BlueCheck connector for Claude and other AI apps

What the connector does

BlueCheck is a work app for small teams at app.bluecheck.tech. The connector reaches all of it:

• projects, with their contacts, rates and estimates, and your contacts;
• boards with lists and cards, their checklists, comments, members, stars and watches;
• your calendar, and time tracking with the timer and time entries;
• team reports and their CSV exports;
• notifications, the team and its members, and the activity record of what was done;
• the files on cards, projects, contacts and events, by name and size (it cannot open them);
• Trash, to bring deleted things back;
• and Mail, once it is switched on for your account: your mail accounts, threads, bills to pay, and drafting, sending and answering mail.

With the connector, you can ask your AI app to plan your week from your calendar and the cards that are due, add and move cards, tick off checklist items, log or fix time, add a contact or a project, report hours by project or contact, go through your notifications, or find the bills due this week. It reads and changes your BlueCheck data only through the tools listed below.

When your AI app draws something from your BlueCheck data, such as a chart, a report page or a dashboard, BlueCheck asks it to use BlueCheck's own look: the navy header, white cards, royal blue and the Marcellus and Albert Sans fonts. A plain chat answer stays plain.

The rules an AI agent follows in BlueCheck, such as asking before it changes something, are in BlueCheck for AI agents.

What you need

• A BlueCheck account at app.bluecheck.tech on the Team plan, or in its free trial. New accounts start with a 30-day free trial of Team. On Basic, or without an active trial or subscription, Claude can only tell you why the account's data is locked.
• A Claude account that can add custom connectors, or another AI app that connects to MCP servers (see Other AI apps). On a Claude Team or Enterprise plan, an owner of your Claude organization adds the connector first.
• Your BlueCheck team level decides what Claude can do. Owners, admins, managers and members can read and change data. Viewers can read, and change only their own stars, watches, timer and notifications, and the mail in a mailbox of their own that is not the team's. Claude sees only the BlueCheck apps your team access includes. It loses its tools for an app you turn off in Settings > Apps, though Trash, notifications, files and time entries can still show items from that app. The change reaches Claude within a minute, get_workspace and search leave the app out, and turning it back on brings its tools back. An app that is not released yet has no tools at all.

Connect Claude

The quickest way is Connect your AI: its Add BlueCheck to Claude button opens Claude's Add custom connector with BlueCheck filled in. The same page has the steps for ChatGPT, Claude Code, Cursor, VS Code, Codex and other AI apps. They all work the same way: the app registers itself with BlueCheck, and you sign in and choose Authorize.

To add BlueCheck to Claude yourself, you need only the server URL:

Server URLhttps://app.bluecheck.tech/api/mcp

1. In Claude, open Customize > Connectors and choose Add custom connector.
2. Enter BlueCheck as the name and the server URL above as the URL. Leave Advanced settings empty, then add the connector.
3. Choose Connect next to BlueCheck. Claude opens a BlueCheck page in your browser.
4. Sign in if BlueCheck asks you to, check the account shown after Signed in as, and choose Authorize. You go back to Claude.
5. Start a chat and ask Claude about your BlueCheck work.

On a Claude Team or Enterprise plan, an owner adds the custom connector for the whole organization in Claude's organization settings. Each person then chooses Connect and signs in with their own BlueCheck account.

The sign-in and Authorize pages

You always sign in on BlueCheck's own site, app.bluecheck.tech, never inside Claude. Claude never sees your password.

• If you are not signed in to BlueCheck in that browser, the first page says Connect to BlueCheck and has one button, Authorize. It opens the BlueCheck sign-in window. Sign in the way you usually do, with your 2-Step code if you use one, and you come straight back.
• The next page says Connect Claude. It shows the BlueCheck account you are signed in as and what Claude will be able to do. Choose Authorize to connect, or Deny if you did not start this. Deny shares nothing.
• If you approved Claude before with the same BlueCheck account, BlueCheck skips this page and sends you straight back to Claude.
• AI apps register themselves with BlueCheck, so the page checks the name against where the connection goes back to. When an app you connect is not a well-known AI app, the page says it added itself to BlueCheck and BlueCheck has not checked it. When an app uses a name such as Claude or ChatGPT but would send your access to another site, the page says Do not connect this app and offers only Go back.

