CooperBuild for Muse — cooperbuild.ai

The CooperBuild connector lets Muse read and update the CooperBuild workspace you sign in to. You can ask about projects, RFIs, submittals, estimates, procurement and accounting in plain language, and Muse works with the same records and the same permissions you have in the CooperBuild web and mobile apps.

1. Overview

CooperBuild is a construction management platform for general contractors and specialty trades. The connector is a remote MCP (Model Context Protocol) server run by COOPERBUILD, INC. at https://api.cooperbuild.ai/mcp/directory, over Streamable HTTP.

Muse is a product of Meta. CooperBuild is not affiliated with or endorsed by Meta.

2. Requirements

A CooperBuild account. You sign in with the same email and password you use at app.cooperbuild.ai. If your company does not use CooperBuild yet, book a demo.
Muse with connectors.CooperBuild is added from Muse's connector settings.

3. Connect CooperBuild to Muse

In Muse, open Settings → Connectors, find CooperBuild and tap Connect, then Continue. You can also ask Muse to “connect CooperBuild”.
A CooperBuild sign-in page opens.
Sign in if asked, check that the page names the app you are connecting, then click Authorize. You are returned to Muse.

Only authorize a request you started yourself. If a CooperBuild sign-in page appears that you did not expect, click Deny.

4. Use it in Muse

Once connected, ask about your work, for example:

“Show me my active projects in CooperBuild.”
“Which RFIs on the Riverside project are still open, and who owns them?”
“Summarize the submittals waiting on architect review.”
“What is the budget versus actual cost on the Main Street job?”
“Create a task to confirm the rebar delivery for Friday.”

5. What the connector can do

Projects — search projects, review tasks and schedules, create and update tasks, and check site weather and daily progress reports.
Drawings and documents — search drawings and specifications, compare sheet revisions, and manage RFIs and submittals with their review status and revision history.
Preconstruction — browse and edit estimates and line items, run quantity takeoffs from plan sets, and prepare proposals.
Procurement — create resource requests, request and compare vendor quotes, and track shipments and inventory.
Accounting — view project finances, budgets and reports; process vendor invoices, payment applications and client billing; record payments made outside CooperBuild. No tool moves money.
People and time — timesheets, payroll, recruiting and subcontractor compliance documents.
CRM and communications— look up contacts and companies, see a person's activity timeline and open action items, and send email and SMS from your connected accounts.
AI phone calls and meetings — ask a Cooper AI agent to call someone, leave a voicemail or join a meeting for you. The agent introduces itself as an AI assistant calling on your behalf, and meeting invitations say when an AI agent will attend.
Your Cooper agents — hand a request to one of the AI agents your company has set up in CooperBuild, by name, and get its answer back. You see the request and the agent first, and the agent starts only after you confirm.
Memory — CooperBuild can remember durable facts and preferences about you, such as your role and how you like emails written, so it does not have to ask again. You can view, edit and delete them in CooperBuild under Settings → Cooper AI Profile.

6. Approvals and read-only use

Each of the connector's 377 tools is classified in section 7 as one of three kinds, which Muse uses to decide when to ask for your approval:

Read (159 tools) — looks up and returns data. It does not change your records.
Write (170 tools) — creates, changes or archives records in your CooperBuild workspace.
Sensitive write (48 tools) — sends something, shares or publishes something, records a payment, or starts a Cooper agent or automation. Muse asks for your approval on every use.

A tool that both reads and writes is classified as a write. To use CooperBuild without changing anything, choose the read-only option when you connect it in Muse, where it is offered: the Read tools are the ones that only retrieve data.

7. Every tool and what it changes

This list covers every tool the connector offers at https://api.cooperbuild.ai/mcp/directory. Which ones a person can actually use depends on their CooperBuild role (see section 9).

Sensitive writes

“Preview first” means the first call shows exactly what would be sent or recorded and changes nothing, and only a second, confirmed call acts.

