Integrations

Connected to what you run. Nothing to rip out.

Pelles reads your projects in Procore, Autodesk and Trimble, pulls the set from wherever your documents live, and works inside Excel, Outlook and Teams. Everyone sees only what they can already open.

Book a demoFind your tools
Live integrations
25
In beta
10
MCP servers
Any

Four ways in. One set of permissions.

  • Reads your project systemsLink a project in Procore, Autodesk or Trimble. Agents read its RFIs, submittals and logs, and draft change events and RFIs for you to confirm.
  • Brings in the setFrom SharePoint, OneDrive, Box, Dropbox, Bluebeam or Trimble Connect, or by email. Synced folders stay current.
  • Works where you workExcel, Outlook and Teams add-ins, the Pelles app on iPhone, iPad and Android, and text messages.See the add-ins
  • Adds any MCP serverYour admin adds a server by its address, approves its tools, and turns it on for the team.How MCP works

Every integration, and what Pelles does with it.

Live means customers run it in production today; beta means it’s working with early customers. Each card says how you connect it.

35 integrations

Project management

Link a project once; its documents come in and stay current, and agents read the rest.

  • ProcoreLive

    Link a Procore project: its drawings, specs and documents come in and stay in sync, and your agents read the rest of the project.

    RFIsSubmittalsObservationsInspectionsPunch listDaily logs

    Each person signs in with Procore

  • Procore FinancialsLive

    Your agents read the job’s money, and create change events or push an Accubid estimate into the budget once you confirm.

    BudgetCommitmentsChange ordersChange eventsDirect costs

    Uses your Procore sign-in

  • Procore Resource PlanningLive

    Your agents read who’s assigned where, for questions about crews and labor.

    Uses your Procore sign-in

  • Procore PreconstructionLive

    Your agents read the Bid Board, so bids in Procore are part of what they know.

    Uses your Procore sign-in

  • Autodesk Construction CloudLive

    Bridge an ACC project: sheets, specs and files come in and stay in sync. Agents draft RFIs, submittals, issues and PCOs for you to confirm.

    RFIsIssuesSubmittalsSpecsForms

    Each person signs in with Autodesk

  • Autodesk BIM 360Beta

    Bring in BIM 360 projects through the Autodesk connection.

    We set it up with you

  • Trimble ProjectSightLive

    Link a ProjectSight project: documents and drawings come in, and agents read the project and add records when you ask.

    RFIsSubmittalsDaily reportsChange ordersBudgetsJob costs

    Each person signs in with Trimble

  • Oracle Primavera P6Beta

    Bring in project documents from P6 EPPM or Primavera Cloud. Upload XER or MS Project files and agents answer from the schedule.

    Your admin connects P6; schedules upload as files

  • PlanGridBeta

    Bring in drawings and files from PlanGrid projects.

    We set it up with you

  • SmartsheetLive

    Bring in sheets and their attachments, and Pelles pulls them again when they change.

    Each person signs in with Smartsheet

  • QuickbaseLive

    Turn Quickbase project records into Pelles projects, kept current nightly. Agents read your apps, and update records once you confirm, if your admin allows it.

    AppsTablesReportsRecords

    Each person adds a Quickbase token

  • BuildOpsBeta

    Your agents read jobs and their money from BuildOps.

    ProjectsCost codesChange ordersPOsSchedule of valuesWIP

    We set it up with you

Bids and estimating

Opportunities, leads and estimates, ready for the team and its agents.

  • BuildingConnectedLive

    Start a project from a BuildingConnected opportunity, files and all. Your admin can have agents scan the bid board on a schedule.

    OpportunitiesBid packagesBid files

    Uses your Autodesk sign-in

  • ConstructConnectLive

    Your agents search ConstructConnect for project leads that fit your work.

    Project leads

    Each person adds a ConstructConnect API key

  • Trimble AccubidLive

    Bring Accubid estimates, bid summaries and PCOs into a project, and let agents and apps check them line by line.

    EstimatesBill of materialsKey indicatorsContractsPCOs

    Each person signs in with Trimble

Files and documents

Wherever the set lives, Pelles brings it into the project.

  • SharePointLive

    Bring in files and folders from your SharePoint sites. Folders stay in sync, and agents can search them and open links people share.

    Each person signs in with Microsoft

  • OneDriveLive

    Bring in files and folders from OneDrive, and let agents search and read them.

    Each person signs in with Microsoft

  • BoxLive

    Bring in project files and folders from Box.

    Each person signs in with Box

  • DropboxLive

    Pick files from Dropbox and add them to a project.

    Pick the files, nothing to set up

  • Trimble ConnectLive

    Start a project from Trimble Connect, or bring in its folders and files.

    Each person signs in with Trimble

  • BluebeamLive

    Bring in Studio files and their markups, and push marked-up PDFs and markup statuses back to Studio when you click.

    Each person signs in with Bluebeam

  • Google DriveBeta

    Bring in files and folders from Google Drive.

