting task on the project with him assigned for that time.
“Log that I called the client about the tile delay.”
It adds a contact log entry to the project with the phone method and your note.
“Start an estimate for the Jensen project from our remodel template.”
It creates the estimate for the project and client from the template, ready for you to finish in Projul.

93 tools for Projul

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

add_a_change_orderChanges dataCreate a new quote for a quote. API summary: Add a change order.
add_a_sectionChanges dataCreate a new quote for a quote. Required: version id. API summary: Add a section.
add_messageVisible to othersAdd a message or contact log entry to a project, task, customer or estimate (`parent_type` + `parent_id`) with `body` and optional contact_method (phone, email, text, person) and direction.
archive_customerVisible to othersArchive a customer (customer id). Has effects visible outside this system. API summary: Archive a client.
complete_taskVisible to othersMark a task complete or not complete by `task_id` with `completed` true or false.
create_customerChanges dataCreate a client with `first_name` and `last_name` plus optional company_name, emails, phones and address.
create_delivery_replayDeletesCreate a new replay for a delivery. Destructive action; may require approval. API summary: Replay a delivery.
create_documentChanges dataCreate a new document. Required: file name, content type, size bytes or associations. API summary: Start a file upload.
create_estimateChanges dataCreate an estimate for a `project_id` and `customer_id`, optionally from a `template_id`, with title, introduction and sections.
create_estimate_templateChanges dataCreate a new estimate template. API summary: Create an estimate template.
create_estimate_template_order_lineChanges dataCreate a new order line for a estimate template. Required: section id. API summary: Add a line item to an estimate template.
create_estimate_template_sectionChanges dataCreate a new section for a estimate template. API summary: Add a section to an estimate template.
create_line_item_templateChanges dataCreate a new line item template. Search line item templates first to avoid duplicates. API summary: Create a cost-item library entry.
create_projectChanges dataCreate a project or lead with `name` and `status` (e.g. new_lead, project_sold), linked to a `customer_id` or a new customer.
create_quote_order_lineChanges dataCreate a new order line for a quote. Required: section id. API summary: Add a line item.
create_section_templateChanges dataCreate a new section template. API summary: Create a section template.
create_taskChanges dataCreate a task with `task_type` (Task, Deadline, FollowUpReminder, EstimateMeeting, Meeting, Event and more), a name, `project_id` and scheduled `assignments` of people.
create_taxChanges dataCreate a new tax. Required: name or percent. API summary: Create a tax rate.
create_teamChanges dataCreate a new team. Required: name. API summary: Create a team.
create_webhook_endpointDeletesCreate a new webhook endpoint. Required: url. Destructive action; may require approval. API summary: Register a webhook endpoint.
create_webhook_endpoint_rotate_secretDeletesCreate a new rotate secret for a webhook endpoint. Destructive action; may require approval. API summary: Rotate an endpoint's signing secret.
delete_a_change_orderDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete a change order.
delete_a_sectionDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete a section.
delete_customerDeletesPermanently delete a customer by customer id. Destructive action; may require approval. API summary: Delete a client.
delete_documentDeletesPermanently delete a document by document id. Destructive action; may require approval. API summary: Delete a file.
delete_estimate_templateDeletesPermanently delete a estimate template by estimate template id. Destructive action; may require approval. API summary: Delete an estimate template.
delete_estimate_template_order_lineDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Delete a line item of an estimate template.
delete_estimate_template_sectionDeletesPermanently delete a section by section id. Destructive action; may require approval. API summary: Delete a section of an estimate template.
delete_line_item_templateDeletesPermanently delete a line item template by line item template id. Destructive action; may require approval. API summary: Delete a cost-item library entry.
delete_messageDeletesPermanently delete a message by message id. Destructive action; may require approval.
delete_projectDeletesPermanently delete a project by project id. Destructive action; may require approval.
delete_quoteDeletesPermanently delete a quote by quote id. Destructive action; may require approval. API summary: Delete an estimate.
delete_quote_order_lineDeletesPermanently delete a order line by order line id. Destructive action; may require approval. API summary: Delete a line item.
delete_section_templateDeletesPermanently delete a section template by section template id. Destructive action; may require approval.
delete_taskDeletesPermanently delete a task by `task_id`.
delete_teamDeletesPermanently delete a team by team id. Destructive action; may require approval.
delete_webhook_endpointDeletesPermanently delete a webhook endpoint by webhook endpoint id. Destructive action; may require approval.
download_documentDownload the document for a document. API summary: Get a download link.
get_customerGet one client by `customer_id` (cus_...), with contact details, addresses and assigned users. The response includes the version value that updates need.
get_discountGet one discount by discount id. API summary: Retrieve a discount.
get_estimateGet one estimate by `quote_id` (est_...), with sections, line items and totals.
get_estimate_templateGet one estimate template by estimate template id. API summary: Retrieve an estimate template.
get_fileGet one file's details by its ID (passed as `document_id`).
get_leadGet one lead by lead id. API summary: Retrieve a lead source.
get_line_item_templateGet one line item template by line item template id. API summary: Retrieve a cost-item library entry.
get_messageGet one message by `message_id`.
get_projectGet one project or lead by `project_id` (prj_...), with status, customer, address and notes. The response includes the version value that updates need.
get_section_templateGet one section template by section template id. API summary: Retrieve a section template.
get_tagGet one tag by tag id. API summary: Retrieve a tag.
get_taskGet one task by `task_id`, with its schedule windows, assignees and checklist. The response includes the version value that updates need.
