Connecting CompanyCam to an AI tool like Claude or ChatGPT through the MCP Server is a powerful way to work with the project information your team already captures. You can ask questions about your jobs in plain language and use information from CompanyCam to find answers, review project activity, and get context across your work.
The prompts you use can be as broad as requesting an update across active jobs or as specific as finding photos of a certain part of a project. You can also build on an answer with follow-up questions or requests to narrow down the information.
In this guide, we’ve provided a library of AI prompts and questions you can use to get more out of CompanyCam across sales, marketing, reporting, project management, and day-to-day job tracking. To get set up using MCP, follow this step-by-step guide.
Prompts for project information
Start with questions that help you pull together information from a specific job. Your AI tool can reference supported CompanyCam project data such as projects, photos, comments, customers, checklists, task lists, labels, and assignments.
Giving the AI tool a project name or address, the information you want, and a timeframe can help you get a more useful response in one request.
Examples:
- “Can you pull up the project for [project name or address] and give me a summary of the customer, assigned users, project status, recent comments, and latest photo activity?”
- “Can you review [project] and summarize everything that has been documented over the last [time period], including photos, comments, checklists, and task activity?”
- “Can you find all projects with the [label] label and show me which ones have had activity within the last [number] days?”
- “Can you pull up every project associated with [customer] and give me a short summary of the work documented on each job?”
- “Can you find my active projects and organize them by [Project Group], then show me the latest activity and assigned users for each project?”
These questions can help when someone needs context before a customer call, production meeting, or jobsite visit.
Prompts for project status and progress
Photos, comments, assignments, checklists, and task lists can provide context about where work stands. Ask about a single project or use a broader request to compare field team progress across several jobs.
Instead of asking only “What’s the status?”, tell the AI tool what information you want it to review and how you want the answer organized.
Examples:
- “Can you review the photos, comments, checklists, and tasks from [project] and give me a status update based on the work that has been documented this week?”
- “Can you look across our active [project type] projects and tell me which jobs have had new photos or comments added in the last [number] days, then organize the results by assigned user?”
- “I have a production meeting [date or timeframe]. Can you summarize the latest activity across our active projects and flag any open tasks or checklist items I should review with the team?”
- “Can you compare the activity on our active projects from [time period] with [previous time period] and show me which jobs have had the most recent documentation?”
- “Can you review the projects assigned to [user] and give me the latest documented activity and open tasks for each one?”
You can follow up with prompts about a particular project, date range, user, or type of work when you want to narrow the results.
Prompts for jobsite photos
Your AI tool can inspect supported photo content available through CompanyCam, so questions can go beyond photo descriptions and file names. Ask it to look for specific work, conditions, or stages of a job within your jobsite photos.
This can be useful when you know what you need to find but don’t know exactly when the photo was captured or where it sits in the project timeline.
Examples:
- “Can you review the photos from [project] and find the ones that show [specific stages or types of work]?”
- “Can you find photos from [project] that show [condition or work], tell me when each photo was captured, and summarize what’s visible in them?”
- “Can you look through [project] and find photos that clearly show the condition before work started and the completed work after [type of work]?”
- “Can you review the photos from [project], identify the ones that are missing tags, and group them based on the type of work shown?”
- “Can you find photos showing [specific work] on [project] and give me the available project context associated with those photos?”
You can then ask follow-up questions about the photos you find or request supported actions, such as adding tags or updating photo descriptions.
Prompts for reporting and project recaps
Project information can give you a starting point for recaps before production meetings, customer conversations, or internal reviews. CompanyCam also has Documents and Reports and AI features for creating documentation from information captured in the field.
When using a connected tool, prompts can focus on reviewing available project information and turning that context into a useful summary. Tell it what projects or timeframe to review and how you want the information organized.
Examples:
- “Can you review the recent photos and comments from [project] and give me a summary of the work documented since [date] that I can use to prepare a project update?”
- “Can you summarize what happened across our active [project type] projects during [time period] and organize the answer by project with the latest documented activity for each job?”
