Can Claude connect to Fergus?
Yes. Fergus doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is Fergus?
Fergus is job management software for trade businesses such as plumbers and electricians, popular in Australia and New Zealand. It covers quotes, scheduling, job tracking, timesheets and invoicing.
Visit FergusWhat Claude can do with Fergus
Read or update, depending on your setup
- Summarise next week's jobs and spot scheduling clashes
- List invoices for a period and summarise totals
- Draft quotes from a scope you provide
- Find jobs that are finished but not yet invoiced
- Summarise overdue invoices and who owes what
Who uses it
Office administrators
Ask Claude to check the schedule for clashes and find unbilled work.
Trade business owners
Get a quick view of quotes, work in progress and overdue invoices.
Bookkeepers
Use Claude to summarise invoices for the quarter ahead of BAS.
What your team can ask Claude
“Show me next week's jobs and flag any scheduling clashes.”
“List this quarter's invoices for Acme Plumbing and summarise the totals for BAS.”
“Draft a quote for a hot water system replacement at the address below.”
“Which jobs are complete but haven't been invoiced?”
“Who owes us money over 30 days, and how much?”
How it connects
There's no official Claude connector for Fergus yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside Fergus with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your Fergus data
Fergus holds customer contact details and invoices, so Helm keeps Claude to the job and billing information your office uses and never lets it send quotes or invoices on its own.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect Fergus?
Book a 30-minute intro call and we'll show you how Claude can work with Fergus in your business.
Questions about Claude and Fergus
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