Bluebeam Max
How to Set Up Bluebeam Revu and Claude
Connect Bluebeam Revu to Claude through MCP in six steps and start running AI-powered workflows on your PDFs.
Setup: 6 steps | Requires: Bluebeam Max and Revu 21.9 or later
What Is the Bluebeam Revu and Claude Connection?
The Bluebeam Revu and Claude connection lets you control Revu with plain-language prompts in Claude, the AI assistant from Anthropic. It uses the Model Context Protocol (MCP), an open standard that gives AI models a secure, controlled connection to software like Revu. The connection is part of Bluebeam Max, the premium Bluebeam plan that adds AI capabilities to Revu.
Once connected, you can ask Claude to search your PDFs, work with markups, compare documents and run multi-step tasks in Revu, without writing scripts. This guide follows Bluebeam’s official setup instructions and walks you through each step, from checking requirements to running your first prompt.
At a glance
- Plan: Bluebeam Max or an active Bluebeam Max trial
- Software: Revu 21.9 or later (Windows desktop) and the Claude desktop app
- Setup: 6 steps, completed in Revu and Claude
- Free trial: 15 days and up to 10 seats for existing Bluebeam subscribers
Why Connect Bluebeam Revu to Claude?
Work in Plain Language
Describe what you need in everyday words, and Claude carries out the request in Revu.
Automate Multi-Step Workflows
Run tasks that normally take several manual steps, such as batch search and highlight.
Turn Markup Data Into Insights
Ask questions about your markups and get answers without exporting or sorting data by hand.
No Scripting Required
Automate repetitive work in Revu without writing code or macros.
You Stay in Control
Choose which Bluebeam tools Claude can use. Access is limited to the PDFs you are working with.
Bluebeam Max and Claude System Requirements
Before you start, confirm that you have:
- A Bluebeam Max plan or an active Bluebeam Max trial
- Revu 21.9 or later installed on your Windows desktop
- The Claude desktop app and a Claude account
- An active internet connection
- Approval from your organization to use Claude
Need to upgrade? Buy or renew Bluebeam through the SolidCAD eStore. Rolling out Revu for the first time? Bluebeam Launch gets your team set up the right way from day one.
Claude is a third-party AI service provided by Anthropic. Claude accounts, subscriptions and usage limits are managed separately from Bluebeam and SolidCAD.
How to Connect Bluebeam Revu and Claude in 6 Steps
Complete the steps in order. Each step depends on the one before it.
Step 1: Install and Prepare Revu
Get the right version of Revu on your computer and sign in once.
- Install Revu 21.9 or later.
- Open Revu, sign in with your Bluebeam ID, then close Revu.
Step 2: Install and Sign In to Claude
Install the Claude desktop app, sign in, then fully quit it before you continue.
- Download and install the Claude desktop app from claude.com/download.
- Sign in to Claude, or create an account at claude.ai.
- Completely quit Claude: right-click the Claude icon in the system tray and select Quit, or end the process in Task Manager. Closing the window is not enough.
Step 3: Enable MCP in Revu
Turn on the Model Context Protocol in Revu preferences.
- In Revu, go to Revu > Preferences > Admin > MCP.
- Select MCP Enabled and click OK.
- Close and reopen Revu.
Step 4: Connect Revu to Claude
Tell Revu which AI client to connect to.
- Return to Revu > Preferences > Admin > MCP.
- Select Claude for Windows and click OK.
Step 5: Confirm the Bluebeam Connector in Claude
Check that Claude can see Revu.
- Open the Claude desktop app.
- Select Add files, connectors, and more, then Connectors.
- Confirm that Bluebeam is listed and selected.
Step 6: Test the Connection
Run a simple prompt to confirm everything works.
- Open a PDF in Revu.
- In Claude, enter: “In the active PDF in Revu, how many pages are there?”
- Or select Add from Bluebeam to run a preconfigured prompt, such as search and replace in markups, text comparison between two PDFs, or batch search and highlight.
- If Claude returns the page count, Revu and Claude are connected.
Troubleshooting: What If Bluebeam Does Not Appear in Claude?
If Bluebeam does not appear as a connector in Claude, try the following:
- Completely quit Claude from the system tray or Task Manager, then restart it.
- In Claude, go to Help > Troubleshooting > Clear Cache and Restart.
- Confirm that Revu 21.9 or later is installed and that MCP Enabled is selected in Revu preferences.
- Still stuck? Contact SolidCAD technical support and our Bluebeam specialists will help you get connected.
How to Control What Claude Can Access in Revu
You decide which Bluebeam tools Claude can use. In the Claude sidebar, go to Customize > Connectors > Bluebeam to review and change tool permissions at any time.
