Connect Quotara to Claude and ask about your quotes, jobs and costs in plain English. Claude reads your shop's data to answer. It can't change anything in Quotara, and you can remove its access any time.
Works on every Quotara plan. You need a Quotara login as an owner, estimator or supervisor.
In Claude, click Customize, then Connectors, then + Add and Add custom connector.
Name it Quotara and paste this address, then click Continue and Add:https://www.getquotara.com/mcp
Quotara opens and asks you to sign in. A page then shows which app is asking and what it can read. Check it says Claude, then press Allow.
In a new chat, make sure Quotara is switched on under + then Connectors, and ask something like “What is due this week in Quotara?”
Open quotes, open jobs, overdue jobs, jobs due this week, rush jobs and RFQs waiting.
Search quotes by number, customer or job, and see one quote with all its line items.
Open, overdue, due soon or rush jobs, and one job with its steps and hours logged.
Estimated vs actual hours, material and send-out costs, and margin for each job.
Search customers and see their contact details and payment terms.
Requests for quote that arrived by email, and the quote each one became.