Simpro and AI

Using AI with Simpro

Yes, AI can work with your Simpro data. Simpro has an open API, its own AI in the Lightning platform, and third-party connectors that let tools such as Claude and ChatGPT read it, and sometimes write to it. The right route depends on what you want to ask, what you want automated and what you want to spend. Here's a plain guide from a Melbourne team that has built on Simpro.

Written by Justin Watts, Director of Workshop AI, Hobsons Bay, Melbourne · Last reviewed 15 October 2026
General information only, not legal, tax or financial advice.

Three routesHow AI connects to Simpro

1. Simpro's own AI

Simpro launched Lightning in May 2026, describing it as an AI-native operating platform. Its AI, called Cooper, comes with four agents (FieldReady, JobReady, JobScribe and JobBrief), and JustAsk answers plain-English questions about things like technician margins, overdue invoices and customer history. A July 2026 release added an AI scheduler and expanded JustAsk. At launch, Lightning was priced as an extra 15 per cent on existing contracts, rising to 25 per cent after 31 May 2026.

Good for: questions and tasks inside Simpro, with nothing to connect. Limit: it sees Simpro, not your inbox, your accounts or your shared drive.

2. Ready-made connectors

Zapier connects to Simpro with triggers such as new or updated jobs and quotes, and actions such as creating a service job or quote, and Simpro charges nothing for the Zapier connection. Several services also offer MCP connectors, the standard way AI assistants such as Claude and ChatGPT use other software: Zapier MCP, viaSocket and Tugger, which is listed on the Simpro Marketplace and gives AI read-only access to a synced copy of your data.

Good for: quick wins and simple automations. Limit: you're bound by what each connector exposes, and some connect with write access by default.

3. A custom build on the API

Simpro's REST API can view, create and modify records across customers, sites, jobs, cost centres, recurring jobs, quotes, invoices, schedules, stock, purchase orders and assets, and it can send webhooks when a job changes stage. Simpro's Australian pricing page lists Open API on the base plan. Simpro doesn't offer one-on-one API support, and points people to its forum or a partner.

Good for: joining Simpro to email, Xero and documents, branded reporting, and agents that do a defined job. Limit: it needs building and looking after.

Once it's connectedQuestions worth asking your Simpro data

Start safelyRead-only first, then earn the right to write

Client exampleMattick Air: monthly reports from live Simpro data

Mattick Air is a Melbourne commercial air conditioning business that runs Simpro. Workshop AI built branded monthly reports for Mattick Air's own customers, produced from live Simpro data, and an agent that reads every emailed work order and lands the job ready to go, with a person staying on the trigger.

5 questionsQuestions we hear

Can Claude or ChatGPT connect directly to Simpro?

Yes, through a connector. Third-party MCP connectors from services such as Zapier, viaSocket and Tugger let Claude and ChatGPT read Simpro data, and some can also create or update records. A custom connection built on Simpro's API gives you full control over what the AI can see and do.

Do we need Simpro Lightning to use AI?

No. Lightning is Simpro's own route, built in and priced as a percentage on top of your contract. Connectors and custom builds work through Simpro's API instead. Many businesses will use both: Simpro's AI inside Simpro, and a connected assistant for work that spans email, accounts and documents.

Is there an official Simpro MCP server?

We haven't found one from Simpro itself as of October 2026. The MCP connectors available come from third parties. Check what each one can read and write before you connect it.

Can AI create jobs and quotes in Simpro?

Yes. The API and connectors such as Zapier can create jobs and quotes. Start with AI preparing them for a person to approve, and only let it act on its own once you trust the results.

What does it cost to connect AI to Simpro?

It depends on the route. Simpro's Lightning is priced as a percentage of your Simpro contract, ready-made connectors charge their own subscriptions or usage fees, and a custom build costs what it takes to build and run. With Workshop AI, custom builds start from A$4,400 a month on a month-to-month retainer, or can be scoped as a fixed-price project, excluding GST.

Working with Workshop AIFixed prices, one real problem first

We start with a free 30-minute chat, in person around Melbourne or by video, then fix one real problem end to end before anything bigger is on the table. No lock-in. All prices in AUD, excluding GST.

Claude for OwnersA$1,500Two one-on-one video sessions
Claude for BusinessA$2,500Set up and running within a week
DiscoveryA$3,600Four stages, about a month
Custom BuildsFrom A$4,400 a monthMonthly retainer or fixed-price project
Document StandardA$2,000 as an add-on, A$2,750 on its ownTwo weeks
Book a free chatCall 0431 254 769Read the Q&A

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SourcesWhere these facts come from

Rules and figures on this page were checked against these sources in October 2026. Rules change, so check the source before relying on them.