What is this?
If you already use Claude or ChatGPT to help run your business, you can now connect those tools directly to your Handoff account. That means you can create projects, build estimates, send proposals, and manage invoices in plain English — through a conversation — without logging into Handoff for every step.
This uses a standard called MCP (Model Context Protocol). Think of it as a secure connection that lets your AI assistant take action inside your Handoff account.
Who can use this?
MCP is available to Scale plan customers only.
What can you do with it?
Once connected, your AI assistant can:
Projects
Create and delete projects
Assign a client and location at creation
Update project name, status, and assigned client
Create a project with an AI-generated estimate in one step
Estimates
Build estimates with full line items and nested sections
Edit or delete any line item or section
Read itemized breakdowns with quantities, rates, and totals
Manage payment schedules
Export to PDF or CSV
Create change orders
Proposals
Generate a proposal from an estimate
Send via email and/or SMS
Collect client signatures
Approve, decline, or cancel
Invoices
Create and edit invoices from an estimate
Send to clients via email or SMS
Log manual payments
Mark invoices as paid
Export to PDF or receipt
Contacts
Create, edit, and look up client contacts
Cost book / templates
Read your org's templates, terms, and rate catalogs
How to connect
Handoff
Go to Settings;
Click on Integrations and API Keys;
In the "AI Assistants (MCP)", click to Connect;
Copy the MCP URL
Claude Desktop
Open Claude
Go to Settings → Connectors
Click to Add -> Add Custom Connector
Paste the MCP URL from Handoff and click to save
Click to connect and it will connect with your Handoff account
Star a new conversation
ChatGPT /Codex
Go to ChatGPT
Go to Settings → Security and login and enable the "Developer mode"
In the settings, click on Plugins
Click to Browser Plugins
Click in the button to Add
You can customize the name and description
Paste the MCP URL in the Connection field
Is it secure?
Yes. The connection uses the same permission model as the Handoff app. Your API key is scoped to your organization, revocable at any time, and stored securely. Destructive actions (like deleting a project) require an explicit confirmation step.