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EstimateKit

Claude connectorCommunity

HVAC estimating and job software: see what needs you today, look up customers, jobs and invoices, and draft good-better-best quotes from yo…

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12

exposed by this connector

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1,585—24h—7d

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EstimateKit is estimating and job software for HVAC contractors with 1 to 25 people. Connect it to Claude and run your shop from a conversation.

  • See what needs you today: overdue invoices (including part-paid ones), finished jobs not yet invoiced, approved quotes waiting for a date, quotes a customer opened but hasn't answered, and jobs with no technician.
  • Look up any customer with their installed equipment (brand, model, serial, age), maintenance plan, quotes, jobs and invoices.
  • Draft good, better, best quotes from your own templates or price book, at your prices and tax rates. Every quote is saved as a draft for you to review and send from EstimateKit.
  • Add and update customers from an email, a voicemail or call notes.

Safe by design: the connector never sends anything to a customer, never deletes anything, and can't record payments or change your prices, settings or team. It sees exactly what your EstimateKit login can see, so a technician only sees their own view. Disconnect any time in EstimateKit under Connectors.

Requires an EstimateKit account: a 14-day free trial at estimatekit.com, then $49 a month for the whole team.

Tools

  • business_snapshot
  • create_customer
  • create_draft_estimate
  • get_customer
  • get_estimate
  • list_estimates
  • list_invoices
  • list_jobs
  • list_templates
  • search_customers
  • search_price_book
  • update_customer
Categories
Made by
EstimateKit · Website
Sign-in
Required
Connector URL
https://mcp.estimatekit.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 3, 2026
More info