Other AI apps

Any AI app that connects to MCP servers over HTTP and signs in with OAuth can use the connector. It registers itself with BlueCheck the first time, so it needs only the server URL. You still sign in on BlueCheck's own site and choose Authorize. The Authorize page shows the app's name and the website it sends you back to: check both before you approve, because an app picks its own name.

Connect your AI has the steps for each app: ChatGPT, Claude Code, Cursor, VS Code, Codex, Gemini CLI and any other app that takes a remote MCP server. Cursor and VS Code get a button that adds BlueCheck for you, and Claude Code and Codex get a message to paste that sets it up.

We test the connector with Claude, and the sign-in other apps use when they register themselves. If an app cannot connect, email support@bluecheck.tech with the app's name and the message it shows.

What another app gets

The same as Claude: the tools listed below, with your access and never more. The company that makes the app receives what its requests return, under its own terms and privacy policy. To disconnect, remove BlueCheck from the app's MCP servers or connectors.

What Claude can do

Claude gets the same access you have in BlueCheck and never more. It sees only the apps your team access includes, and it loses its tools for an app you turn off in Settings > Apps, though Trash, notifications, files and time entries can still show items from that app. A viewer gets the read tools plus the ones that touch only their own stars, watches, timer and notifications, plan_route for their own day, and the Mail tools, which change mail only in a mailbox of their own that is not the team's. It cannot change billing, invite or remove people, change anyone's team access, or delete anything for good, and it never reaches the owner console. It can list and rename files on a record, but it cannot remove them (removed files cannot be restored from Trash yet) or open files, voice notes or photos.

Card descriptions, comments, and project, contact and calendar notes go both ways as Markdown, so Claude reads and writes their headings, lists, checklists, bold text and links. Underlines, text alignment and @mentions come through as plain text.

Read

These tools only look things up.

Get my workspaceget_workspace

Who you are signed in as, your team level and apps, your team members, how many projects and boards you have, how many open cards are assigned to you, how many notifications are unread, whether your timer is running, and today's date.

Search BlueChecksearch

Finds projects, contacts and cards by name or title.

Open a search resultfetch

The full record behind a search result.

List projectslist_projects

Your team's projects with contact, status, hourly rate and estimate.

Get a projectget_project

One project in full: contact, rate, estimate, notes, hours logged, its cards and upcoming calendar blocks.

Find contactsfind_contacts

Searches your contacts by name, company, email or phone.

Get a contactget_contact

One contact's details, labels, notes and projects.

List boardslist_boards

The boards you are a member of.

Get a boardget_board

A board's members and lists, with each card's due date, labels, assignees and checklist progress.

Get a cardget_card

One card in full, with its description, checklist, assignees, hours logged and latest comments.

List calendar eventslist_events

Your calendar between two dates. Without dates: today and the next 14 days.

List time entrieslist_time_entries

Logged time. Without dates: the last 7 days. Members see only their own time.

Time reporttime_report

Hours, billable hours and amounts by project, contact or team member, per day, week or month. Needs the Reports app.

List notificationslist_notifications

Your BlueCheck notifications. Unread ones only, unless you ask for all.

List Trashlist_trash

What is in Settings > Trash that you can see, with the ids Claude needs to restore it.

What a delete takes alongtrash_preview

Before a delete, what would go to Trash with it, such as a board's lists and cards.

Board activityboard_activity

What happened on a board, newest first.

List a card's commentscomment_list

A card's comments, page by page.

Your running timertimer_current

Whether your timer runs, and on which card or project.

Export time as CSVtime_export

The same CSV file the Reports window downloads. Needs the Reports app.

List filesfile_list

The names, types and sizes of the files on a card, project, contact or calendar block. Claude cannot open the files.