Sends a message, email, call or invitation

These reach people, inside or outside your company, as you or as your company.

Tool	What happens	Preview first
`chat_send`	Posts a message in a CooperBuild chat as you. The people in the chat are notified.	Yes
`chat_agent_message`	Sends a chat message from a Cooper agent to a person in your workspace, who is notified.	Yes
`chat_group_manage`	Creates or changes a chat group. It can invite people from outside your company by email.	Yes
`comm_send_email`	Sends an email from your connected mailbox or your company's CooperBuild address.	Yes
`comm_send_sms`	Sends a text message from one of your company's CooperBuild phone lines.	Yes
`comm_place_agent_call`	Places a phone call made by a Cooper AI agent, which says it is an AI assistant calling on your behalf.	Yes
`email_inbox_manage`	Sends a new email or a reply from your connected Gmail or Outlook inbox. Its other actions file, link and hold threads inside CooperBuild.	Yes, to send or reply
`meeting_manage`	Schedules, moves or cancels meetings. This emails the people invited and changes their calendars.	Yes
`meeting_share`	Sends a meeting link to the people you name.	Yes
`gtm_send_ready_drafts`	Sends a campaign's approved emails to its recipients.	Yes
`gtm_schedule_sequence`	Schedules a campaign's approved emails to go out later, in sequence.	Yes
`gtm_send_test_draft`	Sends one campaign draft to your own email address as a test. Nobody else receives it.	No
`dpr_report`	Creates a daily progress report and can email it to the project's client.	Yes
`work_order_manage`	Issues a work order to the people doing the work and emails it to them.	Yes
`trade_package_send`	Emails bid invitations for a trade package to subcontractors.	Yes
`recruiting_manage`	Moves candidates through hiring, and can email interview and onboarding invitations.	Yes
`invite_user`	Invites a person into your CooperBuild workspace and emails them the invitation. Needs permission to manage users.	No
`coopersign_send`	Emails a document for signature, approval or payment. An invoice goes with a How to pay page and the client decides whether to pay; no money moves when the tool runs.	Yes
`coopersign_manage`	Sends reminders or a new signing link, changes recipients, or voids a document sent for signature.	No
`card_autopilot_manage`	Texts a cardholder about a card charge, or books the charge in your accounting.	Yes, to book a charge
`partner_connect`	Invites another company to connect with yours on the CooperBuild partner network.	Yes
`partner_deal`	Sends, reviews or awards a proposal between your company and a connected partner company.	Yes
`partner_scope`	Sends a scope of work to a connected partner company and negotiates it line by line.	Yes
`report_issue`	Sends a problem report about a CooperBuild tool to the CooperBuild team.	No

Shares or publishes

These make CooperBuild content reachable outside your company, or send it to an outside service.

Tool	What happens	Preview first
`folder_share`	Creates a link to files and folders that anyone with the link can open, with a password if you set one.	No
`rfi_share`	Creates or revokes a link to an RFI for someone outside your company. An edit link lets them submit an official response.	No
`submittal_share`	Creates or revokes a link that lets an outside reviewer see, or act on, a submittal.	No
`visual_artifact`	Builds forms, templates and visuals. Publishing makes a form or visual available at a public link.	For templates
`ai_invoke`	Sends the prompt you give it to an outside AI provider (OpenAI, Anthropic, Google or xAI) on your company's own API key, and returns the answer. Changes nothing in CooperBuild.	No

Records a payment or approves pay

None of these moves money. They record payments made outside CooperBuild and post the matching accounting entries, exactly as the accounting screens do.

