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Blueprint by Sourcy

Claude connectorCommunity

Work with your architecture or engineering firm's projects, clients, CRM, proposals, invoices, tasks, calendar, files, hours and team in Bl…

View in Claude directory

Blueprint by Sourcy is project management, CRM and billing software for architecture and engineering firms. This connector lets Claude work in your firm's Blueprint account with the same access you have there.

What Claude can read

  • Projects: status, board stage, schedule, milestones, notes, permits, file names and recent activity.
  • Clients, CRM leads, follow-ups and logged interactions.
  • Proposals and their templates; invoices, payments received and money per project.
  • Tasks, reminders, meetings, availability, hours, timesheets and workload plans.
  • Client email synced into Blueprint and client portal messages.

What Claude can change

  • Tasks, reminders, meetings, notes, clients, leads, projects, milestones, permits, phases and time entries.
  • Draft proposals, change orders and invoices; move leads and projects across your boards.
  • Organize project files; draft emails, texts and portal messages to clients.

How changes are approved Reading never needs approval. Claude asks before calling a tool that changes something. Internal changes are made when you allow the call, and most can be undone from the chat for 7 days. Anything that would contact a client or someone outside your firm, or has a high impact (like archiving a project or creating an invoice), first returns a preview and only happens after you say yes in the chat.

What it never does It never moves money, charges anyone, or sends an invoice or proposal. It never returns payment links, card details, file contents, signing links, keys or secrets.

Your controls You choose what Claude may read and change when you connect. Firm admins turn AI connections on, can switch off individual tools or require every change to be approved in Blueprint. You can disconnect at any time.

Requirements: a Blueprint by Sourcy account on a firm's team, with AI connectors turned on by a firm admin.

Tools
143

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#4368of 8,487107places up24h—7d
#4,347#4,410#4,473#4,536#4,599Oct 4Oct 10Oct 16Oct 22Oct 28Nov 2

Rank by trending score

—not ranked—24h—7d
—

Popularity score

5,044+18624h—7d
4,6044,7244,8444,9645,084Oct 4Oct 10Oct 16Oct 22Oct 28Nov 2

Trending score

——24h—7d
—

In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Productivity2,342nd of 4,685 by popularity · not ranked by trending score
Order by

All 4,754 Productivity connectors

Sales and marketing1,054th of 1,952 by popularity · not ranked by trending score
Order by

All 1,979 Sales and marketing connectors

Tools

  • add_client_contact
  • add_project_note
  • approve_proposal
  • archive_project
  • cancel_meeting
  • complete_followup
  • complete_project_stage
  • complete_reminder
  • confirm_change
  • create_change_order
  • create_client
  • create_contract_clause
  • create_discipline_booking
  • create_invoice
  • create_lead
  • create_meeting
  • create_milestone
  • create_permit
Show all 143
  • create_pipeline_stage
  • create_project
  • create_project_discipline
  • create_project_folder
  • create_project_phase
  • create_project_stage
  • create_proposal
  • create_proposal_from_template
  • create_reminder
  • create_scope_clause
  • create_service_catalog_item
  • create_task
  • delete_project
  • dismiss_risk_alert
  • duplicate_proposal
  • fetch
  • file_email_thread
  • get_action_status
  • get_availability
  • get_client
  • get_client_automation_settings
  • get_dashboard
  • get_email_thread
  • get_file_history
  • get_financials
  • get_firm_settings
  • get_inbox
  • get_meeting
  • get_my_day
  • get_pipeline
  • get_price_suggestion_status
  • get_project
  • get_proposal
  • get_timesheets
  • get_workload_plan
  • get_workload_summary
  • import_phases_from_proposal
  • list_client_contacts
  • list_clients
  • list_documents
  • list_emails
  • list_interactions
  • list_invoices
  • list_leads
  • list_meetings
  • list_milestones
  • list_notification_webhooks
  • list_notifications
  • list_payments
  • list_pending_approvals
  • list_people
  • list_permits
  • list_price_suggestions
  • list_project_activity
  • list_project_files
  • list_project_messages
  • list_project_notes
  • list_project_phases
  • list_project_stages
  • list_projects
  • list_proposal_library
  • list_proposals
  • list_reminders
  • list_tasks
  • list_time_entries
  • log_interaction
  • log_workload
  • mark_all_notifications_read
  • mark_notification_read
  • mark_notifications_read
  • move_deal_stage
  • move_project_file
  • move_project_files
  • move_project_stage
  • move_project_to_client
  • pin_project_note
  • register_notification_webhook
  • rename_project_folder
  • reorder_pipeline_stages
  • reply_email
  • reply_to_project_note
  • resolve_request
  • restore_project_files
  • review_timesheet
  • revoke_notification_webhook
  • rotate_notification_webhook_secret
  • rsvp_meeting
  • save_proposal_as_template
  • search
  • send_email
  • send_project_message
  • send_sms
  • set_lead_outcome
  • set_notification_preferences
  • set_proposal_lines
  • set_workload_allocation
  • setup_project_phases
  • submit_price_suggestion
  • submit_timesheet
  • unarchive_project
  • undo_action
  • update_client
  • update_client_automation_settings
  • update_client_contact
  • update_client_contact_info
  • update_contract_clause
  • update_discipline_booking
  • update_invoice
  • update_meeting
  • update_milestone
  • update_permit
  • update_pipeline_stage
  • update_project
  • update_project_address
  • update_project_discipline
  • update_project_fees
  • update_project_note
  • update_project_phase
  • update_proposal
  • update_proposal_template
  • update_reminder
  • update_service_catalog_item
  • update_task
  • update_workload_entry
  • upload_file
Categories
Made by
Sourcy Inc · Website
Sign-in
Required
Connector URL
https://mcp.blueprintbysourcy.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 29, 2026
More info
Sponsorship
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