LumaQuote for ChatGPT

Connect your LumaQuote account to ChatGPT, then ask about your projects: savings, payback, rebates and fixture counts. ChatGPT can also turn an old audit spreadsheet into a new field audit in seconds.

Pro and Team plans · Same numbers as your proposals · Never changes a project · Set up in 2 minutes

Open ChatGPT

Connect LumaQuote to ChatGPT

4 steps, about two minutes. You need a LumaQuote Pro or Team account and ChatGPT Business, Enterprise, Edu or Pro. Stuck? OpenAI's help on custom connectors.

On ChatGPT Plus or Free? ChatGPT does not let these plans add a connector by link. LumaQuote is coming to the ChatGPT app directory, so you will be able to add it there. Until then, it works in Claude.

Copy the connector linkClick Copy connector link on this page.
Add it in ChatGPTOn chatgpt.com in a browser, open Plugins (Settings, then Apps on some accounts), click + or Create and choose Add custom MCP server. Name it LumaQuote, paste the link and choose OAuth.
Allow and sign inClick Connect, allow LumaQuote, then sign in with your lumaquote.com email and password and click Connect.
Use it in a chatIn a new chat, click + next to the message box and pick LumaQuote, then ask about your projects.

What you can ask ChatGPT

ChatGPT reads your LumaQuote projects the way you see them in the app, area by area and space by space, and keeps existing, LED only and LED plus controls separate.

Find projects

"Which projects are still at proposal stage?"
"Show my projects for HWDSB."
"What did I quote last month?"

Explain the numbers

"Summarize the warehouse job for the client."
"How much do controls add to savings and cost?"
"Which spaces save the most energy?"

Import old audits

"Add this spreadsheet as a field audit."
"Turn this lighting schedule into an audit."
"Read these site notes and build the audit."

Your projects stay yours

The connector is built so ChatGPT can help you work faster without touching anything you have not reviewed.

Read only for projects. ChatGPT never changes, sends or deletes a project, and never picks LEDs, prices or controls for you.
Same math as your proposals. Every figure comes from LumaQuote's own calculation, so ChatGPT's numbers match your PDF line for line.
Signed in with your account. You connect with your lumaquote.com login. ChatGPT only sees what you can open in LumaQuote.
Team rules apply. On a Team plan, auditors only see the projects assigned to them or that they created.
New audits wait for you. An audit ChatGPT adds opens in LumaQuote as a new project for you to check before you quote.
Disconnect any time. Remove the connector in ChatGPT's settings and access stops right away.

FAQ

Questions about LumaQuote for ChatGPT

Which LumaQuote plans include the ChatGPT connector?

LumaQuote Pro and LumaQuote Team. On a team, every member can connect their own account.

Can ChatGPT change or send my proposals?

No. ChatGPT can read your projects and add new field audits for you to review. It never changes, sends or deletes a project, and it never picks LEDs, prices or controls for you.

Are the numbers the same as in my proposals?

Yes. ChatGPT gets every figure from the same calculation LumaQuote uses for proposals, estimates and exports: existing, LED only and LED plus controls, with the assumptions behind them.

What can I see on a team?

The same projects you can open in LumaQuote. Owners and estimators see the team's projects; auditors see the projects assigned to them or that they created.

How do I bring in an old audit spreadsheet?

Share the spreadsheet with ChatGPT and ask it to add it as a field audit. ChatGPT shows you the spaces, fixtures, quantities and watts it read before saving. The audit opens in LumaQuote as a new project the next time you open the dashboard.

How do I disconnect?

Remove the LumaQuote connector in ChatGPT's settings. ChatGPT loses access right away. Your projects in LumaQuote are not affected.

Which ChatGPT plans can use the LumaQuote connector?

Business, Enterprise and Edu can read projects and add field audits. Pro can read projects only, because OpenAI limits custom connectors on Pro to reading. Plus and Free cannot add a connector by link yet. LumaQuote is coming to the ChatGPT app directory for every plan, and it works in Claude today.

I do not see where to add a connector. What do I do?

Use chatgpt.com in a browser, not the phone app, and look for Plugins (or Settings, then Apps). On a Business, Enterprise or Edu workspace, an admin may need to allow custom connectors first. On Plus or Free, the option is not there yet.

Put your projects to work in ChatGPT

Copy the link, add it in ChatGPT and sign in. Included with LumaQuote Pro and Team.

See plans

Questions? Contact us

ChatGPT is a trademark of OpenAI. LumaQuote is not affiliated with or endorsed by OpenAI.