Agent-ready from day one

Let your AI agent run the admin.

Forge is built so an AI agent can connect to your account and do real work — close jobs, build invoices, check payroll, pull reports. It shows you what it's about to do. You say go. Done.

You stay in control. The busywork disappears.

How it works

Think of it like having a sharp office admin who knows your business — except it's always on and never makes you repeat yourself.

1

Ask

Tell your agent what you need — in plain language, by text or voice. No menus, no forms.

2

Review

The agent pulls your Forge data, builds the invoice or report, and shows you a preview before doing anything.

3

Approve

Say the word. The agent executes — sends the invoice, closes the job, logs the payment. The books stay in sync.

Real-world examples

From solo operators to large crews — here's what working with an AI agent actually looks like.

🔧
Solo Contractor

Invoice from the truck

Ryan wraps up a bathroom reno at 4pm. He's in his truck, headed to the next job. He doesn't want to open an app.

Create an invoice for the Maple Street job — 2 days labour plus the tile we picked up Tuesday
🤖 Agent
Got it. Here's what I've got for Maple Street Bathroom Reno: • Labour: 2 days × $650/day = $1,300 • Materials (tile, adhesive, grout): $487 • Subtotal: $1,787 + GST $89.35 • Total: $1,876.35 📄 Invoice preview attached. Send to the client?
Looks good, send it
🤖 Agent
✅ Invoice #1089 sent. Books updated.
💡

The agent pulled job details and material costs from Forge, built the invoice, showed Ryan the numbers, and sent it — one message while he was still in the parking lot.

📊
Solo Contractor

End-of-week billing check

It's Friday afternoon. Jordan hasn't billed for three jobs she wrapped this week and can't remember which ones.

What haven't I invoiced this week?
🤖 Agent
You have 3 completed jobs with no invoice: 1. Cedar Ave — Deck staining ($1,200 est.) 2. Pine Road — Fence repair ($340 est.) 3. Birch Cres — Gutter cleaning ($180 est.) Total outstanding: ~$1,720. Want me to invoice all three?
Yes, do all three
🤖 Agent
📄 Three invoices ready for your review — sent you the previews. Confirm to send all?
Confirmed
🤖 Agent
✅ Invoices #1090, #1091, #1092 sent. All invoices sent.
💡

Instead of logging in and clicking through three jobs, Jordan invoiced a whole week of work in under a minute — from her phone, without opening Forge.

✉️
Small Crew

Quote from an RFQ email

Marcus runs a 6-person framing crew. A GC sends him an email RFQ for a commercial framing job. He doesn't want to manually re-type everything into Forge.

I just got an RFQ from Thompson Construction for the Lakeview framing job. Can you build the quote?
🤖 Agent
I found the email. Here's what I extracted: • Lakeview Commercial — Phase 1 framing • Scope: 4,200 sq ft, 2-storey wood frame • Timeline: Oct 14 – Dec 3 • PO reference: TC-2026-0419 Based on your last similar job I've drafted: • Labour (est. 480 hrs): $38,400 • Materials allowance: $12,000 • Total: $50,400 + GST 📄 Quote draft attached. Want to adjust anything before sending?
Bump materials to $14,000 then send
🤖 Agent
✅ Updated to $52,400 + GST. Quote sent to Thompson Construction. Reference TC-2026-0419 noted.
💡

The agent read the email, matched it to Forge's job history for pricing context, and produced a ready-to-send quote. Marcus just reviewed the numbers and hit send.

💰
Small Crew

Friday payroll check

Lisa manages a 7-person painting crew. Every Friday she checks hours before approving payroll. Usually takes 30–40 minutes in spreadsheets.

What does payroll look like this week?
🤖 Agent
Hours logged this week (Mon–Fri): • Carlos: 40.0 hrs • Priya: 38.5 hrs • Tom: 40.0 hrs • Dani: 32.0 hrs (2 approved vacation days) • Kevin: 40.0 hrs • Amara: 37.5 hrs • Sam: 40.0 hrs Total: 268 hrs. 3 time entries still pending your approval. Want me to flag the pending ones?
Yes show me the pending ones
🤖 Agent
3 entries need review: • Carlos — Thursday, clocked out 1h late (possible forgot) • Tom — Friday, no clock-out recorded • Sam — Wednesday, 10.5 hr shift flagged as long Approve all, or review individually?
💡

What used to be 40 minutes of spreadsheet cross-referencing is now a 2-minute conversation. The agent surfaces what needs attention and waits for Lisa to decide.

🌅
Larger Company

Morning operations briefing

Daniel runs a 25-person general contracting company. Every morning he needs a status check before his 8am site walk.

Give me the morning rundown
🤖 Agent
Good morning. Here's what you're walking into: 📋 Active jobs: 11 (3 scheduled today) • Northgate Commercial — Day 14 of 30, on track • Riverside Reno — Crew starts 7:30am, no issues • Elmwood Exterior — Delayed: material delivery pushed to tomorrow ⚠️ Needs attention: • 2 invoices overdue 30+ days ($8,400 outstanding) • 4 jobs completed but not yet invoiced • Tom R. has a timesheet discrepancy from Tuesday Want me to send reminders on the overdue invoices?
Yes send reminders, hold off on the invoices
🤖 Agent
✅ Payment reminders sent to both clients. I'll flag the uninvoiced jobs again tomorrow if they're still open.
💡

Daniel gets a full operations picture before his boots hit the site — without opening a single app. The agent knows what matters and surfaces it proactively.

🏗️
Larger Company

Job close-out and final invoice

A large commercial job just wrapped. Sarah needs to close it out, reconcile costs, and send the final invoice — a process that used to take an hour.

The Westfield Plaza project is done. Mark it complete and invoice the full contract
🤖 Agent
Pulling Westfield Plaza now... Job summary: • Contract value: $124,500 + HST • Labour logged: 892 hrs • Receipts attached: 34 (reviewed) • Prior invoices: $60,000 (deposit + midpoint) • Balance owing: $64,500 + HST 📄 Final invoice #1104 drafted — $64,500 + $8,385 HST = $72,885 total. Ready to mark job complete and send?
Yes, do both
🤖 Agent
✅ Job marked complete. Invoice #1104 sent to Westfield Development Group. Books updated. Project archive created.
💡

Sarah handled a full commercial close-out in 4 messages. The agent reconciled the billing history, calculated the balance, and sent the invoice — she just approved it.

Built for agents, not just browsers

Most field service software is built around a UI. Forge is built around an API — every action you can take in the app, an AI agent can take via code.

Connect any AI agent using an API key from Settings → API Keys. Supports REST API v1 and Model Context Protocol (MCP) for Claude, ChatGPT, Kin, and others.

✓

Full REST API — jobs, clients, quotes, invoices, timesheets, receipts

✓

API keys with scoped permissions — read-only or full access

✓

MCP server support — works with Claude, Kin, and any MCP-compatible agent

✓

OAuth 2.1 for third-party agent apps

✓

Every action is logged and auditable

🤝
Built by the same team

Want an AI agent for your business?

Kin lets you build a personal AI agent that knows your business — your clients, your jobs, your communication style. Connect it to Forge, your email, your calendar, and more.

The scenarios above? They're powered by a Kin agent connected to Forge. It's what we use ourselves.

Visit kin.team →

Ready to stop doing admin yourself?

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