Introduction
Cupix Compass connects your CupixWorks project data to an AI assistant through the Model Context Protocol (MCP). Once connected, you can ask questions about your site in plain language and get answers drawn from your captures and your progress data, without opening CupixWorks and navigating to the data yourself.
This article covers the beta test setup for Claude: what Compass MCP can do today, how to connect it, what to try, and where to send feedback.
Note: Compass MCP is in beta. The scope described in this article is what is available today and will expand in later releases.
Note: For Microsoft Copilot Studio, refer to the Cupix Compass Copilot MCP Setup Guide article instead.
What You Can Ask
Compass answers from three sources in your CupixWorks project: what your captures show, your project records, and your SiteInsights progress data. Ask in plain language — you do not need to name a data source or pick a mode.
| Ask about | Example questions |
|---|---|
| Site conditions in your photos | "Show me locations that need cleanup." "Are there any safety hazards visible on site?" "Find images showing HVAC duct installation." |
| Capture history and coverage | "Show me all capture dates and which levels were captured on each date." "Which level was not captured on the most recent date?" "How many captures were taken per level?" |
| Progress and schedule | "Show me the current progress status." "Which categories are most behind schedule?" "Analyze the progress on HVAC ducts." |
| Trades confirmed on site | "Give me an overview of trade visibility across all work areas." "Which trades have the lowest detection rates?" |
| Where something is | "Show me where that is." Compass returns a direct SiteView link to the location. |
| A combined summary | "Give me a full project status summary — capture history, progress, and any visible site issues." |
What Compass Cannot Do Yet
Compass is read-only and works within the scope below. Knowing the edges saves you time during testing.
| Limitation | What this means |
|---|---|
| It cannot change anything | Compass reads your project data. It cannot create annotations, assign tasks, change settings, or modify anything in CupixWorks. |
| One project per conversation | Each conversation works against a single project and does not switch projects on its own. To ask about a different project, start a new conversation and set it at the top. |
| No portfolio or cross-project questions | Questions that compare several projects at once, such as "which of my projects is furthest behind", are outside the current scope. |
| Progress questions need SiteInsights | Completion rates, delays, and forecasts are only available on projects where SiteInsights is set up and running. |
| Only CupixWorks data | Compass answers from your captures, project records, and SiteInsights data. It has no access to cost, contracts, RFIs, or any system outside CupixWorks. |
| Not up to the minute | Site photos become searchable after processing and quality review finish, not at the earlier Preview Ready stage. Progress data syncs three times a day, so it can lag by up to 8 hours. |
| Photo relevance varies | Photo search sorts by similarity. The first one or two results are usually the closest match; later results may be less relevant. |
Prerequisites
Before you start, make sure you have:
- A Claude Pro or Claude Team plan.
- A CupixWorks account on the updatedemo test team. Your Cupix contact provides this before you start.
- Access to the mailbox for that account. Sign-in sends a verification code by email.
Connect Compass MCP to Claude
The steps below use the Claude desktop app. The same steps apply in Claude on the web.
1. Open the custom connector dialog
- In Claude, open Settings → Connectors, click Add, and select Add custom connector.
2. Enter the connector name and server URL
- Enter a name for the connector, such as Cupix Compass.
- Enter the MCP server URL for your region from the table below.
| Region | MCP server URL | OAuth Client ID |
|---|---|---|
| US | https://mcp.cupix.works/mcp | 23v6aajn18senmur7gc0jfjuua |
| AU | https://mcp.cupix-au.works/mcp | 1tcv4fsib9cs1k5eigj7f4v1vv |
Note: If you are not sure which region your team is in, contact your Cupix Customer Success Manager.
3. Add the OAuth Client ID
- Expand Advanced settings.
- Paste the OAuth Client ID for your region into the OAuth Client ID field.
- Leave OAuth Client Secret empty.
- Click Add.
4. Connect the connector
- Open the connector you added. It shows that you are not connected yet.
- Click Connect. A CupixWorks sign-in window opens.
5. Sign in to CupixWorks
- Enter updatedemo as the team domain and click Next.
Note: If you are testing against a different team, enter that team domain instead. updatedemo is the team domain for the Compass beta test project.
- Enter the email and password for your test account, then enter the verification code sent to that address.
When sign-in finishes, the connector shows as connected and its tools are available in Claude.
6. Set tool permissions
- Open the connector and click Configure.
