Claude + Hometrace
Connect Claude to Hometrace
Works in Claude.ai, Claude Desktop, and Claude Code. Takes about a minute.
Add a custom connector
Open Settings, then Connectors, then Add custom connector. Paste:
https://www.hometrace.co/api/mcpApprove in Hometrace
Select Connect, sign in to Hometrace, and approve.
Pick an inspection
Ask it to find a job by address or client name, then tell it what to do.
Add the server
Run in a terminal:
claude mcp add --transport http hometrace https://www.hometrace.co/api/mcpSign in
In Claude Code, run /mcp, choose hometrace, then Authenticate.
On your iPhone
Hometrace inside Claude
Real iPhone screenshots of example prompts and responses. These examples use tool descriptions without reading or changing customer data.
Claude
Ask Claude where to start
Claude describes what the connected Hometrace tools can help with.
Same access you already have
It can
- Search inspections and read reports
- Look at and sort photos
- Draft and edit findings and spec answers
- Update job details, services, and pricing
- Add to your templates, including importing one from another system as a new template
- Edit contacts
It asks first
- Sending invitations or changing the clients on a job
- Moving an inspection date
- Changes that affect a signed agreement or your price
It never
- Publishes or delivers a report
- Sees or changes billing
- Reaches anything you cannot already open
Template import
Move your template from another system
Already have a template in HomeGauge, Spectora, ISN, Home Inspector Pro, or a Word or PDF document? Your assistant can read it and rebuild it in Hometrace. You review it before anything is saved.
What to say
Say something like this, and attach or paste your template:
Move my HomeGauge template into Hometrace as a new template. Show me the preview before you save it.What happens
- AskTell Claude or ChatGPT which system the template is from and attach the file or paste the text. Hometrace gives it the exact format to follow.
- It stages the importThe assistant sends your template to Hometrace in pieces. Nothing shows up in your account yet.
- Check the previewAsk for the preview. It lists the sections, comments, and anything it merged or could not place. Fix problems by asking the assistant to resend a piece.
- Say yes to saveWhen you approve, Hometrace creates one new template in a single step. You find it on your Templates page.
What is safe
- It always makes a new template. It never changes or replaces one you already have. If the name is taken, Hometrace adds (2).
- If the import is cut off, nothing is half built. You get the whole template or none of it.
- You can undo it. Open Changes in Hometrace and undo the import.
- Your assistant cannot delete templates, comments, or anything else in Hometrace.
- Each connection can make up to 1,500 changes a day. An import counts each piece it sends as one change, so a full template uses about 10 to 25, however many comments it holds. Previews and reads do not count.
Template tools
These are the template tools your assistant can use.
Import
template_import_guidetemplate_import_starttemplate_import_chunk_puttemplate_import_previewtemplate_import_commit
Look up and edit
templates_listtemplate_gettemplate_notes_listtemplate_note_duplicates_findtemplate_create_from_librarytemplate_renametemplate_area_addtemplate_subsection_addtemplate_note_addtemplate_note_update
Questions
Yes, an active trial or paid plan.
No. The assistant runs on your own Claude or ChatGPT plan.
It cannot publish. Anything that would contact a client tells you who and waits for your yes.
No. It can add to your templates and import a new one. It cannot delete anything, and an import never replaces an existing template. You can undo an import from Changes.