The MCP Server lets AI tools read and update your CompanyCam data from the AI tool chat. This article covers what you can ask your AI tool to do, what it can and can’t touch in CompanyCam, and answers to common questions. If you haven’t connected the MCP Server yet, see Connecting the CompanyCam MCP Server (Beta).

This feature is in Beta and is only available on the web app. Plan availability is subject to change.

What you can ask for

Once you’re connected, you can ask your AI tool things like:

“Pull up the Johnson Project” — get its photos, comments, documents, and status without opening the app.
“Which of these photos show the finished flashing?” or “Flag any photo that’s missing a tag” — your AI tool looks at the photos directly, not just their file names.
“Tag and organize this photo backlog by trade” — auto-tag and clean up a pile of untagged photos.
“Create the Maple St reroof, add our standard inspection checklist, and put Mike and Sara on it” — stand up a new Project, Checklist, and User assignment in one request.
“Combine my Roof Inspection, Gutter, and Final Walkthrough classic Checklists into one Advanced Checklist Template” — your AI tool reads your classic Checklists and Templates, including Sections, Tasks, and sub-Tasks, and rebuilds them as 1 Advanced Checklist Template.
“Write this week’s Project Recap” — pull a summary from comments and photo activity across your Projects.
“Draft a Proposal for the Maple St reroof from this estimate” — create a Proposal from the line items you give your AI tool.
“What did the crew say in the walkthrough video?” — your AI tool reads the video’s transcript so you don’t have to watch it.
“How many hours did each crew member log last week?” — get total hours by User, Project, or date.
Set up a webhook to connect CompanyCam to another tool, without needing an engineer.
"Build me a punch list for this job and assign the electrical items to Dave" — create a one-off Checklist and assign Users to individual Fields in one request.

Note: Only Admins and Managers can create webhooks through the MCP Server.

What your AI tool can read and change

When you set up the MCP Server, you chose Read only or Read & write access for your token. The table below shows what’s possible with Read & write. If you chose Read only, your AI tool can look up everything in the Can read column, but can’t make any of the changes in Can change.

Note: Standard Users can’t use Documents or Sales Tools through an AI tool until an Admin or Manager turns that setting on.

Area	Can read	Can change
Checklists	Read Advanced Checklist details and Templates, plus classic Checklists and classic Checklist Templates across your company or on a specific Project	Create and edit Advanced Checklist Templates, add an Advanced Checklist to a Project from a Template, create and update a one-off Advanced Checklist on a Project without a Template, add, edit, and remove Fields, add or remove Users, and assign Users to individual Fields, fill in answers, and edit a Checklist’s structure on a Project
Assignments & collaboration	See who’s assigned to or collaborating on a Project	Assign Users to Projects, invite other companies to collaborate
Custom fields	Read your custom field definitions and a Project’s custom field values
Customers	Read Customers (contact and description), pull one Customer, find a list of Customers	Create and update Customers, add, update, and remove contacts, link or unlink a Customer on a Project
Documents	List and read Documents and Document folders (per Project or company-wide)	Attach a PDF or image to a Project, create and edit Document content, rename a Document, and mark it Restricted or not
Invoices	Read Invoices and find recently updated Invoices	Create and update Invoices
Pages	List and read Pages (per Project or company-wide)
Photos	Browse photos (per Project or company-wide), view a photo, download the image, read its comments, fetch and view many photos at once	Upload photos, edit descriptions, add comments, describe and tag many photos at once
Photo annotations	Read the annotations on your photos	—
Price Book	Read Price Book line items	Create Price Book line items
Projects	Find and read Projects, plus their comments	Create Projects, edit details, archive/unarchive/restore, update the notepad, add comments
Project Boards	Read your Project Boards and their columns	Update a Project's Labels to move it through a Board's columns
Project Groups	List Groups and the Projects inside them	Create and edit Groups, add Projects
Proposals	Read Proposals and find recently updated Proposals	Create and update Proposals
Tags & Labels	See existing tags and labels	Tag photos, create tags, add labels to Projects
Tasks	Read a Project's Task lists + available templates	Attach a template or create a custom list
Time Tracking	Pull clock-in/clock-out entries by User, Project, date range, status, or work type	—
Users	List and read a User	Create & invite Users, edit user profiles
User Groups	List and read User Groups	Create and edit Groups with members
Videos	Browse videos (company-wide or per Project), view a video, read its transcript
Webhooks	See existing webhook subscriptions	Create and update webhook subscriptions

Note: Classic Checklists stay exactly as they are. Your AI tool reads them but can’t change or delete them. Check any Template it builds, because not every classic Checklist ports over 1 to 1.

What's not supported yet

Deleting or removing things. Your AI tool can’t delete photos, tags, Users, webhooks, or similar today. There’s no token scope that grants delete access, so nothing it does can permanently remove data from your account.
The activity feed and video transcripts aren’t accessible yet.
Promoting a User to Admin or Owner. That still has to happen in CompanyCam.

FAQs

Is the MCP Server fully released?

The MCP Server is still in Beta. What your AI tool can read and change today may expand or change as we roll it out more broadly.

What can I ask the MCP Server to do?

You can ask your AI tool to pull up a job, look at and tag your Photos, draft a job recap, create a new Project with a checklist and crew already assigned, or draft a Proposal or Invoice from your Price Book.

Can my AI tool delete anything in CompanyCam?

Your AI tool can’t permanently delete Projects, photos, Users, or other data from your account. Some removal actions are available, like removing a contact from a Customer or a field from a Checklist on a Project.

Can my AI tool convert classic Checklists?

Your AI tool can read classic Checklists and classic Checklist Templates and rebuild them as an Advanced Checklist Template. Your original classic Checklists aren’t changed. Review the new Template before you use it, because some classic Checklists won’t convert exactly.

Does my AI tool use my own CompanyCam permissions?

Yes. Your AI tool acts through your Personal Access Token, so it can only do what you could do yourself in CompanyCam.

Which AI tools work with the MCP Server?

Claude, ChatGPT, and Cursor can all connect to the MCP Server. Once connected, Claude is available through Claude Chat, Cowork, and Code. See Connecting the CompanyCam MCP Server for setup steps for each tool.

What if my AI tool isn't seeing new capabilities?

Restart your session. New tools don't show up until the session refreshes.

How do I disconnect my AI tool from CompanyCam?

Revoke your access token from Access Tokens in CompanyCam, or remove the connector from your AI tool's settings. Either way, your AI tool loses access immediately. See Connecting the CompanyCam MCP Server for details.

Is my CompanyCam data secure?

Your data stays scoped to your own permissions. Your AI tool connects the same way our public API works, and you can revoke access at any time.

💡 Need more help?

Contact our Support team — we're here Monday through Friday.

The CompanyCam Community has real job-site examples, templates, and tips from crews using this every day. Jump in with a question or just browse.

Using the CompanyCam MCP Server (Beta)