CompanyCam
Claude MCP

When you need to make the same update across multiple jobs, Claude can help you perform bulk actions in CompanyCam. Instead of updating each project individually, you can ask Claude to find specific projects and make supported changes to their details, assignments, or labels.

You can also use bulk actions to organize jobsite photos, add tags, or update project information across several jobs. Give Claude clear instructions about which records to update, and review the changes to confirm everything is accurate.

Prompts to try

• "Find all projects labeled 'Ready for Inspection' and assign them to Mike."
• "Add the 'Completed' label to all projects finished this week."
• "Find all untagged photos from the Johnson project and tag them based on the work shown."
• "Update the project description for all jobs in the Oak Ridge development."
• "Find all active roofing projects and add our standard inspection checklist."

When to Use

Use Claude when you need to apply the same change to multiple projects or organize a large amount of jobsite information. Project managers can update assignments across several jobs, while office teams can organize project records and photos without repeating the same steps.

Bulk actions are particularly useful when preparing jobs for upcoming work or updating project records after a busy week. Claude can work through supported changes across multiple records, giving your team more time to focus on the work that needs attention.

How to Use

• Owners: Organize project information and update records across multiple jobs.
• Project managers: Update assignments, labels, and project details across active jobs.
• Office teams: Apply consistent updates to project records and organize photos in bulk.
• Operations teams: Prepare multiple projects for upcoming work using existing templates and assignments.

Connect more of your business with MCP

You can take bulk actions further by connecting other business tools that support MCP. When your financial, CRM, or marketing tools are connected to Claude alongside CompanyCam, you can use information from multiple systems to complete tasks across your business.

Depending on what each integration supports, you could:

• Financial tools: Pull project details from CompanyCam and compare them with job costs, invoices, or budgets to review project profitability across multiple jobs.
• CRM tools: Use documented job progress to update customer records, prepare follow-up messages, or identify customers ready for their next appointment.
• Marketing tools: Find completed projects and jobsite photos in CompanyCam, then use that information to draft social media posts, customer testimonials, or project showcases.
• Scheduling tools: Review upcoming jobs and crew assignments alongside project information to help coordinate schedules and prepare teams for upcoming work.

With multiple tools connected, Claude can help you complete tasks that involve information from different parts of your business in a single conversation. The actions available depend on each tool's MCP capabilities and permissions, but connecting your existing software can open up more opportunities to manage work across systems.

When you need information about a job, ask Claude to find it in CompanyCam. Claude can search your available projects and pull up details like project status, photos, comments, documents, and assigned users.

You can also ask follow-up questions about the information Claude finds. This is useful when you need to get familiar with a project before visiting the jobsite or answering a customer question.

Prompts to try

• "Pull up the Maple Street roofing project and summarize the information available."
• "What projects have I updated this week?"
• "Show me the comments and documents for the Johnson project."
• "Who is assigned to the Oak Ridge remodel?"
• "Find all projects associated with the Thompson customer."

When to Use

Use Claude when you need to find project information without opening and searching through individual jobs. Owners and project managers can review recorded job details before meetings, while office teams can look up information when coordinating work.

Claude can also help you research previous projects when preparing for similar jobs. Ask it to find relevant project records, then narrow the results with follow-up questions.

How to Use

• Owners: Find projects across the company and review available job information.
• Project managers: Pull up project details and assignments before coordinating upcoming work.
• Office teams: Find customer records, documents, and project comments.
• Sales teams: Research past projects before preparing new proposals.

Your jobsite photos contain information about the work happening in the field. With CompanyCam connected to Claude, you can ask questions about those photos and have Claude examine what they show.

Ask Claude to find photos from a particular project, identify visible work, or review the descriptions and comments attached to them. You can use the results to prepare for progress meetings or identify areas that need a closer look.

Prompts to try

• "Show me the latest photos from the Maple Street roofing project."
• "Which photos show the finished flashing?"
• "Find photos showing the completed exterior siding."
• "Review the recent photos from the Johnson project and summarize the visible progress."
• "Which photos from this project are missing descriptions?"

When to Use

Use Claude when you need to review work documented across a project or find photos of a specific jobsite condition. Project managers can review available photos before checking in with a crew, while office teams can locate supporting documentation for customer questions.

Claude can interpret the visible information in photos, but its responses should be reviewed before using them to confirm workmanship, safety, or final completion.

