# MeasureSquare CRM MCP > MeasureSquare CRM connects your AI client to specialized flooring and construction management workflows. It lets you list projects, retrieve full client details, view room dimensions, and break down material or labor costs instantly. Use it to manage job estimates and track relationships for specialty contractors without leaving the chat. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** flooring-estimation, construction-crm, job-tracking, material-takeoff, client-management, project-proposals ## Description You gotta connect your AI client to MeasureSquare CRM to handle flooring estimation and construction job tracking end-to-end. This thing lets you manage everything—from checking a client’s contact info to generating a final, signed-off PDF report—all without ever leaving the chat window. **Checking the Connection**: First things first, run `check_measuresquare_status` to make sure your API connection is working right. You need that green light before you start doing anything else. **Managing Clients and Projects**: Start by knowing who y'all are talking to. Run `list_clients` for an alphabetized list of every client in the account. When you find a specific name, use `get_client` to pull detailed contact information and full account history for that person or company. Next up is the job itself. You can run `list_projects` to get a quick overview of all jobs—it shows active status and even basic room counts right away. For more general details about one specific site, use `get_project`. Before you start pricing things out, check what standard formats are available by running `list_templates`; this shows the standard templates y'all gotta stick to when making estimates. **Building the Estimate**: When it’s time to price a job, you don't just guess. You run `get_estimation` which pulls together the overall **combined financial breakdown** for that project—it hits materials, labor, and any other costs into one number. To nail down the specifics of the cost, break it down further. Run `get_project_materials` to get a material-specific list showing exactly what items are needed, the quantities you're talking about, and the total cost for those materials. For labor, run `get_project_labor`. This pulls in the full details on labor hours, rates, and associated costs so you know exactly what you’re billing for your time. **Sizing Up the Site**: You need to know how much square footage you're dealing with. Use `get_project_rooms` to list every individual room within a job site; this gives you the specific dimensions and the total square footage calculation for each one. This is critical for accurate ordering. **Finalizing the Deal**: Once all those numbers are locked down—the client details, the material lists, the labor hours, and all the room sizes—you’re ready to wrap it up. You use `get_pdf_link` which creates a direct link to a finished PDF report summarizing every single piece of data you just compiled for the job. ## Tools ### check_measuresquare_status Verifies if the MeasureSquare API connection is working correctly. ### get_client Retrieves detailed contact and account information for a specific client. ### get_estimation Pulls the overall, combined financial estimation for a project. ### get_pdf_link Creates and returns a direct link to the finished PDF report for a project. ### get_project_labor Retrieves the cost breakdown, hours, and rates for labor on a specific project. ### get_project_materials Gets the material-specific list of items, quantities, and costs for a job. ### get_project_rooms Lists all individual rooms within a project, along with their dimensions and total square footage. ### get_project Gets general details about an entire job site or project instance. ### list_clients Provides an alphabetized list of every client in your account. ### list_projects Lists all projects, showing active status and basic room counts for quick overview. ### list_templates Shows the available standard templates used for creating estimates. ## Prompt Examples **Prompt:** ``` List all my flooring projects. ``` **Response:** ``` You have 23 projects. Active: 'Smith Residence' (3 rooms, ,450), 'Office Reno' (12 rooms, ,200). ``` **Prompt:** ``` Show estimation for project prj_001. ``` **Response:** ``` Project 'Smith Residence': Materials ,200 (hardwood), Labor ,100 (24 hrs), Other ,150. Total: ,450. ``` **Prompt:** ``` Show rooms for project prj_001. ``` **Response:** ``` 3 rooms: Living Room (15x20ft, 300 sqft), Master Bedroom (12x14ft, 168 sqft), Kitchen (10x12ft, 120 sqft). Total: 588 sqft. ``` ## Capabilities ### List all projects Retrieves a list of every project in your MeasureSquare account. ### Get client information Fetches specific contact details and history for any named client. ### Calculate full estimates Pulls together a complete financial breakdown (materials, labor, other) for a specified project ID. ### Detail room dimensions Gets the size and area calculation for every room within a specific job site. ### Break down materials needed Retrieves only the material-specific costs and quantities for a project. ### Get labor cost breakdown Pulls the full labor hours, rates, and associated costs for a job. ### Generate final reports Creates a direct link to a finished PDF report summarizing the entire project