Buildxact MCP Server

Leads, estimates, quotes, jobs, schedules, orders and progress invoices in Buildxact.

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npx add-mcp 'https://cotlet.dev/mcp/v1/buildxact'

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Buildxact API and MCP server: Let your AI agent quote, schedule and claim the job.

Buildxact documents a REST API at developer.buildxact.com. You make an API key in Buildxact and request a subscription key, which Buildxact's team approves. No Buildxact MCP server and no official ChatGPT or Claude connector was found.

Buildxact's REST API needs a subscription key its team approves, and it has no quote, schedule or daily log operations (checked 14 Nov 2026). Cotlet runs a hosted Buildxact MCP server with 30 tools that ChatGPT and Claude use in your own builder account. Quotes, variations and claims wait for your OK.

What can your AI agent do in Buildxact?

  • Send a quote for digital acceptance
  • Move schedule tasks and publish to the portal
  • Draft a progress claim
  • Price a variation for the client
  • Raise purchase orders and quote requests
  • Post the daily log

Does Buildxact have an MCP server or an API?

  • The API groups are Accounts, Catalogues, Clients, Contacts, Estimates, Jobs, Leads and Metadata.
  • Jobs can be created and purchase orders created or completed; invoices, variations and schedule tasks are read only.
  • No operation covers quotes, digital acceptance, daily logs, work orders, the client portal or the WIP report.
  • The API allows 100 requests in 30 seconds and answers 429 above that.
What you needBuildxact APIBy handCotlet
Ask ChatGPT or Claude to do the workNo MCP server foundCopy and pasteHosted MCP server
Send quotes and variations to the clientNo quote operationOne screen at a timeAfter your OK
Clients, leads, catalogs, jobs, ordersAfter key approvalOne screen at a time30 tools, writes after your OK
Schedules, claims, daily logsRead only or missingOne screen at a timeRead and write

Checked 14 Nov 2026. Sources: Buildxact API: getting started, Buildxact API: authentication, Buildxact API list, Buildxact Help Center, Help: Create and send a quote, Help: Digital acceptance, Help: Job schedule, Help: Share and publish schedules, Help: Completion Percent invoicing, Help: Contract Price invoicing, Help: Cost Plus invoicing, Help: Variations / change orders, Help: Purchase orders, Help: Work orders, Help: Request for quote, Help: Daily Logs / Site Diary, Help: WIP report, Help: Client portal messages

How does the Buildxact MCP server work?

  1. Log in to Buildxact. Once, in a browser we host for you.
  2. Connect your AI agent. One address in its settings.
  3. Hand it the paperwork. Price the variation, then approve it.

Your agent works in your own signed-in Cloud Browser. Writes, and anything that reaches a client, trade or supplier, wait for your OK.

How to connect Buildxact to your AI agent

  1. Sign in to Buildxact in a Cloud Browser. Open app.buildxact.com in your Cotlet Cloud Browser and log in with your own Buildxact user.
  2. Add the Cotlet address. Enter https://cotlet.dev/mcp/v1 as the MCP server or connector URL in your agent.
  3. Let the agent in. Chat apps open a Cotlet sign-in page. Editors, n8n and scripts send an API key made in the console.

Buildxact uses the shared address https://cotlet.dev/mcp/v1, the same one as every other app you turn on, so a single connector reaches them all. Switched Buildxact on later? Refresh the connector to load the 30 Buildxact tools.

ChatGPT:

Settings > Apps & Connectors > Create
MCP server URL: https://cotlet.dev/mcp/v1/connect
Authentication: OAuth

Claude:

Settings > Connectors > Add custom connector
URL: https://cotlet.dev/mcp/v1/connect

Claude Code:
claude mcp add --transport http cotlet \
  https://cotlet.dev/mcp/v1 \
  --header "Authorization: Bearer $COTLET_API_KEY"

Cursor:

// ~/.cursor/mcp.json
{
  "mcpServers": {
    "cotlet": {
      "url": "https://cotlet.dev/mcp/v1",
      "headers": { "Authorization": "Bearer ${env:COTLET_API_KEY}" }
    }
  }
}

Codex:

# ~/.codex/config.toml
[mcp_servers.cotlet]
url = "https://cotlet.dev/mcp/v1"
bearer_token_env_var = "COTLET_API_KEY"

n8n:

MCP Client Tool (inside an AI Agent)
Transport: HTTP Streamable
URL: https://cotlet.dev/mcp/v1
Auth: Bearer, <your key>
Tool: buildxact_read

All 30 Buildxact MCP tools

One tool per owner workflow in the Buildxact Help Center, in Buildxact's own words. Many take an action: list and get only read, the other actions write and ask first.

