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Connect your AI assistant to Handoff (MCP)

Written by Handoff Support

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.
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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:
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​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
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How to connect

Note: Only account admins can access the MCP URL. Once generated, an admin can share this same URL with anyone on the team. Each person connects it to their own AI assistant and signs in with their own Handoff login.

Handoff (admin only)

  1. Go to Settings

  2. Click on Integrations and API Keys

  3. In the "AI Assistants (MCP)" section, click Connect

  4. Copy the MCP URL and share it with anyone on your team who needs it

Claude Desktop

  1. Open Claude

  2. Go to Settings → Connectors

  3. Click Add → Add Custom Connector

  4. Paste the MCP URL from Handoff and click Save

  5. Click Connect. This opens the Handoff consent screen. If you're not already logged in to Handoff, you'll be prompted to log in first. The connection is tied to whichever Handoff account you log in with, not to the admin who generated the URL.

  6. Start a new conversation

ChatGPT / Codex

  1. Go to ChatGPT

  2. Go to Settings → Security and login and enable "Developer mode"

  3. In the settings, click on Plugins

  4. Click Browse Plugins

  5. Click Add

  6. Customize the name and description

  7. Paste the MCP URL in the Connection field. This opens the Handoff consent screen and connects using the Handoff account you're logged into (or prompts you to log in).
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Is it secure?

Yes. Each person's connection is tied to the Handoff account they're logged into at the moment they authorize access, so teammates can each connect their own AI assistant using the same MCP URL without sharing credentials. Access is scoped to your organization, revocable at any time, and stored securely. Destructive actions (like deleting a project) require an explicit confirmation step.

My tool doesn't support sign-in

Some tools can't sign in. For those, create an API key on the API Keys tab and use that instead. Treat it like a password. Anyone with it can act for your organization.


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