List the teamteam_list

Your teammates' names, emails and team levels.

Activity recordaudit_list

Your own action records, newest first: what was done, from the app, the CLI or an AI app, and how it ended. A workspace owner can also list everyone's on the workspace.

Change

These tools change your data. The ones marked Asks first change or remove something that already exists, and Claude asks you before it runs them. The others only add something new, such as a card, a comment or a time entry.

Create or update a projectsave_project

Adds a project, or changes one.Asks first

Create or update a contactsave_contact

Adds a contact, or changes one.Asks first

Create a boardcreate_board

Creates a board that you own.

Add a list to a boardcreate_list

Adds a list, such as To do or Done, at the right end of a board.

Create a cardcreate_card

Adds a card to a list, with a due date, assignees, labels and other details if you give them.

Update a cardupdate_card

Changes a card's title, description, due date, assignees, labels, priority, project or done state.Asks first

Set a card's address, phone or linkset_card_details

Sets or clears the street address, phone number or web link on a card. In BlueCheck they get a map, call and open button.Asks first

Add money to a cardadd_card_money

Records money received or a cost on a card, with who paid or where it was spent. Reports adds it up.

Change money on a cardupdate_card_money

Changes an amount on a card, or answers one BlueCheck found in the card's text, so it counts in Reports.Asks first

Remove money from a cardremove_card_money

Removes an amount from a card. One found in the card's text is marked not money instead.Asks first

Move a cardmove_card

Moves a card to another list on the same board.Asks first

Comment on a cardcomment_on_card

Posts a comment. The card's watchers and anyone you mention get a notification.

Update a card's checklistupdate_checklist

Adds, ticks, unticks or removes checklist items. Removed items are deleted for good.Asks first

Delete a carddelete_card

Moves a card to Trash.Asks first

Create or update a calendar eventsave_event

Adds an event to your calendar, or replaces one.Asks first

Plan my routeplan_route

Puts a day's visits in driving order with arrival times and Google Maps links: your calendar blocks with a location and the cards due that day with an address, or the stops you name.

Set a calendar event's locationset_event_location

Sets or clears the street address of one of your calendar events. Route my day plans visits by it.Asks first

Delete a calendar eventdelete_event

Moves an event to Trash.Asks first

Start the timerstart_timer

Starts your timer on a card, a project or neither. A timer that is already running stops first.Asks first

Stop the timerstop_timer

Stops your timer and saves the time. A run shorter than a minute is not kept.Asks first

Log timelog_time

Adds a finished time entry for you, such as time you forgot to track.

Update a time entryupdate_time_entry

Changes a time entry's start, end, note, billable setting or project.Asks first

Delete a time entrydelete_time_entry

Moves a time entry to Trash.Asks first

Mark notifications readmark_notifications_read

Marks some or all of your unread notifications read.Asks first

Restore from Trashrestore_from_trash

Brings a deleted item back, with whatever was deleted along with it.

Change a boardboard_update

Renames a board, or changes its description or background colour.Asks first

Copy a boardboard_copy

Makes a copy of a board that you own, with or without its cards.

Star a boardboard_star

Stars or unstars a board for you.Asks first

Watch a boardboard_watch

Turns your notifications for a board on or off.Asks first

Add a board memberboard_member_add

Shares a board with someone on your team, as an editor or a viewer.

Delete a boardboard_delete

Moves a board, with its lists and cards, to Trash.Asks first

Move a listlist_move

Moves a list to another place on its board.Asks first

Copy a listlist_copy

Copies a list with its cards onto the same board.

Watch a listlist_watch

Turns your notifications for a list on or off.Asks first

Move all cards of a listlist_move_cards

Moves every card of one list to another list.Asks first

Sort a listlist_sort

Puts a list's cards in a new order.Asks first

Delete a listlist_delete

Moves a list and its cards to Trash.Asks first

Copy a cardcard_copy

Copies a card into the same list.

