# Contractor+ MCP for AI Agents AI Agent Connect

> Contractor+ MCP lets you manage your whole contracting business—from lead tracking and job estimates to invoicing and field crew coordination—directly through your AI client. It connects your CRM and field operations data so you can manage projects, check payment statuses, and dispatch work orders using natural language instead of clicking through multiple tabs.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_bz7KmMe4swsh7z1qWVICA7S8Le2vupkHp7lSoTw5/ai-agent-connect
- **Tags:** job-estimates, invoicing, contractor-management, field-crew, crm, job-site-documentation

## Description

Running a contracting company usually means jumping between different apps just to stay on top of your work. You're looking at one screen for new leads, another for your invoice history, and a third to see where your crews are actually stationed. It's a lot of manual data entry and constant tab-switching that takes you away from the actual job. This Connector changes that by bringing your field service management into a single conversation. You can ask your agent to pull up a specific project's history, generate a new quote for a customer, or check if a job is still on schedule. It handles the heavy lifting of data retrieval and record creation so you can focus on your operations. By adding Contractor+ to the Vinkius catalog, you're giving your agent a seat in your front office. You can manage your entire pipeline from the first lead to the final paid invoice without leaving your primary workspace. It turns your agent into a field operations strategist that knows your clients, your properties, and your bottom line. You can quickly check incoming service requests or look up property details to prep for a site visit. You get a unified view of your business that actually responds to your needs in real time. No more hunting for records or guessing the status of a job in the field.

## Tools

### create_estimate
Generate a new professional quote for a customer. Use this to get pricing to your clients faster.

### get_account_info
View your current account settings and metadata. This gives your agent context on your account status.

### get_client
Pull up specific details for a single client. Use this to quickly see a customer's history before a call.

### list_clients
See a full list of your leads and existing clients. This is perfect for reviewing your entire customer base.

### list_estimates
View all project estimates in your system. Use this to track what quotes are still pending.

### list_invoices
Check your billing history and current invoices. This helps you keep a pulse on your company's revenue.

### list_jobs
See a list of all active jobs currently in progress. Use this to get a bird's-eye view of your current projects.

### list_properties
View the service properties and tenant data in your records. This makes it easy to prep for upcoming site visits.

### list_service_requests
See all incoming requests from your customers. Use this to stay on top of new inquiries from the field.

### list_webhooks
Check your configured webhooks for automation. This helps you monitor how your data flows between systems.

### list_work_orders
View all scheduled and active work orders. Use this to coordinate your crews and manage daily tasks.

### create_client
Add a new lead or client to your CRM. This helps you keep your pipeline organized without manual entry.

## Prompt Examples

**Prompt:** 
```
Show me all the jobs my teams are working on today.
```

**Response:** 
```
I've pulled up your active jobs for today. Here is the current status:

| Job Name | Status | Crew Assignment |
| :--- | :--- | :--- |
| **Roof Replacement** | In Progress | Crew A |
| **HVAC Repair** | Scheduled | Crew B |
| **Kitchen Remodel** | In Progress | Crew A |

Would you like more details on any of these?
```

**Prompt:** 
```
Create a new lead for a customer named Sarah Miller at sarah.m@email.com.
```

**Response:** 
```
I've added Sarah Miller to your CRM. 

**Lead Details:**
- **Name:** Sarah Miller
- **Email:** sarah.m@email.com
- **ID:** cl_99281

I've initialized her profile. Should I go ahead and create a quote for her site visit?
```

**Prompt:** 
```
Which of my invoices are still unpaid?
```

**Response:** 
```
I've checked your billing history. You have 3 outstanding invoices:

- **#402** - $1,200.00 (Overdue)
- **#405** - $850.00 (Overdue)
- **#410** - $400.00 (Due in 2 days)

Total outstanding balance is **$2,450.00**. Would you like me to draft a reminder for the overdue ones?
```

## Capabilities

### Create new leads and clients
Add new potential customers or existing clients to your CRM via chat.

### Generate professional job estimates
Create and issue new quotes for your customers instantly.

### Pull up client and property history
Retrieve detailed records for specific clients or service properties.

### Monitor invoice payments and totals
Check your billing history and see which invoices are paid or overdue.

### Track active jobs and crew schedules
Get a real-time look at your ongoing projects and work orders.

### Check API health and webhooks
Monitor your account's technical status and automated data flows.

## Use Cases

### Onboarding a new lead
A customer calls with a request. You ask your agent to use create_client to log them and then create_estimate to send over a quote immediately.

### Checking crew status
A crew lead calls for an update. You ask your agent to use list_jobs to find the status of a specific roof repair without leaving your chat.

### Reviewing overdue bills
At the end of the week, you ask your agent to use list_invoices to see which customers haven't paid and need a follow-up.

### Prepping for a site visit
Before heading out, you ask your agent to use list_properties to pull up the tenant info and service history for a specific address.

## Benefits

- Stop manual data entry by using create_client to add leads directly from a conversation.
- Get instant project visibility by using list_jobs to see what your crews are doing right now.
- Speed up the sales cycle by generating quotes with create_estimate without opening a new tab.
- Keep your books organized by checking payment statuses with list_invoices.
- Access property details quickly using list_properties to prep for site visits.
- Monitor your system's health and automation using list_webhooks and get_account_info.

## How It Works

The bottom line is you get a hands-free way to manage your contracting business operations through a chat interface.

1. Subscribe to the Contractor+ MCP in the Vinkius marketplace.
2. Grab your API Key from the Contractor+ dashboard under Settings.
3. Connect your key to your AI client to start managing jobs.

## Frequently Asked Questions

**Can Contractor+ help me manage my construction leads?**
Yes. It lets you add new leads and clients directly through your AI agent, keeping your CRM updated without extra manual data entry.

**How does Contractor+ work with my AI agent?**
Once connected via Vinkius, your agent can read and write data to your Contractor+ account, allowing you to manage jobs and invoices via chat.

**Can I use Contractor+ to see my crew's work orders?**
Exactly. You can ask your agent to list all active work orders to see what your teams are doing and where they are scheduled to be.

**Can I generate quotes for my customers using this?**
Yes, you can use the Connector to generate professional quotes and estimates for your customers using simple natural language commands.

**Does Contractor+ help me track my company's invoices?**
It does. You can check your billing history, see which invoices are paid, and identify which ones are overdue in seconds.

**How do I connect my Contractor+ account to my AI?**
You just need to subscribe to the Connector on Vinkius, get your API key from your Contractor+ dashboard, and plug it into your AI client.

**How do I find my Contractor+ API Key?**
Log in to your account, navigate to **Settings** > **API**, and copy your unique access token.

**Does it support real-time work order tracking?**
Yes! The `list_work_orders` tool retrieves the most current assignments for your field crews directly from the platform.

**Can I create new project estimates via AI?**
Absolutely. Use the `create_estimate` tool to specify a client ID, title, and total amount to generate a quote immediately.