FlipperForce API + AI Agents

FlipperForce AI Prompt Library

Copy a prompt, paste it into Claude or ChatGPT, and put your FlipperForce data to work. File expenses, audit your books, and create reports on demand.
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Data Entry
Financial
Project Management
Reporting & Analytics
Onboarding
Claude + API
ChatGPT + API

Turn a stack of contractor invoices into categorized project expenses

Take these contractor invoices for my project at [ADDRESS], itemize every line as its own categorized expense, upload each PDF as a linked receipt, and give me a combined total to check against the paperwork.
Get Prompt
Claude + API
ChatGPT + API

Log a project expense by just describing it

Log an expense in FlipperForce: [$340 at ABC Lumber, materials, 123 Main Street project, business Visa, today]. Match it to the right project, vendor, category and account, show me the entry before saving, and ask if anything is unclear.
Get Prompt
Claude + API
ChatGPT + API

Turn a receipt in your email into categorized project expenses

Here is a supplier order confirmation for my project at [ADDRESS]. Itemize it into a categorized expense, generate and attach a receipt from the email, and show me the total before and after.
Get Prompt
Claude + API
ChatGPT + API

Get a Monday morning digest of everything that happened last week

Give me a short Monday digest of everything that happened across my FlipperForce projects in the last 7 days, grouped so I can scan it in a minute. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Find duplicate expenses across all projects

Check my ten most recent FlipperForce projects for expense line items with the same description and amount appearing more than once, and show me the duplicates and the total dollar value. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

See your actual profit and loss on every flip you have sold

Build me a profit and loss on every sold flip (stage completed_portfolio): income minus costs and margin for each, ranked by profit, with a portfolio total. Flag any margin that looks too good to be true as likely missing data. Read only.
Get Prompt
Claude + API
ChatGPT + API

Find "unlinked" receipts you uploaded, but never turned into expenses

Check my active FlipperForce projects for receipts that were uploaded but never turned into an expense, and list them grouped by project. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Report of total spend across every project

Total my FlipperForce spend across my active projects, broken down by project, by category and by vendor, with a portfolio total. Flag anything unreliable. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Summarize this week's spend by category

Summarize my FlipperForce spend for the last 7 days, grouped by category, with the projects each cost hit and an overall total. Keep it short. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

See which vendors you spend the most with

Build me a vendor spend summary across my active projects: total paid to each company, transaction count and which projects they worked on, ranked by spend. Flag unattributed spend separately. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Clean up and bulk categorize incomplete expenses

Clean up the expenses on my project at [ADDRESS]: propose a category, company and account for anything missing one, show me the proposals in a table, and only apply what I approve. Do not change any amounts, and confirm the project total is identical before and after.
Get Prompt
Claude + API
ChatGPT + API

Find spend with no vendor or category attached

Audit my active FlipperForce projects for expense line items missing a category, vendor, account or clear description, and show me the gaps grouped by project and by type with dollar values, largest first. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Find projects that have gone quiet

Check my active FlipperForce projects against the activity log and list any with no recorded activity in the last 14 days, with the stage and how long it has been quiet, longest first. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Create projects in bulk from a spreadsheet or address list

Here is a list of properties. Check my existing projects for duplicate addresses, show me what you will create and wait for my confirmation, then create each new project with every field my list provides.
Get Prompt
Claude + API
ChatGPT + API

Check whether your vendors' insurance has lapsed

Audit the companies in my FlipperForce workspace for expired, expiring or missing workers comp and general liability, cross-reference how much I have paid each, and rank the flagged vendors by spend. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Dictate a site walkthrough into a formatted project update

Here is a transcript of my site walkthrough at [ADDRESS] plus photos. Turn it into a project update organized by area of the house, post it, and attach the photos. Do not invent detail I did not mention.
Get Prompt
Claude + API
ChatGPT + API

