Guide

Connect Simpro to ChatGPT, Claude or Copilot.

Add one link to your AI assistant, sign in to TradieBridge, and ask about your jobs, invoices, timesheets and vans.

  • Simpro
  • Verizon Connect
  • Xero
  • Deputy
  • The Fleet Office
  • Dialpad
  • Moveware
TradieBridge

Your AI assistant

TradieBridge

Where is Job 2111 at, and what has it made so far?

Read Simpro job 2111

It’s in progress, with $4,820.00 invoiced against $3,150.00 in costs.

How many kilometres did Van 2 do last month?

Read Verizon Connect trips

2,184 km over 41 trips. Its busiest day was the 14th, at 212 km.

Who owes us money past 30 days?

Read Xero invoices

Three invoices, $12,345.50 in total. Gumleaf Bay Primary School owes the most, at $9,320.00.

Did Excavator 2’s hours match Ben’s timesheet on Monday?

Read Deputy timesheets · Read The Fleet Office utilisation

Close. Excavator 2 ran 7.4 hours, and Ben logged 8 in Deputy.

Which missed calls last week did nobody call back?

Read Dialpad calls

Three. The one from 0412 555 018 on Tuesday has gone four days without a call back.

Which sales rep has the most jobs moving in November?

Read Moveware jobs

Jess, with 14 of the 38 jobs moving that month.

Add this link to your assistant as a custom connector or MCP server:

Your assistant opens TradieBridge so you can sign in and approve the connection. It can then answer from your backed-up Simpro records, and from Xero, Verizon Connect, Deputy, The Fleet Office, Dialpad and Moveware if you connect them too.

Before you start

Every assistant uses the same link, with OAuth sign-in. You need a TradieBridge account with Simpro connected. Paste a Simpro API key into TradieBridge and the first backup starts straight away.

Step-by-step for your assistant

  • Claude: add the link in Settings → Connectors → Add custom connector.
  • ChatGPT: add the link as a custom MCP connector with OAuth. You may need Developer mode first.
  • Microsoft Copilot: add the link to a Copilot Studio agent as a Model Context Protocol tool.

Other assistants

Gemini, Grok and any other assistant that supports MCP custom connectors with OAuth work the same way. Add the server link where the assistant asks for a connector URL.

Scripts and tools that can’t sign in

In TradieBridge, open Connect to AI → Access tokens and generate a token. Send it with each request to the server link as Authorization: Bearer <token>. Copy the token when it appears, because TradieBridge shows it only once.

What your assistant can do

  • Read every record TradieBridge has backed up for your business.
  • Start a sync or an export inside TradieBridge.
  • Send us feedback in your words, once you agree to what it says.

It can’t change anything in Simpro or any other system you connect. TradieBridge never writes to them.

Disconnect an assistant

In TradieBridge, open Connect to AI and click Disconnect beside the assistant. It loses access straight away. To revoke a token, click Revoke beside it.

What to ask

  • Which finished jobs haven’t been invoiced yet?
  • Which jobs blew their quote on hours this month?
  • Do the timesheets match last week’s pay run?
  • Is anyone on site at Job 4281 right now?
Docs The MCP server and every tool your assistant can use

Questions

Straight answers.

Can ChatGPT or Claude connect to Simpro directly?
Not on their own. They need an MCP server that can read Simpro. TradieBridge is one: it backs up Simpro through Simpro’s official API, and your assistant reads that backup.
Does it work with Microsoft Copilot?
Microsoft Copilot Studio supports MCP servers with OAuth sign-in, which is what TradieBridge uses. Tell us how it goes.
Who can my assistant read as?
As the person who connected it. It never sees tax file numbers, bank details or birth dates.

Back it up tonight. Ask it tomorrow.