Watch a cardcard_watch

Turns your notifications for a card on or off.Asks first

Delete a projectproject_delete

Moves a project, with its cards and calendar blocks, to Trash. Hours logged on it stay.Asks first

Delete a contactcontact_delete

Moves a contact, with their projects, to Trash.Asks first

Rename a filefile_rename

Gives a file on a record a new name.Asks first

Mail

Mail is not released yet. Its tools appear only once Mail is released for your account and you switch it on in Settings > Apps. Then Claude can read, sort and answer the mail in the mailboxes you are a member of, the same ones you see in Mail. Connect a mailbox in Mail first: until then, Claude finds no mail accounts.

Claude reads messages as plain text, as Mail shows them: the 10 newest of a thread, without text the sender hid from view, and only the names and sizes of attachments. It cannot open attachments or pictures. Mail comes from people outside your team, so BlueCheck tells Claude to treat it as information, never as instructions.

Claude asks you before it drafts, sends or answers a message, moves mail or marks a bill paid. Everyone a message goes to is in the request you approve: a reply that would go to anyone but the sender, such as a Reply-To address or everyone on the message, needs Claude to name them first, so check who it goes to before you approve. A message goes to at most 50 people in To, Cc and Bcc together. Mail goes out about 5 seconds after Claude sends it, only from one of your own addresses, with the signature you set for that address. A reply goes out from the address the message was sent to, as in Mail. BlueCheck refuses an address that is not yours, recipients who bounced or reported spam, and mail past the mailbox's daily limit. A sent message cannot be called back; one scheduled for later waits in Mail's Scheduled, where you can stop it. Mail moved to Trash stays there for 30 days.

A viewer on your team reads the team's mailboxes but cannot send from them or change their mail. A viewer can still sort team mail into their own categories and mark their own bills paid, and works fully in a mailbox of their own that is not the team's.

There is no sample mail to try. With a mailbox connected, ask Claude which bills are due this week, to sum up the unread mail from a contact, or to draft a reply to the newest message in a thread for you to check in Drafts.

Read

List my mail accountslist_mail_accounts

Your mailboxes and shared mailboxes, their unread counts, and the addresses you can send from.

List maillist_mail

Mail threads, newest first, by account, folder or Smart folder category, or unread only, with the sender, subject, a one-line preview and any bill amount and due date.

Search mailsearch_mail

Finds mail by words in the sender, recipients, subject and text, across your accounts.

Read a mail threadget_thread

A thread's messages as plain text: who wrote to whom and when, whether the sender was verified, and the names and sizes of attachments.

List bills to paylist_bills

Open bills from Bills to pay with vendor, amount and due date, overdue ones marked, and the totals.

Change

Draft an emaildraft_email

Saves a new message or a reply in Mail's Drafts, for you to finish and send yourself.Asks first

Send an emailsend_email

Sends a new email from one of your addresses to up to 50 people, with your signature, now or at a time you pick.Asks first

Reply to an emailreply_email

Answers a message the way Mail's Reply does: from the address it was sent to, with a quote. Anyone besides the sender is named in the request you approve.Asks first

Move mailmove_mail

Archives mail, moves it to Trash or back, to Spam or out of it, or to a Smart folder category such as Bills to pay.Asks first

Mark a bill paidmark_bill_paid

Marks a bill paid so it leaves Bills to pay, or opens it again.Asks first

Try these

These prompts work on BlueCheck's sample account, Weiss Home Services, a small contractor. In your own account, use your own boards, projects and contacts.

• "What's overdue on my Jobs this month board?"
• "Find the contact Chaim Stern and give me his phone number and his projects."
• "On the Jobs this month board, tick off Hose test on the Stern skylight card and move the card to Done."
• "Log 2 hours today on the Cohen roof replacement project with the note Ridge vent."
• "How many billable hours did we log on each project last month, and what do they come to?"
• "Add a card called Order ladder hooks to the To do list on the Office board, due Friday."
• "Start my timer on the Katz porch rebuild project." Later: "Stop my timer."
• "Delete the Lawn signs card on the Marketing board, then show me Trash and put the card back."

