Exayard runs an MCP server that lets an outside AI assistant work in your account. Once connected, the assistant can browse your projects, files and sheets, run takeoffs, price materials, and build estimates and bids. MCP is the open standard that ChatGPT, Claude, Cursor and other AI tools use to connect to outside services.

This is separate from the automation integrations like Zapier, Make and n8n. Those move data between apps. MCP gives your assistant a live connection so it can act in Exayard for you.

All three use the same address: https://api.exayard.com/mcp.

In Claude, open Settings, then Connectors, and add a custom connector. Name it Exayard and paste the server address. The first time Claude uses it, a sign-in window opens: sign in with your Exayard account and allow access.

ChatGPT connects to outside servers in developer mode, which is on ChatGPT Plus and above. Turn it on in ChatGPT's settings, add a connector, and paste the server address. ChatGPT then opens the same Exayard sign-in.

Exayard writes the connect prompt for you. Open the account menu in the top right and click MCP. Admins can also reach it from the Developer Center: in the Documentation card, click Connect to Claude or Cursor.

The dialog lists what your assistant will be able to do and shows a ready-made prompt with the server address in it. Click Copy prompt, then paste it into your assistant, which has everything it needs to connect.

Every way in uses your own Exayard sign-in, so there are no keys to paste. The assistant works in your company with your permissions, and anything it changes shows up in Exayard for your whole team.

Work that uses AI, such as a takeoff, uses your company's AI usage, the same as it does in Exayard. The connector and the Exayard API work on every plan, Free included. On Free, AI work draws on the company's $30 a month, about 2 drawing sheets, which refills on the 1st. When it runs out, an admin can buy extra usage from $100, or choose a plan with more AI work included. To disconnect, remove the Exayard connector in your assistant's settings.

OAuth failed: invalid_scope, with the text "The OAuth 2.0 Client is not allowed to request scope 'openid'", means your assistant registered itself with Exayard's sign-in at a time when that registration did not include the openid scope. Exayard has fixed this on its side, and new registrations get the right scopes.

Remove the Exayard connector from your assistant, then add it again with the same server address. The fresh registration gets the right scopes and the Exayard sign-in opens. Adding a second connector without removing the first is not enough, because the old registration stays in use.

The pasted server address and the Copy prompt from the MCP dialog end in the same sign-in, so this error is not about which way in you chose. If the sign-in still fails after you re-add the connector, send the exact error text to support from the chat bubble in Exayard.

An admin can turn Exayard on for everyone in the company at once. Each person still signs in to Exayard with their own account the first time they use it, and works with their own permissions.

ChatGPT Business and Enterprise. After adding Exayard, publish it to your workspace and choose which roles can use it. Set it to Installed to have it on for those people by default, or Available to let them install it themselves.

Claude Team and Enterprise. An owner adds Exayard in Organization settings > Connectors with the server address. Then, in Organization settings > Plugins & skills, the owner sets the Exayard plugin to Installed by default or Required.

Your assistant can add plans to a project without leaving the chat.

In ChatGPT, attach the plan PDF to your message and ask, for example, "Add these plans to my Riverside Clinic project." To use plans you already saved in ChatGPT, click Choose from ChatGPT files on the upload card, on ChatGPT web and desktop.

On iPhone, ChatGPT can scan paper plans with the camera into one PDF. Attach that PDF the same way.

In Claude, click Add files on the upload card.

A scheduled task runs a request for you at the times you pick, with Exayard connected. Write it the way you would ask in a chat.

In ChatGPT, create a scheduled task such as "Every Monday at 8, list my Exayard bids due this week, with a link to each project." ChatGPT runs a scheduled task at most once an hour.

ChatGPT can also act as soon as something happens in Exayard. In a Work chat, describe what to watch, such as "When a client accepts a bid in Exayard, draft a kickoff email to the client with the project name and the accepted total." These Exayard events can start an automation:

Every event except a captured lead can be limited to one project. Events work on every plan, Free included.

In Claude, schedule a task in Cowork, such as "Every Friday at 3, list my Exayard bids due next week and draft a reminder to my team for each one." Claude gets no Exayard events, so a scheduled check is how it catches changes. For checks that run in Claude's cloud, see Claude routines with Exayard.

Once your company has added Exayard as a connector, Claude in Excel, Word and PowerPoint can use it too. Turn it on under + > Connectors in Claude's panel.