AI setup
Set up your company with Claude or Codex through MCP
Bring your own assistant, review its proposal, and keep control of company configuration.
Connect your assistant
Sign in as an active company owner or administrator and open AI Setup at app.bestestimator.io/account/ai-setup.
In your compatible AI client, add the remote MCP server https://app.bestestimator.io/api/mcp and choose OAuth. Sign in on the Best Estimator authorization page, check the client name and return address, then authorize only a client you trust.
Client availability depends on your Claude or Codex version and plan. Use your own AI account; Best Estimator does not include an AI subscription or cover provider fees. Never paste Supabase keys, passwords, or payment credentials into the assistant.
Interview before proposing changes
Ask the assistant to inspect your existing setup, then interview you about trades, services, folders, units, material and labor rates, productivity, waste, and typical projects.
Explain which project questions and answer values should affect visibility or pricing. Confirm the meaning of each rate and unit; AI cannot infer your actual business costs.
The setup tools cover supported company details, costbook items and folders, project questions, visibility and pricing rules, and supported PDF settings. They do not read customer records, send messages, invite teammates, or manage billing.
Preview, approve, and apply
Ask for a setup proposal. Open its review link in your Best Estimator account and inspect the proposed changes, prices, units, conditions, and tax against the existing setup.
The assistant cannot approve its own proposal. Only approve changes you understand. After approval, return to the assistant to apply that exact proposal.
A changed setup or an expired proposal requires a fresh preview and approval. Existing item identities, question keys, option values, and compatible question types must be preserved.
Verify and revoke
Use a fictional customer and hand-calculated example. Test matching and nonmatching rule answers, quantities, discounts, tax, final totals, and the complete PDF.
Native component-only tax is unsupported and blocks PDF export. Review compatible settings or use the supported web workflow; AI setup is not tax advice.
Review your connections in AI Setup and revoke a connection when you no longer need it. Revocation stops that connection; it does not undo changes you previously approved.