Leads, clients and contacts

Buildxact's order is Lead, Estimate, Job. The client portal hangs off the lead, so link estimates to it.

  • Create leads (manage_leads, write, asks first): List or read leads, create one for a new or existing client, or link an estimate to a lead.
  • Add clients (manage_clients, write, asks first): List or read your clients, add one, or import a list from an Excel file.
  • Import contacts (import_contacts, write, asks first): Import contractors, suppliers and employees from an Excel file into Contacts.

Estimates, plans and catalogs

Copies, templates, Excel imports, markup in percent, scaled plans, price catalogs and recipes or assemblies.

  • Copy estimates (manage_estimates, write, asks first): List or read estimates, copy one as a new version, or start a new estimate from a template.
  • Create estimate templates (manage_estimate_templates, write, asks first): List your estimate templates or create one, blank or from an Excel estimate.
  • Import estimates from Excel (import_estimate_from_excel, write, asks first): Create a new estimate from an Excel or CSV file in Buildxact's layout.
  • Add markup (set_estimate_markup, write, asks first): Set a markup percentage on an item, a category or section, or the whole estimate.
  • Upload and scale plans (manage_plans, write, asks first): List the plans on an estimate, upload a plan file, or set its scale for takeoffs.
  • Share plans and takeoffs (share_plans_takeoffs, write, asks first): Email plans or takeoff drawings, or export them to PDF.
  • Manage price catalogs (manage_price_catalogs, write, asks first): List catalogs, import supplier pricing from a spreadsheet, or export a catalog to Excel.
  • Build assemblies (manage_assemblies, write, asks first): List recipes (assemblies), or create one from catalog items for a unit of work.

Quotes

Preparing a quote sends nothing. Sharing it, standard or for digital acceptance, reaches your client.

  • Prepare quotes (prepare_quote, write, asks first): Turn an estimate into a quote: pick its sections and read the preview or PDF.
  • Share quotes for digital acceptance (share_quote, write, asks first): Send a quote by email or to the client portal, standard or with digital acceptance.

Jobs and schedules

Create the job, accept the estimate when the contract is signed, then run the schedule and the site diary.

  • Create jobs (manage_jobs, write, asks first): List or read jobs, create one, or create a job from an estimate and accept the estimate.
  • Update the job schedule (update_job_schedule, write, asks first): Read a job schedule, move tasks, change dates, durations or progress, and set dependencies.
  • Share job schedules (share_job_schedule, write, asks first): Export or email a schedule as a Gantt chart or task list, or publish it to the client portal.
  • Post daily logs (manage_daily_logs, write, asks first): Read a job's Daily Logs (Site Diary), or add a post with photos.

Buying: quote requests, orders and costs

External costs go on purchase orders, internal labour on work orders. Material orders stop at a submitted quote.

  • Request quotes from trades (manage_quote_requests, write, asks first): Send a request for quote from an estimate to your trades and suppliers, and read the replies.
  • Create purchase orders (manage_purchase_orders, write, asks first): List or read purchase orders, create one against an estimate line, send it, or mark it received.
  • Create material orders (create_material_order, write, asks first): Build a material order with The Home Depot from estimate items or a product search.
  • Create work orders (manage_work_orders, write, asks first): List work orders, or record staff labour and timesheet hours against a job.

Client billing

Contract Price, Completion Percent and Cost Plus invoices, variations, credits and due days. Each changes what someone pays.

