Using Claude to Build an Analysis Report in HomeBuilder
How to Pull Live HomeBuilder Data and Generate a Report Through Claude.ai
This how-to video shows how Claude.ai connects directly to your HomeBuilder solution inside Dynamics 365 Business Central, pulling live lot and task data to build a formatted analysis report through a plain conversation, no manual exports or report configuration required.
What You’ll See in This Video
The video walks through a full working example using the HomeBuilder MCP connector in Claude. Starting from a simple request to list lots, the walkthrough builds toward a task-by-lot matrix: tasks running down the left side, lots across the top, with color-coded status indicators showing completed, in-progress, and pending work.
From there, follow-up prompts replace the status markers with actual completion dates and apply conditional formatting: green for on-time completion, red for tasks running 8 or more days late, and black for work not yet scheduled. The final step is a single prompt requesting an Excel download, which Claude generates directly from the report it built.
The video also demonstrates something worth knowing before you start: you don’t need to know the exact field names in your HomeBuilder data. Claude works with plain language descriptions and finds the right fields on its own.
Who This Is For
This video is useful for production builder project managers and operations leads who want faster visibility into task completion status across lots and phases, without building formal reports or pulling data manually.
Try HomeBuilder in Action
Want to see how HomeBuilder manages lot tracking, task scheduling, and construction oversight across your communities? Schedule a demo.
HomeBuilder by Suite Engine
HomeBuilder is a comprehensive software solution designed specifically for residential production builders. Developed by Suite Engine, it integrates seamlessly with Microsoft Dynamics 365 Business Central to provide modern and secure construction management capabilities.
Key Features of HomeBuilder:
- Phase, Model, and Lot Management:
- Efficiently manage construction phases, models, and lots.
- Track vendor contracts and control budgets directly from the system.
- Budget Control and Reporting:
- Monitor budget-to-actual reporting.
- Manage model and lot pricing, as well as installment payments.
- Purchaser and Contact Management:
- Handle lot closing dates and sales status.
- Automate closing adjustments.
- Décor Center:
- Pre-determined color chart selections with visual aids.
- Invoice purchasers or include selections in closing adjustments.
- Warranty and Inspections:
- Create service issues and work orders for trades.
- Track work order progress and generate reports.
- Integration and Automation:
- Fully integrated reporting and financials.
- Natively integrates with the Microsoft stack, such as Power Automate, Power BI, and more.
Benefits of Using HomeBuilder:
- Enhanced Financial Visibility: Provides detailed financial reporting and control over costs.
- Improved Efficiency: Streamlines processes and keeps operations organized.
- Mobile Accessibility: Accessible on PC, tablet, or phone, allowing for flexibility and remote management.
- Customer and Vendor Satisfaction: Offers portals for contractors and home buyers to access relevant data, improving communication and satisfaction.
HomeBuilder is designed for residential builders who construct 30-150 units per build cycle, making it suitable for townhouses and condominiums. By automating and streamlining day-to-day operations, HomeBuilder helps residential developers manage their businesses more effectively and professionally.
HomeBuilder is Modern and Secure Software for Production Builders | Built within Microsoft Dynamics 365 Business Central
- Learn more about HomeBuilder.
- Get the App on Microsoft AppSource today, or request a personalized demo!
- Get going in no time with our HomeBuilder ‘How-To’ videos
