Claude can now build dashboards, in beta on paid Claude plans. Connect JobCRM to Claude once, then ask in plain words for what you want to see, like quotes going cold, unpaid invoices by customer or jobs by stage. Claude pulls the numbers from your real records, builds the charts and tables, and lists the query behind each one. Press refresh and it pulls the latest data.
In Claude, open Customize, then Connectors. Click + Add, then Add custom connector. Name it JobCRM, paste https://app.jobcrm.com/mcp as the server URL and click Continue.
On the next screen, make sure a sign-in option is selected, not No sign-in, and leave the OAuth client on the recommended choice. Click Add.
Open the JobCRM connector’s page and set Read-only tools to Always allow, so Claude doesn’t stop to ask before each lookup. Tools that make changes still ask you first.
Start a new chat with JobCRM turned on and ask for what you want to see. For example: “Make a Dashboard artifact from my JobCRM data: open quotes and which ones are going cold, unpaid invoices by customer (oldest first), and jobs by stage this month.”
The first time Claude needs your data, it shows Authentication required with a Connect button. Sign in with the email you use for JobCRM (we email you a 6-digit code, or use your password), pick your workspace and approve. No account yet? Start a free trial from the same window.
Claude builds the dashboard next to the chat. Press refresh to pull the latest numbers, or ask Claude to add or change a chart. It starts private to you; anyone you share it with signs in to JobCRM with their own account.
Here is the dashboard Claude built from that one request. These screenshots are from our own test account.
Ask in the same chat to add a chart, or start a new dashboard.
| What it is | Claude Dashboards, a beta feature in Claude, built from your live JobCRM data through the JobCRM connector |
|---|---|
| Claude plan | A paid plan: Pro, Max, Team or Enterprise. On Team and Enterprise an admin may need to turn it on under Organization settings, then Artifacts |
| Connector URL | https://app.jobcrm.com/mcp |
| Your JobCRM account | Sign in with the email you use for JobCRM. Claude reaches only the workspace you approve, and only what your role allows |
| Ready-made reports | Revenue by month, unpaid invoices by age, jobs by stage, quotes by status with your win rate, and unbilled work |
| Staying current | The refresh button pulls your latest data |
| Sharing | Starts private. Each person you share it with signs in to JobCRM with their own account |
Yes. Dashboards are a beta feature on paid Claude plans: Pro, Max, Team and Enterprise. On Team and Enterprise, an admin may need to turn them on under Organization settings, then Artifacts.
Yes. It reads your live JobCRM data each time, and the refresh button on the dashboard pulls the latest numbers.
Yes. A dashboard starts private to you. When you share it, each person who opens it signs in to JobCRM with their own account.
Lookups only read your data, so you can let them run without asking. Tools that make changes, like emailing a quote to a client, still ask you first, and the connector can never move money.
Yes. When Claude asks you to connect, you can start a free trial from the sign-in window. 14 days free, no card.