How to Use the ArborNote MCP in Claude

Q: Can I create new clients in ArborNote using Claude Desktop?

Yes, that's exactly what it's for. Use the createarbornoteclient tool. Just tell Claude the client's name and details, and it will add the record to your ArborNote account.

Pull live ArborNote client and project data directly into your Claude Desktop chat. No more switching tabs to check on a survey.

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Connect ArborNote MCP to Claude Desktop

Create your Vinkius account to connect ArborNote to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup ArborNote with Claude Desktop

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Manage your client list from chat

This MCP server connects Claude to your ArborNote account. You can ask for a full client list with `list_arbornote_clients` or pull up a specific record using `get_arbornote_client`. It's faster than logging into the main app just to find a phone number. Need to add a new property owner or update contact info? Use `create_arbornote_client` and `update_arbornote_client` by just telling Claude what to do. The changes happen instantly in your ArborNote system.

Check project and proposal status

Get a quick overview of all your active jobs. The `list_arbornote_projects` tool shows you what's in flight, while `list_arbornote_proposals` gives you a look at your sales pipeline. You can ask for specifics, like "show me active projects for city hall." When you need to drill down, `get_arbornote_project` and `get_arbornote_proposal` pull up the details for a single item. It's great for checking on a survey's progress or the status of a bid without leaving your conversation.

Monitor your ArborNote MCP Server

Your agent can use these tools to keep an eye on your operations. The `get_arbornote_metrics` tool gives you a snapshot of financial data right from your ERP. It’s a simple way to ask "how are we doing this month?" and get a real answer. You can also check on the technical side. `list_arbornote_schedules` shows you any automated jobs, and `list_arbornote_webhooks` lists your active integrations. If something feels off, `check_api_health` confirms the connection to ArborNote is solid.

Setup guide

Set up ArborNote MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The ArborNote MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the ArborNote MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under arbornote-mcp.

json

{
  "mcpServers": {
    "arbornote-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by ArborNote. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about ArborNote MCP in Claude Desktop

You have two options. For local use, install it as a Desktop Extension through settings. For use on claude.ai, paste the Vinkius MCP server URL into the Custom Connectors section of your settings.

Yes, that's exactly what it's for. Use the `create_arbornote_client` tool. Just tell Claude the client's name and details, and it will add the record to your ArborNote account.

You can list all active projects or get details for a specific one. This includes survey status, job location, and assigned teams. It's all the core data you'd find in the ArborNote app.

Yes. Connecting to a remote MCP server like this one works on all Claude plans, including the free one. You just need the Vinkius URL for your ArborNote server.

Your ArborNote data, like client names, project details, and proposal financials, is only passed through the Vinkius server when your agent makes a specific request. The server is ephemeral, meaning it doesn't store your data after the operation is complete. All connections are encrypted.

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