MoveBoardMCP is the common way AI apps — Claude, ChatGPT, Claude Code and others — connect to other software. Connect one to MoveBoard and you can ask it things like "how many moves did we book this week?" or "what's on tomorrow's dispatch?" and it reads the answer from MoveBoard.
What it can and can't do
- It acts as you. You sign in to MoveBoard when you connect, and the app sees only what you can see in MoveBoard — your permissions, in the branch you pick. A salesperson who sees only their own orders gets only their own orders.
- It reads, and changes only if your company allows it. Out of the box an AI connection only reads. A company admin can also turn on Allow AI to make changes (below).
- It never sees or changes passwords, card numbers or keys.
- It uses the same lookups as Ed, MoveBoard's own assistant: orders and leads, bookings, the schedule and dispatch, storage, claims, revenue and reports (if you may see them), and your own leads, bookings, schedule, tasks and commission.
- Every date and time is its branch's own, with the time zone written on it. Asked about several branches, an Austin payment reads Central time and a San Diego one Pacific, and each row says its branch.
- A long list says so. Lists come a page at a time (100 moves, 60 people, 150 documents…) and every answer says how many came back of how many — "100 of 271; ask again with page: 2" — while its totals always add up everything, not only the page. The last page says
complete: true. Money totals are the figures shown added up cent by cent. - Your AI app keeps its own copy of the tool list. When MoveBoard adds an option (such as
page) or rewords a tool, refresh the connection's tools in your AI app (in Claude: Settings › Connectors › MoveBoard) so it sees the new list.
What you can ask for
| Ask about | What comes back | Who may ask |
|---|---|---|
| An order | Status (Booked-Completed once every day is closed out), each day's trucks, foreman and crew, what was paid (deposit and closing payments), the closing — final charges, tips, received by card / cash / check — and how the lead came in (source, the website's page, ad tags and click id, other fields the website sent — and, when there are none, why: MoveBoard's website form keeps a visit's ad tags — utm_, click ids, and ChatGPT's oai_ — only when the page's address carries them) | Anyone who can open the order; trucks and crew with the Dispatch board or Calendar; the closing with the Closing tab |
| Revenue by move date | The Revenue Overview report: each move's charges, tips, other, grand total, received and balance, and the totals over every move; when Received is above the grand total, the moves that took in more than their total are named | Reports tab + the income report |
| Payroll by person or by job | Payroll by Employee: earned, paid and the rest per person (the totals over everyone), or one row per job — a day of work — with its order and pay, plus that person's misc pay and deductions so it adds up to Earned; what the deductions are, by their notes | View payroll or Edit payroll |
| A list of payments | Each payment: when, amount, method (card includes cards recorded by hand), status, deposit or regular, the order — filter by dates, method, status. Refunds lists refund payments and the card refunds made in those days, each with the date and amount of the payment it gives money back from — and, separately, the card refunds made later of payments taken in those days (they lower those days' totals) | Reports tab + Payments collected |
| Everyone's tasks | Each task's subject, due date and time, who it is for, the order it is about, priority and status — due today, overdue, this week, open or completed; one person, one order or words in the subject. Read-only | People who may see other users' tasks on the Tasks page (Can create tasks for other users) |
| A list of invoices | Each invoice: number, status, dates, total and balance — filter by dates and status | The Invoices tab |
| Storage tenants | Status, vaults, the unit on the Units board, the storage location written on the tenant (some companies write their vault count there), billable and actual cubic feet, monthly rate, late fee and when it applies, what they owe, dates (and which moved-out tenants have no move-out date on the record); one tenant's log | The Storage tab |
Money: collected, refunded, and refunds made in the period
Money taken counts on the day it was paid, as Payments collected counts it. A card refund counts against the day of the payment it refunds — so a refund made on Oct 15 against a September payment lowers September. Revenue and payments answers also say the refunds made in the days you asked about, whatever day the payment was, so it is never missing from October. An order with a paid damage claim reads like the closing: the claim's payout is taken off the total, so the refund that paid it is not shown as owed.
More than one branch
If you work in several branches, ask for them in the same connection — no second sign-in: "for all my branches", or name them ("San Diego and Orange County"). The app passes branches (["all"] or names); only branches you work in can be asked for, and each answer lists the branches it counted. Without it, the answer is for the branch you connected with. Unread messages, unread calls and past-due tasks follow the branches asked too.