How to Use

• Crew members: Find previously captured photos to reference earlier work.
• Project managers: Review photo documentation and identify areas that may need follow-up.
• Office teams: Locate jobsite photos for customer communication.
• Owners: Review documented work across active projects.

You can ask Claude to create a new CompanyCam project and set up some of the information your crew needs to get started. With read-and-write access, Claude can create projects, update project details, assign users, and attach supported task list templates.

This can help project managers prepare jobs using information already available in CompanyCam. Review the project details and assignments Claude creates before your crew begins work.

Prompts to try

• "Create a new project for the Maple Street roof replacement."
• "Create the Maple Street reroof project, add our standard inspection checklist, and assign Mike and Sara."
• "Add the project details to the Johnson exterior renovation."
• "Who is currently assigned to the Oak Ridge project?"
• "Add Mike to the Maple Street roofing project."

When to Use

Use Claude when setting up a new job or updating project information as responsibilities change. You can give Claude instructions in a conversation and ask it to complete supported actions in CompanyCam.

This is useful when preparing multiple upcoming jobs or adding team members to existing projects. Check the results in CompanyCam before work begins.

How to Use

• Owners: Create projects and organize upcoming work.
• Project managers: Set up jobs with assigned team members and available task list templates.
• Office teams: Create projects and update customer or job details.
• Crew leads: Review project assignments and available job instructions.

CompanyCam checklists help crews follow established steps and document completed work. When connected to Claude, you can ask it to create Advanced Checklists, create Advanced Checklist Templates, or attach available task list templates to a project.

Use Claude to organize work instructions into a checklist based on the job requirements you provide. You can review the result in CompanyCam before the crew starts using it.

Prompts to try

• "Create an inspection checklist for the Maple Street roofing project."
• "Show me the available checklist templates."
• "Create an Advanced Checklist Template for our standard roof replacement process."
• "Add our existing inspection task list template to the Johnson project."
• "Create a checklist for the final walkthrough of the Oak Ridge remodel."

When to Use

Use Claude when preparing job instructions or setting up a repeatable process for upcoming projects. A project manager can request a checklist based on the work being performed and review the generated fields before assigning it to the crew.

Checklists are also useful for inspections and final walkthroughs. Keep your instructions specific to the work and jobsite conditions so Claude has enough information to build a useful starting point.

How to Use

• Project managers: Create checklists for inspections and upcoming phases of work.
• Office teams: Build reusable checklist templates for recurring job types.
• Owners: Establish standard checklists for work performed across multiple crews.
• Crew leads: Review the checklist instructions and use them to guide field work.

Photos become easier to reference when they include details about the work shown. Claude can help organize photos in CompanyCam by adding tags, editing descriptions, and adding comments.

You can ask Claude to review photos directly and identify appropriate tags based on their content. Review the results to confirm that the organization matches your team's existing process.

Prompts to try

• "Find untagged photos from the Maple Street project."
• "Tag the roofing photos by the type of work shown."
• "Which photos are missing a tag?"
• "Add descriptions to these photos based on the visible work."
• "Find photos showing completed gutter installation and tag them."

When to Use

Use Claude when organizing photos from a project or preparing documentation for future reference. This is particularly useful when your team has captured a large number of photos throughout a job.

Consistent tags and descriptions make it easier to find supporting documentation later. Claude can help with the organization, while your team reviews the accuracy of the information added.

How to Use

• Project managers: Organize jobsite photos by phase or type of work.
• Office teams: Find and categorize photos for project records.
• Sales teams: Locate photos from previous jobs to reference in future proposals.
• Marketing teams: Identify relevant project photos for potential marketing use.

Claude can use available CompanyCam project information to help prepare written updates. Ask it to review comments and photos, summarize documented progress, or draft a recap of recent work.

With supported write access, Claude can also create and edit CompanyCam Documents. Review the generated content before using it for internal reporting or sharing it with customers.

Prompts to try

• "Summarize the documented work on the Maple Street project this week."
• "Create a project recap using the recent photos and comments."
• "What work has been documented on the Johnson project this month?"
• "Draft a customer update based on the available project information."
• "Create a Document summarizing the work completed on the Oak Ridge remodel."

When to Use

Use Claude when preparing for project meetings or communicating documented progress to customers. It can pull together available information from CompanyCam so you have a starting point for your update.

