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ArborNote MCP by usefulapi

ArborNote MCP by usefulapi

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usefulapi.ioBusiness & Marketing1Updated today

About ArborNote MCP by usefulapi

ArborNote MCP by usefulapi is a hosted MCP server for using ArborNote from MCP clients. It reads client, project, proposal, work-order, and crew-hour data, and supports creating records and changing proposal details.

Key features

  1. 01Read clients and projects
  2. 02Browse proposals and work orders
  3. 03Read crew hours and appointments
  4. 04Create clients and projects
  5. 05Update proposal number, status, and tax

Use cases

  1. 01Review client and project records
  2. 02Inspect proposals and work orders
  3. 03Create clients or projects
  4. 04Change proposal details

MCP support

Exposes ArborNote records and selected creation and update operations as tools for MCP clients. It is hosted as a remote MCP server.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://arbornote.usefulapi.io/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.

Tools

Details

From the project README

ArborNote MCP by usefulapi

Use your ArborNote account from Claude, Cursor, or any MCP client. Reads clients, projects, proposals, work orders and crew hours, and adds clients and projects or updates proposals. Hosted, no local install: connect with your own credentials.

Live endpoint: https://arbornote.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://arbornote.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http arbornote https://arbornote.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
{
  "mcpServers": {
    "arbornote": {
      "url": "https://arbornote.usefulapi.io/mcp"
    }
  }
}

Add only the URL. Do not add an Authorization header or an API key to the client config: the server signs you in with OAuth, and the login page asks for your ArborNote credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/arbornote/

On first connect you provide your ArborNote API key (ArborNote → Settings → API Access → Show Token). The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
arbornote_list_clientsreadList clients
arbornote_get_clientreadGet a client
arbornote_create_clientwriteCreate a client
arbornote_list_projectsreadList projects
arbornote_get_projectreadGet a project
arbornote_list_project_tagsreadList project tags
arbornote_create_projectwriteCreate a project
arbornote_list_proposalsreadList proposals
arbornote_get_proposalreadGet a proposal
arbornote_set_proposal_numberwriteSet a proposal job number
arbornote_set_proposal_statuswriteSet a proposal status
arbornote_set_proposal_taxwriteSet a proposal tax rate
arbornote_list_work_ordersreadList work orders
arbornote_list_phc_work_ordersreadList PHC work orders
arbornote_list_crew_hoursreadList crew hours
arbornote_list_appointmentsreadList estimator appointments
arbornote_usage_statusmetaUsage status (free-tier meter)
arbornote_request_featuremetaRequest a missing feature
arbornote_upgrademetaUpgrade to Pro (unlimited*)
arbornote_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with arbornote_upgrade (it returns a Stripe Checkout link). Cancel any time with arbornote_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running arbornote_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

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