Connect your AI chat
Connect Claude or ChatGPT to Bidwise. The chat reads new requests, files and drawings, saves what it found with sources, and prepares questions, the summary, the price and start dates, through the same functions as the app. Nothing is sent to a client from the chat: every email waits for a manager's approval in Bidwise.
What you need
- An account in Bidwise with the manager or owner role: your company's owner invites you.
- Claude on a paid plan, or ChatGPT with developer mode (on Business and Enterprise, an admin allows it).
- In Bidwise, Settings → AI mode set to “Your own AI chat” or “Both”, so new requests wait for the chat.
Claude (claude.ai, desktop and mobile apps)
- Open Settings → Connectors and choose Add custom connector. On Team and Enterprise plans the owner adds it once for the whole organisation.
- Enter the name Bidwise and the server address above.
- Choose Connect, sign in with your Bidwise account and allow access.
- In a chat, turn the connector on in the tools menu and ask: “Process the new requests”.
ChatGPT
- In ChatGPT settings, turn on developer mode (Apps, advanced settings).
- Create an app with the server address above and OAuth sign-in.
- Sign in with your Bidwise account and allow access.
- In a chat, choose the app and ask: “Process the new requests”.
On some ChatGPT plans custom apps can only read. Most tools here save results, so use a plan with full developer mode.
Claude Code (terminal)
Run this command once, then type /mcp in Claude Code, choose bidwise → Authenticate, sign in and allow access.
claude mcp add --transport http bidwise https://bidwise.dev/api/mcp
What to ask
- “Process the new requests.”
- “What is waiting for the client's answer?”
- “Draft follow-ups for requests without a reply for 3 days.”
- “Show the price and the start dates of the request from Kadri.”
Tools
Read-only tools run without asking. Claude asks before every tool that changes data.
| Tool | What it does | Changes data |
|---|---|---|
| list_requests | List requests, filtered by status. | No |
| get_request | Get the full request card. | No |
| get_file | Read a file: PDF text and page images (drawings, scans), photos, tables as text. | No |
| get_rules | Get the checklist and rules for a work type. | No |
| save_extraction | Save extracted fields. Each value needs a source and a confidence. | Yes |
| classify_file | Save the document type of a file. | Yes |
| run_checks | Run the completeness and conflict checks. | Yes |
| draft_questions | Create a draft list of questions to the client. | Yes |
| propose_price | Run the price calculation from past jobs. | Yes |
| propose_dates | Find start dates and hold a slot. | Yes |
| draft_summary | Save the one-page summary. | Yes |
| request_send | Put a draft in the approval queue. It does not send anything. | Yes |
| update_client | Sets the client's name, company or phone read from the email signature. | Yes |
| create_reminder | Create a reminder. | Yes |
| ask | Answer questions such as “What is waiting for the client?” with links to cards. | No |
What the chat can and cannot do
- It works only with your company's data, with your role's rights.
- It saves values only with a source: the file, page and quote, or the client's message.
- It cannot send emails, approve drafts, set the final contract price or assign people. A manager does that in Bidwise.
- Every change is recorded in the request's history as made by the AI chat on your behalf.
Your data
What the chat reads from Bidwise is processed by the chat's provider under your agreement with that provider. The connector does not read your chat history. Details are in the privacy policy.
Disconnect
Remove the connector in the chat's settings. A user removed from the company loses access at once.
If something does not work
- “no organisation”: your account is not in a company yet. Ask the owner for an invitation.
- The chat does not see the tools: turn the connector on for this chat.
- New requests are already processed: the AI mode is Built-in. The chat can read them again; manual values are kept.
- The changes are not visible: open the request in Bidwise. The chat writes to the same card.
Support
Write to [not set yet]. Include the link to the request and what you asked the chat. We answer on working days.