AI assistants · MCP server

Ask your portfolio a question from inside your AI assistant.

Projexion plugs straight into Claude, ChatGPT, Cursor, or whatever AI assistant your team already uses, so it can read your dashboards, run your calculations, and update your projects. You sign in with your normal Projexion account, and the assistant sees exactly what you see.

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Get connected

Three steps, about two minutes

There's no password or key to copy around. Your assistant sends you to a normal Projexion login and takes it from there.

Add Projexion to your assistant

On Claude, open our listing in the Claude directory, sign in, and add it. Anywhere else, paste the web address below into its connector settings.

The first call opens a browser login. Sign in as yourself, choose which of your Projexion accounts the connection may work in, and set one as the default.

Start asking

Ask about cost, schedule, RFIs, or margin in plain language. The assistant pulls the real numbers instead of guessing at them.

What it looks like

"How healthy is my portfolio?" Answered in Claude, from live data.

One question in Claude. It reads that morning's Argus briefing, pulls the actual cost and schedule numbers behind the flags, and comes back with which jobs are over, by how much, and which flags are probably just stale data.

Project names are blacked out here, the numbers come from a real account.

Claude using the Projexion MCP server to summarize portfolio health, with stale data, cost overruns, and schedule slippage by job

The endpoint

One web address works in every AI assistant. In Claude it's a couple of clicks. Other assistants usually want it pasted into a settings file, and their help pages show you where.

Server URL

https://api.projexion.io/api/mcp

Claude web and desktop

claude.ai/directory/projexion → Sign in to add
or: Settings → Connectors → Add custom connector
    and paste the server URL above

Claude Code, as a plugin

/plugin marketplace add PROJEXION/projexion-mcp
/plugin install projexion@projexion
/mcp

Claude Code, as a plain server

claude mcp add --transport http projexion https://api.projexion.io/api/mcp

Any other MCP client

{
  "mcpServers": {
    "projexion": {
      "type": "http",
      "url": "https://api.projexion.io/api/mcp"
    }
  }
}

The tools

Your AI assistant shows these names when it asks permission, so here's what each one does. Anything marked "writes" can change something in your Projexion workspace, so most assistants ask you first.

Tool	What it does	Access
list_accounts	Lists the Projexion accounts this connection can work in, and which one is the default.	read-only
get_graphql_schema	Looks up how Projexion's data is laid out, so the assistant knows where to find what you asked about.	read-only
validate_graphql	Checks that a request is written correctly, without running it.	read-only
execute_graphql	Reads or changes data in your Projexion workspace, like adding a note or updating a dashboard.	writes
semantic_search	Finds projects, records, and help articles by what you mean rather than the exact name, so "the healthcare job in Baltimore" still lands.	read-only
search_knowledgebase	Searches Projexion's help articles for how a feature actually works.	read-only
list_integrations	Lists which connected systems supply your data, and what each one brings in.	read-only
run_calculation	Runs one of your saved calculations and returns the number, for every project or just the ones you pick. Big ones keep going in the background and the assistant checks back.	writes
get_table_content	Reads the rows of a table or scorecard on a dashboard, using the numbers already calculated, so nothing has to run again.	read-only
get_widget_content	Reads what a dashboard widget shows: a single number, table rows, chart lines, and so on.	read-only
get_skill	Gets step-by-step instructions for a bigger task, so the assistant handles it the way Projexion intends.	read-only

What people actually ask it

The same questions you would bring to an analyst, answered against live data instead of last Thursday's export.

Portfolio health

"Which projects slipped this month, and what changed in the schedule?"

Cost to complete

"Pull cost-to-complete for the Riverside job and compare it to last quarter."

Open items

"Show me open RFIs by subcontractor across the East Region."

Finding the right job

"Find the healthcare projects with a pending change order over $100K."

Reading a dashboard

"Read the margin table off our portfolio overview and tell me what moved."

Making the update

"Add a note on Westgate flagging the concrete pour reschedule."

Access

The assistant inherits your permissions, it doesn't bypass them.

You log in as yourself and grant the connection a specific set of accounts at the consent screen. It can work in those accounts and no others.

Every request checks your own permissions again, for the account it's working in. If you can't see a project, dashboard, or cost figure in Projexion, neither can the assistant, whichever AI is behind it.

Sign-in is the standard secure kind, so there's no key to paste and nothing secret stored on your computer. Projexion is SOC 2 Type II compliant.

An active Projexion account is the only requirement, no paid add-on and no admin role

Scoped to the accounts you grant, with one set as the default

Permissions checked on every call, not just at login

Visit the Trust Center

Questions people ask before they connect

Does this only work with Claude?

No. MCP is an open standard, so the server isn't tied to one model or one vendor. Claude Code has a one-command plugin, and everything else, ChatGPT, Gemini, Cursor, VS Code, Windsurf, Zed, points at the same URL and gets the identical tools.

What does it cost?

Nothing extra. The MCP server is part of your Projexion subscription, and any user in your account can connect with their own login.

Can it change the data in Procore, our ERP, or other source systems?

No. Projexion only reads from your source systems, so nothing the assistant does is written back to Procore, your ERP, or any other tool you've connected. What it can change is your Projexion workspace, things like dashboards, notes, and settings, and only within your own permissions. Any change like that is flagged as one, so most AI assistants stop and ask you to OK it before it goes through.

What happens on a portfolio-wide calculation?

A big calculation across the whole portfolio can take a while. If it isn't done in 30 seconds, the assistant gets a ticket back, checks in again a bit later, and keeps you posted in the chat instead of leaving you staring at a spinner.

Is there a live progress stream?

No, and that's on purpose. Each answer comes back in one piece, which is what keeps it working the same way in every AI assistant.

Where do we get support?

Email support@projexion.io and a construction-native team answers, or ask your Projexion contact directly.

Put the portfolio where your team already works.

Already on Projexion? Connect it in Claude right now. If not, book a demo and we'll hook it up to data like yours.

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