Trucks are counted as the Dispatch board shows them: a branch with Dispatch trucks switched on (Settings › Dispatch) counts its dispatch trucks, any other branch its quote trucks with a capacity (Settings › Trucks). Trucks needed are the different trucks the booked and reserved jobs are on plus the quoted trucks of jobs not on a truck yet, so needed is never below trucks in use. Reading either truck table in settings, the answer counts both and says which one the board uses.
Over several branches, today and tomorrow are each branch's own day, and arrival windows carry their branch's time zone ("8:00 AM – 9:00 AM CDT").
Looking at settings and documents (when changes are allowed), the app can name one of your branches (branch), and every answer says which branch it is for — San Diego's trucks are San Diego's table, not the branch you connected with. Changes are always made in the branch you connected with.
Turn it on (company admin)
AI connections are off until a company admin turns them on.
- Open Settings › Integrations › AI connections (MCP).
- Turn on Allow AI connections.
Turning it off again stops every connected app at once. Connections are kept, and work again when it's turned back on.
Let AI apps make changes (company admin)
Under Allow AI connections there is a second switch, Allow AI to make changes, also off until an admin turns it on. With it on, a connected AI app may change what the person who connected it could change in MoveBoard themselves:
- Settings — any setting value and the settings lists (rates, move sizes, services…) the person may change in Settings.
- Documents and templates — email and text templates, the Order for Service and estimate signature documents, the bill of lading and storage agreement back pages, receipt templates, custom blocks and the customer-account FAQ. It changes their words by find-and-replace, and every new variable must be one MoveBoard knows (written
[(${NAME})]). - Order work — an order's status, a note, a task (or marking one completed), and giving an order to a salesperson — with the same rules as the order window.
Every change takes two steps: the app first shows what would change (before → after) and changes nothing; only when you say yes does it confirm, as you, through the same save as the screen. Order for Service changes ask whether only new orders get the new words, or every order that hasn't signed yet.
Never through an AI app: passwords, keys and other secrets; integration connections (card processing, QuickBooks, Google, RingCentral, texting, mail sign-ins); charging cards, refunds or payments; deleting anything; people's permissions or roles.
Put a change back
Every change is logged with what it was before. Settings and documents can be put back:
- ask the AI app to restore it (it previews first, then confirms), or
- on Settings › Integrations › AI connections (MCP) › What AI apps changed, press Put back (admins can put back anyone's change; everyone their own).
Status changes, notes and new tasks can't be put back automatically — change them on the order.
Connect your AI app
Copy Your company's MCP URL from Settings › Integrations › AI connections (MCP) — it ends in /mcp. Then:
Claude (claude.ai or the Claude desktop app)
- Open Settings › Connectors and press Add custom connector.
- Name it MoveBoard and paste the MCP URL.
- Press Connect. MoveBoard's sign-in opens: enter your company ID, email and password, check the branch, and press Allow.
ChatGPT
- Open Settings › Apps & Connectors, turn on Developer mode under Advanced, and press Create.
- Name it MoveBoard, paste the MCP URL and pick OAuth.
- Sign in to MoveBoard when it asks, and press Allow.
Claude Code
- In a terminal:
claude mcp add --transport http moveboard <your MCP URL> - Start Claude Code, type
/mcp, pick moveboard and Authenticate. - Sign in to MoveBoard in the browser that opens, and press Allow.
Disconnect
- Your own apps: open the profile menu (top right) › Connections. Under AI apps, press Disconnect, then the red Disconnect in Disconnect this AI app?. The app loses access at once.
- Anyone's (company admin): Settings › Integrations › AI connections (MCP) › Connected › Remove.
Removing it in the AI app itself works too.
What admins see
Settings › Integrations › AI connections (MCP) lists everyone connected (the app, when they connected, when it was last used), What AI apps changed (every change, with Put back), and, for admins, What AI apps asked: the last 100 questions — who, which app, which tool, what was asked and how big the answer was. Questions are kept 30 days.
When something doesn't work
- "AI connections are turned off": ask a company admin to turn on Allow AI connections.
- "Only MoveBoard office users can connect an AI app": customer and crew-only accounts can't connect.
- "You don't have permission to see …": the app asked for something your permissions don't include — the same answer Ed gives.
- "Too many requests": an app may ask about 60 questions a minute, and confirm 60 changes an hour. Wait a moment and ask again.
- "Your company hasn't allowed AI apps to make changes": ask a company admin to turn on Allow AI to make changes.
- "… changed since the preview": someone saved it on the screen meanwhile. Ask the app to look again and make a new preview.
- The app says it was disconnected: sign in again from the app (an unused connection signs out after 30 days, and right away if your account is switched off or moved out of the branch).