Connect your AI agent to your estimates
Claude, ChatGPT, Cursor and other AI agents can now look up customers, read estimates and create drafts in Bid & Sign through a connector you control.
Ask your AI agent to find last spring's bid for a customer, total up what is out for signature, or start a draft from your notes. It works through a connector you approve and can turn off any time.
How it works
For Claude and ChatGPT, add a custom connector with the URL from Settings, Developers and approve it. For Cursor, Claude Desktop or your own agent, create an API key with only the permissions it needs.
You stay in charge
- Agents can create draft estimates. They cannot send them.
- Every key has its own permissions and can be deleted at once.
- Every call shows on the Developers tab.
You bring your own AI agent and give it a key.