Use Projul MCP to take action in your AI tools

Add Message

Posts a message onto a project, task, client, or estimate in Projul. This is an internal note — it cannot send anything to a client.

Archive Client

Archives a client in Projul, taking them out of the active list. Reversible in the app. There is deliberately no Delete Client action — deleting a client also deletes their jobs, estimates and invoices, which is not something a Zap should do unattended.

Complete Task

Marks a Projul task complete, or reopens it. Running it twice is harmless. Careful with EstimateMeeting and EstimateToWrite tasks — completing one of those moves a lead along your sales pipeline.

Create Client

Creates a client in Projul, or links to the one you already have. Projul matches on both names plus an email or phone, so running this on a list you have imported before will not produce duplicates.

Create Estimate From Template

Builds a draft estimate from one of your estimate templates, copying its sections, lines and pricing. The estimate is created as a draft — sending it and getting it approved stay human steps in Projul.

Create Lead

Creates a lead in Projul. A lead is a project in a lead stage, so this creates a project and links it to a client, matching an existing client rather than duplicating them.

Create Project

Creates a project in Projul. For a website enquiry or an inbound lead, use Create Lead instead: it recognises clients you already have rather than duplicating them.

Schedule Task

Creates a task in Projul and puts it on the schedule. Map a calendar event's start, end, and attendees straight in. Set the External reference to the event's id so a later edit can update this task rather than creating a second one.