How to connect Tradify to Claude Code, ChatGPT and any AI agent

Yes, Claude, ChatGPT and other AI agents can work in your Tradify account. Tradify has no public API, no API keys and no official ChatGPT or Claude app. Cotlet.dev connects your own signed-in Tradify account to any AI agent, so you can ask in plain words and the AI creates the job, writes the quote, turns it into an invoice, records the payment and books your staff. It shows you the draft first and sends nothing to a customer until you say so.

What you can ask

New job for Sam Lee at 12 Oak St: replace the hot water cylinder. Book Mike for Thursday morning.

Quote the bathroom rewire at 14 Elm Rd from my notes: 6 hours labour, 6 LED downlights at $24, one extractor fan at $85. Show me before you send it.

Turn every quote accepted this week into a 30% deposit invoice.

Which invoices are overdue? Total them per customer, oldest first.

What is on tomorrow's schedule, per staff member?

Related MCP server: Tradify MCP server

Connect in 2 minutes

Get your API key at https://cotlet.dev/app and export it as COTLET_API_KEY.

Claude Code

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

ChatGPT

Settings → Apps → add connector URL https://cotlet.dev/mcp/v1, then sign in with Cotlet.dev. No API key needed.

Cursor

Copy .cursor/mcp.json from this repo into your project:

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

Run it locally (stdio)

This repo is a real MCP server. It speaks MCP over stdio, lists its Tradify tools without any key, and forwards every tool call to the hosted Cotlet.dev server. The hosted URL above stays the recommended way. Use this when your client only starts local servers.

{"mcpServers":{"tradify":{"command":"uvx","args":["tradify-api-mcp"],"env":{"COTLET_API_KEY":"your-key"}}}}

Or with Docker:

docker build -t tradify-mcp .
docker run -i --rm -e COTLET_API_KEY tradify-mcp

Tools: tradify_guide, tradify_status, tradify_open, tradify_read, tradify_click, tradify_type, tradify_close. Without COTLET_API_KEY a tool call answers: "Set COTLET_API_KEY. Get a key at https://cotlet.dev/app".

Command line

Python 3.10+, nothing else to install. From PyPI:

pip install tradify-api-mcp        # or run it once: uvx tradify-api-mcp connect
tradify-api-mcp connect

Or straight from this repo:

export COTLET_API_KEY="your-key"
python3 tradify_agent.py connect   # ready config for Claude Code, Cursor, ChatGPT
python3 tradify_agent.py status    # is Tradify ready in your Cotlet.dev account
python3 tradify_agent.py guide     # Tradify screens and sign-in link
python3 tradify_agent.py read      # open Tradify, read the page, close the browser
python3 tradify_agent.py tools     # list Cotlet.dev tools
python3 tradify_agent.py serve     # start the stdio MCP server (same as no argument)

Questions from Tradify users

Does Tradify have an API?

Not a public one. Tradify offers no public API, no self-service API keys and no webhooks, only built-in integrations such as Xero, QuickBooks, MYOB and Stripe. Cotlet.dev works in your Tradify account directly, so your AI agent can handle jobs, quotes, invoices and the Scheduler without one.

How do I connect Tradify to ChatGPT?

Add Cotlet.dev as an app in ChatGPT (Settings → Apps, connector URL https://cotlet.dev/mcp/v1/tradify), sign in to Tradify once in your Cotlet.dev Cloud Browser, and ask ChatGPT in plain words. No code and no Tradify API key.

Is there a way to use Claude with Tradify?

Yes. In Claude Code run the one-line claude mcp add command above; in the Claude app add https://cotlet.dev/mcp/v1/tradify as a custom connector. Claude then works in your own Tradify account.

Can AI do my Tradify quotes and invoices?

Yes. Give it your notes and it writes a draft quote with labour and materials lines, turns an accepted quote into a full or deposit invoice, records payments and lists what is overdue. Nothing reaches a customer before your OK, and invoices still sync to Xero or QuickBooks as you set it up.

Is there a Tradify MCP server?

Tradify has no official MCP server. Cotlet.dev is a hosted MCP server that works in Tradify for you, 24/7, with Claude, ChatGPT, Cursor, Codex, n8n, Make and Zapier. A self-hosted version for developers is on GitHub.

Find it on

• Tradify on Cotlet.dev

• PyPI package tradify-api-mcp

• Glama

• LobeHub

• Odel

• mcpbeat

• Step-by-step guide (PDF) on Internet Archive

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• All apps connected through Cotlet.dev

More: https://cotlet.dev/integrations/tradify-api-mcp-server?utm_source=github&utm_medium=readme&utm_campaign=tradify

Start free: https://cotlet.dev/signup?app=tradify&utm_source=github&utm_medium=readme&utm_campaign=tradify