The MCP server runs locally on your computer. Access is initiated by the user and limited to the PDFs you are actively working with, and Claude does not get unrestricted access to your local or network files. For details on data handling, see Bluebeam’s security and privacy FAQs.
Planning a Bluebeam Max Trial? Prepare Before You Activate It
Already a Bluebeam subscriber? You can try Bluebeam Max free for 15 days with up to 10 seats. Your organization’s Org Admin starts the trial and assigns participating users. Starting the trial does not change anyone’s existing Bluebeam plan, and users automatically return to their previous plans when the trial ends.
New to Bluebeam? Start with a free Bluebeam trial through SolidCAD. Your trial includes access to the Bluebeam Max trial experience, and our team will help you with the steps needed to activate its features.
Fifteen days goes quickly. To spend your trial testing rather than coordinating, complete these steps first:
- Involve your Org Admin. Only the Org Admin can start the trial and assign users.
- Confirm Revu 21.9 or later is installed for every participating user.
- Identify who will participate in the trial (up to 10 users).
- Choose two or three real workflows to test, such as markup review, document comparison or batch search.
- Confirm internal AI approval for using Claude in your organization.
- Schedule a check-in with SolidCAD during the trial to review results, answer questions and plan next steps.
Full activation steps for Org Admins: Explore Bluebeam Max with a free trial.
Bluebeam Prompts, Resources and Documentation
Once you are connected, these Bluebeam resources will help you go further.:
Revu and MCP Resources
How MCP works in Revu, supported AI models and available functions.
Why Work With SolidCAD on Bluebeam Max?
SolidCAD is a Bluebeam Platinum Partner and part of Symetri Group. Our Canadian team, available in English and French, helps AEC organizations get real value from Bluebeam, not just software access.
- Guided Bluebeam Max trials, from workflow selection to a mid-trial check-in
- Bluebeam Launch and Bluebeam Optimize Foundation Packs to set up and standardize Revu
- Bluebeam training for users and administrators
- Local technical support when you need help
FAQ
What is the Bluebeam Revu and Claude integration?
It is a connection between Bluebeam Revu and Claude, the AI assistant from Anthropic, built on the Model Context Protocol (MCP). It lets you use plain-language prompts in Claude to search PDFs, work with markups and run multi-step workflows in Revu. The integration is available with Bluebeam Max.
Do I need Bluebeam Max to connect Revu and Claude?
Yes. Connecting Revu to Claude through MCP requires a Bluebeam Max plan or an active Bluebeam Max trial.
Which version of Revu do I need?
You need Revu 21.9 or later installed on your Windows desktop. The MCP connection is not available in Bluebeam on web or mobile.
Do I need a separate Claude account?
Yes. Claude is a third-party AI service provided by Anthropic. You need a Claude account and the Claude desktop app, and Claude accounts, subscriptions and usage limits are managed separately from your Bluebeam subscription.
Can existing Bluebeam subscribers try Bluebeam Max for free?
Yes. Existing Bluebeam subscribers can try Bluebeam Max free for 15 days with up to 10 seats. The Org Admin starts the trial and assigns participating users. The trial does not change anyone’s existing Bluebeam plan, and users automatically return to their previous plans when it ends.
Does Claude get access to all of my files?
No. Access is initiated by the user and limited to the PDFs you are actively working with in Revu. The MCP server runs locally on your computer, and you choose which Bluebeam tools Claude can use in the connector settings.
Can I use AI models other than Claude with Revu?
Yes. Revu MCP also supports other AI clients, including ChatGPT, GitHub Copilot CLI and AnythingLLM. Setup steps differ for each client, so refer to Bluebeam’s Revu and MCP resources.
How do I know that Revu and Claude are connected?
Open a PDF in Revu and ask Claude: “In the active PDF in Revu, how many pages are there?” If Claude returns the correct page count, the connection is working.
Can SolidCAD help us set up and evaluate Bluebeam Max?
Yes. SolidCAD is a Bluebeam Platinum Partner. Our team can help you prepare your trial, choose the workflows to test, troubleshoot the Revu and Claude setup, and review results with you during a check-in before the trial ends.
How we can help
Investing in digital transformation is essential for organizations seeking to thrive in today's dynamic business landscape. Beyond adopting cutting-edge technologies, it's a strategic move to future-proof your operations and remain competitive. Our services go beyond efficiency gains; they reshape organizational culture, fostering agility and responsiveness to market demands.
Your investment is not just a cost; it's a means to enhance customer experiences, increase employee satisfaction, and improve your bottom line. Our promise is to be your special resource in achieving the highest growth, quality, and efficiency throughout your digital transformation journey.
Ready to try Bluebeam Max? Start your free trial or talk to a Bluebeam specialist.
Last updated: September 2026