  • Create invoices (manage_invoices, write, asks first): List or read a job's invoices, create the next one for its invoice method, share it, or record a payment.
  • Add variations (manage_variations, write, asks first): List variations (change orders), create one like a mini estimate, or send it for approval.
  • Amend invoices (amend_invoice, write, asks first): Set an invoice back to Pending, change it, then restore its status and payments.
  • Create credit notes (create_credit_note, write, asks first): Credit a client with a negative variation or order, or record a supplier credit on a purchase order.
  • Set invoice due days (set_invoice_due_days, write, asks first): Change the default invoice due days for the business or for one job.

Client portal and reports

Messages and shared documents reach the client. The costing and WIP reports are read only.

  • Message clients (message_client, write, asks first): Read client portal conversations or send a client a message.
  • Share to the client portal (share_to_client_portal, write, asks first): Share documents or images from a lead, estimate or job to its client portal.
  • Read costing reports (get_costing_reports, read): Read an estimate or job costing report: Categories, Categories and Items, PC/PS Items, Estimated vs Actuals or Estimated vs Committed.
  • Read the WIP report (get_wip_report, read): Read the work in progress report for every job in progress over a date range.

Inputs, REST path and example response of every tool: https://cotlet.dev/integrations/buildxact-api-mcp-server#tools

Who can see my Buildxact session, and how do I revoke it?

  • What we store. Your logged-in Buildxact browser profile, AES-256-GCM encrypted, in Finland. Never your password.
  • What your agent gets. The 30 Buildxact tools. The session cookie stays in the Cloud Browser.
  • What the session sees. The leads, estimates, jobs and invoices your Buildxact user can open, and nothing more.
  • What no tool touches. Your Buildxact users, subscription, API keys and the accounting connection.
  • If Buildxact logs you out. You log in again yourself, in the same Cloud Browser.
  • How to cut access. Disable Buildxact for agents, reset the browser, or change your Buildxact password.

Cotlet never sees or stores your password: you type it into Buildxact yourself, and the agent works from the session that leaves. Our site scores A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory (live results).

What happens when Buildxact changes?

When Buildxact changes a screen, Cotlet updates its Buildxact server, and your agent keeps the same tool names and inputs.

Buildxact uses regional names: variations or change orders, Site Diary or Daily Logs, recipes or assemblies, Contract Price or Fixed Price. The tools accept either word.

If Buildxact logs you out, the Cotlet console reopens the Cloud Browser in one click so you can log in again.

Approvals, undo and mistakes

  1. Read the job. manage_jobs finds Hill St.
  2. Build the variation. Labour, timber and 20% markup.
  3. Show you the total. Lines and $1,380, before saving.
  4. Save, then send on your OK. manage_variations saves the draft; sending is a second call.
ActionHow to put it right
Schedule dates, markup, due daysCall the same tool again with the earlier values
A draft variation or invoiceChange it before it is sent or shared
A shared invoiceamend_invoice: back to Pending, change, restore the payments
Anything shared to the client portalBuildxact cannot remove it: talk to your client
Quote, quote request or purchase order sentAlready with the client or supplier: follow up directly

All 28 write tools ask first: by default you confirm each call, and you can switch that off per tool. The 2 read tools, the costing reports and the WIP report, run at once.

MCP call:

{
  "name": "manage_variations",
  "arguments": {
    "action": "create",
    "job": "Hill St deck and pergola",
    "name": "Extra deck stairs",
    "lines": [
      {
        "description": "Carpenter labour",
        "category": "Decking",
        "quantity": 6,
        "unit": "hr",
        "unit_cost": 85
      },
      {
        "description": "Stair stringers and treads",
        "category": "Decking",
        "quantity": 1,
        "unit": "set",
        "unit_cost": 640
      }
    ],
    "markup": 20
  }
}

REST:

curl -X POST https://cotlet.dev/api/v1/buildxact/variations/manage \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"action":"create","job":"Hill St deck and pergola","name":"Extra deck stairs","lines":[{"description":"Carpenter labour","category":"Decking","quantity":6,"unit":"hr","unit_cost":85},{"description":"Stair stringers and treads","category":"Decking","quantity":1,"unit":"set","unit_cost":640}],"markup":20}'

Response:

{
  "job": "Hill St deck and pergola",
  "variation": "Extra deck stairs",
  "lines": 2,
  "markup": 20,
  "total": 1380,
  "status": "Draft"
}

The example adds 6 hours of labour at $85 and $640 of stair timber, $1,150, then 20% markup: $1,380. A cron job or n8n flow makes the same call over REST at /api/v1/buildxact with the same key and price, in JSON. Failed calls are free.

