# Instant Roofer MCP

> Remote MCP server for Instant Roofer: AI roof measurements, Human-Certified Measure Reports, quotes, project media, CRM lookups, and CRM webhook setup for roofing contractors. Server URL https://mcp-staging.instantroofer.com/mcp. OAuth 2.1 (SMS one-time-code login). No account needed up front: the sign-in step creates a free account (about a minute, no card, 7-day full-results trial) for any mobile number that does not have one.

## Docs

- [Data and privacy](https://mcp-staging.instantroofer.com/api/docs/data-and-privacy): Data shared with assistants, external deliveries, access links, audit records and disconnection.
- [Instant Roofer MCP overview](https://mcp-staging.instantroofer.com/api/docs/overview): What the Instant Roofer MCP server is, what it can do, and what it costs.
- [Connect your assistant](https://mcp-staging.instantroofer.com/api/docs/install): Setup instructions for Cursor, Claude, Codex, Grok, ChatGPT, and custom clients.
- [Permissions and costs](https://mcp-staging.instantroofer.com/api/docs/permissions): OAuth scopes, team-member privileges, allowances, and Human-Certified report pricing.
- [Tool reference](https://mcp-staging.instantroofer.com/api/docs/tools): Every tool with parameters, generated from the server definitions.
- [Reading a measurement](https://mcp-staging.instantroofer.com/api/docs/reading-measurements): What each measurement field means and how to interpret confidence.
- [CRM webhooks](https://mcp-staging.instantroofer.com/api/docs/webhooks): How lead and Instant Measure webhooks work, how an assistant sets them up, credentials, and delivery rules.

