magicplan MCP

The magicplan MCP server lets AI assistants like Claude and ChatGPT work with your magicplan workspace through conversation. Assistants can read project documentation, prepare scopes of work, manage contents inventories, and upload photos.

magicplan is available as a plugin for Claude and ChatGPT. Other compatible clients can connect directly using the Model Context Protocol, the open standard for connecting AI assistants to external tools and data.

What Can You Do with It?

Ask your assistant to work on a project in plain language:

• Projects and floor plans — find projects, read project details and recorded site conditions, retrieve measurements by floor and room, and review forms captured on site.
• Restoration documentation — review moisture readings, drying history, affected-area annotations, and photo evidence associated with rooms and objects.
• Files and estimates — find project files and exports, and read estimates down to individual line items and cost totals.
• Scopes of work — read existing scopes, create new drafts using workspace library items or custom items, and add or remove items. Update item locations, quantities, and notes, then export a scope as a PDF to the project files.
• Contents inventories — read, create, update, and delete contents items, including their descriptions, quantities, locations, and disposition.
• Photo uploads — upload new photos and attach them to projects, floor plans, rooms, plan objects, or contents items.

It is especially suited to property restoration, where site conditions, measurements, moisture readings, photos, and proposed work need to be considered together.

Preparing a Scope of Work

Scope preparation works best as a conversation that combines recorded project data with your field expertise.

Start by asking the assistant to review the project and identify missing information. Confirm the conditions and work decisions that affect the scope, such as the extent of damage, affected materials, or whether to clean, repair, or replace them.

The assistant can then propose line items from your workspace library or suggest custom items where needed. Review the items, locations, quantities, and any assumptions before asking it to save. Saved scopes remain editable in magicplan and can be exported as PDFs.

For example:

Use magicplan to prepare a mitigation scope for Alder Street Duplex. Review the existing documentation first, ask me about missing conditions and work decisions, and show me the proposed items before saving.

Before You Begin

Make sure you have:

• A magicplan account and access to the workspace you want to connect.
• Your workspace's Customer ID and API key, found under API & Integrations in workspace settings. Ask your workspace administrator if you cannot access them.
• Claude, ChatGPT, or another compatible MCP client. Availability and setup depend on your client, plan, and organization settings.

How to Connect

Claude and ChatGPT

Use the magicplan plugin for your assistant:

• Get magicplan for Claude
• Get magicplan for ChatGPT

1. Add magicplan. Open the listing and follow the steps to add the plugin and connect your workspace.
2. Authorize the workspace. Enter your workspace's Customer ID and API key on the magicplan authorization page. Your API key is not shared with the assistant.
3. Start working. Ask about a project by name. Mention magicplan in your request or select the plugin so your assistant knows which connection to use.

Other MCP Clients

For clients that support custom remote MCP connections, add this server URL:

https://cloud.magicplan.app/mcp

Follow your client's connection steps, then authorize with your workspace's Customer ID and API key.

Each connection acts on behalf of one workspace. To connect another workspace, authorize a connection with that workspace's credentials.

Example Requests

• “Use magicplan to summarize Alder Street Duplex and identify gaps in its restoration documentation.”
• “Show me the drying history for the affected rooms.”
• “Review the existing scope and flag quantities that need field confirmation.”
• “Add these documented contents items to the bedroom inventory.”
• “Export the reviewed scope of work as a PDF.”

Good to Know

• Your conversation stays private. Connecting magicplan does not give us access to your prompts or chat history. We receive individual tool requests, such as a project search or an instruction to add a scope item. These requests can include relevant details from your conversation, such as an item description or a note you ask the assistant to save.
• Some tools change workspace data. The server can create, update, and delete supported records, upload photos, and generate scope PDFs. Review proposed changes before asking your assistant to apply them. Confirmation prompts depend on your client and its settings.
• Access is workspace-level. The connection uses the workspace's API credentials, rather than an individual team member's account.
• Responses are shaped for AI. Large payloads, such as full floor plans, are compacted to keep them usable in a conversation. Response structures differ from the REST API.
• Available tools can change. Your client's current tool list is the definitive reference. Client capabilities may also affect which workflows it can complete.

Next Steps

Connect your workspace and ask your assistant to review an existing project. For programmatic integrations, see the REST API reference.