Simpro holds your job costing, your quotes and your schedule, and getting an answer out of it usually means knowing which report to run. The Helm Connector for Simpro puts that data behind a conversation. Ask which jobs are tracking over budget, what is still out with a customer, or how many hours went to a job last week, and Claude reads it straight from your Simpro build. It is read-only: the connector authenticates as a Simpro user with read permissions only, so nothing it does can change a job, a quote or an invoice.
Finds jobs in Simpro by customer, site, status or date range. Use this to answer questions like which jobs are open for a customer, what was raised last month, or which jobs are sitting at a particular stage. Returns a list of summaries; use get_job for the full detail of one of them.
Returns the full detail Simpro holds for one job, including customer, site, stage, dates and totals. Use it once you know the job number. If you only have a customer or a description, use search_jobs first.
Returns the cost breakdown for one job by cost centre, including committed and actual cost against the estimate. This is the tool for questions about whether a job is tracking to budget, where the overspend sits, or how much is still committed but not yet invoiced.
Finds quotes in Simpro by customer, status or date range. Use it for questions about what is still out with a customer, what was quoted in a period, or which quotes have been accepted. Returns summaries; use get_quote for the detail of one.
Returns the full detail Simpro holds for one quote, including customer, site, stage, dates and totals. Use it once you know the quote number.
Looks up a customer in Simpro by name or by id. Use it to resolve a customer name before searching jobs or quotes, or to check the contact and billing details Simpro holds. Give either a search term or an id, not both.
Looks up a site in Simpro by name or by id. Use it when a question is about a location rather than a customer, for example which jobs are running at a particular building. Give either a search term or an id, not both.
Returns scheduled work for a date or a date range, optionally for one employee. Use it for questions about who is on site today, what is booked in for the week, or whether someone has capacity.
Returns recorded time for a period, optionally narrowed to one employee or one job. Use it for questions about hours booked to a job, how a week looked for a team member, or where labour time is going. Returns the individual entries and a total of the hours.
Reports where an invoice sits: raised, sent, part paid or settled. Give an invoice number for one invoice, or a job number to see every invoice raised against that job. Use it for questions about what is outstanding and how old it is.
It can answer questions about your data but never change it.
One isolated instance per client means your credentials and data never sit alongside another business's.
Hosted, monitored and supported by Helm.
Licensed for the term of the contract, with a documented exit.
The connector is in pilot with a Helm client right now. Book an intro meeting to talk through your software, data and access requirements.
