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Plug your AI agent straight into Opsite

Opsite is now an MCP server. Connect Claude, ChatGPT, Cursor, or any MCP-compatible agent and let it run your construction business — create leads, send invoices, qualify opportunities, schedule inspections, and chase overdue payments — while you’re on the jobsite.

What is the Opsite AI agent integration?

The Opsite AI agent integration is an MCP (Model Context Protocol) server that lets any compatible AI agent — Claude Desktop, ChatGPT with custom connectors, Cursor, Windsurf, or any tool that speaks MCP — read from and write to your Opsite account. Your agent can take more than 40 real actions: create a lead, qualify it, send a follow-up, mark an invoice paid, schedule an inspection, generate a cash flow forecast, run semantic search across every daily log you’ve ever recorded, and more. It is included in the Enterprise plan at $999/month and is the first MCP server purpose-built for residential general contractors.

Three steps to an autonomous back office

No code. No webhooks to wire up. No "implementation phase." If your agent supports MCP, it works.

STEP 01

Enable in Opsite

From your Enterprise dashboard, turn on the AI Agent connector. Opsite generates a secure connection string scoped to your contractor account — nothing else.

STEP 02

Paste into your agent

Drop the connection into Claude Desktop, ChatGPT, Cursor, Windsurf, or any MCP client. The agent immediately discovers the 40+ Opsite tools and how to use them.

STEP 03

Talk to it like a PM

"Qualify last week’s leads. Send follow-ups to the hot ones. Then forecast next month’s cash flow." The agent does it — in your account, with your data.

40+ actions your AI agent can take

These are real tool calls, not chatbot replies. Each one writes to (or reads from) your live Opsite account.

Category What your agent can do
Leads & CRM Create a lead, update lead details, qualify a lead, list all leads, get the pipeline summary, send a lead follow-up, list opportunities, update an opportunity.
Proposals Get a proposal, list proposals, update proposal line items.
Jobs Get a job, list jobs, update a job phase, get the day’s priorities, pull the local weather forecast for a job site.
Invoicing & Draws Create an invoice, mark an invoice sent, mark an invoice paid, list overdue invoices, send a payment reminder, list draws, mark a draw ready.
Subs & Compliance List subs, list open change orders, approve a change order, route a correction back to a consultant.
Scheduling & Inspections Schedule an inspection, get inspection status, get permit status, get the permit summary across all jobs.
Daily Logs & Action Items Create a daily log, list daily logs, create an action item, list action items, update an action item.
Forecasting & Search Generate a cash flow forecast, run semantic search across daily logs, messages, jobs, proposals and leads, read and analyze any attached PDF or contract, run a fresh web search for permit rules or supplier prices.

Five things your agent can do this week

Each example is one prompt. The agent figures out which Opsite tools to chain together.

WORKFLOW 01 · MONDAY MORNING TRIAGE

"Catch me up on the week ahead."

Your agent calls get_today, list_jobs, get_permit_summary, list_overdue_invoices, and get_weather for every active job.

You get a five-bullet briefing in 20 seconds: what’s late, what’s due, where it’s about to rain, and which permit is sitting in plan check.

WORKFLOW 02 · LEAD QUALIFICATION

"Qualify last week’s leads and follow up with the hot ones."

Agent runs list_leads, scores each one with qualify_lead using your historical close patterns, then fires send_lead_follow_up to the qualified ones with a personalized message.

Replaces the office admin task that used to take a half day every Monday.

WORKFLOW 03 · COLLECTIONS

"Chase every invoice older than 14 days."

Agent calls list_overdue_invoices, sorts by age and amount, then sends a tiered send_payment_reminder — gentle at 14 days, firm at 30, escalation note to you at 45.

Most GCs leave $40K–$120K sitting in receivables. Your agent works the list daily.

WORKFLOW 04 · INSPECTION TO DRAW

"Framing inspection passed. Move us to the next draw."

Agent runs get_inspection_status to confirm the pass, update_job_phase to advance the job, mark_draw_ready, then create_invoice and mark_invoice_sent.

What used to be five tabs and an hour of admin is now one sentence.

WORKFLOW 05 · CASH FLOW FORECAST

"What does my cash position look like over the next 90 days?"

Agent calls generate_cash_flow_forecast, cross-references it against list_draws and list_overdue_invoices, and surfaces the two weeks where you’re at risk of going under $50K in operating cash.

