How to connect
- Find JobStack in Claude's connector directory and select it.
- Choose Sign in and log in with the JobStack account that owns the workspace you want to use.
- Approve the connection. Claude can then use the JobStack tools available to your account.
Each connection uses OAuth. JobStack scopes requests to the signed-in user and their JobStack organization; one customer's workspace is not available to another customer.
What you can do
Customers and jobs
Find customers, inspect customer history, review jobs and line items, create customers and jobs, and keep job status current.
Daily operations
Review today's briefing, upcoming schedule, dashboard metrics, overdue invoices, pending estimates, and follow-up work.
Estimates and invoices
Prepare estimates from your pricebook, review invoice and estimate details, and preview customer messages before sending them.
CRM workflow
Manage pricebook items, job photos and progress notes, lead intake, spreadsheet imports, and customer arrival communications.
Example prompts
- “What jobs are scheduled for this week?”
- “Show me my overdue invoices.”
- “Find the customer John Smith and summarize their recent jobs.”
- “What should I follow up on today?”
- “Create an estimate for the kitchen faucet repair job.”
- “Preview the invoice email for this job before I send it.”
Permissions and safe use
JobStack includes both information-retrieval tools and tools that can change CRM records. Some actions can create or update customers, jobs, estimates, pricebook items, and follow-ups. Communication tools can send customer-facing emails or messages.
Review the details Claude presents before approving any action with a business impact. JobStack's sending workflows provide preview tools for invoice, estimate, and arrival communications so you can inspect recipient and message details first.
Only connect a JobStack account you are authorized to use. If you disconnect the connector in Claude, Claude can no longer make requests through that connection.
Support and privacy
For help connecting JobStack or using the connector, visit JobStack Support.
Read the JobStack Privacy Policy and Terms of Service.