How do I connect an AI assistant to SnowTracker?
SnowTracker speaks MCP, the open standard AI assistants use to work with real tools. Connect it once and your assistant can look up customers, draft and send quotes, and record season payments — signed in as you, scoped to your business, from your phone in the truck.
The connector URL
Everything hangs off one address: https://mcp.snowtracker.pro — you’ll paste it into your assistant’s connector settings, then sign in with your normal SnowTracker login when the sign-in window pops up. No API keys to copy around.
Connect ChatGPT
In ChatGPT on the web: Settings → Connectors → Advanced → enable Developer Mode, then add a connector with the URL above and complete the sign-in. The connector syncs to the ChatGPT mobile apps — where it shines: tap the mic and dictate.
Connect Claude
On claude.ai: Settings → Connectors → Add custom connector, paste the same URL, sign in. It’s then available on the web, in the Claude desktop apps, and in Claude Code.
Every function it can run
The assistant chooses among these based on what you ask — the Function column is the exact tool name it calls, so you’ll recognize it in approval prompts.
Function What it does Kind find_customer Find a customer by name, email, or phone Look up get_customer A customer’s contact info and properties Look up list_customer_properties The properties attached to a customer Look up list_services Your services and packages, with add-ons Look up find_invoice Search invoices — who owes, what’s outstanding Look up list_quotes Quotes by status — sent, accepted, expired Look up get_quote One quote’s current options and prices Look up season_payment_status Who’s paid (and who hasn’t) for a season Look up get_service_history Recent visits for a customer or property Look up list_leads Current leads, newest first Look up create_customer Add a new customer (guards against duplicates) Change update_customer Update contact or billing details Change add_property Add a property by address (dedupes automatically) Change create_quote Create a draft quote with priced options Change update_quote Revise a draft quote’s options Change send_quote Deliver a quote by email or SMS — locks it Sends / money record_invoice_payment Record cash, e-transfer, or cheque on an invoice Sends / money mark_season_paid Mark a season paid — books a real invoice Sends / money Things you can actually say
Word for word, into the mic:
- “Find customer John Smith.” — then “What properties does he have?”
- “Create a draft quote for his driveway — seasonal snow removal, Premium package, seven hundred dollars.”
- “Add walkway clearing to that quote for eighty bucks.” — then “Send it to him by text.”
- “Has Sarah Miller paid her invoice?” — then “She just e-transferred three hundred, record it.”
- “Who still hasn’t paid for the snow season?”
- “When did we last clear the Hendersons’ driveway?”
- “Any new leads today?”
- “New customer: Mike Barnes, 705-555-0142, 42 Birch Street in Collingwood — add the property too.”
The guardrails
Look-up functions run freely; anything in the Sends / money rows makes the assistant confirm with you first and read the details back. Everything runs through the same rules as the app — your data, your tenant, and payment recording is limited to office-level roles. Because the assistant acts as you, signing out of the connector ends its access; there’s no standing credential to leak.
Building something custom instead? The same publishable-key SDKs behind “How do I put a quote form on my website?” cover website embeds; the MCP connector is for assistants.