scope. ## Use Cases ### The quick cost check for a new client. A Project Manager needs to give an instant quote. Instead of manually going through the room list and then calculating materials, they ask their agent: 'What's the estimate for Client X?' The agent uses `get_project` and then pulls both `get_project_materials` and `get_estimation`, giving a total cost in seconds. ### Confirming scope creep on an old job. The site supervisor suspects the original estimate didn't account for a new room. They tell their agent: 'Check the rooms for Project Y.' The agent runs `get_project_rooms`, showing the extra square footage and flagging that the initial labor estimate might be too low. ### Preparing quarterly client reviews. A sales rep needs to summarize a year's worth of work. They use `list_clients` to find the target, then run `get_client`. Finally, they ask for all completed job reports, which triggers multiple calls to `get_pdf_link`, giving them a clean set of documents. ### Fact-checking a project's labor cost. The finance team questions the billed hours on a major site. They ask: 'What was the original labor estimate for Project Z?' The agent runs `get_project_labor`, isolating only the manpower costs and rates, allowing the team to validate the billing immediately. ## Benefits - Get the full scope of a project by running `get_project` first. This pulls core details, allowing you to immediately follow up with specific calls like `get_project_materials` or `get_project_labor` without needing an ID manually. - Stop guessing dimensions. Use `get_project_rooms` to get every room's size and total square footage instantly. You can then feed this data into your final calculation using the agent. - Build proposals faster than ever before. The combination of `list_clients`, followed by `get_client`, means you don't have to switch screens just to confirm contact info before drafting a quote. - Never lose track of paperwork again. Running `get_pdf_link` gives you the final, compiled report link immediately after all calculations are done. It’s one step from data to deliverable. - See your entire job history at a glance. Calling `list_projects` and `list_clients` lets you quickly scope out which jobs need attention without deep-diving into dashboards. ## How It Works The bottom line is you tell your agent what job site you're working on, and it runs the necessary tools to gather every piece of data needed for estimates and reports. 1. Tell your agent which client or project you need data for (e.g., 'Show me costs for Smith Residence'). 2. The agent calls multiple tools sequentially: first, it runs `get_project` to get the ID, then it calls `get_project_materials` and `get_project_labor` to pull specific cost components. 3. It compiles all data points (client info, room sizes, costs) into a final summary or generates the link using `get_pdf_link`. ## Frequently Asked Questions **How do I list all my jobs using list_projects?** It lists every project in your account, giving you a quick overview of active and completed sites. This is useful for seeing which projects have rooms listed or are still marked as 'Active'. **What tool should I use to get material costs? Is it `get_project_materials`?** Yes, `get_project_materials` pulls the specific list of materials, quantities, and associated costs for a given project. This is much more detailed than just running the general `get_estimation`. **Can I check my MeasureSquare connection status?** You use the `check_measuresquare_status` tool. This verifies that your API connectivity is active and ready to process requests before you run any large, complex calculations. **How do I get a final report from MeasureSquare CRM?** Use the `get_pdf_link` tool. Once all data—client details, costs, and room sizes—is finalized, this generates the single, downloadable link to the finished PDF proposal. **How do I use `get_project_rooms` to get the exact square footage for a job?** This tool returns a detailed list of every room associated with the project, including precise dimensions and calculated total square footage. It’s essential data you need before running cost estimates. **Does `get_client` provide enough information to draft an initial job proposal?** Yes, it pulls comprehensive details for a single client record. You get more than just contact info; you retrieve relationship notes and key identifiers needed for drafting. **What does `list_templates` show me about the available estimation formats?** It shows all pre-defined rate structures MeasureSquare uses. This list lets your agent understand what kind of pricing models are available before you even run an estimate. **If I suspect my job details are wrong, should I check the full scope using `get_project`?** Absolutely. Use `get_project` first to pull the foundational project data. This lets your agent verify if the raw inputs—like dates or client IDs—are correct before you attempt any cost calculations. **Can my AI get cost estimations?** Yes. `get_estimation` returns a full breakdown of materials, labor, and total cost for any project. **Can I view room dimensions?** Yes. `get_project_rooms` lists all rooms with length, width, and area calculations. **Can I download project PDFs?** Yes. `get_pdf_link` returns the download URL for the professional project report.