Tool	What happens	Preview first
`vpr_pay`	Records a payment to a vendor, made outside CooperBuild, and posts its journal entry.	Yes
`vpr_bulk_process`	Approves and records payments for many vendor payment requests at once.	Yes
`vpr_refund`	Records a refund received from a vendor.	Yes
`vpr_void_payment`	Voids a recorded vendor payment.	Yes
`vpr_approve`	Approves a vendor payment request and posts the approval journal entry.	No
`payment_request_pay`	Records a payment received from a client and posts its journal entry.	Yes
`payment_request_approve`	Approves a client payment request.	Yes
`client_invoice_receive_payment`	Records money received against a client invoice.	Yes
`chargeback_confirm`	Applies a chargeback, staged earlier with chargeback_create, as a credit on a vendor invoice.	Staged first
`payroll_generate`	Generates a payroll period from approved time.	Yes
`payroll_manage`	Approves or changes a payroll period.	Yes
`timesheet_manage`	Submits, approves or rejects timesheets, and records pay-period payments.	No
`partner_settle`	Asks a connected partner company to pay an invoice, records disputes and back charges, or releases retainage.	Yes

Starts a Cooper agent or automation

These hand work to an agent or automation that runs inside CooperBuild with your permissions. You approve starting it; the steps it then takes are not approved one by one in Muse.

Tool	What happens	Preview first
`talk_to_agent`	Hands your request to one of your company's Cooper agents, which can then take further actions with your permissions.	Yes
`start_orchestration`	Starts a background Cooper agent run with your permissions. It can create, change and send things.	No
`create_orchestration_trigger`	Schedules a Cooper agent to run later, on a timer or when an event happens, with your permissions.	Yes
`update_orchestration_trigger`	Changes when or how a scheduled Cooper agent runs.	Yes
`automation_control`	Turns automations on, runs or resumes them. An automation that is on sends messages and changes records by itself.	No
`automation`	Creates, changes and turns on rules in CooperBuild's older automation engine.	No

Writes

These create, change or archive records in your workspace. They run through the same code as the CooperBuild app, so a change has the same effects as making it yourself there, including any notification your workspace sends for that kind of change (for example, telling someone a task was assigned to them).

