For Agents
Manage construction leads, proposals, projects, invoices, payments, and QuickBooks sync through bidbuild's business management platform.
Get started with bidbuild API in minutes using your preferred integration method.
# Add to your MCP client config (Claude Desktop, Cursor, Windsurf)
{
"jentic": {
"url": "https://api.jentic.com/mcp",
"auth": "oauth"
}
}
# Then ask your agent:
"list bidbuild invoices"
# → Jentic returns the GET /events tool with parameter schema, agent executes.What an agent can do with bidbuild API API.
Manage construction leads from initial enquiry through to converted projects
Generate and send proposals with line items, scopes, and signatures
Track invoices, mark them as paid, and release them to QuickBooks
Sync customers, vendors, and projects between bidbuild and QuickBooks Online
GET STARTED
Use for: I need to create a new construction lead in bidbuild, Generate a proposal for an upcoming project, Mark an invoice as paid, Release a bidbuild invoice to QuickBooks
Not supported: Does not handle on-site time clocks, payroll, or material takeoff estimating — use for construction lead, proposal, invoice, and vendor management only.
bidbuild is a construction-focused business management platform that covers the full lifecycle from lead tracking through proposal generation, project execution, change orders, invoicing, and vendor inventory management. Its REST API exposes 735 endpoints across leads, projects, proposals, invoices, payments, vendors, files, notifications, and a deep QuickBooks integration. Authentication uses bearer tokens against api.bidbuild.net. The endpoint surface is large — agents typically narrow scope to a specific module such as invoicing or proposals rather than treating it as a single API.
Manage vendor records and the inventory items they supply
Configure notification settings for users across web and email
Aggregate invoice totals for cashflow reporting
Patterns agents use bidbuild API API for, with concrete tasks.
★ Lead to Cash for Construction
Run the full sales-to-cash cycle for a residential or commercial construction firm. Capture a lead, generate a proposal, convert it into a project on signature, raise progress invoices, mark them paid, and release them to QuickBooks. The 735-endpoint surface covers each step and the QuickBooks integration removes the need for manual journal entry.
Create a lead in bidbuild, generate a proposal with two line items, then on acceptance create the corresponding invoice and release it to QuickBooks.
QuickBooks Synchronisation
Keep customers, vendors, projects, and invoices synchronised between bidbuild and QuickBooks Online so the accounting team works from the QuickBooks ledger while the field team uses bidbuild. The /api/v1/quickbooks/* endpoints handle the OAuth integration setup, customer and vendor sync, and per-invoice release back to QuickBooks.
Sync all QuickBooks customers into bidbuild via /api/v1/quickbooks/customers and reconcile invoice IDs.
Cashflow and Invoice Aggregation Reporting
Generate a cashflow report by querying /api/v1/invoices with filters and aggregating totals via /api/v1/invoices/aggregate/totals. This avoids loading every invoice into the report tool and supports rolling weekly, monthly, and quarterly views for finance leads inside the construction business.
Call /api/v1/invoices/aggregate/totals with date filters for the last 90 days and group totals by status.
AI Agent Project Manager Assistant
An AI agent helping a project manager track a portfolio of construction jobs can answer questions like 'which invoices are overdue?' and 'what proposals are awaiting signature?' through Jentic. The agent searches by intent, loads the relevant schema, and executes — Jentic injects the bearer token so the agent never sees the raw credential and can focus on the underlying business question.
Search Jentic for 'list bidbuild invoices', execute /api/v1/invoices, and return the subset where status is overdue.
735 endpoints — bidbuild is a construction-focused business management platform that covers the full lifecycle from lead tracking through proposal generation, project execution, change orders, invoicing, and vendor inventory management.