## Changes

- 2026-11-04: Quoting and pricing control (1.9.0): assistants can now run the quoting tool end to end. Quotes: create_quote (blank, or seeded from an Instant Measure as Good / Better / Best options), update_quote, edit_quote_line_items, add_quote_option, copy_quote, set_quote_status, attach_quote_to_record and delete_quote. Layout and preview: get_quote_layout and edit_quote_layout change the quote's photos (the first full-width photo box is the featured image), text, rich text and page visibility; preview_quote_pdf renders the pages and displays them in a page viewer with an Open PDF link. Templates: list / get / copy_quote_template, edit_quote_template_content (text, images, photo boxes and page names on company templates; copy a standard template first) and set_default_quote_template. Sending and settings: send_quote is always two-step (preview the recipients and subject, then confirm: true) and sends the customer email with the public quote link; get_quote_settings plus upsert / archive tools for catalog items, tax rates and financing plans, update_quote_company_settings and quote option templates. Products and services: get_product_catalog, update_product, add_product and remove_product change the homeowner-facing pricing behind the Website Calculator, Orders Online and quote imports, each as a reviewed diff followed by confirm: true (company Admin only). Payments, refunds, payment arrangements and executed agreements stay in the dashboard. Reconnect and approve the new permissions to pick up the 31 new tools. New permission(s) `quotes:write, quotes:send, quotes:settings, products:manage`; connections approved earlier need "Update permissions" on the dashboard's AI Assistants tab to see these tools.
- 2026-11-04: Project media gallery (1.8.0): render_project_media displays Project Media photo and document thumbnails for up to twelve items from a lead, customer or the company library, with enlarge and preview links, under the existing media:read permission. Clients such as ChatGPT do not display the image content get_media_asset includeImage returns, so this is the way to show photos; the result also carries the preview links as a fallback. Full-resolution originals stay with get_media_asset. Reconnect or rescan to pick up the new tool.
- 2026-09-30: Confidence (1.7.5): confidence.display (AI Measurement Confidence) now bands the area model's expected footprint miss as a share of the footprint: High at 6% or less, Medium up to 8.7%, Low above that. Before, the same expected miss read High on a small house and Low on a large one; about 1 in 6 measurements changes band. The Measurement API v3 confidence.band and measurements.confidence follow the same rule. Reconnect to refresh the output schemas.
- 2026-09-28: Confidence (1.7.4): the reliability signal is the AI Measurement Confidence band again (confidence.display, from the area model's score), matching the report. measure_roof, get_measurement and find_measurements no longer return reportConfidence, and the Measurement API v3 confidence.band and measurements.confidence are that same area-model band, without limitedBy. Reconnect to refresh the output schemas.
- 2026-09-23: Measurement API v3 reference (1.7.3): the api-v3-reference docs page and the Measurement API briefing now describe the current v3 contract - the composite confidence band with limitedBy, measurements.confidence, measurements.wasteCalculation (the report's waste table), lidar.wireframeQuality, the buildings/townhome blocks on attached units, the request options (imagery, report, boundingBox, zoom) and the pass-through measurement error codes. Keys with the AI Instant Measure Report enabled can request the PDF directly from the API ("report": {"pdf": true}); run_api_measurement results are unchanged and now say exactly which add-ons (imagery, report) direct calls carry that the tool does not. A failed measurement reports the engine's code (roof_not_found, ...) as measureApiCode instead of an unreadable message. Reconnect to refresh the tool descriptions.
- 2026-09-16: Warnings and filters (1.7.2): resolve_address only ever returns US addresses, so it now carries a warning when the best worldwide match for the query is outside the US (the US result is probably a look-alike); the same check feeds confirm_building_location's confidenceReasons. measure_roof returns warnings when a fresh run's footprint differs by more than 15% from the building footprint detected at location confirmation. reportConfidence.limitedBy is no longer empty on low or medium bands: it names the binding component (area_low, eave_medium, ...) alongside the hard caps. list_project_media tag filters on the company feed return results again, and searchText finds the capture address of any photo. Reconnect to refresh the output schemas.
- 2026-09-16: Error results fix (1.7.1): tool failures return isError with the { "error", "message" } envelope as text only, no longer as structuredContent. Hosts that validate structuredContent against the output schema (Cursor and other MCP SDK 1.x clients) had reported every failure such as not_found, address_not_found or location_token_invalid as protocol error -32602 instead of the actionable code; the codes and messages themselves are unchanged. Reconnect to refresh the tool catalog.
- 2026-09-14: Measurement fields (1.6.1): measure_roof, get_measurement and find_measurements return measurements.wastePercent (the recommended waste already applied in sqft.suggested), reportConfidence (the composite Report Confidence band with what limits it) and attachedUnits on townhomes (the measurements are for the single attached unit at the pin). Reconnect to refresh the output schemas.
- 2026-09-13: Measurement API accounts (1.6.0): the sign-in step now connects either product - the contractor platform or the pay-per-measurement Measurement API. API customers sign the API agreement during connection, receive free trial report credits, and get 12 dedicated tools: onboarding checklist, one-time API key reveal, v3 test measurements, Human Certified report ordering and status, report webhooks, and usage/billing estimates. Contractor connections are unchanged.
- 2026-09-13: Entitlement access (1.5.0): OpenAI plugin connections use existing Human-Certified report credits without card fallback. Unavailable features explain the current entitlement and link to account information. All 29 tools publish structured output schemas; rescan the server in the submission portal after updating.
- 2026-09-13: Image gallery (1.4.0): render_instant_measure_images displays saved satellite outlines and facet diagrams for up to four measurements, with expiring image links as a fallback. Refresh the tool catalog to pick up the new tool under the existing measure:read permission. Showing images does not run another measurement.
- 2026-09-13: Report download fix (1.3.1): Instant Measure PDF links now open reliably from ChatGPT. Request a new report link to replace a failed or expired download; links remain valid for up to 15 minutes.
- 2026-09-13: Submission update (1.3.0): structured output schemas for every tool, explicit action hints, HTTPS webhook protections, quote visibility checks, expiring measurement downloads, and data-use documentation. Reconnect to refresh the tool catalog.
- 2026-09-13: CRM webhook tools: `list_webhooks`, `get_webhook`, `get_webhook_field_reference`, `create_webhook`, `update_webhook`, `delete_webhook`, `test_webhook`. Assistants can now build the CRM integration end to end. New permission(s) `webhooks:manage`; connections approved earlier need "Update permissions" on the dashboard's AI Assistants tab to see these tools.
- 2026-09-12: First release: Instant Measures, Human-Certified Measure Reports, quotes, project media, and customer / lead lookups.

Clients cache the tool list per connection. If a tool documented here is missing, call `get_account` and read `connection.newPermissionsAvailable` / `connection.updatePermissionsUrl`; otherwise reconnect the server to refresh the list.

## Discovery

- [Protected resource metadata](https://mcp-staging.instantroofer.com/.well-known/oauth-protected-resource)
- [Authorization server metadata](https://mcp-staging.instantroofer.com/.well-known/oauth-authorization-server)