You can also ask Claude to focus on a particular project or time period. Review its response against the project record to confirm the summary reflects the work your team documented.

How to Use

• Project managers: Prepare project recaps and updates for internal meetings.
• Office teams: Draft customer updates using available project information.
• Owners: Review documented progress across jobs.
• Sales teams: Reference project history when following up with customers.

You can use Claude with CompanyCam to prepare supported sales documents using information already in your account. Claude can read Price Book items and create Proposals or Invoices when your connection has the appropriate permissions.

Provide the project details and ask Claude to use the relevant Price Book items. Review pricing, quantities, customer information, and the finished document before sending it.

Prompts to try

• "Show me the Price Book items available for roof replacement work."
• "Draft a Proposal for the Maple Street reroof using our Price Book."
• "Find the Proposal associated with the Johnson project."
• "Create an Invoice for the Oak Ridge project."
• "Show me the existing Invoices for the Thompson customer."

When to Use

Use Claude when preparing a proposal or invoice based on project information and existing pricing. Sales teams can reference Price Book items, while office teams can review existing records before preparing new documents.

Claude can help create supported records in CompanyCam, but your team should confirm the details before presenting pricing or requesting payment.

How to Use

• Sales teams: Prepare proposals using CompanyCam Price Book items.
• Office teams: Create invoices and reference existing sales documents.
• Owners: Review available proposals and invoices.
• Project managers: Find relevant sales documents when reviewing project scope.

When you're managing several active jobs, Claude can help you review available CompanyCam information across projects. Ask about project details, assignments, labels, or recorded work to understand where follow-up may be needed.

Claude can also read Project Boards and Project Groups. With supported write access, it can update project labels used to move projects through board columns, helping you keep organized job status records current.

Prompts to try

• "Show me the projects in our active roofing group."
• "Which projects are assigned to Mike?"
• "Find projects labeled Ready for Inspection."
• "Show me the columns on our production Project Board."
• "Move the Maple Street project to the Completed column on our Project Board."

When to Use

Use Claude when reviewing several projects before planning the day or preparing for a team meeting. You can ask questions about how jobs are organized and use the available records to identify which projects need attention.

Project labels and board columns reflect the information your team maintains in CompanyCam. Confirm changes to project status before updating the records.

How to Use

• Owners: Review projects across crews or locations.
• Project managers: Find jobs by label and update supported project status information.
• Office teams: Review project groups and organize project records.
• Operations teams: Reference available project information when coordinating work across the business.

You can continue asking Claude questions about the CompanyCam information it retrieves. Start with a project, review the response, and then ask Claude to focus on a particular detail or complete another supported action.

You can also combine supported actions into one request, such as creating a project and adding a checklist. Give Claude clear instructions and review any changes it makes to your CompanyCam account.

Example conversation

You: "Pull up the Maple Street roofing project."

• Follow-up: "Show me the latest photos and summarize the work documented this week."
• Follow-up: "Which photos show the completed flashing?"
• Follow-up: "Create a Document summarizing the work shown in those photos."
• Follow-up: "Add a comment to the project with the summary."

When to Use

Use follow-up questions when researching a project or preparing work based on information Claude has already found. This lets you move from reviewing a job to completing supported tasks within the same conversation.

The quality of the response depends on the information available in CompanyCam and the permissions granted to your connection. Review Claude's answers and any account changes before relying on them.

How to Use

• Project managers: Review a job and create supporting documentation.
• Office teams: Find information and prepare customer communications.
• Owners: Ask questions across projects and follow up on specific jobs.
• Sales teams: Research project history and prepare supported sales documents.

To use these capabilities, you'll need to connect your CompanyCam account to Claude through the CompanyCam MCP Server. Your connection uses a Personal Access Token, which determines whether Claude can only read your data or can also make supported changes.

Claude can only access information and perform actions allowed by your CompanyCam permissions. Some actions, including deleting records, aren't currently supported.

• Read only: Ask Claude to find project information, review photos, and answer questions using available CompanyCam data.
• Read & write: Allow Claude to perform supported actions, including creating projects, updating details, adding tags, and creating certain documents.
• Review changes: Check information Claude creates or edits, particularly project assignments, customer documents, and pricing.

Follow the CompanyCam MCP connection instructions to get started, and explore the available actions as you become more familiar with using Claude for your daily work.

The more useful project information your team keeps in CompanyCam, the more context Claude has to work with when you ask questions or request updates.