• AUTO-ENTRY
  • DATA SYNC
  • HUMAN CHECK
  • READY TO GO

How to create delivery tasks with your AI

Connect Upper Route Planner once, then just tell your agent what needs to be delivered. It handles the data entry for you.

Ask AI about this page

Short answer

How can I add deliveries to Upper using my AI?

Tell your agent the customer's address and their preferred time window. The AI uses the Upper Route Planner MCP to build the task in your system immediately. You'll see the new stop appear in your dashboard without manual typing.

Where your data lands.

Direct task creation.

The AI moves information from your chat directly into your routing software.

AUTO-ENTRY

New tasks created

The AI pushes customer details and time slots into Upper. Your route list updates without you touching the dashboard.

DATA SYNC

Correct field mapping

Addresses and time windows land in the right spots. You don't have to worry about formatting errors.

HUMAN CHECK

Review required

The AI creates the task, but you should check the route logic in Upper to make sure the new stop fits the sequence.

READY TO GO

Drivers notified

Once the task is in Upper, it's ready for your drivers. The AI finishes the job once the tool confirms success.

The workflow

What your AI does when a delivery arrives.

The AI acts as the bridge between your chat and your routing software.

  1. Extract details

    Your agent reads your message to pull out the address, the customer name, and the specific time window.

    create_upper_delivery_task

  2. Submit task

    The AI sends the parsed information to Upper to generate the new delivery stop.

    create_upper_delivery_task

  3. Verify entry

    The AI checks that the task was successfully added to your account.

    create_upper_delivery_task

  4. Confirm completion

    Your agent tells you the task is live and ready for the route.

    create_upper_delivery_task

Try it

Copy these to start.

Use these prompts to trigger the task creation.

Starting points

These are opening lines. Swap out the addresses and times for your actual customer info.

Upper Route Planner Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_n9iC8hxuPvoIylNEhBqt1OBTLCp8QTBZ894qynR4/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 — Upper Route Planner capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "upper-route-planner-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_n9iC8hxuPvoIylNEhBqt1OBTLCp8QTBZ894qynR4/mcp"
    }
  }
}
Copy into chat04

  • Create a new delivery task in Upper for 123 Maple St, scheduled for tomorrow between 9 AM and 11 AM.

  • Add a delivery to Upper for the Smith residence at 456 Oak Ave. They need it delivered this afternoon.

  • I have a new customer at 789 Pine Road. Set a delivery window for Friday from 1 PM to 3 PM in Upper.

  • Put a new stop in my Upper route for 101 Cedar Lane for the morning window.

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

Start here

Connect Upper Route Planner once, then ask.

Click the link below to link your account. Your credentials stay encrypted, and you'll be ready to chat with your routes immediately.

Connect Upper Route Planner to your AI

FAQ

How this task behaves.

  • 01

    Can the AI delete existing deliveries?

    No. This connector only has the ability to create new tasks.

  • 02

    Will the AI change my driver's existing routes?

    No. The AI adds new tasks to the system, but it cannot reorder or modify existing stops.

  • 03

    Do I need to keep the Upper dashboard open?

    No. Once you've connected the MCP, you can perform these tasks entirely within your AI client.

  • 04

    What happens if I give an incomplete address?

    The AI will likely ask you for more information before it attempts to create the task in Upper.

  • 05

    Can the AI see my entire route history?

    No. The AI can only interact with the tools provided in the manifest.

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

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