AI
Claude Integration  |  Native MCP Server

AI That Knows
Your Business.

SiteMax connects directly to Anthropic's Claude through a native Model Context Protocol (MCP) server. Ask questions about your projects, generate dashboards, and automate reports, with an AI that's configured specifically for your system, and that respects every permission you've already set.

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Bespoke AI

Tailored to Your
Organization.

This is not a generic AI bolted onto your software. The SiteMax MCP server is built with two powerful layers that make every interaction specific to your business.

MCP Tools

Purpose-built tools on the SiteMax MCP server give Claude direct, real-time access to your live project data: project analytics, equipment records, Gantt views, team rosters, punch lists, form submissions, usage summaries, and more. Claude queries your system live, the same way your team does.

Contextual MD Files

Rich markdown documentation gives Claude deep contextual understanding of your specific system: your data structures, your terminology, your workflows, and your business rules. Claude doesn't just access your data, it understands it the way your team does.

The result: an AI assistant that speaks your language, knows your projects, and works the way your team works, out of the box.
Getting Connected

Connecting Is Simple.

Authorize SiteMax in Claude with a few clicks. Every permission, role, and restriction you've set in SiteMax carries through. If you can do it in SiteMax, you can do it in Claude. Nothing more, nothing less.

Connect SiteMax in Claude → SiteMax authorized in Claude
Ask Claude about your SiteMax projects
Your Data. Your Control.

Secure by Design.

The integration reads directly from SiteMax: structured, real-time, and always role-restricted.

Permission-Aware Access
Claude only sees what your SiteMax role allows. Project visibility, module access, and data restrictions are enforced exactly as configured, no exceptions.
Custom Vector Workflow Instructions
SiteMax writes custom markdown instruction files for your Vector workflows, giving Claude the context it needs to act intelligently inside your specific operations and processes.
Real-Time & Role-Restricted
Ask Claude about your projects, crew, timecards, or safety records. It reads live from SiteMax, with no exports, no stale copies, and never beyond your access.
Real Deliverables

Generated Live.

From a single plain-English prompt, Claude queries your live SiteMax data and produces polished, ready-to-share dashboards. Here are examples built entirely from real project data during a session.

Punchlist dashboard generated by Claude from live SiteMax data
Punchlist Dashboard
Form submission report generated by Claude from live SiteMax data
Form Report: Overview
Form submission counts generated by Claude from live SiteMax data
Form Report: Submissions
Form report breakdown generated by Claude from live SiteMax data
Form Report: Breakdown
Save, Reload & Automate

Living Documents,
Always Current.

The deliverables Claude builds from your SiteMax data aren't one-time outputs. They're saved as reusable artifacts that reload on demand. Pull up a dashboard from last week, refresh it against today's live data, and it rebuilds itself in seconds.

  • Charts: visualize project progress, safety trends, equipment usage, and submission counts in clean, presentation-ready graphics.
  • Dashboards: combine multiple metrics into a single at-a-glance view, like the punchlist and form-submission examples above.
  • Clickable events: build interactive elements that let you drill into the underlying records, navigate between projects, and explore the detail behind every number.
Best of all, you don't have to remember to run them. With schedulers and routines, Claude generates and delivers these artifacts automatically on a timely basis: a Monday-morning punchlist summary, a weekly safety-submission report, an end-of-month project rollup, so the right information lands in front of the right people without anyone lifting a finger. Build it once, reload it anytime, and let routines keep it up to date.
Key Benefits

Why It Matters.

Context-Aware AI
Claude understands your specific system, terminology, and workflows through contextual MD files, not just raw data.
Live Data Access
MCP tools give Claude real-time access to your project analytics, equipment, teams, and schedules, with no exports or manual updates.
Permission-Aware
Every role, restriction, and module setting from SiteMax is enforced inside Claude. Your data stays exactly as protected as it already is.
Reusable Artifacts
Save dashboards and reports as artifacts that reload and refresh against live data, living documents instead of static snapshots.
Automated Routines
Schedule recurring reports and summaries so the right insights are delivered on time, every time, with zero manual effort.
No Coding Required
The MCP integration is pre-built and the contextual layer is configured for you. Build powerful AI workflows using plain English.

Bring your jobsite
data into Claude.

Book a demo and we'll walk through the SiteMax MCP server, the contextual layer that makes it bespoke to you, and the workflows your team can automate from day one.

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