- Under Tool Permissions, select Always Allow.
Note: Without Always Allow, Claude asks for permission before each tool call, which interrupts the conversation. Set it before your first test session.
Start a Session
Each Claude conversation starts with no project selected. Paste the line below at the top of every new conversation to point Compass at the test project, then ask your question.
Cupix Compass MCP. Team: updatedemo, Facility: cjj60d
Note: If you skip this line, Claude asks you to choose a team and then a facility. Madison Elementary School (cjj60d) appears at the top of the facility list.
Note: Compass works against one project per conversation and does not switch projects on its own. To start fresh, open a new conversation and paste the line again.
Test Project
Every beta tester works against the same project, so results are comparable and easy to discuss with your Cupix contact.
| Item | Details |
|---|---|
| Project name | Madison Elementary School |
| Team | updatedemo |
| Facility ID | cjj60d |
| Capture range | Feb 2022 to Dec 2023 — 8 capture dates, 37 captures |
| Coverage | Early structural phase through post-finishing, so you can see a wide range of site conditions |
What to Test
Use the questions below as starting points, then adapt them to how you actually work. The goal is to find out whether the answers are accurate and useful, not only whether the tools respond.
Site Conditions in Photos
| Sample question | What to check |
|---|---|
| Show me locations that need cleanup. | Do the returned photos actually show clutter or debris? Do the View Location links open the right place in SiteView? |
| Are there any safety hazards visible on site? | Does Claude find relevant hazards such as blocked paths, unsecured materials, or missing guardrails? |
| Find images showing HVAC duct installation. | Are the photos relevant to HVAC work? Note if the first result is off-topic. |
Capture History and Coverage
| Sample question | What to check |
|---|---|
| Show me all capture dates and which levels were captured on each date. | Does the result match the capture dates you see in CupixWorks? |
| Which level was not captured on the most recent capture date? | Does Claude find the most recent date and the missing level correctly? |
| How many captures were taken per level overall? | Are the totals right? Does Claude explain the answer or only show numbers? |
Progress and Schedule
| Sample question | What to check |
|---|---|
| Show me the current SiteInsights progress status. | Do the overall percentage and category breakdown match your dashboard? |
| Which categories are most behind schedule? | Are the delay figures specific and plausible? |
| Analyze the progress on HVAC ducts. | Is the breakdown accurate? Does Claude show work area detail? |
Combined Summaries
These questions need more than one tool and test how well the answers come together.
| Sample question | What to check |
|---|---|
| For the areas with the lowest SiteInsights progress, find photos showing what they look like on site. | Does Claude use both progress data and photo search? Does the combined answer hold up? |
| Give me a full project status summary — capture history, progress, and any visible site issues. | Is the summary usable as a weekly status report? |
Evaluating Results
When you review an answer, check it against these five questions.
| Question | What a good result looks like |
|---|---|
| Is the answer accurate? | Numbers and facts match what you see in CupixWorks. |
| Is it easy to understand? | Someone without CupixWorks training could act on it. |
| Are the photo results relevant? | The first image link matches what you asked for. |
| Is it actionable? | The answer helps you decide what to do next, not only what the data is. |
| Did it answer the question? | Claude addressed what you asked rather than giving a general response. |
Troubleshooting
| Issue | What to do |
|---|---|
| Claude answers from general knowledge instead of your project data. | No project is set for the conversation. Start a new conversation and paste the session line from Start a Session before asking your question. |
| Claude asks for permission before every tool call. | Open the connector, click Configure, and set Tool Permissions to Always Allow. |
| Progress analysis returns no data. | Confirm the project has SiteInsights set up and running. If it does and there is still no data, contact your Cupix Customer Success Manager. |
| Image links in the answer do not open. | Sign in to CupixWorks in the same browser. SiteView links need an active CupixWorks session. |
| The connector shows as not connected. | Open the connector and click Connect, then complete the CupixWorks sign-in again. |
| You want a clean start. | Start a new Claude conversation and paste the session line again. Each conversation is independent. |
Send Feedback
Compass MCP is in beta and your feedback shapes what ships next. Tell us what worked, what did not, and what you expected instead.
- Note the question you asked and the answer you got, so the case can be reproduced.
- Send it to your Cupix Customer Success Manager, or submit a request through the Cupix Support Center.
Note: To save a full test session, ask Claude to export the conversation to a Markdown file and attach it to your feedback.