Connected workflows
Construction plans to reviewed estimates
Connect Portravo from your assistant and sign in to your existing account. Review the requested permissions before allowing the connection.
Connect
Claude (claude.ai, Claude Desktop)
Settings > Connectors > Add custom connector. Paste the URL, then sign in to Portravo when asked.
https://portravo.com/mcpClaude Code
Run this once; the first Portravo tool call opens the sign-in.
claude mcp add --transport http portravo https://portravo.com/mcpChatGPT
Add a custom connector (Settings > Apps & Connectors; your plan may need developer mode for custom connectors). Use this URL with OAuth authentication.
https://portravo.com/mcpCursor
Add to ~/.cursor/mcp.json (or .cursor/mcp.json in a project), then sign in when Cursor asks.
{
"mcpServers": {
"portravo": { "url": "https://portravo.com/mcp" }
}
}Any MCP client (raw HTTP)
Streamable HTTP, JSON-RPC 2.0. These two calls work without an account; every other tool returns an OAuth challenge.
curl -s https://portravo.com/mcp \
-H 'content-type: application/json' -H 'accept: application/json, text/event-stream' \
-d '{"jsonrpc":"2.0","id":1,"method":"tools/list"}'
curl -s https://portravo.com/mcp \
-H 'content-type: application/json' -H 'accept: application/json, text/event-stream' \
-d '{"jsonrpc":"2.0","id":2,"method":"tools/call","params":{"name":"preflight_takeoff","arguments":{}}}'What it costs: a takeoff uses your existing Portravo credits, one per trade ($75 each pay as you go) or three for the whole job ($149). The connection never buys credits or bills extra takeoffs. Without an account, list_pricing_markets and preflight_takeoff show markets, trades and prices.
- Check available trades and your existing balance, then find a project or create one with its selected automatic trades, address and pricing market. Team-assisted orders start on the upload page.
- Select a construction plan PDF of up to 10 MiB. The connection privately attaches the first plan to a new project. For larger PDFs or a file your assistant cannot pass, upload on the project's page in Portravo. That browser path streams up to 50 MiB for the selected automatic trades. Return to chat to start the takeoff.
- Confirm the selected trades and the exact existing-credit requirement before running the takeoff. The connection uses your existing plan allowance and credits only; it does not purchase credits or bill extra takeoffs. Failed provider runs refund the reserved credit; retrying the same request does not charge twice.
- Check progress in chat while the takeoff runs. Read the quantities and highlighted source links, then open the project in Portravo to review each line, assembly mapping and price.
- Download the Excel workbook after the estimate is reviewed and priced. Download links expire after five minutes.
The connection protects existing plans and estimator review work. Replacements, quantity edits, mapping, pricing and reruns happen in Portravo.
Developers: the Streamable HTTP endpoint is https://portravo.com/mcp. It supports OAuth account linking with S256 PKCE and public client registration. The resource is https://portravo.com/mcp; issuer metadata is at /.well-known/oauth-authorization-server/api/auth. Use get_profile to confirm the connected account and list_projects to find a project (it returns 50 a page; pass the returned nextOffset as offset for the next page). Then preflight_takeoff, create_project with trades and attach_plan_pdf, run_takeoff with confirmed_trades and max_credits, then get_takeoff_status and get_takeoff. After review and pricing in Portravo, export_reviewed_estimate returns the Excel workbook link. list_pricing_markets and preflight_takeoff without a project_id work before account linking and return markets, trades and published prices only. Required permissions are listed on each tool.
Trades right now
The same list preflight_takeoff returns before account linking. Your estimator reviews the takeoff before pricing.
- Electrical: automatic
- Framing: automatic
- HVAC / mechanical: automatic
- Plumbing: automatic
- Landscape / irrigation: automatic
- Painting: done by the Portravo team
- Concrete: done by the Portravo team
- Roofing: done by the Portravo team
- Drywall: done by the Portravo team
Discovery: the AI Catalog lists the MCP Server Card; credentials are described in auth.md. In browsers with WebMCP, this page also offers a read-only list_portravo_trades tool with the list above.