Show all 170 write tools

Tool	What it does
`accounting_allocation`	Manage Budget Allocations
`accounting_bank`	Manage Bank Accounts and Cards
`accounting_budget`	Manage Team Budgets
`accounting_coa`	Manage GL Accounts
`accounting_journal`	Manage Journal Entries
`action_item_manage`	Manage Action Items
`agent_situation`	Manage Agent Alerts
`agent_watch`	Manage Agent Watches
`automation_build`	Build Automation Rules
`cancel_orchestration`	Cancel Background AI Run
`ccr_approve_vpr_allocations`	Approve VPR Charge Allocations
`ccr_bulk_create_packets`	Create Bulk Payment Packets
`ccr_bulk_draft_intakes`	Draft Bulk Receipt Intakes
`ccr_bulk_plan`	Plan Bulk Charge Resolution
`ccr_forward_reconciliation`	Forward Card Reconciliation
`ccr_link_project`	Link Card Charge to Project
`ccr_link_resource_request`	Link Resource Request to Charge
`ccr_link_vpr`	Link VPR to Card Charge
`ccr_prepare_rr`	Prepare Resource Request Data
`ccr_process_project`	Process Project Card Charges
`ccr_propose_vpr_allocations`	Propose VPR Charge Allocations
`ccr_release_vpr_allocations`	Release VPR Charge Allocations
`ccr_unlink_vpr`	Unlink VPR from Card Charge
`chargeback_create`	Stage Chargeback
`chargeback_prepare_confirm`	Preview Chargeback Credit
`chat_group_members`	Manage Chat Group Members
`client_billing_cancel`	Cancel Client Billing Batch
`client_billing_create`	Create Client Billing Draft
`comm_call`	Look Up or Log Calls
`compliance_applicability`	Classify Vendor Compliance Needs
`compliance_applicability_rules`	Manage Compliance Applicability Rules
`compliance_document_types`	Manage Compliance Document Types
`compliance_documents`	Manage Compliance Documents
`compliance_requirement_batches`	Manage Compliance Requirement Packets
`crm_interaction_log`	Log CRM Interaction
`customer_shipment_manage`	Manage Customer Shipments
`db_batch`	Bulk Update Records
`db_bulk_create`	Bulk Create Records
`db_create`	Create Record
`db_update`	Update Record
`db_upsert`	Update or Create Record
`delete_orchestration_trigger`	Delete Automation Trigger
`document_package`	Assemble Document Packages
`document_render`	Render Documents to PDF
`drawings_compare`	Compare Drawing Revisions
`drawings_link_task`	Link Drawings to Tasks
`drawings_mark_text`	Mark Text on Drawings
`drawings_markups`	Manage Drawing Markups
`ekg_write`	Write Estimate Knowledge File
`equipment`	Manage Equipment Units
`equipment_bulk`	Bulk Create or Update Equipment
`equipment_label`	Manage Equipment Labels
`equipment_maintenance`	Manage Equipment Maintenance
`equipment_register`	Manage Equipment Register
`equipment_system`	Manage Equipment Systems
`estimate_cost_basis`	Manage Estimate Cost Basis
`estimate_gantt`	Manage Estimate Gantt Schedule
`estimate_items`	Manage Estimate Items
`estimate_manage`	Manage Estimates
`file_confirm_bulk_upload`	Confirm Bulk File Uploads
`file_confirm_upload`	Confirm File Upload
`file_get_bulk_upload_urls`	Get Bulk File Upload URLs
`file_get_upload_url`	Get File Upload URL
`folder_create`	Create Folder
`folder_link_media`	Manage Folder Media
`folder_update`	Update Folder
`global_items_create`	Create Catalog Item
`global_items_merge`	Merge Duplicate Catalog Items
`global_items_update`	Update Catalog Item Compatibility
`gtm_approve_drafts`	Approve Campaign Drafts
`gtm_archive_recipient_list`	Archive GTM Recipient List
`gtm_archive_sequence`	Archive Outreach Sequence
`gtm_cancel_scheduled_sends`	Cancel Scheduled Sends
`gtm_configure_campaign_sequence`	Attach Sequence to Campaign
`gtm_create_channel_drafts`	Save Generated Campaign Drafts
`gtm_generate_drafts`	Generate Campaign Drafts
`gtm_get_builder_campaign`	Get GTM Campaign Details
`gtm_remove_suppression`	Remove Recipient Suppression
`gtm_save_builder_campaign`	Save GTM Campaign
`gtm_save_recipient_list`	Save GTM Recipient List
`gtm_save_sequence`	Save Outreach Sequence
`gtm_select_sender`	Choose a campaign sender
`gtm_set_builder_campaign_status`	Set GTM Campaign Status
`gtm_set_campaign_audience`	Set GTM Campaign Audience
`gtm_set_send_profile`	Set Campaign Send Profile
