# Clearstory MCP for AI Agents AI Agent Connect

> Clearstory MCP lets you manage construction change orders and T&M tags directly through your AI agent. You can track project health, monitor COR statuses, and review project rates in real-time without jumping between tabs. It connects your construction financial data to your workspace for faster oversight.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_8jdRy6KmAzf8u9MovmGMQ4LQOgPKIVIH4isoOff5/ai-agent-connect
- **Tags:** change-orders, construction-management, financial-tracking, project-rates, t-and-m-tags

## Description

Managing construction finances usually means jumping between multiple dashboards to track change orders, review material tags, and check labor rates. This Connector changes that by bringing your Clearstory data directly into your existing AI workspace. Instead of manually hunting for a specific Change Order Request or digging through spreadsheets to find a project's LMEO rates, you can just ask your agent for the status. You can pull a list of all active projects, check the specific details of a pending COR, or look up the contracts linked to a specific job. It handles the heavy lifting of gathering field data like Time & Material tags and change notifications, making it easier to keep everyone on the same page. By connecting this through the Vinkius marketplace, you give your agent the eyes to see your project's financial pulse. You get a clear view of your project's health, from high-level summaries to the smallest tag details, all through a natural conversation.

## Tools

### get_cor_details
Get detailed information for a specific COR. Use this to quickly see the exact status and amount of a single request.

### get_project_construction_details
Get detailed information for a specific project. This provides a deep dive into the current state of a job.

### list_change_order_requests
List all Change Order Requests (CORs). This gives you a full overview of every change request across your portfolio.

### list_project_contracts
List contracts linked to change orders. Use this to verify which agreements apply to specific project changes.

### list_change_notifications
List change notifications sent between customers and contractors. This keeps you updated on all external communications.

### list_construction_projects
List all construction projects in Clearstory. This is the fastest way to see your entire project list in one view.

### list_construction_rates
List Labor, Material, Equipment, and Other (LMEO) rates. This lets you check pricing for different resources instantly.

### list_tm_tags
List digital Time & Material tags from the field. This pulls real-time data from the job site directly into your chat.

## Prompt Examples

**Prompt:** 
```
What's the status of the change order for the hospital expansion?
```

**Response:** 
```
Checking the status for the City Hospital Expansion... I found **COR #105** for 'Additional Electrical Outlets'.

*   **Status:** Pending
*   **Amount:** $1,250
*   **Details:** Request for additional outlets in the main lobby.
```

**Prompt:** 
```
List all active projects and their current rates.
```

**Response:** 
```
Here are your active projects:

| Project Name | Status |
| :--- | :--- |
| City Hospital Expansion | Active |
| Eastside Towers | Active |
| Green Street Plaza | Active |

**Labor Rates:** $85/hr (Journeymen), $65/hr (Apprentices)
```

**Prompt:** 
```
Are there any new change notifications from the customer?
```

**Response:** 
```
I found 3 new notifications from the customer for the **Eastside Towers** project:

1. **Material delivery update** (Sent 2 hours ago)
2. **Schedule adjustment** (Sent 5 hours ago)
3. **Site access confirmation** (Sent 1 day ago)
```

## Capabilities

### List all construction projects
Retrieve a full list of every active and inactive project in your account.

### Track Change Order Requests
Monitor the status and total amounts for all pending and approved CORs.

### Review field T&M tags
Access digital Time & Material tags sent directly from the job site.

### Audit project contracts
View the specific contracts linked to individual change orders.

### Monitor project rates
Check Labor, Material, Equipment, and Other (LMEO) rates for any project.

### Track change notifications
See all communications sent between customers and contractors regarding project changes.

### Get COR details
Pull comprehensive data for a specific Change Order Request instantly.

## Use Cases

### Checking a specific COR status
A Project Manager asks the agent to show the details for COR #105. The agent pulls the specific status and amount instantly.

### Verifying labor rates for a project
A Finance Team member wants to check if the labor rates for the Hospital project are correct. The agent pulls the LMEO rates for that site.

### Reviewing field tags without a dashboard
A Specialty Contractor is on a job site and needs to see the latest T&M tags. They ask the agent to pull the tags for the current job.

### Monitoring customer communications
A General Contractor needs to see all change notifications from the last week. The agent lists all notifications to identify potential delays.

## Benefits

- Get instant visibility into project health by listing all active and inactive projects in one view.
- Track every Change Order Request without manual searching to see all pending and approved items.
- Monitor site progress in real-time by pulling digital Time & Material tags from the field.
- Simplify rate checking for your team to quickly see Labor, Material, Equipment, and Other costs.
- Stay on top of communications by listing all notifications sent between customers and contractors.
- Audit project documentation faster by viewing the contracts tied to specific change orders.

## How It Works

The bottom line is you get real-time construction financial oversight without leaving your chat interface.

1. Subscribe to the Clearstory MCP on Vinkius.
2. Enter your Clearstory API Key from your account settings.
3. Ask your agent to list projects or check COR statuses.

## Frequently Asked Questions

**Can I use the Clearstory MCP to track my construction projects?**
Yes, it lets you list all active and inactive projects so you can see your entire portfolio in one place.

**How does the Clearstory MCP handle change orders?**
You can list all Change Order Requests and get specific details on any individual request, like its status and amount.

**Can I see field tags with the Clearstory MCP?**
Yes, it pulls digital Time & Material tags directly from the field so you can see real-time work data.

**Does the Clearstory MCP show project rates?**
It allows you to view Labor, Material, Equipment, and Other (LMEO) rates for your various projects instantly.

**Can I check contracts using the Clearstory MCP?**
You can list the contracts that are specifically linked to your change orders for easier auditing.

**Can I see notifications between customers and contractors?**
Yes, the Connector can list all change notifications sent between the two parties to keep you informed.

**Can I see the total amount of outstanding CORs for a project?**
Yes! Use the `list_change_order_requests` tool. The agent will return all CORs, and you can ask it to calculate or filter for the total value of those in 'Pending' or 'Under Review' status.

**How do I check the latest T&M tags from the field through the agent?**
Use the `list_tm_tags` tool. Your agent will fetch the most recent digital Time & Material tags, allowing you to review labor hours and material usage without opening the web app.

**Where do I find my Clearstory API Key?**
Log in to Clearstory, navigate to **Settings > Offices**, select your office, and go to the **Integrations** tab. You can generate and copy your API key from there.