What is the MCP Server?

Pick the AI tool you use and follow the steps below. If your tool isn't listed, see the Other tools section at the bottom.

Before you start, make sure you have the following in place:

You don't need to understand what Node.js is — you just need it installed. Go to nodejs.org and download the pre-built installer for your system (Mac or Windows). Follow the prompts to install it. If you're comfortable with the command line, you can use the terminal instructions on that page instead.

Your config file may already have content in it — that's fine. Follow these steps based on what you see:

Here's the full block to copy:

You can rename "spectora" to anything you'd like — that's just what the connection will be called inside Claude.

In the config file, find where it says YOUR_API_KEY and replace it with your actual API key. Leave the word Bearer and the space before it exactly as they are.

Save the file, then close Claude Desktop completely — don't just minimize it. Do a full restart. When Claude comes back up, go to Settings → Developer and you should see your Spectora connection listed there and showing as running.

If you see an error, double-check that you added a comma in the right place and that the file formatting looks correct. A missing comma is the most common cause of config errors.

That's it — you're connected! You can now ask Claude questions about your Spectora data directly in the chat.

Once connected, you may see an option to share memories and chats with Spectora. Since the MCP Server is read-only — meaning it pulls data from Spectora but never writes anything back — this setting won't have a meaningful impact either way. You can leave it checked or unchecked.

That's it! You're connected. To test it, try asking something like: "Tell me when my last inspection was using my Spectora connection."

Most MCP-compatible tools use a configuration similar to this:

Refer to your tool's documentation for where to paste this.

Your API key gives access to your Spectora business data. A few important rules:

To make it even easier to get value from the MCP Server, we've put together a library of ready-made workflows! Each one is a pre-written prompt file you load into your AI assistant and run with a single instruction. They're designed for inspection business owners — no coding or technical experience required.

Every workflow is read-only — it pulls and analyzes your Spectora data but never books, edits, or deletes anything in your account. You stay in control of every action.

These work best in Claude via a Claude Project or Claude Cowork, but can also be used with ChatGPT.

You can also tweak any workflow to better fit your business — adjust date ranges, change what gets flagged, or add your own instructions on top.

Weekly Ops Readiness Brief | Download Here

Start the week knowing exactly which upcoming inspections need attention. Flags unconfirmed appointments, unsigned agreements, unpaid jobs, unassigned inspections, and missing contact info — then hands you a prioritized action checklist with the right phone numbers and emails already attached.

Daily Inspector Prep Brief | Download Here

Give each inspector a personalized brief for tomorrow's schedule, delivered the evening before. Includes job details, client and agent contact info, an equipment checklist built from that day's services, and a natural conversation opener for each agent. Delivery is via Gmail draft by default so you can review before anything goes out.

Lapsed Agent Reactivation Campaign | Download Here
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Find agents who used to send you business and stopped, ranked by how much that relationship was worth. Includes a personalized email and call script drafted for each top target.

Agent Portfolio Scorecard | Download Here

See your entire book of agent relationships at a glance — VIPs, rising agents, fading agents, and who deserves a touchpoint this month, including upcoming birthdays.

Marketing Attribution Report | Download Here

See which referral sources and discount codes actually produce bookings and revenue, with volume, average ticket, and trend for each channel.

Add-On Attach Rate Optimizer | Download Here

Measure how often ancillary services attach to your core inspections — overall and by inspector, agent, and area — and quantify the upsell revenue you're leaving on the table.

Revenue Pace & Forecast Tracker | Download Here

Answer "how is this month actually going, and where will we land?" using your booked Spectora data. Combines month-to-date revenue, your forward pipeline, and historical booking pace into a simple forecast.

Cancellation Forensics & Recapture | Download Here

Quantify lost revenue from cancellations, find patterns, and build a recapture list of recently canceled clients whose need likely survived — with a check-in message drafted for each.

Past-Client Annual Check-Up Mining | Download Here

Find clients whose inspection was about a year ago and draft warm, personalized outreach referencing their actual home and inspection date.

Inspector Utilization & Performance Scorecard | Download Here

For multi-inspector firms — compare inspectors fairly on volume, revenue, average ticket, attach rate, and calendar density. Framed as coaching opportunities, not a leaderboard.

Service Area & ZIP Analysis | Download Here

See where your business actually comes from on the map, how concentrated your territory is, and where nearby expansion opportunities may exist.

Multi-Location Performance Rollup | Download Here

See your whole multi-location business in one consolidated view and benchmark locations against each other fairly, regardless of size.

Cross-Instance Agent Network Intelligence | Download Here

Reveals agent relationships no single Spectora instance can see — agents working across multiple locations and their true combined value to your company.

Cross-Business-Line Cross-Sell Miner | Download Here

For companies running multiple business lines (inspections, pest, commercial, etc.) — finds customers of one line who've never used another, packaged with ready-to-send outreach.

Our support team can help with general questions, but if the tips below don't resolve your issue, we recommend reaching out to an IT professional with API/MCP experience. They'll be able to get you up and running much faster than we can remotely.

Our support team is happy to help with general questions about the MCP Server — most of which are covered right here in this article. However, because MCP setup can vary depending on your device, operating system, and AI tool, we're not always able to walk through every technical configuration step.

If you run into trouble beyond what's covered here, we'd recommend looping in an IT professional with API/MCP experience. They'll be able to get you connected much faster than we can from our end!