`gtm_suppress_recipient`	Suppress Outreach Recipients
`gtm_update_draft`	Update Campaign Draft
`gtm_update_drafts`	Update Many Campaign Drafts
`inventory_manage`	Manage Inventory
`invoice_pdf_settings_manage`	Manage Invoice PDF Headers
`kg_write`	Write Project Knowledge File
`mail_sorter_manage`	Manage Mail Entries
`meeting_notes_act`	Act on Meeting Notes
`memory_save`	Manage Personal Memories
`package_manage`	Manage Packages
`partner_billing`	Manage Partner Client Billing
`partner_browse`	Browse Partner Network
`payment_app_set_status`	Set Payment Application Status
`payment_app_sync`	Sync Payment Application
`payment_app_update`	Update Payment Application
`production_manage`	Manage Production Records
`profile_answer`	Record Profile Answer
`profile_finish`	Finish Profile Setup
`profile_update`	Update AI Profile
`project_create`	Create Project
`project_deliverable_create`	Create Project Deliverables
`project_gantt`	Manage Project Gantt Schedule
`project_location`	Manage Project Locations
`project_task_create`	Create Project Task
`project_task_update`	Update Project Task
`project_weather_manage`	Manage Jobsite Weather
`proposal_approve`	Approve Proposal
`proposal_edit`	Edit Proposal
`proposal_manage`	Create Proposal from Estimate
`proposal_revert`	Revert Proposal Approval
`receipt_intake_create`	Create Receipt Intake
`receipt_intake_scan_document`	Scan Receipt Document
`receipt_intake_unlink_reconciliation`	Unlink Receipt from Card Reconciliation
`receipt_intake_update`	Update Receipt Intake
`recruiting_candidate_intake`	Add Candidate from Email
`recruiting_job_request_create`	Create Job Request
`recruiting_resume_extract`	Extract Candidate Resumes
`resource_request_confirm_invoice_upload`	Confirm Invoice Upload
`resource_request_create`	Create Resource Request
`resource_request_process_invoice`	Process Invoice with AI
`resource_request_upload_invoice`	Upload Resource Request Invoice
`rfi`	Manage RFIs
`shipment_manage`	Manage Shipments
`simple_expense_finalize`	Book Simple Expense
`spatial_draft`	Edit a 3D Scene Draft (Spaces)
`spec_extract_pages`	Extract Spec PDF Pages
`submittal`	Manage Submittals
`submittal_bulk`	Bulk Edit Submittals
`submittal_inbound`	Manage Inbound Submittal Reviews
`submittal_prepare`	Prepare and inspect submittal drafts
`submittal_register`	Manage Submittal Registers
`submittal_review`	Review and Approve Submittals
`submittal_schedule`	Link Submittals to the Schedule
`submittal_section`	Manage Submittal Sections
`submittal_section_bulk`	Bulk Edit Submittal Sections
`takeoff_draft_pin`	Draft a Takeoff Pin or RFI
`takeoff_propose_copy_count`	Propose a Count Copied From a Tag
`takeoff_propose_params`	Propose Condition Parameters
`takeoff_propose_reassign`	Propose Moving Takeoff Measurements
`takeoff_propose_recount`	Propose a Takeoff Recount
`takeoff_run_start`	Start a Free Takeoff Run
`task_workflow_execute_action`	Run Task Workflow Action
`task_workflow_preview_action`	Preview Task Workflow Action
`task_workflow_setup`	Set Up Task Workflow
`template_create`	Create Deliverable Template
`timesheet_create_from_work_sessions`	Create Timesheet from Work Sessions
`trade_package_bids`	Enter bids and pick winners (Trade Packages)
`trade_package_draft`	Draft a Trade Package
`trade_package_pricing`	Put Trade Package prices in the estimate or project
`trade_package_sub_price`	Add a sub price (Trade Packages)
`ts_manage`	Create or Update Trade Scope
`update_member_access`	Update Member Access
`vpr_create`	Create Vendor Payment Request
`vq_procure`	Procure Awarded Vendor Quote
`vq_quote`	Create Vendor Quote
`vq_shortlist`	Shortlist Vendor on Scope
`vq_status`	Change Vendor Quote Status
`wiki_compute`	Refresh Computed Wiki Articles
`wiki_ingest`	Import Web Page to Wiki
`wiki_promote`	Promote Knowledge to Wiki
`wiki_reindex`	Rebuild Wiki Category Index
`wiki_write`	Create or Update Wiki Article
`ws_allocate`	Allocate Work Session Time
`ws_auto_allocate_unallocated`	Auto-Allocate Work Sessions
`ws_manage`	Manage Work Session Reviews

