ArborNote

ArborNote MCP Connector for Claude

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Manage arboricultural surveys, tree inventories, and environmental assessments with specialized forestry field tools.

12 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect your ArborNote account to any AI agent and take full control of your tree care and landscaping business operations through natural conversation.

What you can do

  • Client Relationship Orchestration — List and manage your entire client directory programmatically, including creating new records and retrieving high-fidelity profile metadata
  • Proposal & Estimate Intelligence — Monitor the status of active proposals and retrieve detailed high-fidelity cost estimates to coordinate your sales pipeline in real-time
  • Work Order & Project Management — Programmatically track approved work orders and project milestones to oversee your field operations and team distribution efficiently
  • Financial Visibility Monitoring — Access invoice histories and retrieve high-fidelity financial metrics to maintain perfectly coordinated revenue operations
  • Operational Monitoring — Access organization-level metadata and verify active webhooks directly through your agent for instant operational reporting

How it works

  1. Subscribe to this server
  2. Retrieve your API Key from your ArborNote dashboard (Settings > API)
  3. Start managing your green assets and client pipeline from Claude, Cursor, or any MCP client

No more manual logging into individual project portals or missing critical proposal views. Your AI acts as your dedicated operations coordinator and business analyst.

Who is this for?

  • Arborists & Field Managers — instantly retrieve work order details and update project statuses using natural language commands
  • Sales & Office Staff — automate the creation of client profiles and monitor proposal health without leaving your workspace
  • Business Owners — monitor financial performance and organizational metadata through simple AI queries
arboriculturetree-inventoryfield-managementestimateslandscaping-softwareclient-records

12 tools expose this connector's capabilities to your AI agent.

check_api_health

Verify ArborNote API connectivity

create_arbornote_client

Create a new client

get_arbornote_client

Get specific client

get_arbornote_metrics

Get financial metrics

get_arbornote_project

Get specific project

get_arbornote_proposal

Get specific proposal

list_arbornote_clients

List all clients

list_arbornote_projects

List active projects

list_arbornote_proposals

List proposals

list_arbornote_schedules

List schedules

list_arbornote_webhooks

List active webhooks

update_arbornote_client

Update an existing client

See how to talk to your AI agent using ArborNote.

List all active proposals in my ArborNote account.

I've retrieved your active proposals. You currently have 5 estimates awaiting approval, including 'Oak Pruning at 123 Maple St'. Would you like the detailed high-fidelity cost breakdown for any of these?

Show the status of my current work orders.

Accessing work orders... You have 3 approved jobs currently in progress and 2 scheduled for tomorrow. All field crews are within high-fidelity operational norms. Shall I retrieve the specific tasks for the 'Riverfront Project'?

Create a new client 'John Doe' (john@example.com) and update his phone to '+15550123'.

Client orchestrated! I've successfully created the profile for John Doe (ID: cli_456) and applied the high-fidelity phone update. He is now active in your CRM and ready for a new proposal. Shall I list your available service types?

Log in to your account, navigate to **Settings** > **API**, and generate or copy your unique secret access key.

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