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Encircle

Restoration CRM

Restoration field documentation: Ruby can summarize claims, sketches, and notes.

56 tools
API KEY
Read-only

Ask Ruby

“Summarize the moisture readings on the Johnson loss.”
“Which open claims are missing drying logs?”
“Find the claim for the homeowner at 220 Oak Ave.”
“How many water losses did we document last month?”
What Ruby can do

56 read-only tools

Ruby reads from Encircle and grounds her answers in your data. Every tool is read-only: she surfaces, summarizes, and drafts; a human always takes the action.

Search claims

Fast fuzzy search across this Encircle account's property claims by policyholder name, street address, claim/policy number (assignment, contractor, or insurer identifier, or policy number), or insurance carrier. Encircle has no general claim-search API, so use THIS to find a specific claim instead of paging encircle_get_property_claims. Returns ranked matches, each with the Encircle claim id as `external_id`; call encircle_get_property_claim_one with that id for the full claim record.

Claim stats

Aggregate counts across this Encircle account's property claims: totals, trends, and breakdowns grouped by created year/month (date_claim_created, the lead date), loss year/month (date_of_loss), type of loss (peril), insurance carrier, adjuster, project manager, cat code, or locale. Optionally restrict to a subset first via `filters` and/or a created-date range. Encircle has no count/group-by API, so use THIS for any 'how many', 'per month', 'by year', 'by peril/carrier/adjuster', 'top N', or seasonality question instead of paging encircle_get_property_claims. Counts only (no dollar amounts). Claims have no open/closed status. For a month-by-month-per-year seasonality chart use group_by ['created_year','created_month'].

Get equipments

Find organization equipment. (GET /v2/equipment)

Get equipment by id

Get a piece of equipment by ID. (GET /v2/equipment/{organization_equipment_id})

Get organization air movers

Find organization Air Movers (GET /v1/air_movers)

Get single organization air mover

Get an organization Air Mover by ID (GET /v1/air_movers/{air_mover_id})

Get organization air scrubbers

Find organization Air Scrubbers (GET /v1/air_scrubbers)

Get single organization air scrubber

Get an organization Air Scrubber by ID (GET /v1/air_scrubbers/{air_scrubber_id})

Get organization dehumidifiers

Find organization Dehumidifiers (GET /v1/dehumidifiers)

Get single organization dehumidifier

Get an organization Dehumidifier by ID (GET /v1/dehumidifiers/{dehumidifier_id})

Get supported air movers

Find Air Movers supported by Encircle (GET /v1/air_movers/supported)

Get supported air scrubbers

Find Air Scrubbers supported by Encircle (GET /v1/air_scrubbers/supported)

Why connect it to Ruby

Built for restoration, not bolted on.

Grounded answers

Ruby reads Encircle 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 Encircle data lands in the right operational context.

Use it from anywhere

Connect once, then just ask.

Connect Encircle 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 Encircle and the rest of your connected stack.

Claude

Bring the same secure Encircle connection into Claude so it can answer with your live data.

ChatGPT

Use Encircle from ChatGPT with the same per-company, read-only access Ruby uses.

Frequently asked questions

Do I need developer credentials to connect Encircle?

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 Encircle?

No. The Encircle connection is read-only. Ruby reads, summarizes, and drafts; a human always makes the change in Encircle.


Is my Encircle 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 Encircle alongside my other tools?

Yes. Ruby reasons across every tool you connect at once, so she can tie Encircle to your CRM, accounting, email, and documentation in a single answer.