Connect Subtrak to Claude
Once Subtrak is connected to Claude, you can ask Claude about your projects, check your tasks, and get work done in Subtrak just by chatting.
This takes about two minutes.
Before you start
You need a Claude account on a paid plan, or a free account (free accounts can add one custom connector).
You need a Subtrak Pro subscription.
You need your Subtrak login.
If you're on a Claude Team or Enterprise plan, your workspace owner has to add the connector first. Send them this article.
Step 1: Open Connectors
Go to claude.ai and open Settings. Click Connectors.
Step 2: Add a custom connector
Click + Add, then Add custom connector.
Step 3: Fill in the details
Name: Subtrak
URL:
https://app.subtrak.com/mcp/subtrak
Click Continue.
Step 4: Connect and sign in
Find Subtrak in your list of connectors and click Connect. A Subtrak sign-in window will open. Log in with your Subtrak email and password, then approve the connection.
Step 5: Turn it on in your chat
Start a new chat. Click the + button in the chat box, open Connectors, and make sure Subtrak is switched on.
Try it out
Ask Claude something like:
"What's on my plate in Subtrak today?"
"Which tasks are overdue?"
"Show me my active projects."
Good to know
One login connects one Subtrak account. If you want to switch accounts, disconnect and connect again with the other login.
Claude works with the same access you have, so it can only see and do what you can.
Claude can make changes in your Subtrak account. It can add things, edit things, assign tasks, and mark tasks done. It can't delete anything. Still, treat Claude like a new team member: read what it plans to do, and check its work, especially when you ask for big changes. If something isn't right, you can fix it in Subtrak like normal.
What you can do with Subtrak in Claude
There's no limit to how you can use it, but here are some ideas to get you started.
Check on your work
"What's due this week?"
"Which tasks are overdue, and who has them?"
"Give me a quick update on the Miller job."
"Which projects need my attention right now?"
"What did my crew finish today?"
Get things done
"Mark the permit task done on the Johnson project."
"Move the inspection task to Friday."
"Give all of Mike's open tasks to Sarah."
"Answer the decision on the Baker project. We're going with the metal roof."
Start new work
"Start a new project for the Smith remodel and add the new home checklist."
"Set up a weekly safety check as a recurring operation."
"Add a checklist to the Harris job for final walkthrough."
Build and improve your checklists
"Help me build a checklist for how we bid a job."
"Turn this list of steps into a checklist in Subtrak." (paste your steps into the chat)
"Add a task to my estimating checklist for sending the follow-up call."
"Look at my checklists and tell me what's missing."
Keep your company organized
"Show me my team and what everyone is working on."
"Add a new role for project managers."
"Create a policy for how we handle change orders."
"List all my departments and project types."
Trouble connecting?
If Subtrak doesn't show up in your chat, check that it's switched on under the + menu.
If something looks stuck, disconnect Subtrak, then connect it again.
Still stuck? Message us at [email protected].