How much does the Buildxact MCP server cost?

About $23 a month for a builder with four jobs on site and quotes out, 3,900 credits. Your Buildxact plan stays as it is.

JobCallsCredits
Daily log on each job4 × 20800
Schedule moves and portal updates2 × 20400
Client portal messages2 × 20400
Purchase orders and work orders1 × 40400
Quotes: copy, markup, prepare, share4 × 4160
Variations sent for approval2 × 6120
Monthly progress claims, four jobs2 × 480
WIP report, every Friday1 × 440
Cloud Browser, 30 days1,500
Total240 calls3,900

The smallest pack is 5,000 credits for $29. More jobs on site or a daily log with every visit means more calls.

  • Free 7-day trial, no card
  • 10 credits per successful call, MCP or REST
  • 50 credits a day for the Cloud Browser
  • Your Buildxact plan applies as it is

Credit packs are one-time purchases, not a subscription. The month above is our own example, not measured customer usage.

Buildxact MCP server: other ways to connect

OptionWhat it doesWhere it stops
Buildxact APIREST operations for clients, contacts, catalogues, leads, estimates, jobs and purchase orders.A subscription key Buildxact approves; no quotes, schedule edits, daily logs or portal; you host the code.
Excel imports and exportsBuildxact's own templates for estimates, catalogs, clients and contacts.A file at a time, by hand.
By handOpen each estimate or job and click through.One screen at a time, only while you are at the desk.

If your job is syncing clients, catalogs or purchase orders with another system and you have a subscription key, the Buildxact API is the vendor's own route. Cotlet fits when you want ChatGPT, Claude or a script to quote, schedule and bill in Buildxact today, from your own login, with nothing to host.

Who runs Cotlet

Take Group sp. z o.o. builds and runs Cotlet: a software company registered in Poland, EU (VAT PL6342984273), trading since 2019. The founders are Bart Krawczyk (Co-founder, CTO) and Jake Slugocki (Co-founder, SEO, sales and marketing). Ask about the Buildxact tools at contact@cotlet.dev.

Buildxact MCP server: questions

How do I get access?

Sign up free at https://cotlet.dev/signup?app=buildxact, turn on Buildxact under Integrations in the console and log in at https://app.buildxact.com/ in your Cloud Browser. Then connect your AI agent and ask it about a job. The trial needs no card.

Does Buildxact have an API?

Buildxact publishes REST API documentation at developer.buildxact.com: a customer makes an API key in the app and requests a subscription key, which Buildxact's team approves (checked 14 Nov 2026). The documented APIs cover accounts, catalogues, clients, contacts, estimates, jobs, leads and metadata. No Buildxact MCP server or official ChatGPT or Claude connector was found. Cotlet does not use that API: it works in your own signed-in Buildxact account.

Which Buildxact plan do quote requests and daily log videos need?

Buildxact's Help Center says Quote Requests are on the Pro and Teams plans only, and videos and several photos per Daily Logs post are on the Pro and Master plans. The tools work within the plan you have.

If the agent amends an invoice, does my accounting system change too?

No. Buildxact says changing an invoice that already synced to accounting does not re-sync it, so you update it in the accounting system as well. The agent tells you when an invoice it amends has synced.

Which Buildxact user should I log in with?

The user whose work the agent should do. It sees only what that user can see in Buildxact, so an estimator's login without job access gives the agent no jobs either.

Is the MCP server different from the REST API?

Only in how it is called. Both carry the same 30 tools, inputs, answers, API key and price. Agents use MCP; scripts and n8n HTTP steps use REST.

Is Cotlet affiliated with Buildxact?

No. Cotlet is independent and not affiliated with Buildxact.


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