Reads

These look up and return data, and change nothing in your records.

Show all 159 read tools

Tool	What it does
`accounting_report`	Get Financial Reports
`action_item_browse`	Browse Action Items
`activity_browse`	Search Activity Log
`ai_usage_browse`	Browse AI Usage and Costs
`automation_browse`	Browse Automations
`card_autopilot_browse`	Card Autopilot — Browse
`ccr_find_matching_vpr`	Find Matching VPRs for Charge
`ccr_get_resolution_candidates`	Find Charge Resolution Matches
`ccr_list_reconciliations`	List Card Reconciliations
`chargeback_list`	List Chargebacks
`chat_history`	Chat History & Export
`check_orchestration`	Check Background AI Run
`client_billing_browse`	Browse Billable Project Costs
`client_billing_preview`	Preview Client Billing
`comm_agent_call_status`	Get AI Call Status
`comm_call_history`	Get Call History
`comm_get_sms_thread`	Read SMS Conversation
`comm_list_sms_conversations`	List SMS Conversations
`comm_phone_lines`	List Phone Lines
`comm_sms_status`	Check SMS Delivery Status
`compliance_blocks_payment`	Check Vendor Payment Block
`compliance_check`	Check Vendor Compliance
`compliance_dashboard`	Get Compliance Overview
`cooper_help`	Cooper Help Docs
`coopersign_browse`	Browse Cooper Docs
`crm_interaction_list`	Search CRM Interactions
`crm_relationship_brief`	Get CRM Relationship Brief
`customer_shipment_browse`	Browse Customer Shipments
`db_aggregate`	Aggregate Database Records
`db_find`	Query Database Records
`db_preview`	Preview Record Update
`db_schema`	Get Database Schema
`doc_hub_browse`	Browse DocHub Documents
`doc_hub_wizard`	DocHub wizard (retired — use coopersign_send)
`document_search`	Search Document Contents
`drawings_check`	Check Drawings for Problems
`drawings_list`	List Project Drawings
`drawings_search_text`	Search Drawing Text
`drawings_sheet`	Open Drawing Sheet
`ekg_read`	Read Estimate Knowledge File
`ekg_search`	Search Estimate Knowledge
`ekg_tree`	Get Estimate Knowledge Tree
`email_inbox_browse`	Browse Email Inbox
`equipment_register_stats`	Get Equipment Register Stats
`estimate_browse`	Browse Estimates
`estimate_resources`	Browse Estimate Resources
`folder_view`	Browse Folders
`get_available_providers`	List Available AI Models
`get_orchestration_trigger`	Get Automation Trigger
`get_tenant_info`	Get Current Organization
`global_items_get`	Get Catalog Item
`global_items_search`	Search Materials Catalog
`graph_as_of`	Get Relationships As Of Date
`graph_facts`	Get Entity Facts
`graph_neighbors`	Get Related Entities
`graph_ontology`	Get Knowledge Graph Schema
`graph_path`	Find Relationship Path
`graph_project_overview`	Get Project Overview
`graph_query`	Search Knowledge Graph
`graph_timeline`	Get Relationship Timeline
`graphql_query`	Query Related Records
`gtm_campaign_stats`	Get GTM Campaign Stats
`gtm_get_sequence`	Get Outreach Sequence
`gtm_list_builder_campaigns`	List GTM Campaigns
`gtm_list_recipient_lists`	List GTM Recipient Lists
`gtm_list_senders`	List GTM send-from addresses
`gtm_list_sequences`	List Outreach Sequences
`gtm_list_suppressions`	List Suppressed Recipients
`gtm_overview`	Get GTM Campaign Builder Overview
`inventory_browse`	Browse Inventory
`invoice_pdf_settings_browse`	Browse Invoice PDF Headers
`kg_read`	Read Project Knowledge File
`kg_search`	Search Project Knowledge
`kg_tree`	Get Project Knowledge Tree
`leave_balance`	Leave Balance
`leave_draft_request`	Draft a Leave Request
`leave_who_is_out`	Who Is Out on Leave
`list_invite_roles`	List Roles for Invites
`list_orchestration_runs`	List Background AI Runs
`list_orchestration_triggers`	List Automation Triggers
