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Connect RiffleCM to your AI assistant

Link your RiffleCM account to Claude or ChatGPT so you can ask questions about your bids, projects, and contacts in plain English.

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Written by Ariel Tirosh

What this does

Once connected, you can ask your AI assistant things like "What bids are due this week?" or "How often do we win with [GC name]?" and it pulls the answer straight from your RiffleCM account. The assistant can also make some updates for you, but it asks you to confirm before changing anything.

The connection address

You'll need this for either setup: https://api.rifflecm.com/mcp

Set up in Claude

What you need: Custom connections work on Claude's Free, Pro, Max, Team, and Enterprise plans, though Free users can only add one.

Individual plans (Free, Pro, Max)

  1. In Claude, open Settings and go to Connectors.

  2. Click Add custom connector.

  3. Paste the connection address and click Add.

  4. Sign in with your RiffleCM email and password when asked, and approve access.

Team or Enterprise plans

  1. An Owner on your company's Claude account adds the connector first using the same address.

  2. Each person finds RiffleCM in their Connectors list, clicks Connect, and signs in with their own RiffleCM login.

For Claude's latest steps, see Get started with custom connectors.

Set up in ChatGPT

What you need:

  • ChatGPT on the web (not the phone app). Your company's workspace settings may limit who can add connections.

  • Full support, including making changes, is available on ChatGPT Business, Enterprise, and Edu. Pro users can connect but can only look things up, not make changes.

Steps

  1. Go to Plugins in ChatGPT, click the + button, then Add custom MCP server.

  2. Enter a name (for example, "RiffleCM") and a short description.

  3. Under Connection, paste the connection address.

  4. Set authentication to OAuth.

  5. Review the warning, click I understand and want to continue, then Create as a plugin.

  6. Sign in with your RiffleCM email and password when asked, and approve access.

  7. Find RiffleCM in your plugins and install it before using it in a chat.

Business workspaces: Only admins and owners can create and publish the connection for the whole workspace. Once published, each person signs in with their own RiffleCM login.

What your assistant can do with RiffleCM today

  • Look up bid invites, due dates, addenda, and bidders

  • Summarize your pipeline and bid-day status

  • Show your history with a GC (win rates, with how many projects they're based on)

  • Look up companies, contacts, estimates, catalog items, purchase orders, planning, tasks, and documents

  • Update one project at a time: accept or decline an invite, mark won or lost, add notes, bidders, or team members, archive or unarchive

What it can't do yet

  • Change many projects at once

  • Delete companies or contacts (do these in RiffleCM)

  • Bulk approvals and more advanced tools

Good to know

  • Your assistant only sees what your RiffleCM login can see.

  • If you belong to more than one RiffleCM account, it uses the one you last used in RiffleCM.

  • If your assistant stops answering RiffleCM questions, go back to its connector or plugin settings and reconnect.

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