• ACTIVE
  • DETAILS
  • TIMELINE
  • HUMAN

How to track project status with your AI

Connect ArborNote to your AI client to turn chat commands into real-time project updates.

Ask AI about this page

Short answer

Can I check my ArborNote projects through chat?

Yes. You can ask your AI to list your active projects, pull specific project details, or check upcoming schedules. This gives you a direct line to your work orders without opening the ArborNote dashboard.

Where every update lands.

Project visibility outcomes

Your AI translates your questions into specific data points from ArborNote.

ACTIVE

Current project lists

The AI pulls a full list of your ongoing work. You get a clean overview of what is currently on your plate.

DETAILS

Specific project data

When you ask about a single job, the AI fetches its specific parameters and status. You get the exact info you need for that one task.

TIMELINE

Schedule snapshots

The AI looks up your upcoming milestones and work orders. You can see what is due next without digging through calendars.

HUMAN

Manual adjustments

The AI only reads your data. If you need to change a deadline or update a work order, you still need to log in to ArborNote to make those edits.

The workflow

What your AI does when you ask for status.

The AI acts as a bridge between your chat interface and your ArborNote database.

  1. Identify projects

    The AI first scans your account to find all active work orders and projects.

    list_arbornote_projects

  2. Fetch specific info

    Once you name a project, the AI pulls the deep details for that specific record.

    get_arbornote_project

  3. Check timelines

    The AI looks at your scheduled tasks to see what is coming up or what is overdue.

    list_arbornote_schedules

  4. Report findings

    The AI summarizes the raw data into a plain English answer for you.

    list_arbornote_projects

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are just ideas. Swap out the project names or dates with your actual ArborNote 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

  • List all my active projects in ArborNote.

  • What is the status of the Smith Residence project?

  • Show me the schedule for next week's work orders.

  • Which projects are currently overdue according to my schedule?

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

Start here

Connect ArborNote once, then ask.

Click the link to authorize the connection. 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 project deadlines?

    No. The AI can only read your project and schedule data. You must go into ArborNote to edit or move any dates.

  • 02

    Can I delete work orders using my AI client?

    No. This Connector is read-only. It can fetch information, but it cannot delete or modify your records.

  • 03

    Does the AI see all my ArborNote data?

    The AI only sees the data it needs to answer your specific questions through the provided tools.

  • 04

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

    It uses the project list to match your natural language descriptions to the actual project IDs in your account.

  • 05

    Can I use this with Claude or Cursor?

    Yes, as long as you are using an MCP-compatible client, you can use this with any of them.

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

Connect ArborNote to Claude, Cursor, ChatGPT & more