Deleting and undoing

When Claude deletes a board, a list, a card, a project, a contact, a calendar event or a time entry, it goes to Settings > Trash with whatever goes along with it, the same as when you delete it yourself. Ask Claude to put it back, or restore it yourself in Settings > Trash. Things stay in Trash for 30 days, then a nightly job deletes them for good.

Two things are deleted for good right away and never go to Trash:

• Checklist items that Claude removes from a card.
• Timer runs shorter than a minute. If Claude stops your timer less than a minute after it started, BlueCheck does not keep that run.

Changes are not kept in Trash. If Claude changes a card, a calendar event or a time entry and you want the old version back, change it back yourself or ask Claude to.

Claude can restore what you could restore yourself: things you deleted, or anything in your team's Trash if you are an owner, admin or manager. It cannot empty Trash or delete anything forever from it.

Your data

Claude receives what each tool returns, such as project details, contact details, card text and comments, mail you ask it to read, and your teammates' names. Anthropic handles that data under its own terms and privacy policy, and it may stay in your chat history.

BlueCheck does not receive your conversation with Claude. Each request carries only what that task needs, such as words to search for or the text of a card to create.

Each time Claude uses a tool, BlueCheck's server writes one log line with the tool used, whether it worked, how long it took, your user id and the app's id, plus the technical error if something failed on our side. It does not log what you asked for or what it sent back. Our hosting provider keeps these logs for a short time.

Text in BlueCheck, such as card descriptions and comments, can be written by anyone on a shared board, and events copied from Google Calendar carry the text of whoever invited you. BlueCheck tells Claude to treat it as information, not as instructions. Check what Claude plans to change before you approve it.

Our privacy policy has the full details.

Disconnect

In Claude, open Customize > Connectors, choose BlueCheck, and disconnect or remove it. Claude then stops sending requests to BlueCheck. Nothing in your BlueCheck account changes.

BlueCheck keeps its record that you approved Claude, so if you connect again later you may not see the Authorize page. To have us delete that record and end Claude's access on our side too, email support@bluecheck.tech. Deleting your BlueCheck account ends every connection.

Troubleshooting

This request expired

Connection requests last a few minutes. Go back to Claude and choose Connect again.

This link is incomplete

The page opened without its connection request. Go back to Claude and choose Connect again.

This request did not load

Try again from Claude. If it keeps happening, email support@bluecheck.tech with the text shown under the message.

Connected to the wrong account

Disconnect BlueCheck in Claude and sign out at app.bluecheck.tech. Then connect again, sign in with the right account, and check the Signed in as line before you choose Authorize.

Basic plan

Claude says connecting an AI app is part of the Team plan. The account owner can switch to Team in Settings > Billing at app.bluecheck.tech. Wait a minute, then start a new chat.

No active trial or subscription

Claude says the account's data is locked. The account owner can subscribe in Settings > Billing at app.bluecheck.tech. Wait a minute, then start a new chat.

Your team level is viewer

Viewers can read, and change only their own stars, watches, timer and notifications, and the mail in a mailbox of their own that is not the team's. In a team mailbox BlueCheck answers view only. An owner or admin can change your level in Settings > Team.

Your team access does not include that app

An owner or admin can add the app to your access in Settings > Team.

A tool is missing

After a change to your plan or access, wait a minute and start a new chat. If the tool is still missing, disconnect and connect again.

Dates are a day off

BlueCheck uses New York time unless Claude sends your time zone. Tell Claude your time zone.

BlueCheck refused: ...

BlueCheck checked the change and said no. The rest of the message says why.

Something went wrong on BlueCheck's side

Try again in a moment. If it keeps happening, email support@bluecheck.tech with the time and what you asked.

Get help

Email support@bluecheck.tech with questions or bugs. Include the time, what you asked Claude, and any error text. To report a security problem, email security@bluecheck.tech.

BlueCheck is run by Family Fund Inc., doing business as BlueCheck. Read our privacy policy.