Tidyby Automated Construction
Create Account

Docs How to use Tidy

Connect your own agent

Use Tidy from Claude, ChatGPT, Gemini or another assistant in five minutes, and set it up to work safely.

View as Markdown Ask Claude Ask ChatGPT

Connecting your own assistant is free on every plan. It signs in as you and can only see and do what you can.

Connect

  1. In Tidy, open Integrations (sidebar, under System) and copy the server URL: https://services.automatedconstruction.io/mcp.
  2. In your assistant, add a custom connector (Claude: Settings > Connectors > Add custom connector) with that URL. Leave Client ID and Secret empty.
  3. Sign in on Tidy's page and click Allow.
  4. Ask: "Which of my Tidy bids are due this week?"

Steps for each assistant are on Use Tidy from Claude, ChatGPT and other agents.

Set it up well

  • Keep per-tool approval on in your assistant until you trust it. Its approval prompt counts as your OK for Tidy actions set to Ask.
  • Block what it should never do. In Tidy, open Agent mode, Skills & Plugins > Permissions, and set those actions to Block. Blocks apply to connected agents too.
  • Give it context with tokens. Paste a Copy agent token code into the chat and the assistant opens that exact bid or drawing page.
  • Point it at these docs. Your assistant can call search_tidy_docs and read_tidy_doc, or read llms.txt.

Ideas for your own agent

  • A morning brief: a scheduled run that lists what is due, overdue tasks and open notifications.
  • Inbox to pipeline: forward an invite to your assistant and have it create the opportunity and tasks.
  • Records as a work queue: have it work through a record's To do rows and fill the results. See Use records.
  • Takeoff without a tab: when your admin turns on headless takeoff in Admin > Settings > Agent access, ask for a takeoff and accept the results later in the workspace.

What stays in Tidy

Billing always happens in Tidy, by a person. So do proposal sends, RFI sends, follow-ups and declines. The one exception is the Run a Tidy automation action, which can send a bid submission or vendor quote request after your assistant approves it. Set it to Block in Permissions if you want a person to send every email.