What you can ask it to do

You don’t pick tools or actions — you just say what you need, and the assistant does it in your simPRO build. This page lists every job it can do, grouped the way Claude groups them.

Ask in plain English. ProMCP reads your simPRO data and can create jobs, quotes and customers — but it never deletes anything, by design. You don’t pick tools or actions; just say what you need.

The names below are exactly what you’ll see in Claude’s Tool permissions list. Each one is a group of related jobs — you approve the group once, and the assistant picks the right job for what you asked.

Querying jobs5 jobs

Find, open and manage the jobs in your simPRO build.

★ Find & open jobsList recent jobs (customer, site, stage, total) and open one in full.
Breakdown & scheduleSee a job’s work sections and who’s scheduled on it.
Invoices & notesInvoices raised against a job, and its recent notes.
Create a jobStart a new service or project job for a customer and site.
Update a jobChange a job’s name, description or details.

Things you can say

Show me open jobs for Acme Plumbing
What’s the status of job 1234?
Create a service job for the Smith site

Querying customers4 jobs

Look up customers, their sites, contacts and equipment.

★ Find a customerSearch customers and open one in full.
Sites, contacts & assetsA customer’s locations, people, and equipment at a site.
Add a customerCreate a new company or individual customer.
Update a customerChange a customer’s details.

Things you can say

Look up the customer Jones Builders
What sites does Acme have?
Add a new customer

Querying quotes3 jobs

See and build quotes.

★ See quotesList recent quotes and open one.
Create a quoteStart a new service or project quote.
Update a quoteChange a quote’s name, description or details.

Things you can say

List quotes awaiting approval
Create a quote for the Miller job

Querying finance3 jobs

Invoices, payments and credit notes.

★ InvoicesCustomer invoices and one invoice in detail.
Payments receivedPayments taken against invoices.
Credit notesCredit notes on the account.

Things you can say

Show unpaid invoices
Has invoice 5001 been paid?

Searching catalog2 jobs

Materials, parts and prebuilt assemblies with pricing.

★ Search materials & partsFind catalog items and open one for full pricing.
Prebuilt assembliesBrowse prebuild items.

Things you can say

Find catalog items for copper pipe
What’s the trade price of part 12345?

Querying workforce3 jobs

Your team, their timesheets and schedules.

★ Staff directoryList employees and open one for full detail.
TimesheetsAn employee’s recorded time.
Who’s scheduledScheduled work across the team.

Things you can say

Who’s scheduled this week?
Show me Dave’s timesheets

Managing simPRO connection3 jobs

Your connection to simPRO — the encrypted token that lets the assistant reach your build. Usually set once.

★ Test the connectionCheck your simPRO token is working.
Connect / update your buildStore your simPRO token, or swap it.
Manage stored connectionsList, view or remove stored connections.

Things you can say

Connect my simPRO build
Test my simPRO connection