Instant Roofer MCP
Permissions and costs
When you connect, the consent screen lists the permissions (OAuth scopes) the assistant asked for. Untick anything you do not want it to have; you can reconnect later to grant more.
Permissions are fixed when you approve the connection. A token refresh never adds any, so tools behind a permission you have not granted stay out of the assistant's tool list entirely (get_account reports grantedScopes, notGrantedScopes, and newPermissionsAvailable).
When Instant Roofer adds a permission
Existing connections keep working exactly as before; they simply do not see the new tools. The dashboard's AI Assistants tab marks those connections New permissions available and offers Update permissions. Clicking it signs that one assistant out; the next time you use it, it asks you to sign in (a text-message code) and shows the consent screen with the new permission marked New and your earlier choices pre-filled. Nothing happens to connections whose owners do not click.
| Scope | What it allows | Spends allowance or money |
|---|---|---|
measure:read | View Instant Measure results. Read past AI Instant Measure reports: square footage, pitch, facets, and the report PDF. | No |
measure:run | Run new Instant Measures. Measure roofs by address. Each run counts against your account’s Instant Measure allowance. | Yes |
hcmr:read | View Human-Certified Measure Reports. Read the status, measurements, and files of Human-Certified Measure Reports you have ordered. | No |
hcmr:order | Order Human-Certified Measure Reports. Place new Human-Certified Measure Report orders. Orders use your report credits or authorize payment on your card, which is captured when the report is delivered. | Yes |
quotes:read | View quotes. Read quotes, line items, totals, and quote PDFs. | No |
quotes:write | Create and edit quotes. Create quotes and good/better/best options, add and change line items, prices, taxes and financing, pick the template, add photos and text to the quote pages, mark quotes accepted, declined, expired or void, and delete unsent drafts. Does not send anything to a customer. | No |
quotes:send | Send quotes to customers. Email a quote link to the customer or lead on the quote after you confirm the recipients in the conversation. The customer can review, sign and, when online payments are enabled, pay through that link. | No |
quotes:settings | Manage quote settings and templates. Edit the quote catalog items, tax rates, financing plans, company quote defaults, option templates and quote template content (text and images). Company-wide settings and templates require the Admin privilege; other team members can only edit their personal items. | No |
products:manage | Manage products and services pricing. Read and change the homeowner-facing product catalog: prices, descriptions, photos and which products the Website Calculator, Orders Online and quotes offer. Changes are live to homeowners immediately. Requires the Admin privilege. | No |
media:read | View project media. Browse project photos, documents, and their AI captions and tags. | No |
crm:read | Look up customers and leads. Search customers and leads by name, address, or phone so reports and media can be matched to the right job. | No |
webhooks:manage | Manage CRM webhook integrations. Create, edit, test, enable and delete the webhooks that send your leads and Instant Measure results to your CRM or other systems. Header values (credentials) can be set but are never shown back. Requires the Admin privilege. | No |
Team-member permissions still apply
The assistant can never do more than you can in the dashboard. Running Instant Measures requires the Instant Measure privilege; ordering Human-Certified Measure Reports requires the Human-Certified Measure Report privilege; managing CRM webhooks requires the Full admin privilege (the same rule as the dashboard's CRM Integration tab); sales members only see leads assigned to them. Quotes follow the dashboard's visibility rules too: a sales member edits and sends only the quotes they own or are assigned, while company-wide catalog items, tax rates, financing plans, company defaults, quote templates and products and services pricing need the Full admin privilege. A company administrator can switch off AI-assistant access for any team member under Settings → Team Members.
Steps that always ask first
Some tools leave your account or change what customers see, so they run in two steps: the first call returns a preview and status: "confirmation_required", and nothing happens until the assistant calls again with confirm: true after you agree. This applies to sending a quote email (send_quote), marking a quote accepted or voided, deleting a quote, changing a company default tax rate, and every products and services change (update_product, add_product, remove_product). Payments, refunds, payment arrangements, Stripe settings and executed agreements are not exposed to assistants at all.
Allowances
- AI-assistant Instant Measures: 2/minute, 10/hour, 25/day per company (administrators can adjust this). The per-minute cap is a burst brake: when an assistant hits it,
measure_roofreturnsinstant_measure_limit_reachedwithscope: "minute"and the assistant should wait a minute rather than retry in a loop. The dashboard and mobile app have their own, larger allowance. - Every connected assistant is limited to 120 tool calls per minute.
Human-Certified Measure Reports
Each order uses a free report credit when available, otherwise a card hold for the company's report fee (default $10) that is captured when the report is delivered. Failed reports are never charged. Tools return the price and credit balance before ordering, and the assistant is instructed to confirm with you first.