Customers
Find every contact and create or update complete customer records after approval.
New AI chatbot connection
Your EZFlow data, inside the AI you already use.
Install the EZFlow Pro MCP in ChatGPT, Claude, Gemini, or another compatible AI tool. Search records, answer business questions, and make approved updates across documents, projects, accounting, crew, dispatch, marketing, websites, and more through one secure connection.
Already use EZFlow? Sign in to your workspace. Just exploring? Verify your email for five days of read-only sample data—one demo per email.
EZFlow Pro MCP
Remote · Streamable HTTP · OAuth
Server URL
https://mcp.ezflowpro.com Customers
Documents
Operations
Business insights
Your AI client never receives your EZFlow password.
Built to connect withChatGPTClaudeGemini+ compatible MCP clients
See the connection in action
Ask naturally. EZFlow supplies the business context.
ChatGPT recognizes when a question needs EZFlow data, calls the connected MCP tool, and returns a useful answer. OAuth and workspace boundaries are checked on every request.
ChatGPT
Connected to EZFlow Pro
Which open invoice belongs to the Martinez kitchen project?
Calling EZFlow Pro
search_invoices1 workspace-scoped match
INV-10214 has $2,450 remaining and is due August 14. Want a line-item summary?
Interactive product example. Available tools and client setup may vary by AI platform.
One business connection
Give your AI useful context—not a spreadsheet dump.
EZFlow exposes focused tools that let the assistant find the right record, return structured data, and prepare controlled updates inside the workspace you authorized.
Estimates
Ask count and activity questions, review every estimate, and create or improve itemized drafts.
Invoices
Ask status and date questions, review every invoice, and create or improve drafts without sending or charging.
Projects
Search active work, review scope, and keep approved project details current.
Analytics & accounting
Review dashboard performance, financial summaries, and expenses, then record approved job costs.
Crew & dispatch
Review the team and schedule, then create or update approved crew profiles and dispatch events.
Referrals & marketing
Manage referral settings and partners, and prepare email campaigns or social posts as drafts.
Websites
Review website projects and update approved project briefs while publishing remains inside EZFlow.
Notifications
Review recent workspace activity and mark your own notifications as seen.
Connect once
OAuth handles the handoff. You stay in control.
No EZFlow password goes into the chatbot, and no permanent API key needs to be copied into a prompt.
Step 01
Add the MCP URL
Paste https://mcp.ezflowpro.com into your AI client’s remote MCP or custom connector setup.
Step 02
Choose login or sample demo
Sign in to your EZFlow workspace, or verify your email for a five-day read-only demo that contains only fictional sample records.
Step 03
Ask about real work
Find records, review business performance, prepare a document draft, or make an approved operational update.
Step 04
Review changes in EZFlow
Money documents remain drafts. Sending, payment collection, deletion, and customer communication stay in the EZFlow app.
Guardrails built in
Useful access without handing over the keys.
The MCP server resolves every request from the signed OAuth identity and applies the workspace ID on every database query.
- Every request stays scoped to the signed-in EZFlow workspace.
- Five-day demos expose fictional sample records through read-only tools only.
- OAuth 2.1 and PKCE replace copied API keys and shared passwords.
- Estimate and invoice creation is draft-only.
- No delete, send, customer-contact, payment, or mark-paid tools.
- Every tool call writes a minimal security audit event without storing prompts.
Bring EZFlow into the conversation.
Connect your workspace—or start with the read-only sample demo—and let your preferred AI show what the EZFlow Pro MCP can do.