You get the answer your CPA charges $400 to produce — in the chat window, in seconds.

Works with every modern AI agent

If your agent speaks MCP — the open Model Context Protocol — it works with Opsite. No proprietary SDK, no lock-in, no integration fees.

Claude Desktop

Anthropic’s desktop app. The most common Opsite agent setup today.

ChatGPT

Via custom connectors and the developer mode MCP support.

Cursor

For technical owners who already live in Cursor for everything else.

Windsurf

Codeium’s agentic IDE — full tool-call surface supported.

Custom agents

Any agent built on the MCP spec — in-house or open source.

Lino (built-in)

Opsite’s native AI assistant uses the same tool surface internally.

No other construction platform has this

Platform MCP server Connect Claude / ChatGPT Tool count
Opsite Yes — native Yes 40+
Procore No No native path
Buildertrend No No
CoConstruct No No
ServiceTitan No No
Jobber No No

Verified as of May 2026. Information will be updated as competitors ship MCP support.

Scoped, audited, and revocable

Tenant-scoped by design

Every tool call is locked to your contractor account. No agent can read another GC’s data, ever. Auth is checked on every request, not just at connection time.

Full audit log

Every action your agent takes is logged with timestamp, the prompt that triggered it, and which tool was called. Review and replay anything from your dashboard.

Approval gates on writes

By default, destructive or financial actions (sending invoices, approving change orders, marking draws ready) require your one-click approval before they go through.

Revoke in one click

Disconnect any agent instantly from your dashboard. Connection strings rotate on disconnect — previous sessions can’t reconnect.

Hire your first AI employee

Available on the Enterprise plan at $999/month. Includes the full Opsite platform plus MCP agent integration, custom automations, API access, and dedicated support.

Get Enterprise access

Frequently asked questions

What is MCP (Model Context Protocol)?

MCP is an open standard, originally introduced by Anthropic, that lets AI agents talk to external software through a uniform tool-calling interface. It’s the equivalent of USB for AI agents — instead of every tool needing a custom integration, any MCP-compatible agent can use any MCP server. Opsite is one of the first construction platforms to ship a native MCP server.

Which AI agents can connect to Opsite?

Any AI agent that supports MCP. Today that includes Claude Desktop, ChatGPT (via custom connectors), Cursor, Windsurf, and any custom agent built on the MCP spec. Because MCP is an open protocol, the list grows every month — we don’t need to build integrations one by one.

What can the agent actually do in my Opsite account?

More than 40 actions across leads, proposals, jobs, invoicing, draws, change orders, scheduling, inspections, daily logs, action items, compliance, and forecasting. It can both read your data (list overdue invoices, get permit status, run semantic search across daily logs) and write new records (create a lead, send an invoice, schedule an inspection, mark a draw ready).

Is my data safe?

Yes. Every tool call is scoped to your contractor account — no agent can read another GC’s data. Financial and destructive actions require explicit approval by default. Every action is logged with the originating prompt for audit. You can revoke any agent’s access in one click from the dashboard.

Which Opsite plan includes the AI agent integration?

The AI agent integration (Opsite MCP server) is included in the Enterprise plan at $999/month. Enterprise also includes the full Opsite platform, AI Agents (Collections, Inspection Reminder, Lead Nurture, Compliance, Audit), custom automation chains, API access, and dedicated support. Starter and Professional plans don’t include the MCP integration.

Does this replace the Lino AI assistant inside Opsite?

No — it complements Lino. Lino lives inside the Opsite app and is built for in-product queries. The MCP server is for when you want to use your own AI agent (Claude Desktop, ChatGPT, etc.) as the front door, with Opsite as the system of record behind it. Power users run both: Lino in-app, their own agent for cross-tool workflows.

Do other construction platforms (Procore, Buildertrend, CoConstruct) have an MCP server?

Not as of May 2026. Opsite is the first construction management platform to ship a native MCP server. Procore, Buildertrend, CoConstruct, ServiceTitan, and Jobber all have traditional REST APIs, but none expose them through MCP, which means agents like Claude or ChatGPT can’t use them without a custom integration layer.

Do I need to write code?

No. Setup is paste-the-connection-string into your agent’s MCP config. The agent discovers all 40+ tools automatically. If you can copy and paste, you can do it in under five minutes.