Integration · Field service

Connect Claude & ChatGPT to Scanifly

Ask your AI to find a solar project, pull the system size from its design, or check how far a site-survey checklist has come in Scanifly. It can create and update projects, request solar estimates, sort projects into folders and read photos, roof reports and your design credit balance. You get project answers without opening each one.

Connect Scanifly free

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

Try asking

“Find the project at 42 Oak Street and tell me its status.”
The AI searches projects by address and reads the project with owner details, status and links.
“What system size and production does the latest design for that project have?”
It lists the project's designs and reads the one you pick, with system size and production figures.
“Is the site-survey checklist on the Hansen project completed?”
It lists the project's checklists and reads the answers and progress. It can also set the checklist status.

What your AI can do

Projects and folders

Search, create and update solar projects, and create, rename and fill folders to group them.

Designs and media

List a project's designs with system size and production, get roof reports, and browse photos and files by category.

Checklists and estimates

Search site-survey checklists, read answers and progress, set their status, and create, update and read solar estimates.

“Create a residential project for Maria Lopez at 18 Pine Road.”
It searches first to avoid a duplicate, then creates the project with name, address, owner details and property type.
“Request a solar estimate for 7 Harbor Lane with 900 kWh a month.”
It creates a solar estimate request for the address with the monthly consumption, and can read the results later.
“Add the Hansen and Lopez projects to the Summer folder.”
It finds the folder and both projects and adds each one to it. Removing a project from a folder keeps the project itself.

