Housecall Pro / Claude
Connect Claude to Housecall Pro
Yes, Claude can work your Housecall Pro account on any plan, including Basic and Essentials, not only MAX. The Housecall Pro assistant installs in the Claude desktop app and answers questions about your customers, jobs, estimates, invoices and schedule in plain English, which API connectors can only do on MAX.
Get the assistant See how setup works
Two ways to connect Claude to Housecall Pro
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Any Housecall Pro plan
The Housecall Pro assistant
The assistant installs in the Claude desktop app on your Mac or Windows computer and works Housecall Pro in a browser window you sign in to yourself, the way you would. Because it uses the normal Housecall Pro screens, it works on any Housecall Pro plan.
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MAX plan only
An API connector
Connectors built on the Housecall Pro API, including community MCP servers, only work on the MAX plan, because that is the only plan with API access, and an Admin has to create the key. The Housecall Pro assistant does not use the API, so you do not need MAX for it.
What you can ask it
- “What is on Tuesday's schedule, and who is assigned to each job?”
- “Which estimates did we send last month that were never approved?”
- “Find the job on Elm Street and add a note that the part is on order.”
- “Create an estimate for a water heater replacement for this customer.”
- “Which invoices are still unpaid from more than 30 days ago?”
Every change, like a new customer, job, estimate, note or reschedule, waits for you to say yes first.
How setup works
You do it yourself, with Claude guiding you. No call, no terminal.
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Buy it and download
Checkout takes a minute. The page after payment has a download button for one file. There is no key to copy.
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Double-click the file
Claude opens and asks to install the Housecall Pro assistant. Click Install. There is nothing to type in, no terminal and nothing else to install.
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Type: set up Housecall Pro
Start a new chat in Claude and ask it to set up Housecall Pro. A browser window opens on Housecall Pro and you sign in there yourself. It never sees your password.
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It checks itself, then hands over
It runs a read-only check of the main screens, which changes nothing, tells you when it is ready, and does one real lookup you choose so you can see it work. About 10 minutes in all.
You need: A Mac or Windows computer, the Claude desktop app signed in to a paid Claude plan, and your own Housecall Pro login. Any Housecall Pro plan works.
Email stephen@stephenthorn.com if you get stuck. If it does not work on your account within 14 days, you get a full refund.
Does Claude work with Housecall Pro?
Yes. Housecall Pro has not built a Claude connector, but the Housecall Pro assistant adds one to the Claude desktop app. It works your account in a browser window you sign in to yourself, so it works on any Housecall Pro plan.
Do I need the Housecall Pro MAX plan to use Claude?
No. MAX is only needed for tools that use the Housecall Pro API. The assistant uses the normal Housecall Pro screens, so Basic and Essentials work too.
Which Claude plan do I need?
A paid Claude plan, signed in to the Claude desktop app on a Mac or Windows computer. The free plan and the Claude website on their own are not enough.
Does it work in ChatGPT too?
Yes. On a Mac, the same assistant runs in the Codex tab of the ChatGPT desktop app, on any Housecall Pro plan. Normal ChatGPT chat and the ChatGPT phone app are not supported. The assistant runs on your computer, in the Claude desktop app or in the Codex tab of the ChatGPT desktop app on a Mac.
Can Claude change things in Housecall Pro without asking?
Every change, like a new customer, job, estimate, note or reschedule, waits for you to say yes first. Reading is always fine; anything that creates, changes, sends, charges or deletes waits for your yes.
Does it see my Housecall Pro password?
No. You sign in to Housecall Pro yourself in the browser window on your own computer. The assistant never asks for, types or stores a password.
What if it does not work for me?
Email stephen@stephenthorn.com if you get stuck. If it does not work on your account within 14 days, you get a full refund.
Is this made by Housecall Pro or Anthropic?
No. It is built by Stephen Thorn and is not affiliated with or endorsed by Housecall Pro or Anthropic.
Ready to try it?
Set it up yourself in about 10 minutes. Rather talk it through first? Book a free 20-minute call.