`mail_sorter_browse`	Browse Mail Entries
`meeting_browse`	Browse Meetings
`memory_read`	Read Personal Memories
`memory_search`	Search Personal Memories
`package_browse`	Browse Packages
`payment_app_get`	Get Payment Applications
`payment_app_suggest_billing`	Suggest Billing from Progress
`payment_request_get`	Get Client Payment Requests
`payroll_available_accounts`	List Payroll Journal Accounts
`payroll_browse`	Browse Payroll Periods
`payroll_preview`	Preview Payroll Calculations
`person_status_brief`	Get Person Status Brief
`person_timeline`	Get Person or Company Timeline
`production_browse`	Browse Production Records
`profile_get`	Get AI Profile
`project_activity_digest`	Get Project Activity Digest
`project_finance_summary`	Get Project Finance Summary
`project_memory_search`	Search Project History
`project_search`	Search Project Tasks and Deliverables
`project_weather`	Get Jobsite Weather
`proposal_browse`	Browse Proposals
`receipt_intake_find_workflow_matches`	Find Receipt Workflow Matches
`receipt_intake_list`	List Receipt Intakes
`recruiting_browse`	Browse Recruiting Pipeline
`recruiting_candidate_search`	Search Recruiting Candidates
`resource_request_get_deliverables`	List Resource Request Deliverables
`resource_request_get_tasks`	List Resource Request Tasks
`resource_request_search_items`	Search Catalog Items
`resource_request_search_vendors`	Search Vendors for Request
`resource_request_wizard`	Browse Projects for Resource Request
`result_page`	Browse Truncated Results
`search_estimates`	Search Estimates
`search_external_orgs`	Search External Organizations
`search_humans`	Search People
`search_projects`	Find Projects by Name
`shipment_browse`	Browse Shipments
`simple_expense_preview`	Preview Simple Expense
`spatial_browse`	Browse 3D Scenes (Spaces)
`spec_read_document`	Search Spec PDFs
`submittal_register_stats`	Get Submittal Register Stats
`takeoff_explain`	Explain a Takeoff Quantity
`takeoff_overview`	Takeoff Overview
`takeoff_quantities`	Takeoff Quantities
`takeoff_review_items`	Takeoff Review Items
`takeoff_run_status`	Takeoff Run Status
`takeoff_schedule_lookup`	Takeoff Schedule Lookup
`takeoff_sheet_context`	Takeoff Sheet Context
`takeoff_spec_read`	Read a Takeoff Spec Document
`takeoff_text_search`	Takeoff Text Search
`task_workflow_browse`	Browse Task Workflows
`task_workflow_definitions`	List Task Workflow Definitions
`template_preview_item`	Preview Catalog Item
`template_search_resources`	Search Template Resources
`template_suggest_tasks`	Get Template Task Suggestions
`template_wizard`	Start Deliverable Template Wizard
`timesheet_browse`	Browse Timesheets
`timesheet_preview_from_pay_period`	Preview Timesheets for Pay Period
`trade_package_browse`	Browse Trade Packages
`ts_browse`	Browse Trade Scopes
`ts_search_items`	Browse Items for Trade Scope
`ts_wizard`	Find Trade Scope Estimate or Project
`vpr_get_invoice_items`	Get Payable Invoice Items
`vpr_get_invoices`	List Payable Vendor Invoices
`vpr_wizard`	Search VPR Projects and Vendors
`vq_browse`	Browse Vendor Quotes
`vq_scope_details`	Get Trade Scope Quote Details
`vq_search_vendor`	Search Vendors for Quotes
`web_fetch`	Fetch Web Page
`web_search`	Search the Web
`wiki_lint`	Audit Wiki Quality
`wiki_list`	List Wiki Articles
`wiki_read`	Read Wiki Article
`wiki_read_section`	Read Wiki Article Section
`wiki_search`	Search Wiki Articles
`work_order_browse`	Browse Work Orders
`ws_browse`	Browse Work Sessions
`ws_deliverables`	List Deliverables for Allocation
`ws_pay_groups`	Get Pay Group Details
`ws_tasks`	List Tasks for Allocation