Turn a stack of contractor invoices into categorized project expenses

Take these contractor invoices for my project at [ADDRESS], itemize every line as its own categorized expense, upload each PDF as a linked receipt, and give me a combined total to check against the paperwork.
Get Prompt
Claude + API
ChatGPT + API

Log a project expense by just describing it

Log an expense in FlipperForce: [$340 at ABC Lumber, materials, 123 Main Street project, business Visa, today]. Match it to the right project, vendor, category and account, show me the entry before saving, and ask if anything is unclear.
Get Prompt
Claude + API
ChatGPT + API

Turn a receipt in your email into categorized project expenses

Here is a supplier order confirmation for my project at [ADDRESS]. Itemize it into a categorized expense, generate and attach a receipt from the email, and show me the total before and after.
Get Prompt
Claude + API
ChatGPT + API

Clean up and bulk categorize incomplete expenses

Clean up the expenses on my project at [ADDRESS]: propose a category, company and account for anything missing one, show me the proposals in a table, and only apply what I approve. Do not change any amounts, and confirm the project total is identical before and after.
Get Prompt
Claude + API
ChatGPT + API

Create projects in bulk from a spreadsheet or address list

Here is a list of properties. Check my existing projects for duplicate addresses, show me what you will create and wait for my confirmation, then create each new project with every field my list provides.
Get Prompt
Claude + API
ChatGPT + API

Turn a stack of contractor invoices into categorized project expenses

Take these contractor invoices for my project at [ADDRESS], itemize every line as its own categorized expense, upload each PDF as a linked receipt, and give me a combined total to check against the paperwork.
Get Prompt
Claude + API
ChatGPT + API

Log a project expense by just describing it

Log an expense in FlipperForce: [$340 at ABC Lumber, materials, 123 Main Street project, business Visa, today]. Match it to the right project, vendor, category and account, show me the entry before saving, and ask if anything is unclear.
Get Prompt
Claude + API
ChatGPT + API

Turn a receipt in your email into categorized project expenses

Here is a supplier order confirmation for my project at [ADDRESS]. Itemize it into a categorized expense, generate and attach a receipt from the email, and show me the total before and after.
Get Prompt
Claude + API
ChatGPT + API

Get a Monday morning digest of everything that happened last week

Give me a short Monday digest of everything that happened across my FlipperForce projects in the last 7 days, grouped so I can scan it in a minute. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Find duplicate expenses across all projects

Check my ten most recent FlipperForce projects for expense line items with the same description and amount appearing more than once, and show me the duplicates and the total dollar value. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

See your actual profit and loss on every flip you have sold

Build me a profit and loss on every sold flip (stage completed_portfolio): income minus costs and margin for each, ranked by profit, with a portfolio total. Flag any margin that looks too good to be true as likely missing data. Read only.
Get Prompt
Claude + API
ChatGPT + API

Find "unlinked" receipts you uploaded, but never turned into expenses

Check my active FlipperForce projects for receipts that were uploaded but never turned into an expense, and list them grouped by project. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Report of total spend across every project

Total my FlipperForce spend across my active projects, broken down by project, by category and by vendor, with a portfolio total. Flag anything unreliable. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Summarize this week's spend by category

Summarize my FlipperForce spend for the last 7 days, grouped by category, with the projects each cost hit and an overall total. Keep it short. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

See which vendors you spend the most with

Build me a vendor spend summary across my active projects: total paid to each company, transaction count and which projects they worked on, ranked by spend. Flag unattributed spend separately. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Clean up and bulk categorize incomplete expenses

Clean up the expenses on my project at [ADDRESS]: propose a category, company and account for anything missing one, show me the proposals in a table, and only apply what I approve. Do not change any amounts, and confirm the project total is identical before and after.
Get Prompt
Claude + API
ChatGPT + API

Find spend with no vendor or category attached

Audit my active FlipperForce projects for expense line items missing a category, vendor, account or clear description, and show me the gaps grouped by project and by type with dollar values, largest first. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Check whether your vendors' insurance has lapsed