- “I’m preparing for [meeting or review]. Can you review our active projects and give me a recap of recent photo activity, comments, assignments, and open tasks?”
- “Can you review [project] from the last [number] days and give me a chronological recap of the work documented in the project?”
- “Can you look across the projects assigned to [user] and summarize the activity from [time period] so I can quickly review what has been documented?”
The response can give you source information to review and use when preparing your project communication or documentation.
AI prompts for sales
If your company uses CompanyCam’s sales tools, your team can work with supported customer, project, and Project Board information already stored in CompanyCam. You can use an AI tool to review your pipeline, pull together customer history, find relevant jobsite photos, and get project context before a sales conversation.
With read-and-write access, you can also make supported updates, such as creating or updating customers and moving projects through Project Board stages. Use prompts to combine sales context with the photos and project activity your team captures throughout a job.
Examples:
- “Can you review [Project Board] and summarize how many projects are currently in each stage?”
- “Can you find all projects in [Project Board stage] and show me the customer, latest project activity, and assigned users for each one?”
- “I have a sales call with [customer]. Can you review their project history and summarize the recent photos, comments, and project activity I should know about before the call?”
- “Can you find completed [project type] projects and show me photos of the finished work that I can reference during a sales conversation?”
- “Can you review [project] and summarize the photos, comments, and other available project information that could help me prepare a proposal?”
- “Can you find customers with multiple projects and summarize the work we’ve documented for each one?”
- “Can you review the projects in [sales stage] and identify which ones have had new photos or comments added during [time period]?”
- “Can you move [project] from [current stage] to [new stage] on [Project Board]?”
- “Can you update the customer information for [customer] with [new information]?”
- “Can you create a new customer using [customer information] and associate them with [project]?”
You can also combine sales pipeline information with project history in a single conversation. For example, after reviewing the projects in a particular stage, ask your AI tool to pull up a customer’s previous jobs or find photos from similar completed work to prepare for your next sales conversation.
The exact sales information your connected AI can retrieve or change depends on the information available through CompanyCam, your permissions, and the current MCP capabilities.
AI prompts for marketing
CompanyCam MCP can help you find project information and jobsite photos that your team can use for marketing. Because your AI tool can inspect supported photo content, you can ask it to find finished work, before-and-after examples, or photos showing a specific type of project.
This can help you narrow down the projects and photos you want to use with Marketing Suite. Once you find the right examples, your team can use them to create Showcases, social posts, portfolio content, and other marketing materials in CompanyCam.
Examples:
- “Can you review photos from our completed [project type] projects from [time period] and find examples that clearly show the finished work for potential marketing content?”
- “Can you find projects with photos that show the job before work started and after completion so I can review them for before-and-after marketing content?”
- “Can you look through our completed projects in [Project Group] and find photos that clearly show [specific type of work] for potential social posts?”
- “Can you find completed [project type] projects from [time period] with several clear finished-work photos and organize them by project?”
- “Can you review our completed projects and find examples of [type of work] that would be useful to feature in our portfolio?”
- “Can you find photos from [project] that clearly show the finished work and summarize the project information I could use when preparing marketing content?”
- “Can you find completed projects with strong before-and-after photo documentation and give me the project name and relevant photos for each one?”
- “Can you review completed projects from [time period] and group the best finished-work photo examples by [project type]?”
- “Can you find photos showing [specific material, feature, or type of work] across our completed projects and organize them by project?”
- “Can you find completed projects similar to [project] and show me photos of the finished work that I could review for future marketing content?”
You can use these prompts to narrow down the project photos and information you want to feature, then use Marketing Suite to turn that work into customer-facing marketing content.
Prompts for operations and team planning
Owners, office teams, and project managers can ask questions across multiple projects to prepare for meetings and see where recent activity is happening.
Combining project status with assignments, tasks, checklists, and recent documentation can give you a useful operational view without reviewing every project individually.
Examples:
- “Can you review all active projects, organize them by assigned user, and give me the latest documented activity and open tasks for each job?”
- “I’m preparing for [meeting] on [date]. Can you group our active projects by [Project Group] and summarize the latest photos, comments, and task activity for each project?”
