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AI assistant

Work on tickets, time and client reports from Claude

Navbatly has an MCP server, so Claude or any assistant that supports MCP can find and update tickets, log time, ask clients for what you need and send reports, with the same permissions you have in the app.

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Ask in your own words

The assistant reads your tickets, contracts and reports through Navbatly's tools, and makes changes through the same rules as the app. It can only see the teams you belong to and do what your role allows.

Ask it to clear a backlog of small updates, to draft the client lines for the month, or to tell you who is still waiting on whom.

Things you can ask
  • What's still waiting on clients, longest first?
  • Ask Maya at Harbourline for the homepage copy on HBL-21.
  • Log 45 minutes of delivery on HBL-24 for yesterday.
  • Write a plain-English summary for each ticket we resolved in October.
  • How many hours does Harbourline have left this month?
  • Send September's report to every client who hasn't had it.

Connect it in a minute

Step by step for Claude, Claude Code and Cursor: connect your assistant.

  1. Add the server

    In Claude, add a custom connector with the address https://navbatly.com/mcp; in Cursor, add it to mcp.json. Any app that supports MCP with sign-in works the same way.

  2. Sign in to Navbatly

    Approve the connection with your Navbatly account. There is no API key to copy or keep safe.

  3. Ask

    Name a team or let it use your current one, and ask for what you need.

What it can do

The tools Navbatly's MCP server offers, by area. Each one checks the same permissions as the app.

Area Tools
Tickets list-tickets get-ticket get-ticket-options create-ticket update-ticket reply-to-ticket delete-ticket restore-ticket add-ticket-link remove-ticket-link
Time log-time list-time-entries update-time-entry delete-time-entry
Client actions ask-client-actions list-client-actions update-client-action mark-client-action-received send-back-client-action withdraw-client-action
Clients and contacts list-clients create-client list-client-contacts create-client-contact update-client-contact delete-client-contact
Contracts and plans list-contracts create-contract update-contract update-contract-terms update-contract-dates add-contract-adjustment delete-contract list-plans
Projects list-projects create-project update-project
Reports get-client-report send-client-report
Labels create-label update-label delete-label
Team list-teams invite-team-member list-team-invitations cancel-team-invitation

Questions about the AI assistant

Which assistants work with it?

Claude on the web, in the desktop app and in Claude Code, Cursor, and any other app that supports remote MCP servers with sign-in. How to connect each.

Can it do more than I can?

No. It acts as you, in the teams you belong to, with your role's permissions. A member's assistant can't change contracts, for example.

Do I need an API key?

No. You sign in to Navbatly when you connect it, and you can disconnect it at any time from the assistant.

How does it refer to tickets and clients?

By the names you use in the app: ticket numbers like HBL-21, and clients and projects by their short name, like harbourline-hotels. Never by internal database ids.

Bring Navbatly into your assistant

Create a team, then connect Claude to Navbatly's MCP server and sign in.

Create your team Talk to us