    We set it up with you

  • EgnyteBeta

    Bring in files and folders from Egnyte and keep them in sync.

    We set it up with you

  • FieldwireBeta

    Bring in plans and files from Fieldwire projects.

    We set it up with you

Finance and ERP

Job cost, budgets and purchasing, for agents to answer from.

  • SageLive

    Your agents answer from your Sage accounting and job-cost data.

    We set it up with you

  • FoundationLive

    Agents answer your admins from Foundation’s accounting data, read-only.

    Job costBudgetsPOsSubcontractsAPAR

    Your admin adds a read-only user

  • AcumaticaBeta

    Your agents read projects, budgets, POs and change orders from Acumatica, read-only.

    ProjectsBudgetsPOsChange orders

    Your admin adds a service user

  • StructureBeta

    Your ERP data, sent to Pelles nightly through Structure (CF Data), for your agents to answer from.

    We set it up with you

Where your team works

Pelles inside Microsoft 365, on the phone, by email and text, and through MCP.

  • Microsoft ExcelLive

    The Pelles AI add-in reads the open workbook and fills it in. Excel files in a project are read like any document.

    From Microsoft MarketplaceMore

  • OutlookLive

    The add-in checks the open email against the project and drafts the reply. Agents can search your mail and save drafts; they never send from it.

    From Microsoft MarketplaceMore

  • Microsoft TeamsLive

    Ask Pelles in a chat or @mention it in a channel, and get messages from your agents.

    From Microsoft MarketplaceMore

  • EmailLive

    Email files to your company’s Pelles address and they land in the project. Each agent has its own inbox, and sends from its own address.

    Nothing to connect

  • Pelles appLive

    Your apps, agents and project documents on iPhone, iPad and Android.

    An install link from usMore

  • Text messagesLive

    Text your Pelles Agent from any phone, and agents text you once you opt in.

    Verify your phone in PellesMore

  • MCP serversBeta

    Add any MCP server by its address, approve its tools, and your agents can use them.

    Your admin adds itMore

MCP · Beta

Any MCP server. Agents use it.

When a tool you run has an MCP server, your admin can add it to Pelles today. One-click adding from a library is on its way.

  1. 01Add itYour admin pastes the server’s address. Pelles checks it and how it signs in.
  2. 02Approve its toolsTurn on the tools your team needs. If the server changes them, they wait for you again.
  3. 03Use itEach person connects their own account, and agents use the tools. Limit an agent to the servers it needs.

Tested with Pelles

  • EgnyteSearch, read and organize project files.
  • SmartsheetSheets, reports and workspaces (US).
  • monday.comBoards, items and updates.
  • AtlassianJira and Confluence.
  • NotionKnowledge and documents.
  • AirtableDatabases and tracking.
  • LinearIssues and projects.
  • MiroWhiteboards and planning.
  • Trimble SketchUpSketchUp models and projects.
  • Autodesk Product HelpAnswers from Autodesk’s documentation.
  • Vaisala XweatherForecasts and alerts for job sites.
  • MakeAutomations across your apps.
  • Your own serverAnything that speaks MCP over the internet.

Built for the people who check the work.

SOC 2 Type II attestedNever trained on your contentAES-256 at restTLS 1.2+ in transitTenant isolation

Open the Trust CenterSecurity and trust
  • Every answer cites its page.Open the sheet or section behind any answer, report line or change.
  • Your permissions, inherited.People see the projects and documents they can already open, nothing more.
  • Your team stays in charge.Agents draft the RFI, the change event or the update for your team to review, and use only the systems you give them.

What IT asks before they connect.

Whose permissions does Pelles use?

Each person connects their own Procore, Autodesk, Trimble, Microsoft or Box account, so Pelles sees what that person can see there. Your admin decides which integrations your company can use, and ERP connections like Foundation and Acumatica are set up once, by your admin.

Does Pelles write back to our systems?

Where it does, it’s what you ask for. Agents draft RFIs, submittals and issues in Autodesk Construction Cloud, change events and budgets in Procore, and Quickbase records, and those wait for you to confirm. Bluebeam markups go back to Studio when you click. Your accounting systems are read-only.

How long does it take to connect?

Minutes, for most. Your admin turns the integration on, each person signs in once, then links a project or picks a folder. Procore, Autodesk, SharePoint and Smartsheet keep what you link in sync from then on.

What’s the difference between live and beta?

Live integrations are self-serve in Pelles and in production with customers today. Beta integrations work with early customers, and we set them up with you.

Our tool isn’t listed. Can Pelles still use it?

If it has an MCP server, your admin can add it by its address and your agents can use its tools. Otherwise, tell us what you run: we add integrations as customers need them.

Does Pelles train on data from our systems?

No. Pelles never trains on your content, and it’s SOC 2 Type II attested.

Don’t see your tool? Tell us what you run.

We add integrations as customers need them, and any system with an MCP server connects today. Bring your stack to a 30-minute call.

  • SOC 2 Type II attested
  • Your permissions, inherited
  • Never trained on your content

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