- “Can you find active projects that haven’t had new photos or comments added in the last [number] days and give me the project name, status, and assigned users for each one?”
- “Can you review the projects assigned to [user] and tell me which ones have open checklist items or tasks, along with the most recent activity on each project?”
- “Can you look across the projects on [Project Board], organize them by stage, and summarize the recent activity for each group?”
You can start with a company-wide request and continue the conversation with questions about individual projects that need a closer look.
AI prompts for questions about customers
Customer information gives your AI tool another way to find and organize project details. You can start with a customer and ask for the associated projects, then dig into the photos, comments, assignments, or activity connected to a particular job.
This can be useful when you know who you’re calling but need to catch up on the work your company has documented for them.
Try questions like:
- “Can you find [customer], show me their current and previous projects, and summarize the most recent activity before I call them?”
- “Can you review the customer and project information for [project] and give me the latest photos, comments, assigned users, and open tasks?”
- “Can you find every project associated with [customer] and give me a chronological summary of the work we’ve documented for them?”
- “Can you review [customer]’s current project and summarize everything that has been documented during [time period] so I have the latest context before responding to them?”
- “Can you find customers with projects in [Project Group] and organize the results by customer with their recent project activity?”
From there, follow-up prompts can focus on the specific project, photos, comments, tasks, or customer information you need to review.
Get more specific with follow-up questions
Your first question doesn’t have to contain every detail. Start with the information you need, review the answer, and use follow-up questions to narrow the results.
For example, you could start with:
- “Can you review our active projects and tell me which ones had activity during [time period]?”
Then continue with:
- “Only show me [project type] projects.”
- “Now organize those projects by assigned user.”
- “Which of those projects have open tasks or checklist items?”
- “Summarize the latest photos and comments from [project].”
Each request adds context to the conversation, letting you move from a broad view of your work to the specific project information you need.
Turn prompts and questions into actions
With read-and-write access, some conversations can move beyond finding information. After reviewing an answer, you can ask your AI tool to make supported updates in CompanyCam.
Give the AI tool the details it needs in the same request so it knows what you want created, updated, assigned, or organized.
Examples:
- “Can you create a CompanyCam project for [project name or address], link it to [customer], assign [user], and add the [label] label?”
- “Can you find the photos from [project] that show [completed work], tag those photos as [tag], and update their descriptions with the work shown?”
- “Can you create a project for [project name or address], connect it to [customer], assign [user], and add [Advanced Checklist template]?”
- “Can you find the untagged photos from [project], organize them by the type of work shown, and add the appropriate existing tags?”
- “Can you create a new customer for [customer] using [contact information], create [project] for that customer, and assign [user] to the project?”
The actions available depend on your CompanyCam permissions, the access granted to the connection, and the current capabilities of the MCP Server.
Best Practices for Using CompanyCam MCP
Once you connect CompanyCam to a supported AI tool through the MCP Server, a few simple practices can help you get more useful answers from your project information.
Ask questions in plain language
You don’t need special commands or technical language to use CompanyCam MCP. Ask questions and make requests the way you would explain the task to another person, whether you want to find project information, review photos, summarize activity, or make a supported update.
Give your AI prompts context
Include details such as the project, customer, timeframe, assigned user, or information you want reviewed. You can also specify how you want the answer organized, such as by project, status, assigned user, or date. Review the best practices for using AI tools for more ways to provide useful project context.
Use follow-up questions
You don’t need to fit everything into one prompt. Start with a broader question, then narrow the results with follow-up requests based on the answer you receive. Learn more about using the CompanyCam MCP Server to work with your project information.
Keep your project information useful
Your AI tool works with the CompanyCam information available through your connection. Photos, descriptions, comments, tags, checklists, and other project details provide more context for answering your questions.
Review answers for accuracy
Review important details before using AI-generated information for customer communication, reporting, sales conversations, or project decisions. If something looks incomplete, ask the AI tool to focus on a specific project, timeframe, or source of project information.
Ask more about every job.
Use CompanyCam with supported AI tools to ask questions about your jobs, photos, progress, and more.
