For Agents
Manage construction leads, proposals, projects, invoices, payments, and QuickBooks sync through bidbuild's business management platform.
Use for: I need to create a new construction lead in bidbuild, Generate a proposal for an upcoming project, Mark an invoice as paid, Release a bidbuild invoice to QuickBooks
Not supported: Does not handle on-site time clocks, payroll, or material takeoff estimating - use for construction lead, proposal, invoice, and vendor management only.
bidbuild is a construction-focused business management platform that covers the full lifecycle from lead tracking through proposal generation, project execution, change orders, invoicing, and vendor inventory management. Its REST API exposes 735 endpoints across leads, projects, proposals, invoices, payments, vendors, files, notifications, and a deep QuickBooks integration. Authentication uses bearer tokens against api.bidbuild.net. The endpoint surface is large - agents typically narrow scope to a specific module such as invoicing or proposals rather than treating it as a single API.
Install Jentic One Beta
Jentic One is a self-hosted execution layer for AI agents. It lets your agent call the bidbuild API, or any other public or private API you need. You set the rules, the agent never sees your credentials, and every call is logged.
Two steps, two machines. Install the instance in a safe environment, then register your agent from wherever it runs.
Step 1: Jentic One Host machine
# On the machine that will host your Jentic One instance:
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fbidbuild.net%2Fbidbuild" | shStep 2: Agent machine
# On the machine where your agent runs (keep this separate from the instance):
curl -fsSL "https://jentic.com/install.sh?src=apis&api=%2Fapis%2Fbidbuild.net%2Fbidbuild" | sh
jentic register # connects your agent to your Jentic One instanceJentic One is in public beta. The setup above keeps your agent separate from the instance, which is what you want before using real credentials: an agent running as the same OS user as Jentic One can read its stored keys directly. Just evaluating? A single local install is fine to start. See the secure deployment guide for the tiers.
What an agent can do with bidbuild API.
Manage construction leads from initial enquiry through to converted projects
Generate and send proposals with line items, scopes, and signatures
Track invoices, mark them as paid, and release them to QuickBooks
Sync customers, vendors, and projects between bidbuild and QuickBooks Online
Manage vendor records and the inventory items they supply
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Configure notification settings for users across web and email
Aggregate invoice totals for cashflow reporting
Patterns agents use bidbuild API for, with concrete tasks.
★ Lead to Cash for Construction
Run the full sales-to-cash cycle for a residential or commercial construction firm. Capture a lead, generate a proposal, convert it into a project on signature, raise progress invoices, mark them paid, and release them to QuickBooks. The 735-endpoint surface covers each step and the QuickBooks integration removes the need for manual journal entry.
Create a lead in bidbuild, generate a proposal with two line items, then on acceptance create the corresponding invoice and release it to QuickBooks.
QuickBooks Synchronisation
Keep customers, vendors, projects, and invoices synchronised between bidbuild and QuickBooks Online so the accounting team works from the QuickBooks ledger while the field team uses bidbuild. The /api/v1/quickbooks/* endpoints handle the OAuth integration setup, customer and vendor sync, and per-invoice release back to QuickBooks.
Sync all QuickBooks customers into bidbuild via /api/v1/quickbooks/customers and reconcile invoice IDs.
Cashflow and Invoice Aggregation Reporting
Generate a cashflow report by querying /api/v1/invoices with filters and aggregating totals via /api/v1/invoices/aggregate/totals. This avoids loading every invoice into the report tool and supports rolling weekly, monthly, and quarterly views for finance leads inside the construction business.
Call /api/v1/invoices/aggregate/totals with date filters for the last 90 days and group totals by status.
AI Agent Project Manager Assistant
An AI agent helping a project manager track a portfolio of construction jobs can answer questions like 'which invoices are overdue?' and 'what proposals are awaiting signature?' through Jentic. The agent searches by intent, loads the relevant schema, and executes - Jentic injects the bearer token so the agent never sees the raw credential and can focus on the underlying business question.
Search Jentic for 'list bidbuild invoices', execute /api/v1/invoices, and return the subset where status is overdue.
735 endpoints — bidbuild is a construction-focused business management platform that covers the full lifecycle from lead tracking through proposal generation, project execution, change orders, invoicing, and vendor inventory management.
