ArborNote MCP server

Read proposals and work orders; create clients and update proposals in ArborNote. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect ArborNoteFree 50 tool calls / monthPro $9/mo · $90/yr · pricing20 tools

What can I ask?

Turn on the ArborNote connector, then ask in plain words. The AI picks the tools.

What you can do with ArborNote in Claude and ChatGPT

For tree-service companies that run clients, projects, proposals and work orders in ArborNote.

Review open proposals and their totals

List the proposals created or changed in a date range. Open one to read its status, total, line items and approve link.

Check this week's work orders and crew hours

List the work orders with their schedule and progress. Read the crew arrival and departure times for the same dates.

Plan a proposal from the tagged trees

Open a project and list its tagged trees with species, dimensions, health and work objectives. Use the list to prepare the next proposal.

Set up a new client and job site

Create the client record first, then the project at the job site with its client details. Both tools add records; no existing record changes.

Changes data

Set the job number and tax on an estimate

Set the job number and the tax rate on a proposal's estimate. Each call replaces the earlier value on that proposal.

Changes data

How do I connect ArborNote?

Before you connect

The login page asks for your ArborNote API key.

Find it in ArborNote → Settings → API Access → Show Token. Your key is used only to call the ArborNote API on your behalf and to derive a private account id; it is never shown to anyone.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name ArborNote and this URL, then click Add:
    https://arbornote.usefulapi.io/mcp
  3. Claude opens the login page: enter your ArborNote API key.
  4. In a chat, click + → Connectors and turn on ArborNote.

Team and Enterprise: an Owner adds the connector for the organization first.

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name ArborNote and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://arbornote.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your ArborNote API key.
  4. In Plugins, install ArborNote, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http arbornote https://arbornote.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "arbornote": {
      "url": "https://arbornote.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "arbornote": {
      "type": "http",
      "url": "https://arbornote.usefulapi.io/mcp"
    }
  }
}

Codex

Run these commands. The second one opens the login page:

codex mcp add arbornote --url https://arbornote.usefulapi.io/mcp
codex mcp login arbornote

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://arbornote.usefulapi.io/mcp

Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your ArborNote API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yr10,000 tool calls / month
Pro+per user$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this ArborNote server only. Ask your AI to run arbornote_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with arbornote_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with arbornote_upgrade before then undoes the cancel. Or write to [email protected].

Tools 20

Show all 20 tools (the AI picks them for you)

Read only · 11

  • List clientsarbornote_list_clients
    List all clients (customers) in the ArborNote account, with name, address and contact.
  • Get a clientarbornote_get_client
    Get one client by id, with its name, address, contact and client id.
  • List projectsarbornote_list_projects
    List projects (job sites) with name, address, tree count and date created.
  • Get a projectarbornote_get_project
    Get one project by id, with its details and the associated client.
  • List project tagsarbornote_list_project_tags
    List the tagged trees and items of one project: species, dimensions, location, health and work objectives.
  • List proposalsarbornote_list_proposals
    List proposals (estimates) created or modified in a date range. Use startDate and endDate together.
  • Get a proposalarbornote_get_proposal
    Get one proposal by id: summary, status, total, account, project, client and line items, plus its approve URL.
  • List work ordersarbornote_list_work_orders
    List GTC work orders with name, project, schedule, cost and progress. Without dates, completed orders show the last 7 days and all in-progress orders show.
  • List PHC work ordersarbornote_list_phc_work_orders
    List PHC (plant health care) work orders with treatment, price, item count and percent complete. Same date rules as the GTC list.
  • List crew hoursarbornote_list_crew_hours
    List crew members' arrival and departure times and roles for work orders in a date range.
  • List estimator appointmentsarbornote_list_appointments
    List estimator appointments in a date range, with the project and the arborist assigned.

Changes data · 5

  • Create a clientarbornote_create_client
    Create a new client (customer) record in ArborNote. Returns the new clientID. Adds a record; it does not change existing ones.
  • Create a projectarbornote_create_project
    Create a new project (job site) with its client details in ArborNote. Returns the new projectID. Adds a record.
  • Set a proposal job numberarbornote_set_proposal_number
    Set the job number on a proposal's estimate. Replaces any earlier job number. The account behind the key must own the proposal.
  • Set a proposal statusarbornote_set_proposal_status
    Set the status of a proposal, e.g. Draft, Submitted, Approved, Scheduled, Competed or Billed. This changes the proposal in the customer's ArborNote account.
  • Set a proposal tax ratearbornote_set_proposal_tax
    Set the tax rate on a proposal's estimate and recalculate the tax amount from the pre-tax subtotal. Replaces any earlier rate.

Your usefulapi plan · 4

  • Usage status (free-tier meter)arbornote_usage_status
    Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter.
  • Request a missing featurearbornote_request_feature
    Tell usefulapi that the user needs something the ArborNote tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter.
  • Upgrade to Pro or Pro+arbornote_upgrade
    Get a paid plan for ArborNote (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. An existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptionarbornote_cancel_subscription
    Cancel the caller's ArborNote Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run arbornote_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with ArborNote in Claude or ChatGPT?

Review open proposals and their totals. Check this week's work orders and crew hours. Plan a proposal from the tagged trees. Set up a new client and job site. Set the job number and tax on an estimate. See what you can do for the details.

Is this an official ArborNote product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by ArborNote. The server calls the ArborNote API with your own ArborNote access, so it sees only the data that your account can see.

Can I connect ArborNote to Claude or ChatGPT?

Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.

What do I need to connect?

The login page asks for your ArborNote API key. See Before you connect for where to find it.

Do I put my ArborNote key or an Authorization header in the client config?

No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your ArborNote API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.

How do you keep my ArborNote credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the ArborNote API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in ArborNote.

Can the AI change my ArborNote data?

Yes, if you approve it. 5 of the 16 ArborNote tools can create or change data. The other 11 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this ArborNote server only. Cancel any time: your paid plan then runs to the end of the paid period. Run arbornote_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run arbornote_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run arbornote_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a ArborNote tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with arbornote_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.

Which AI clients can I use?

Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.

This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.

Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.

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