# Use Tidy from Claude, ChatGPT and other agents

> Connect Claude, ChatGPT, Gemini, Perplexity, Grok and other MCP clients to Tidy. Sign in as yourself and work in Tidy from your own assistant.

Source: https://automatedconstruction.io/tidy/docs/features/mcp-server
Section: Features

Tidy runs an MCP server (Model Context Protocol), the open standard AI assistants use to connect to apps. Connect your assistant once and it can read and work in Tidy as you, with your permissions, even when no Tidy tab is open. You sign in on Tidy's own page. Your assistant never sees your password.

Connecting your own agent is included on every plan, Free too.

## The server URL

```
https://services.automatedconstruction.io/mcp
```

Name the connection **Tidy**. Leave any Client ID and Client Secret fields empty. Tidy uses OAuth sign-in with dynamic registration, over Streamable HTTP.

The **Integrations** page in Tidy (sidebar, under **System**) shows the same URL with a copy button and step-by-step guides.

## Claude (desktop app and claude.ai)

1. Open **Settings > Connectors**.
2. Click **Add custom connector**, name it `Tidy` and paste the server URL.
3. Claude opens Tidy's sign-in page. Sign in and click **Allow**.
4. Tidy shows as connected. Try "Which of my bids are due this week?"

## Claude Code

```
claude mcp add --transport http tidysub https://services.automatedconstruction.io/mcp
```

Then run `/mcp`, pick `tidysub`, choose **Authenticate**, sign in and click **Allow**.

## ChatGPT

1. In **Settings**, turn on **Developer mode** (your plan or workspace admin may control this).
2. Add a new connector named Tidy with the server URL, including `/mcp`.
3. Sign in to Tidy and click **Allow**.
4. In a new chat, turn Tidy on under **Tools**.

## Gemini

1. On gemini.google.com, open **Settings > Connected Apps** and click **Add a custom app**.
2. Paste the URL and click **Next**.
3. Sign in to Tidy and click **Allow**.
4. Type `@` in a chat and pick Tidy.

Google offers custom apps to some accounts and regions only.

## Perplexity

1. Open **Connectors** and add a **Custom connector**.
2. Choose **Remote**, name it Tidy, paste the URL, set authentication to **OAuth** and transport to **Streamable HTTP**.
3. Click the Tidy card, sign in and click **Allow**.
4. In a thread, turn Tidy on under **Sources**.

## Grok, Muse and others

The Integrations page has guides for Grok Bot and Meta Muse. Any MCP client that supports remote servers with OAuth sign-in should work with the same URL. Cursor and Codex follow the same pattern, but we have not published tested steps for them yet.

## What happens when you sign in

Tidy's consent page says "Allow (app name) to use Tidy?" and shows the email you are signed in as. After you click **Allow**, the assistant holds a normal Tidy sign-in tied to you. It can only do what you can do, inside your company.

To disconnect, remove the connector in your assistant, or open **Settings > Signed-in devices** in Tidy and click **Disconnect** next to it.

## What your agent can do

Roughly the same as the [Tidy agent](https://automatedconstruction.io/tidy/docs/features/tidy-agent): bids, files and drawings, takeoff, budgets, proposals, RFIs, tasks, records, clients, vendors and notifications. Start with these tools:

| Tool | Use it to |
| --- | --- |
| `mcp_whoami` | Check who you are signed in as and get usage hints. Call it first. |
| `resolve_agent_token` | Turn a pasted Tidy agent token into the whole page's context |
| `search_tidy_docs`, `read_tidy_doc` | Look up these docs to explain a feature or a how-to |
| `get_plan_usage` | See the plan, seat and allowance |

Most tools run on Tidy's servers. Takeoff tools run headless when your admin allows it, or wait for your open Tidy tab.

## Rules that stay in place

- Your permissions apply. A Blocked action is refused and hidden. For Ask actions, your assistant's own approval prompt counts as your consent, so keep it on for actions you care about.
- Proposal sends, RFI sends, follow-ups and declines finish in the Tidy app with a person clicking send. The **Run a Tidy automation** action is the exception: it can send a bid submission or vendor quote request, and it asks first.
- Billing and seats are never available to an agent.
- Limits: about 60 requests a minute, plus the daily limits on every plan.

## Errors you may see

| Error | Meaning |
| --- | --- |
| `permission_required` | The action is set to Ask and needs approval |
| `blocked` | The action is set to Block |
| `plan_required` | Your company is on a paid plan and your seat is not paid |
| `plan_limit` | The Tidy agent allowance is used up |
| `rate_limited` | A daily limit was hit. Try again later. |

## Related

- [Connect your own agent](https://automatedconstruction.io/tidy/docs/guides/connect-your-own-agent)
- [Agent tokens](https://automatedconstruction.io/tidy/docs/features/agent-tokens)
- [Docs for AI agents](https://automatedconstruction.io/tidy/docs/get-started/docs-for-ai-agents)