Feature guides / Reporting & Exports

How to query and report on your selections using Claude AI

The Problem: Digging Through Spreadsheets for Quick Answers

When you are in the middle of a custom build, you constantly need quick answers to specific questions. A subcontractor asks when a plumbing fixture is arriving, a client asks for alternative tile options, or you realize you forgot to order bulbs for the foyer. Finding these answers usually means digging through a massive spreadsheet, opening multiple PDFs, or searching your email inbox.

Fixture & Finish solves this by letting you connect Claude (Anthropic's AI assistant) directly to your project data. Instead of clicking through menus or filtering spreadsheets, you can ask Claude to find items, summarize procurement status, draft vendor emails, and even import new selections on your behalf.

At Foxhall Homes, we use this integration on active builds in Bethesda to quickly audit lighting orders and draft purchase requests without the hassle of pulling specs from multiple places.

Ask Claude for help with writing complex orders Download


How to Connect Claude to Your Fixture & Finish Account

Setting up the connection takes less than two minutes. You will need a Claude Pro or Team plan to use custom connectors.

Connecting the Claude Web, Desktop, or Mobile App

  1. Log into your Claude account and open the Customize tab in your profile menu.
  2. Navigate to Connectors and click Add custom connector.
  3. Paste the following URL into the connector settings: https://app.fixtureandfinish.com/mcp
  4. Click Connect. You will be redirected to a Fixture & Finish authorization screen.
  5. Click Authorize to grant Claude secure, read-write access to your selections and procurement data.
Add a custom connector Download
Authorize Claude from Fixture and Finish Download

Connecting via Claude Code (For Advanced Users)

If you use Claude's command-line tool, Claude Code, you can add the connector by running a single command in your terminal:

  1. Run the following command:
    claude mcp add --transport http fixture-and-finish https://fixtureandfinish.com/mcp
  2. Authenticate your session by typing /mcp inside your active Claude Code session and following the prompt.

How to Query Your Project Data

Once connected, Claude can access your active projects, rooms, selections, and procurement dashboard. Here are three practical ways to use this in your daily workflow:

1. Draft Vendor Purchase Emails

Instead of copying and pasting model numbers into an email, ask Claude to pull the exact specifications from your project and write the email for you.

What to ask Claude:
"I forgot to order the bulbs for the dining room, foyer, and family room at the Radomski Residence. Can you draft an email to our contact at Visual Comfort to place this order?"

Claude will query your Fixture & Finish project, identify the light fixtures selected for those three rooms, find the matching bulb specifications, and write a complete, professional email ready for you to send.

2. Check Upcoming Deliveries

Keep your field team coordinated by asking Claude to summarize what materials are arriving at the jobsite this week.

What to ask Claude:
"Are we expecting any deliveries this week at 7608 Leesburg Drive?"

Claude will scan your procurement dashboard, filter by the delivery dates for that specific project, and return a clean, bulleted list of items, quantities, and carrier tracking numbers.

3. Find and Import Alternative Selections

If a client rejects a selection or an item goes out of stock, you can search for alternatives and save them directly back to your project.

What to ask Claude:
"Can you find a few alternative brass sconces for the vanity in the primary bathroom at 5828 Tanglewood Drive?"

Claude will search for matching fixtures, present the options with pricing and dimensions, and—once you choose one—import the new selection directly into the primary bathroom spec sheet in Fixture & Finish.

Frequently Asked Questions

Does Claude have access to my entire account?

Claude only has access to the specific tools and data required to manage your projects, rooms, selections, and procurement status. It cannot access your billing information, account credentials, or other unrelated data.

Do my subcontractors or clients need a Claude account?

No. The Claude integration is an internal tool for you and your design team. You use Claude to gather data, draft emails, or generate reports, and then you distribute those documents to your subcontractors and clients. They never need to log into Claude or Fixture & Finish.

Can I use this on my phone while on the jobsite?

Yes. Once you configure the connector in your Claude account, it works across the Claude web app, desktop app, and official iOS/Android mobile apps. You can ask questions and draft vendor emails directly from the field.

Want to see it on your own project?

Get in touch and we will walk you through it with your plans, not a demo file.

Contact us