98 tools for Scanifly

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

add_project_to_folderChanges dataPut a project (`project_id`) into a folder (`folder_id`).
create_a_new_checklist_templateChanges dataCreate a new create. Required: company id, checklist structure, status, title, type or subtype. API summary: Create a new checklist template.
create_companyChanges dataCreate a new company. Required: credit count or idempotency key. Search companies first to avoid duplicates. API summary: Purchase design services credits.
create_company_categoryChanges dataCreate a new category for a company. Required: category name. API summary: Create company media category.
create_company_create_company_for_resellerChanges dataCreate a new company. Required: name, address or email. Search companies first to avoid duplicates. API summary: Create a new company associated with a reseller, returns the company ID.
create_company_purchase_credits_on_behalf_of_companyChanges dataCreate a new company. Required: credit count or company id. Search companies first to avoid duplicates. API summary: Purchase a la carte credits on behalf of another company.
create_createChanges dataCreate a new create. Required: project, template, title, status or generated pdf. API summary: Create a new checklist.
create_detectionChanges dataCreate a new detection. Required: image url. API summary: Start panel AI detection workflow.
create_embed_sessionChanges dataCreate a new embed session. API summary: Mint an embeddable roof estimator link.
create_folderChanges dataCreate a project folder with a `name` and `color`.
create_generateChanges dataCreate a new generate. Required: request uuid, album id or album title.
create_image_qualityChanges dataCreate a new image quality. Required: image url. API summary: Start panel AI quality workflow.
create_libraryChanges dataCreate a new library. Required: component type or component id. API summary: Create a new component library entry.
create_migrateChanges dataCreate a new migrate. Required: company id, legacy module id or component library entry id. API summary: Link a legacy Module to a ComponentLibraryEntry.
create_moduleChanges dataCreate a new module. Required: model, manufacturer, source, max power output, max power voltage or max power current. Search modules first to avoid duplicates. API summary: Create a new module component.
create_module_libraryChanges dataCreate a new module library. Required: user id. API summary: Create a module library for user.
create_projectChanges dataCreate a project with `name` and `address`; optional owner details, property type, utility company, geolocation and description.
create_saveChanges dataCreate a new save. Required: company id or modules. API summary: Save/update module library modules.
create_solar_estimateChanges dataCreate a solar estimate for an `address`, with optional coordinates, monthly consumption and default configuration.
create_subscriptionDeletesCreate a new subscription. Required: callback url, subscribed events or signing secret. Destructive action; may require approval. API summary: Create a new webhook subscription.
create_userChanges dataCreate a new user. Required: email, company id, first name, last name, position or phone. Search users first to avoid duplicates. API summary: Create a new user associated with a company that the reseller is authorized for, returns the user ID.
delete_authorizationDeletesPermanently delete a authorization by reseller id. Destructive action; may require approval. API summary: Remove current user's company from resellers authorized companies list.
delete_checklist_missing_mediaMoves moneyPermanently delete a missing medium by checklist id. Financial or irreversible action; may require approval. API summary: Remove missing media.
delete_checklist_templateDeletesPermanently delete a checklist template by template id. Destructive action; may require approval.
delete_company_categoriesMoves moneyPermanently delete a category by company id. Financial or irreversible action; may require approval. API summary: Delete company media category.
delete_folderDeletesPermanently delete a folder by folder id. Destructive action; may require approval. API summary: Delete folder.
delete_libraryDeletesPermanently delete a library by component library entry id. Destructive action; may require approval. API summary: Delete component library entry by id.
delete_moduleDeletesPermanently delete a module by module id. Destructive action; may require approval. API summary: Delete a module by moduleId.
delete_projectDeletesPermanently delete a project by project id 2. Destructive action; may require approval. API summary: Delete design.
delete_projectsMoves moneyPermanently delete a project. Financial or irreversible action; may require approval. API summary: Delete many projects from folder.
delete_subscriptionDeletesPermanently delete a subscription by sub id. Destructive action; may require approval. API summary: Delete a webhook subscription.
delete_userDeletesPermanently delete a user by role. Destructive action; may require approval. API summary: Remove a role from user.
delete_user_delete_userDeletesPermanently delete a user by user id. Destructive action; may require approval. API summary: Delete user.
duplicate_designVisible to othersMake a copy of a design by `project_id` and `design_id`.
get_checklistGet one checklist with its items by `project_id` and `checklist_id`.
get_checklist_templateGet one checklist template by template id. API summary: Get checklist template by id.
get_combinedGet one combined by project user id. API summary: Read company module library.
get_companyGet your own Scanifly company's details.
get_component_library_entriesSearch modules by filter by, sort by, company id or project id. Use this to find existing modules before creating a new module. Results are paginated. API summary: Get component library entries.
get_credit_balanceGet your company's total design credit balance.
get_designGet one design: pass the project ID as `project_id` and the design ID as `project_id_2`.
get_folderGet one folder and its projects by `folder_id`.
get_mediaGet one media file by `project_id`, `category_id` and `medium_id`.
get_module_libraryGet one module library by user id. API summary: Read users module library.
get_projectGet one project by `project_id`, with address, owner details and status.
get_project_read_module_library_by_projectGet one project by project id. API summary: Module library lookup by project.
get_quote_get_estimate_eventGet one quote for a quote by quote id. API summary: Get event for an existing solar estimate request by ID and event ID.
get_roof_exportGet the roof export data of a design by `project_id` and `design_id`.
get_solar_estimateGet a solar estimate and its results by `estimate_id`.
get_workflowGet one workflow by workflow id. API summary: Get panel AI workflow result by workflowId.
list_checklist_patchesList patches for a checklist. Results are paginated. API summary: Get patches for a checklist after a timestamp.
list_checklist_templatesList checklist templates. Optional filters: company id or with unpublished. API summary: Get checklist templates.
list_designsList designs, filtered by `project_ids` (comma-separated), name, status or dates. Paginated.
list_designs_for_projectGet the designs of one project by `project_id`.
list_facetsList facets. Optional filters: source or company id. API summary: Get the distinct filter-option values for the module search dropdowns.
list_foldersList project folders.
list_mediaList media files in one category of a project by `project_id` and `category_id`.
