Albi
Restoration CRM
Restoration job management: pull jobs, notes, and contacts into Ruby.
Ask Ruby
43 read-only tools
Ruby reads from Albi and grounds her answers in your data. Every tool is read-only: she surfaces, summarizes, and drafts; a human always takes the action.
Search projects
Fast fuzzy search across this Albi account's projects by customer name, claim number, project name, or street address. Albi has no project-search API, so use THIS instead of paging albi_get-all-projects when you need to find a specific job. Returns ranked matches, each with the Albi project id as `external_id`; call albi_retrieve-project with that id for the full project record. Searches open projects by default; pass include_closed=true to also search closed/archived jobs.
Project stats
Aggregate counts across this Albi account's projects: totals, trends, and breakdowns grouped by created year/month (seasonality), status, project type, insurance carrier, state, city, zip, referral source (lead source), project manager, or salesperson. Optionally restrict to a subset first via `filters` (e.g. only AZ, only Water Damage) and/or a created-date range. Albi has no count/group-by API, so use THIS for any 'how many', 'per month', 'by year', 'by status/type/carrier/PM/source', 'top N', or seasonality question instead of paging albi_get-all-projects (its large pages get truncated, so manual tallies are wrong). Counts only (no dollar amounts; use sage_* for money). For a month-by-month-per-year seasonality chart, pass group_by ['created_year','created_month'].
Retrieve project
Get a Project By Id Get one project by id. (GET /v5/Integrations/Projects/{id})
List webhooks
Get All Webhooks Get a list of all webhooks. (GET /v5/Integrations/Webhooks)
Get all projects copy
Get All Project Dates Get the values of all the dates associated with a project. (GET /v5/Integrations/Projects/GetProjectDates)
Get projects by status copy
Get Project's Status Get a project's current status. (GET /v5/Integrations/Projects/GetProjectStatus)
Get projects status copy
Get Project's Date Get the value of a project's certain date by dateid. (GET /v5/Integrations/Projects/GetProjectDate)
Get project staff
Get Project Staff Get a list of staff filtered by project and roles. (POST /v5/Integrations/Projects/GetProjectStaff)
Get all projects copy 1
Get All Activities Get a list of all activities. (GET /v5/Integrations/Activities)
Get all activities copy
Get All Contacts Get a list of all contacts. (GET /v5/Integrations/Contacts)
Get all contacts copy
Get a Contact By Id Get one contact record by id. (GET /v5/Integrations/Contacts/{id})
Get all contacts copy 1
Get Contacts with Statuses Get a list of all contacts with their status set. (GET /v5/Integrations/Contacts/Statuses)
Built for restoration, not bolted on.
Grounded answers
Ruby reads Albi live and cites what she found, so answers reflect your actual data, not a stale export.
Read-only by design
Least-privilege, read-only access. Ruby surfaces and drafts; your team always takes the action.
Managed, secure auth
Connect with one click. Tokens are encrypted and scoped per company; revoke access any time.
Knows restoration
Ruby understands jobs, claims, drying logs, and AR, so Albi data lands in the right operational context.
Connect once, then just ask.
Connect Albi once in Ruby. Ask in the Ruby app, or bring the same secure connection into the assistant your team already uses.
Ruby
Ask in the Ruby app and get an answer grounded in Albi and the rest of your connected stack.
Claude
Bring the same secure Albi connection into Claude so it can answer with your live data.
ChatGPT
Use Albi from ChatGPT with the same per-company, read-only access Ruby uses.
Frequently asked questions
Do I need developer credentials to connect Albi?
You paste an API key from your account in Settings > Integrations. There is nothing to build; Ruby stores it encrypted and scoped to your company.
Can Ruby change anything in Albi?
No. The Albi connection is read-only. Ruby reads, summarizes, and drafts; a human always makes the change in Albi.
Is my Albi data secure?
Credentials are encrypted at rest and access is scoped per company. You can revoke the connection at any time from Settings > Integrations, which immediately cuts Ruby off.
Can I use Albi alongside my other tools?
Yes. Ruby reasons across every tool you connect at once, so she can tie Albi to your CRM, accounting, email, and documentation in a single answer.
