• METRICS
  • PROPOSALS
  • DETAILS
  • HUMAN

How to analyze revenue and proposals with your AI

Connect ArborNote to your AI client to pull financial data and check on job estimate statuses.

Ask AI about this page

Short answer

Can I use my AI to check ArborNote revenue and proposals?

Yes. Your AI can pull financial metrics and list your current proposals to give you a clear picture of your business. You'll get specific job details and revenue trends without opening the dashboard.

The outcomes.

Where your data goes.

Your AI pulls information from ArborNote and presents it in your chat window.

METRICS

Revenue tracking

The AI pulls financial figures from your account. You get a clear view of your earnings and performance.

PROPOSALS

Job status updates

Check the status of any pending or sent estimate. You'll see exactly where each job sits in your pipeline.

DETAILS

Specific job info

The AI retrieves full details for a single estimate. You get the exact numbers and terms for a specific job.

HUMAN

Your final decisions

The AI provides the data, but you make the calls. You decide which jobs to follow up on or how to price future work.

The workflow

What your AI does when the data is requested.

The AI moves from your question to the specific data point in ArborNote.

  1. Fetch financial data

    When you ask about earnings, the AI pulls the relevant numbers from your account.

    get_arbornote_metrics

  2. List active jobs

    The AI scans your account to find all current proposals and estimates.

    list_arbornote_proposals

  3. Retrieve proposal specifics

    If you need more than a summary, the AI pulls the full details for a single job.

    get_arbornote_proposal

  4. Summarize findings

    The AI takes the raw data it found and presents it in a readable format.

    get_arbornote_metricslist_arbornote_proposals

Try it

Copy these to start.

Use these prompts to begin interacting with your ArborNote data.

Starting points

These are just ideas. Swap out the job names or timeframes to match your actual data.

ArborNote Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_6hqMLGkX3JkjOMACjvJQrG0CNLTRNrciBXIIvmv5/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — ArborNote capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "arbornote-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_6hqMLGkX3JkjOMACjvJQrG0CNLTRNrciBXIIvmv5/mcp"
    }
  }
}
Copy into chat04

  • What was my total revenue for the last quarter?

  • List all my pending proposals so I can see what needs follow-up.

  • Show me the details for the 'Oak Street Landscaping' proposal.

  • Summarize my current proposal statuses from this week.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect ArborNote once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect ArborNote to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my proposal amounts?

    No. The AI can only read your data. You must log in to ArborNote to edit any estimates or financial records.

  • 02

    Can I delete a proposal using the AI?

    No. This MCP is for querying and reviewing data. It does not have the capability to delete or modify your records.

  • 03

    How does the AI know which proposal I'm talking about?

    You can provide the name or ID of the job, and the AI will use that to find the specific record in your account.

  • 04

    Does the AI see all my financial data?

    The AI only accesses the specific metrics and proposals you ask for through the connected tools.

  • 05

    Can I ask for revenue by specific client?

    Yes, as long as that data is available within the metrics provided by the connector.

  • More questions about ArborNote? The Connector page answers them. See everything the ArborNote Connector can do

Connect ArborNote to Claude, Cursor, ChatGPT & more