• MATCHED
  • MISMATCH
  • MISSING
  • HUMAN

How to review field tm tags with your AI

Connect Clearstory to your AI client to automate field data verification. Once connected, your agent pulls digital Time & Material tags to check for accuracy.

Ask AI about this page

Short answer

How can I use AI to review field T&M tags?

Your AI pulls digital Time & Material tags from the job site to compare them against your project data. It flags discrepancies and missing entries so you can focus on the errors. You'll get a clear breakdown of what matches and what needs your attention.

The results.

Where your data lands.

The AI sorts the field data into these categories based on what it finds.

MATCHED

Verified field data

The AI finds tags that match your project records perfectly. These are ready for your final sign-off.

MISMATCH

Data discrepancies

The agent flags tags where the field data conflicts with your records. You get a list of these specific errors.

MISSING

Unaccounted tags

The AI identifies T&M tags that don't have a corresponding entry in your system. This helps you spot unbilled work.

HUMAN

Manual review needed

Ambiguous or complex data points are sent to you. The AI marks these for your direct inspection.

The workflow

What your AI does when the tags arrive.

The AI handles the heavy lifting of scanning and comparing digital submissions.

  1. Fetch tags

    The agent pulls the latest digital Time & Material submissions from the job site.

    list_tm_tags

  2. Compare data

    The AI checks the tag details against your existing project records.

    list_tm_tags

  3. Identify gaps

    The agent spots missing or incorrect information in the field data.

    list_tm_tags

  4. Categorize findings

    The AI organizes the results into matches, mismatches, or items needing human review.

    list_tm_tags

Try it

Copy these to start.

Use these prompts to begin your review.

Starting points

These are opening lines. Replace the bracketed text with your specific project or tag details.

Clearstory Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_8jdRy6KmAzf8u9MovmGMQ4LQOgPKIVIH4isoOff5/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 — Clearstory capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "clearstory-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_8jdRy6KmAzf8u9MovmGMQ4LQOgPKIVIH4isoOff5/mcp"
    }
  }
}
Copy into chat04

  • List all the T&M tags from the Clearstory project for the Oak Street site.

  • Compare the latest field tags from Clearstory against my current budget sheet.

  • Find any T&M tags in Clearstory that don't have a matching entry in my records.

  • Check the Clearstory tags for the downtown renovation and tell me what looks wrong.

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Start here

Connect Clearstory once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can immediately start asking your agent about your field data.

Connect Clearstory to your AI

FAQ

How this task behaves.

  • 01

    Can the AI edit my tags in Clearstory?

    No. The AI only reads the tags using the list_tm_tags tool. It cannot change or delete any data in Clearstory.

  • 02

    Does the AI approve the T&M tags for me?

    No. The AI identifies the data and flags errors, but you are responsible for the final approval.

  • 03

    How does the AI access the field data?

    It uses the list_tm_tags tool to pull the digital submissions directly from Clearstory.

  • 04

    Can I ask for tags from a specific date?

    Yes. You can tell your agent to only look at tags from a specific timeframe or date range.

  • 05

    What if a tag wasn't submitted to Clearstory?

    The AI can only review data that has been submitted. It cannot find information that isn't in the system.

  • More questions about Clearstory? See everything the Clearstory Connector can do

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