How to connect Simpro to Claude with Tugger
How to connect Simpro to Claude with Tugger, step by step: add the Simpro connector, what every setting and optional table means, authorise access, connect Tugger's MCP server to Claude, then build a job dashboard from one natural language prompt. Full written guide, what a Simpro MCP server is and how it works: https://tuggerapp.com/Blogs/Blog/what-is-an-mcp-server-simpro Tugger syncs your Simpro jobs, quotes, invoices, customers, stock and more into a database that's yours. Tugger MCP lets Claude query it, and the same data can feed your Power BI reports. TRY THE PROMPT (copy and paste into Claude with Tugger MCP connected, and change the connector name to suit): Using my "Simpro" connector in Tugger, build me a job profitability dashboard across all jobs. Across the top, show the number of jobs, the total job value (excluding VAT), the gross profit, the gross margin and the number of jobs that lost money. Then add: - a side-by-side comparison of Project and Service jobs: number of jobs, job value, gross profit and gross margin - the top 10 cost centres by gross profit, as a bar chart - how many jobs lost money, split into Project and Service Use the actual figures, not the estimates. Don't show customer, site or staff names. Show amounts in pounds. Then try this follow-up: Add a chart of gross margin by cost centre, highest to lowest, with a line for the overall margin. SETUP GUIDES Simpro connector setup guide: https://docs.tuggerapp.com/docs/simpro-connector-setup-guide Connecting Tugger to Claude: https://docs.tuggerapp.com/docs/connecting-tugger-to-claude CHAPTERS 0:00 Intro 0:19 The end result 0:35 How it fits together 0:52 1. Add Simpro to Tugger 1:19 Name it and choose your history 1:40 Your Simpro build name and domain 2:01 Multi-company builds 2:21 Report options 2:35 Optional data: catalogue items and inventories 3:01 Timesheets and logs 3:40 Authorise access in Simpro 4:00 Choose your company 4:13 The first sync 4:42 2. Connect Tugger to Claude 5:24 3. Build a dashboard 5:40 What came back 6:13 Tweak it 6:25 What the tweak shows 6:49 Already using Power BI? Try it on your own data Start a free 10-day trial: https://tuggerapp.com/signup Tugger is UK-based and ISO 27001:2022 certified. Figures in this video come from a Simpro demo build.