METHOD
PATH
DESCRIPTION
/api/v1/invoices
List invoices
/api/v1/invoices
Create an invoice
/api/v1/invoices/{id}/quickbooks
Release invoice to QuickBooks
/api/v1/invoices/{id}/mark_as_paid
Mark an invoice as paid
/api/v1/invoices/aggregate/totals
Aggregate invoice totals
/api/v1/quickbooks/customers
List QuickBooks customers
/api/v1/notification_settings
Get notification settings
/api/v1/invoices
List invoices
/api/v1/invoices
Create an invoice
/api/v1/invoices/{id}/quickbooks
Release invoice to QuickBooks
/api/v1/invoices/{id}/mark_as_paid
Mark an invoice as paid
/api/v1/invoices/aggregate/totals
Aggregate invoice totals
/api/v1/quickbooks/customers
List QuickBooks customers
/api/v1/notification_settings
Get notification settings
What agents get from Jentic-routed access to this vendor.
Setup
Wiring the bidbuild API by hand means carrying its bearer token on every call and building each invoice, proposal, and QuickBooks-sync path yourself across a large surface. Through Jentic you install once, import bidbuild from the API Directory, store the token once, and your agent calls it.
Permission scoping
bidbuild puts the invoice id in the URL path (/invoices/{id}/mark_as_paid), so a rule can pin your agent to one invoice: it can read that invoice and its totals and nothing else. You choose the operations it may call, so marking an invoice paid or pushing it to QuickBooks is not included unless you add it.
Credential isolation
Your bidbuild bearer token is stored once, encrypted, by your own Jentic One instance and injected at execution time. It never enters the agent's prompt, logs, or context.
Intent-based discovery
Agents search Jentic by intent such as 'list overdue construction invoices' or 'mark an invoice as paid', and Jentic returns the matching bidbuild operation with its input schema so the agent calls the right endpoint without browsing the reference docs.
Alternatives and complements available in the Jentic catalogue.
Stripe API
Stripe collects card payments that can be reconciled against bidbuild invoices.
Use Stripe to collect the payment online, then call bidbuild to mark the corresponding invoice as paid.
Specific to using bidbuild API through Jentic.
What authentication does the bidbuild API use?
bidbuild uses HTTP Bearer authentication - pass the access token in the Authorization header on every request. Through Jentic, the bearer token is stored encrypted in the your Jentic One instance and injected at execution time so the agent never sees the raw token, which matters because the same token can release invoices and trigger QuickBooks sync.
Can I release a bidbuild invoice to QuickBooks Online?
Yes. POST /api/v1/invoices/{id}/quickbooks releases the specified invoice to QuickBooks once the QuickBooks integration has been authorised under /api/v1/auth/quickbooks. The reverse, DELETE /api/v1/invoices/{id}/quickbooks, unreleases an invoice.
How do I aggregate invoice totals across a date range?
Call GET /api/v1/invoices/aggregate/totals with appropriate filter parameters. The response gives totals grouped by status, which is the pattern construction CFOs use for weekly cashflow reviews without scanning every individual invoice record.
How do I list bidbuild invoices through Jentic?
Search Jentic for 'list bidbuild invoices', load /api/v1/invoices, and execute. With the SDK: pip install jentic, then SearchRequest, LoadRequest, ExecutionRequest in an async flow - Jentic injects the bearer token automatically.
Does bidbuild support webhooks?
Yes - the spec exposes a QuickBooks webhook endpoint at POST /api/v1/quickbooks/webhook used to receive QuickBooks change events. Configure your webhook subscription in the bidbuild admin console and keep the endpoint reachable so QuickBooks events are processed.
How large is the bidbuild API surface?
The OpenAPI spec exposes 735 endpoints across leads, proposals, projects, invoices, payments, files, vendors, and the QuickBooks integration. Most agents work against a narrow subset - for example invoices and QuickBooks together - rather than treating the entire surface as one tool.
Can I limit what my agent is allowed to do with the bidbuild API?
Yes. Because Jentic One is self-hosted, your own rules decide which bidbuild operations and credentials the agent can use, so you can grant read-only calls like GET /api/v1/invoices and GET /api/v1/invoices/aggregate/totals while withholding the rest. Since bidbuild puts the invoice id in the URL path, you can pin the agent to a single invoice, letting it read that record and its totals and nothing else. Write actions such as POST /api/v1/invoices/{id}/mark_as_paid or releasing an invoice to QuickBooks via POST /api/v1/invoices/{id}/quickbooks are not available to the agent unless you explicitly add them.