list_media_categoriesList the photo/media categories (albums) of a project by `project_id`.
list_project_checklistsList the checklists of one project by `project_id`.
list_quotesList quotes for a quote. API summary: Get events for an existing solar estimate request by ID.
list_s3d_settingsList s3d settings. API summary: Get S3D UI Settings for Reseller that signed the current token.
list_shipmentsList shipments. Optional filters: sub id, event type, status, before or before id. Results are paginated. API summary: Get recent webhook delivery attempts.
list_subscriptionsList subscriptions. API summary: Get webhook subscriptions.
list_usersList users. Optional filters: base64. API summary: Get current users company members.
remove_project_from_folderDeletesTake a project (`project_id`) out of a folder (`folder_id`). The project itself is kept.
search_authorizationsSearch authorizations by filter by or sort by. Use this to find existing authorizations before creating a new authorization. Results are paginated. API summary: Get list of resellers company can authorize or has authorized.
search_checklistsSearch site checklists across projects, filtered by status or dates. Paginated.
search_companiesSearch companies by search text. Use this to find existing companies before creating a new company. Results are paginated. API summary: Get companies associated with reseller.
search_companies_list_reseller_credit_transactionsSearch companies by sort by, filter by or reseller id. Use this to find existing companies before creating a new company. Results are paginated. API summary: Lists all credit transactions created by a reseller for their companies.
search_company_projectsSearch projects for a company by filter by or sort by. Use this to find existing projects before creating a new project. Results are paginated. API summary: Get projects for a company associated with reseller.
search_company_usersSearch users for a company by search text. Use this to find existing users before creating a new user. Results are paginated. API summary: Get users for a company associated with reseller.
search_modulesSearch modules by filter by or sort by. Use this to find existing modules before creating a new module. Results are paginated. API summary: Get module components.
search_projectsSearch solar projects with `filter_by` (searchText, name, address, status, folder, dates) and `sort_by`. Paginated.
search_projects_get_all_projects_for_resellerSearch projects by filter by or sort by. Use this to find existing projects before creating a new project. Results are paginated. API summary: Get projects across all of the reseller's authorized companies.
set_checklist_statusChanges dataSet the `status` of a checklist by `project_id` and `checklist_id`.
set_folders_user_is_allowed_to_accessVisible to othersUpdate an existing user identified by user id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Set folders user is allowed to access.
submit_module_legacy_librariesVisible to othersSync a module. Has effects visible outside this system. API summary: Sync modules from the legacy modules-library collection.
update_authorizationChanges dataUpdate an existing authorization identified by reseller id. API summary: Add current user's company to resellers authorized companies list.
update_authorization_permissionsMoves moneyUpdate an existing permission identified by reseller id. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Set the admin-level permissions current user's company grants a reseller.
update_checklistChanges dataUpdate the `items` of a checklist by `project_id` and `checklist_id`.
update_checklist_templateChanges dataUpdate an existing checklist template identified by template id. API summary: Update a checklist template.
update_companyChanges dataUpdate an existing company identified by company id. Only the fields you pass are changed. API summary: Update company.
update_company_categoriesVisible to othersUpdate an existing category identified by company id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Update company media categories.
update_folderChanges dataRename or recolor a folder by `folder_id`.
update_libraryChanges dataUpdate an existing library identified by component library entry id. API summary: Update component library entry by id.
update_moduleChanges dataUpdate an existing module identified by component id. API summary: Update module component by id.
update_module_libraryChanges dataUpdate an existing module library identified by user id. API summary: Update a users module library.
update_projectChanges dataUpdate a project by `project_id`: name, address, owner details, description, property type or utility company. Only the fields you pass change.
update_project_2Changes dataUpdate an existing project identified by project id. API summary: Create design on project id.
update_projectsVisible to othersUpdate an existing project identified by folder id. Only the fields you pass are changed. Has effects visible outside this system. API summary: Add many projects to folder.
update_resellersVisible to othersUpdate an existing reseller. Only the fields you pass are changed. Has effects visible outside this system. API summary: Self service API for resellers to update their JWKS validation endpoint.
update_s3d_settingsVisible to othersUpdate an existing s3d setting. Only the fields you pass are changed. Has effects visible outside this system. API summary: Self service API for reseller admins to update their S3D UI settings.
update_solar_estimateChanges dataUpdate a solar estimate by `estimate_id`: configuration or monthly consumption.
update_userDeletesUpdate an existing user identified by role. Destructive action; may require approval. API summary: Add a role to user.
update_user_permissionsMoves moneyUpdate an existing user identified by user id. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Update user permissions.
update_usersMoves moneyUpdate an existing user identified by user id. Only the fields you pass are changed. Financial or irreversible action; may require approval. API summary: Give user default role.
upload_company_optimizationChanges dataUpload a company (company id). API summary: Update upload optimization setting.
upload_site_captureMoves moneyUpload a site capture. Financial or irreversible action; may require approval. API summary: Import a template.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose Scanifly from the app list.
2
Paste your key
Paste a Scanifly access token. Sign in to Scanifly with an Admin account, open Settings › Access Tokens and click New Access Token. Pick your CRM or 'Other', then copy the token. The token has the same permissions as the user who created it.
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 Scanifly?

It can search and read projects, designs, roof reports, checklists, photos and files, folders, solar estimates, team members, your company details and your design credit balance. It can create and update projects, folders and solar estimates, add projects to folders or remove them, and set a checklist's status.

Does the AI see my Scanifly access token?

No. Your Scanifly access token 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. Creating and updating projects, folders and estimates changes your Scanifly data, and those tools 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?

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

What permissions does the Scanifly token have?

The access token has the same permissions as the Scanifly user who created it, and you create it from an Admin account under Settings › Access Tokens. In HeyMyApps you can then switch off any tools you do not want the AI to use.