get_taxGet one tax by tax id. API summary: Retrieve a tax rate.
get_teamGet one team by team id. API summary: Retrieve a team.
get_tradeGet one trade by trade id. API summary: Retrieve a trade.
get_userGet one user by user id. API summary: Retrieve a person.
get_webhook_endpointGet one webhook endpoint by webhook endpoint id. API summary: Retrieve a webhook endpoint.
get_webhook_endpoint_shipmentGet one shipment for a webhook endpoint by webhook delivery id. API summary: Retrieve one delivery.
list_discountsList discounts. Optional filters: sort or updated since. Results are paginated.
list_estimate_templatesList estimate templates. Optional filters: sort or updated since. Results are paginated.
list_estimatesList estimates, filtered by `status`, `project_id` or `customer_id`.
list_filesList files and photos, filtered by `project_id`, `file_type` or `message_id`.
list_lead_sourcesList the lead sources used to attribute where projects came from.
list_messagesList messages and contact log entries on a record, filtered by `parent_type` (project, task, customer, estimate) and `parent_id`.
list_project_and_schedule_templatesList projects. API summary: List project and schedule templates.
list_projectsList projects and leads, filtered by `status`, `stage` or `customer_id`. In Projul a lead is a project in an early stage.
list_section_templatesList section templates. Optional filters: sort or updated since. Results are paginated.
list_tagsList tags. Optional filters: sort, updated since or type. Results are paginated.
list_tasksList tasks and schedule items, filtered by `project_id`, `assignee`, `task_type`, `status` or a `scheduled_from`/`scheduled_to` window.
list_taxesList taxes. Optional filters: sort or updated since. Results are paginated. API summary: List tax rates.
list_teamsList teams (worker groups) and their members.
list_tradesList trades. Optional filters: sort or updated since. Results are paginated.
list_usersList users (employees and subcontractors), optionally by `team_id`. Use to find user IDs for assigning work.
list_webhook_endpoint_shipmentsList shipments for a webhook endpoint. Optional filters: status, event id or updated since. Results are paginated. API summary: List an endpoint's deliveries.
list_webhook_endpointsList webhook endpoints. Results are paginated.
restore_customerChanges dataUnarchive a customer (customer id). API summary: Unarchive a client.
search_customersSearch clients by `name`, `email` or `external_ref`. Use to find a customer ID (cus_...).
search_line_item_templatesSearch line item templates by sort, updated since, sku, vendor or name. Use this to find existing line item templates before creating a new line item template. Results are paginated. API summary: List cost-item library entries.
submit_documentVisible to othersComplete a document (file id). Has effects visible outside this system. API summary: Finish a file upload.
update_a_sectionChanges dataUpdate an existing quote identified by quote id. Only the fields you pass are changed. API summary: Update a section.
update_a_version_or_change_orderChanges dataUpdate an existing quote identified by quote id. Only the fields you pass are changed. API summary: Update a version or change order.
update_customerChanges dataUpdate a client by `customer_id`: name, company, emails, phones, address or description. Only fields you send change.
update_documentChanges dataUpdate an existing document identified by document id. Only the fields you pass are changed. API summary: Update a file.
update_estimate_templateChanges dataUpdate an existing estimate template identified by estimate template id. Only the fields you pass are changed. API summary: Update an estimate template.
update_estimate_template_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 of an estimate template.
update_estimate_template_sectionChanges dataUpdate an existing section identified by section id. Only the fields you pass are changed. API summary: Update a section of an estimate template.
update_line_item_templateChanges dataUpdate an existing line item template identified by line item template id. Only the fields you pass are changed. API summary: Update a cost-item library entry.
update_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: Edit a message.
update_projectChanges dataUpdate a project by `project_id`: name, status (pipeline stage), description, address or lead source. `if_match` must be the version value from your latest get_project.
update_quoteChanges dataUpdate an existing quote identified by quote id. Only the fields you pass are changed. API summary: Update an estimate header.
update_quote_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.
update_section_templateChanges dataUpdate an existing section template identified by section template id. Only the fields you pass are changed. API summary: Update a section template.
update_taskChanges dataUpdate a task by `task_id`: name, description, status, schedule or checklist. `if_match` must be the version value from your latest get_task.
update_teamChanges dataUpdate an existing team identified by team id. Only the fields you pass are changed. API summary: Rename a team or set its roster.
upload_document_urlChanges dataUpload a document (file id). API summary: Get a fresh upload URL.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Projul from the app list.
2
Paste your key
Paste your Projul AI Connect API key. In Projul click your initials in the bottom left corner, then Settings, then Projul AI Connect. Under API keys click Create API key, choose Read or Read-Write, confirm with your password and copy the key (it starts with prjl_live_ and is shown only once). Only an account owner or administrator can create keys, and Projul AI Connect must be enabled for your account.
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 Projul?

The AI can read clients, projects and leads, estimates, tasks, messages, files, lead sources, users and teams. It can create and update clients, projects and tasks, create estimates, log messages and contact entries, mark tasks complete and delete tasks.

Does the AI see my Projul credentials?

No. Your Projul 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, and a Read key from Projul limits it to reading on top of that. Deleting a task is permanent, so delete_task can require your approval before it runs, like any other tool. 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 Projul account.

Should I create a Read or Read-Write key?

Pick Read if you only want the AI to look things up, such as leads, schedules and estimates. Pick Read-Write if it should also create clients, projects, estimates and tasks or log messages. You can start with Read and create a new key later.