Overview
EZFlow Pro is the all-in-one business app for contractors and home-service companies: customers, scheduling, estimates, invoices, accounting, crew dispatch, referrals, marketing and websites in one workspace. This connector brings your EZFlow Pro workspace into Claude. Ask about your business in plain language: - Find customers, estimates, invoices and projects - See what's overdue, what's outstanding and what you collected this month - Count estimates sent, won or still open, and check your win rate - Review the schedule, crew assignments, job costs and referral results Claude can also do approved work for you, and always shows you the change and asks first: - Add or update a customer, with duplicate checks so it never guesses between similar records - Draft estimates and invoices with line items - Create and update projects, calendar events and crew profiles - Record job expenses, and draft email campaigns, social posts and website projects Built-in guardrails: - Estimates and invoices created in chat are always drafts. Nothing reaches your customer until you review and send it in EZFlow Pro. - There are no tools to send, delete, collect payments or mark invoices paid. - When you connect, you choose which areas Claude can access, and you can disconnect at any time. - Every request is limited to your own signed-in workspace. New to EZFlow Pro? Choose "Try sample data" when you connect to explore a read-only sample workspace for 5 days with just an email code.
Tools
create_customer
Claudecreate_dispatch_event
Claudecreate_email_campaign_draft
Claudecreate_estimate_draft
Claudecreate_invoice_draft
Claudecreate_project
Claudecreate_referral_partner
Claudecreate_social_post_draft
Claudecreate_web_project_draft
Claudeget_accounting_summary
Claudeget_customer
Claudeget_dashboard_analytics
Claudeget_estimate
Claudeget_invoice
Claudeget_project
Claudeget_referrals
Claudeget_web_project
Claudeget_workspace
Claudelist_crew
Claudelist_dispatch_events
Claudelist_marketing_content
Claudelist_notifications
Claudelist_web_projects
Claudemark_notifications_seen
Clauderecord_accounting_expense
Claudesearch_accounting_expenses
Claudesearch_customers
Claudesearch_estimates
Claudesearch_invoices
Claudesearch_projects
Claudesummarize_estimates
Claudesummarize_invoices
Claudeupdate_accounting_expense
Claudeupdate_crew_member
Claudeupdate_customer
Claudeupdate_dispatch_event
Claudeupdate_estimate_draft
Claudeupdate_invoice_draft
Claudeupdate_project
Claudeupdate_referral_partner
Claudeupdate_referral_program
Claudeupdate_web_project_draft
ClaudeLinks
App Stats
43
Tools
3
Prompts
ChatGPT, Claude
Platforms
Category
Work ManagementWorks with
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