Audit the companies in my FlipperForce workspace for expired, expiring or missing workers comp and general liability, cross-reference how much I have paid each, and rank the flagged vendors by spend. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Find projects that have gone quiet

Check my active FlipperForce projects against the activity log and list any with no recorded activity in the last 14 days, with the stage and how long it has been quiet, longest first. Change nothing.
Get Prompt
Claude + API
ChatGPT + API

Create projects in bulk from a spreadsheet or address list

Here is a list of properties. Check my existing projects for duplicate addresses, show me what you will create and wait for my confirmation, then create each new project with every field my list provides.
Get Prompt
Claude + API
ChatGPT + API

Dictate a site walkthrough into a formatted project update

Here is a transcript of my site walkthrough at [ADDRESS] plus photos. Turn it into a project update organized by area of the house, post it, and attach the photos. Do not invent detail I did not mention.
Get Prompt
Claude + API
ChatGPT + API

Get a Monday morning digest of everything that happened last week

Give me a short Monday digest of everything that happened across my FlipperForce projects in the last 7 days, grouped so I can scan it in a minute. Change nothing.
Learn More
Claude + API
ChatGPT + API

Find duplicate expenses across all projects

Check my ten most recent FlipperForce projects for expense line items with the same description and amount appearing more than once, and show me the duplicates and the total dollar value. Change nothing.
Learn More
Claude + API
ChatGPT + API

See your actual profit and loss on every flip you have sold

Build me a profit and loss on every sold flip (stage completed_portfolio): income minus costs and margin for each, ranked by profit, with a portfolio total. Flag any margin that looks too good to be true as likely missing data. Read only.
Learn More
Claude + API
ChatGPT + API

Report of total spend across every project

Total my FlipperForce spend across my active projects, broken down by project, by category and by vendor, with a portfolio total. Flag anything unreliable. Change nothing.
Learn More
Claude + API
ChatGPT + API

Summarize this week's spend by category

Summarize my FlipperForce spend for the last 7 days, grouped by category, with the projects each cost hit and an overall total. Keep it short. Change nothing.
Learn More
Claude + API
ChatGPT + API

See which vendors you spend the most with

Build me a vendor spend summary across my active projects: total paid to each company, transaction count and which projects they worked on, ranked by spend. Flag unattributed spend separately. Change nothing.
Learn More
Claude + API
ChatGPT + API

Find projects that have gone quiet

Check my active FlipperForce projects against the activity log and list any with no recorded activity in the last 14 days, with the stage and how long it has been quiet, longest first. Change nothing.
Learn More
Claude + API
ChatGPT + API

Check whether your vendors' insurance has lapsed

Audit the companies in my FlipperForce workspace for expired, expiring or missing workers comp and general liability, cross-reference how much I have paid each, and rank the flagged vendors by spend. Change nothing.
Learn More
Claude + API
ChatGPT + API

Create projects in bulk from a spreadsheet or address list

Here is a list of properties. Check my existing projects for duplicate addresses, show me what you will create and wait for my confirmation, then create each new project with every field my list provides.
Get Prompt
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FlipperForce API + AI Agents

How it works

Connect your FlipperForce data to your AI agent once, then run any prompt in the library. Here's how to get set up.
  • Request your API key. In FlipperForce, go to Integrations, then Public API, and request a key. This is what lets your AI agent securely connect to your data.
  • Connect your AI agent. Give your key to Claude or ChatGPT so it can read and work with your FlipperForce data.
  • Copy a prompt. Pick any prompt from the library above and copy it.
  • Paste it and go. Paste the prompt into your agent and tell it to run. For anything that changes your data, it shows you the plan and waits for your approval before it writes.
Request API Key

Frequently Asked Questions

How to Get API Access to the FlipperForce Public API

How do AI agents connect to and use the FlipperForce Public API?

Where can I find the documentation for the FlipperForce Public API?