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INTEGRATIONS

Rotor MCP

Connect AI assistants like Claude or Grok to your Rotor account. Here's how to set it up, what it can do, and what it can't.

Written By Sean MacCourtney

Last updated 4 days ago

The Rotor MCP connects AI assistants to your Rotor account. It can look up your data, handle everyday updates, and now send messages, quotes, and invoices for you. This guide covers the basics. For the full technical reference, see the Rotor MCP documentation, which is always the most up to date.

Connect your AI assistant

Use this server URL in any AI assistant that supports custom MCP servers (connectors):

https://mcp.getrotor.com/mcp

  • Claude: go to Settings → Connectors → Add custom connector, name it Rotor, and paste the URL above.

  • Grok: paste this into a chat: "Add a custom MCP server called Rotor at mcp.getrotor.com/mcp."

You'll be sent to a Rotor login screen. Sign in, pick your company (if you belong to more than one), review the permissions, and approve.

To disconnect, go to Settings → Connectors in Rotor and revoke the connection. Access ends right away.

What it can do

Send things

  • Reply to texts and emails in the inbox

  • Send quotes, invoices, and service plan agreements by email or text

  • Send campaigns (admins only; it shows a preview and waits for your yes before sending)

Jobs and scheduling

  • Create one-time jobs, edit line items, and cancel jobs

  • Add visits to a job and reschedule visits

  • Schedule a service plan's pending jobs

  • Admins: manage crew assignments, weekly availability, and time off

Sales

  • Create and edit quotes, and convert quotes into service plans

  • Create invoices from a job's balance

  • Create service plans and activate or deactivate them

  • Pipelines: add people, move stages, and remove

  • Convert a lead to a customer

Contacts and team

  • Leads and customers: view, create, edit

  • Tasks: view, create, edit

  • Campaigns and message templates: view and create

View only

  • Payments

  • Payroll (admins only)

  • Timesheets, clock status, and visit timers

  • Map pins and door-knocking stats

  • Team members

What it can't do

  • Delete leads, customers, jobs, or other records

  • Take payments, charge cards, or move money

  • Create or edit payments

  • Clock in or out

Good to know

  • It only sees what you can see. The MCP uses your Rotor login, so it has the same access and permissions you do. Some actions are admin-only.

  • Messages go to real customers. Texts, emails, quotes, invoices, and campaigns sent through the MCP are delivered just like sending them from the app. Review before you approve.

  • Automations still run. Creating or editing records through the MCP can trigger your automations, just like doing it in the app.

  • Our Terms of Service apply. You're responsible for activity on your account, including actions an AI assistant takes for you, and for having consent to text or email your contacts. Read the full Terms of Service.

Congratulations! You know how to connect the Rotor MCP and what it can do in your account.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.

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