BidBook connector for Claude

The BidBook connector lets Claude work with your BidBook account. Claude can find your clients, read your estimates and invoices, add clients, and create draft estimates and invoices for you to review in BidBook. The connector's address is https://mcp.getbidbook.com/mcp.

Connect it

• In Claude, open Settings → Connectors, add a custom connector, and paste https://mcp.getbidbook.com/mcp.
• When Claude asks, sign in to BidBook. A BidBook page shows which app is asking and the address it returns to. Choose Approve.
• To disconnect, remove BidBook in Claude's connector settings.

What it can do

Three tools only read:

• find_clients searches your clients by name, email, phone number or address.
• list_documents lists your estimates or invoices, filtered by status or client. "Overdue" includes sent invoices past their due date.
• get_document shows one estimate or invoice with its client, lines, totals, deposit and status, plus the amount paid and the balance for an invoice.

Three tools add records:

• create_client adds a client.
• create_estimate_draft creates a draft estimate from line items. BidBook calculates the line totals, tax, total and deposit.
• invoice_from_estimate creates a draft invoice from a draft or accepted estimate, and marks the estimate converted, which cannot be undone. An estimate your client has not answered yet (sent or viewed) can be converted only in BidBook, so their link to accept it keeps working.

What it cannot do

It cannot send estimates or invoices to your clients, request or take payments, create, send or sign contracts, or delete anything. Drafts wait in BidBook until you review and send them yourself.

Estimates created through the connector count toward the Free plan's 3 documents a month, the same as estimates created in the app. Turning an estimate into an invoice is never blocked by the limit.

Things to ask Claude

• "Find my client Pat Mason and list their estimates."
• "Draft an estimate for Pat Mason: tuckpoint 120 square feet at $18 a square foot and $250 for scaffolding, with 7.25% tax and a 50% deposit."
• "Which of my invoices are overdue, and how much is still owed on each?"
• "Turn estimate EST-0012 into an invoice."

Privacy and security

• You approve every connection on a BidBook page while signed in. Sign-in uses Supabase Auth (OAuth 2.1). BidBook's app never sees or keeps the tokens Claude receives; Supabase, our sign-in provider, holds the connection until you disconnect.
• Every request runs as you, under the same row-level security as the app, so the connector reaches only your own business's records.
• What a tool returns, such as a client's contact details or an estimate's lines, goes to Claude. Anthropic's privacy terms cover it from there.
• BidBook does not receive your conversations with Claude, only the requests Claude makes for you. The Privacy Policy has the details.

Support

Email business@swissmasonry.org or see Support.