“Which invoices are overdue, and what is the total?”
Read invoices, compare due dates, total the open balance.
A
Your Agent Can Talk to Autopilot Now.
Connect Claude Code, Codex, or any trusted agent that can call an API. Ask about the work, the money, and what needs attention next in plain English.
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autopilot-agentSample data
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Review our July 2026 records. Focus on revenue at risk.
GET /v1/invoices?created_since=2026-07-01T00:00:00Z&limit=100GET /v1/jobs?status=Completed&created_since=2026-07-01T00:00:00ZGET /v1/estimates?status=Sent&created_since=2026-07-01T00:00:00ZClaude CodeUsed the Autopilot API
Here is the picture from those records
- Collected
- $71,480
- Still open
- $13,140
- Overdue
- $7,860
- Estimates waiting
- 6
Nine overdue invoices make up most of the risk. Start with invoices #1048, #1041, and #1039. Six sent estimates are also waiting on a decision.
Ask the Question You Actually Have.
Stop hunting through screens and exporting spreadsheets. Your agent can gather the supported records, do the math, and tell you what matters.
“What does tomorrow look like, and which jobs need crew?”
Check schedule windows and match current team assignments.
“Which sent estimates are still waiting on a decision?”
Find the open opportunities that need a follow-up.
“Create a client and draft an estimate for my approval.”
Prepare a supported write action, then let you review it.
Plain English In. Real Work Out.
The agent handles the API conversation behind your question. You stay focused on the business decision in front of you.
You ask
Use the same plain words you would use with your office manager.
Your agent calls
The agent turns the request into supported Autopilot API calls.
Autopilot returns
Company-scoped clients, jobs, estimates, invoices, and team data come back.
You get the answer
The agent summarizes what matters or prepares the next action.
The Morning Meeting, Compressed Into One Question.
Start by reading and summarizing. Add write actions deliberately, and keep your agent's approval step on before it changes a record.
Find the answer
Read, compare, total, and summarize.
- Total collected and still outstanding
- Jobs by status, date, or crew assignment
- Sent estimates waiting for a decision
- Clients and leads matching a search or tag
Prepare the action
Review first, then make supported changes.
- Create or update a customer record
- Prepare an itemized estimate
- Schedule a job and assign crew
- Update supported statuses and details
Bring the Agent You Already Use.
The connection runs through the Autopilot API. Give a trusted agent the right tool, then keep asking.
Claude Code
Give Claude Code a trusted API tool and ask for a clear read on clients, work, estimates, and invoices.
Codex
Let Codex gather the records behind the question, then summarize or prepare the supported change.
Your Own Agent
Any trusted server-side agent that can make authenticated API requests can work with the supported Autopilot records.
Claude and Claude Code are trademarks of Anthropic. ChatGPT, Codex, OpenAI, and their logos are trademarks of OpenAI. Autopilot is not affiliated with or endorsed by Anthropic or OpenAI.
Connect Once. Keep Asking.
Your developer or technical partner can make the connection with the same API used by custom integrations.
View API Documentation- Create an Autopilot API key
An admin creates a revocable key under Settings.
- Connect it through a trusted tool
Keep the key server-side and out of browser code.
- Ask the business question
Your agent handles the supported API calls behind it.
Your Next Office Shortcut Is a Sentence
Run the business in Autopilot, then let the agent you trust help you see what matters faster.
Need the technical details? Read the API documentation.