8. How calls behave

Results and status

A successful call returns the records it read, or the record it created or changed with that record's status, such as draft, sent, approved, paid or voided. A preview describes what would happen and changes nothing. Texts and emails are delivered after the call returns, so the status at send time can change: comm_sms_statusreturns a text's current delivery status.

Retrying

If a call times out, check the record with the matching browse or list tool before trying again. A send or payment record that timed out on your side may have completed.

Errors

A failed call returns a result marked as an error, with a short code and a plain-language message: for example, a permission your role does not have, a missing or invalid field, or a record that does not exist. A call refused for permissions or invalid input changes nothing.

Rate limits

Each connection can make 120 requests a minute, with a burst of up to 40 more. Responses carry X-RateLimit-Limit, X-RateLimit-Remaining and X-RateLimit-Reset headers. Over the limit, the server returns HTTP 429 with a JSON-RPC error and a Retry-After header. A wider limit also applies to each network address.

Money

No CooperBuild tool transfers money, pays out or charges a card. Payment tools record payments made outside CooperBuild.

9. Sign-in and permissions

OAuth with PKCE.Muse never sees your CooperBuild password. You sign in on CooperBuild's own page and approve access there.
Your role applies.The connector acts as you. It can only see and change what your CooperBuild role allows, and a request outside your permissions is refused with a “permission denied” message.
Your company's workspace. Requests run in the CooperBuild workspace you signed in to.
Sign-ins expire. Access tokens last one hour and renew automatically for up to 30 days. After that, or after you disconnect, Muse asks you to sign in again.

For integrators

Authorization code flow with PKCE (S256), for public clients: no client secret.
Authorization server metadata: https://api.cooperbuild.ai/.well-known/oauth-authorization-server
Protected resource metadata: https://api.cooperbuild.ai/.well-known/oauth-protected-resource/mcp/directory
Dynamic client registration: https://api.cooperbuild.ai/oauth/register
Scope: mcp:tools

10. Your data

When you ask Muse a question, the connector returns the CooperBuild records needed to answer it, such as project details, documents, contacts or financial figures. Those results become part of your Muse conversation and are handled by Meta under its own terms and privacy policy.

CooperBuild stores and processes your workspace data as described in our Privacy Policy, including how AI models use your data: your business data is never used to train a public model. Use of the connector is covered by our Terms of Service.

Some requests are carried out inside CooperBuild by its own AI features: reading an uploaded payroll report, résumé, receipt or invoice, running one of your Cooper agents, or placing an AI phone call. For those, CooperBuild sends the content needed to the AI providers named in the Privacy Policy (Anthropic, OpenAI, Google, xAI, and Amazon Textract, plus speech providers for calls and meetings).

11. Disconnect

In Muse, open Settings → Connectors, select CooperBuild and disconnect it. Muse stops using CooperBuild.
If you created a client ID and secret for an AI app on the Connect AI page in CooperBuild, revoke them there as well. Revoked credentials stop working immediately.
To have us end every active connector sign-in for your account, email hello@cooperbuild.ai.

12. Troubleshooting

The sign-in page closes or never opens

Allow pop-ups for cooperbuild.ai, then try again. In Safari, turn off “Prevent cross-site tracking” while you connect.

It worked before, but now asks me to sign in

Sign-ins renew for up to 30 days, and revoked credentials stop working straight away. Disconnect CooperBuild in Muse and connect it again.

A request fails with “permission denied”

The connector follows the same role checks as CooperBuild itself. Ask a workspace admin for access to that part of CooperBuild.

Muse does not use CooperBuild

Name it in your request, for example “In CooperBuild, show me my open RFIs.”

13. Support

Questions, problems, or a request to review the connector's access for your organization? Email hello@cooperbuild.ai or call +1 (917) 531-4445. You can also reach us through our contact page.