• MONITOR
  • AUDIT
  • DETAIL
  • HUMAN

How to track change order status with your AI

Connect Clearstory to your AI client to pull real-time updates on pending requests and financial totals. You stop jumping between tabs and start getting answers in your chat interface.

Ask AI about this page

Short answer

How can I track change order status without opening Clearstory?

Your AI client uses the Clearstory MCP to pull your current list of requests and specific details for any individual item. You can ask for totals, status updates, or specific request amounts directly in your chat. This breakdown shows you how to manage those queries.

The outcomes.

Where your data lands.

The AI pulls information from Clearstory and organizes it into these specific views for you.

MONITOR

Live status tracking

The AI pulls the current state of every request. You get a clear view of what is pending, approved, or rejected.

AUDIT

Financial oversight

Get the exact dollar amounts for specific requests. Your AI calculates totals across multiple requests instantly.

DETAIL

Deep dives

Pull the full specifics of a single request. You can see the granular data behind any specific line item.

HUMAN

Manual intervention

The AI only reads and reports data. You still handle the actual approval or rejection of requests within Clearstory.

The workflow

What your AI does when a request changes.

The AI acts as a bridge between your chat interface and your Clearstory data.

  1. Scan requests

    The AI looks through your entire Clearstory account to find all active Change Order Requests.

    list_change_order_requests

  2. Fetch specifics

    When you ask about a specific item, the AI pulls the full details for that single request.

    get_cor_details

  3. Summarize totals

    The AI aggregates the amounts from the list to give you a total financial snapshot.

    list_change_order_requests

  4. Report status

    The AI identifies which requests are stuck or completed based on the latest data.

    list_change_order_requestsget_cor_details

Try it

Copy these to start.

Use these prompts to begin interacting with your Clearstory data.

Starting points

These are basic questions. Swap out the project names or request IDs with your actual data.

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 my current Change Order Requests.

  • What is the total amount for all pending requests in Clearstory?

  • Give me the details for request COR-123.

  • Which Change Order Requests are currently awaiting approval?

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

Start here

Connect Clearstory once, then ask.

One click connects your Clearstory account to your AI client. Your credentials stay encrypted and secure on our side.

Connect Clearstory to your AI

FAQ

How the task behaves

  • 01

    Can the AI approve a change order for me?

    No. The AI can only read and report data from Clearstory. You must log in to Clearstory to approve or reject requests.

  • 02

    Can the AI delete a request?

    No. This MCP is read-only. It cannot delete or modify any records in your Clearstory account.

  • 03

    Does the AI see all my projects?

    Yes. The AI can access any Change Order Request that your connected Clearstory account has permission to see.

  • 04

    Can I ask for the total value of requests for a specific project?

    Yes. Once the AI lists the requests, you can ask it to filter or sum them by project name or ID.

  • 05

    How often does the AI see updates?

    The AI sees updates in real time because it pulls fresh data from Clearstory every time you ask a question.

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

Connect Clearstory to Claude, Cursor, ChatGPT & more