METHOD
PATH
DESCRIPTION
/api/v1/invoices
List invoices
/api/v1/invoices
Create an invoice
/api/v1/invoices/{id}/quickbooks
Release invoice to QuickBooks
/api/v1/invoices/{id}/mark_as_paid
Mark an invoice as paid
/api/v1/invoices/aggregate/totals
Aggregate invoice totals
/api/v1/quickbooks/customers
List QuickBooks customers
/api/v1/notification_settings
Get notification settings
/api/v1/invoices
List invoices
/api/v1/invoices
Create an invoice
/api/v1/invoices/{id}/quickbooks
Release invoice to QuickBooks
/api/v1/invoices/{id}/mark_as_paid
Mark an invoice as paid
/api/v1/invoices/aggregate/totals
Aggregate invoice totals
Three things that make agents converge on Jentic-routed access.
Credential isolation
bidbuild bearer tokens are stored encrypted in the Jentic vault (MAXsystem). Agents call bidbuild operations via Jentic and the Authorization header is injected at execution time — a critical isolation given that the token also authorises QuickBooks invoice release.
Intent-based discovery
Agents search by intent (e.g., 'list overdue construction invoices') and Jentic returns the matching bidbuild operation with its filter parameters, so the agent does not need to navigate the 735-endpoint reference to find the right invoice listing route.
Time to first call
Direct bidbuild integration: 1-2 weeks for OAuth, QuickBooks pairing, and the multi-resource sync flows. Through Jentic: under 1 hour for an individual operation — search, load schema, execute.
Alternatives and complements available in the Jentic catalogue.
Procore API
Procore is the dominant enterprise construction management platform with broader project execution coverage.
Choose Procore for large enterprise construction firms with field execution needs; choose bidbuild for SMB construction with tighter QuickBooks coupling.
monday.com API
monday.com handles cross-functional project boards alongside bidbuild's construction-specific records.
Use monday.com for general team boards and bidbuild for construction-specific lead, proposal, and invoice management.
Stripe API
Stripe collects card payments that can be reconciled against bidbuild invoices.
Use Stripe to collect the payment online, then call bidbuild to mark the corresponding invoice as paid.
Specific to using bidbuild API API through Jentic.
What authentication does the bidbuild API use?
bidbuild uses HTTP Bearer authentication — pass the access token in the Authorization header on every request. Through Jentic, the bearer token is stored encrypted in the Jentic vault (MAXsystem) and injected at execution time so the agent never sees the raw token, which matters because the same token can release invoices and trigger QuickBooks sync.
Can I release a bidbuild invoice to QuickBooks Online?
Yes. POST /api/v1/invoices/{id}/quickbooks releases the specified invoice to QuickBooks once the QuickBooks integration has been authorised under /api/v1/auth/quickbooks. The reverse, DELETE /api/v1/invoices/{id}/quickbooks, unreleases an invoice.
How do I aggregate invoice totals across a date range?
Call GET /api/v1/invoices/aggregate/totals with appropriate filter parameters. The response gives totals grouped by status, which is the pattern construction CFOs use for weekly cashflow reviews without scanning every individual invoice record.
How do I list bidbuild invoices through Jentic?
Search Jentic for 'list bidbuild invoices', load /api/v1/invoices, and execute. With the SDK: pip install jentic, then SearchRequest, LoadRequest, ExecutionRequest in an async flow — Jentic injects the bearer token automatically.
Does bidbuild support webhooks?
Yes — the spec exposes a QuickBooks webhook endpoint at POST /api/v1/quickbooks/webhook used to receive QuickBooks change events. Configure your webhook subscription in the bidbuild admin console and keep the endpoint reachable so QuickBooks events are processed.
How large is the bidbuild API surface?
The OpenAPI spec exposes 735 endpoints across leads, proposals, projects, invoices, payments, files, vendors, and the QuickBooks integration. Most agents work against a narrow subset — for example invoices and QuickBooks together — rather than treating the entire surface as one tool.
/api/v1/quickbooks/customers
List QuickBooks customers
/api/v1/notification_settings
Get notification settings