On this page
The address
https://app.hailmate.ai/api/mcpIt speaks the Model Context Protocol over HTTP and signs people in with OAuth, so most assistants need only the address: they send you to HailMate, you pick your company and press Allow. Only owners and admins can allow a connection, because it can see the whole company.
Your assistant cannot add it by itself
Claude
Open the connector settings
On claude.ai or in the Claude app: Settings → Connectors → Add custom connector. On a Team or Enterprise plan, an owner adds it once for the organization.
Paste the address
Name it
HailMateand pastehttps://app.hailmate.ai/api/mcp. Leave the advanced fields empty.Connect and sign in
Press Connect, sign in to HailMate, pick the company and press Allow. In a new chat, turn HailMate on from the tools menu and ask something like “what jobs moved to Claim Approved this week?”
ChatGPT
On a plan that can add connectors: Settings → Apps & Connectors, turn on developer mode under Advanced settings, then Create a connector with the address above and sign in with HailMate.
Or build a custom GPT: under Actions, import the schema from hailmate.ai/docs/api/chatgpt-actions.json and use an API key as a Bearer token.
Gemini, Cursor and other tools
Tools that take a server address and a header use an API key instead of signing in. Make one in HailMate under Settings → API & MCP (open it), then:
{
"mcpServers": {
"hailmate": {
"httpUrl": "https://app.hailmate.ai/api/mcp",
"headers": { "Authorization": "Bearer hm_live_YOUR_KEY" }
}
}
}{
"mcpServers": {
"hailmate": {
"url": "https://app.hailmate.ai/api/mcp",
"headers": { "Authorization": "Bearer hm_live_YOUR_KEY" }
}
}
}If a tool says it has too many tools, use https://app.hailmate.ai/api/mcp?toolset=essentials: the 30 most used ones.
What it can do
Every operation in the API reference is a tool, so the assistant can do what a person does in the app:
| Area | For example |
|---|---|
| Jobs and the board | Find a job by address or name, move it to a stage, assign it, change boards and columns |
| Contacts | Look up a homeowner, add one, add extra phone numbers, put people on a job |
| Notes, tasks, appointments | Write a note, book an inspection, list what is due today |
| Estimates and invoices | Build an estimate line by line, send it, send an invoice, record or refund a payment |
| Messages | Read a job’s texts and emails, text or email the homeowner from your own number and mailbox |
| Insurance | Read carrier estimates and roof measurements, track supplements |
| Hail | Hail history at an address |
Guardrails
- It acts as the person who connected it, with their access. A read-only key or connection only reads.
- It never texts a number that replied STOP, and sends at most 20 messages a minute.
- Moving a job does what dragging the card does, but never sends the homeowner a stage message.
- If an assistant retries a send after a dropped answer, it goes out once, not twice.
- To cut an assistant off, remove its connection on the Keys tab of API & MCP.
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