# ArborNote MCP for AI Agents AI Agent Connect > ArborNote MCP for AI Agents. Manage your tree care business, from client records and estimates to work orders and financial metrics, using natural language. It turns your AI client into a dedicated operations coordinator for arboriculture and landscaping. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_6hqMLGkX3JkjOMACjvJQrG0CNLTRNrciBXIIvmv5/ai-agent-connect - **Tags:** arboriculture, tree-inventory, field-management, estimates, landscaping-software, client-records ## Description Imagine you're out in the field or back in the office trying to keep track of dozens of tree inspections. Instead of logging into a dashboard to see if a proposal was signed or checking a spreadsheet for a crew's schedule, you just ask your agent. You can pull up a client's history, check the status of a specific project, or grab the latest financial metrics without switching tabs. This Connector brings your entire ArborNote backend into your chat interface. It's about moving from "where is that file?" to "what's the status of the Oak Pruning job?" and getting a direct answer. It handles the heavy lifting of data retrieval so you can focus on the actual tree work. By connecting this through the Vinkius catalog, you're basically giving your agent the keys to your business's pulse. You'll see active work orders, monitor your sales pipeline, and manage your client directory in one place. It's less about automation and more about having a teammate who knows your data as well as you do. ## Tools ### check_api_health Verify that your ArborNote account is connected correctly. Use this to ensure your agent has the latest data. ### create_arbornote_client Add a new client to your CRM database. This lets you onboard new leads without leaving your chat interface. ### get_arbornote_client Retrieve details for a specific client record. This is the fastest way to pull up a customer's history. ### get_arbornote_metrics Get your latest financial and revenue metrics. Use this to see your invoice status and revenue at a glance. ### get_arbornote_project Get details for a specific project in your inventory. Use this to see project specifics without opening a browser. ### get_arbornote_proposal View a specific proposal's details and costs. It's great for quickly pulling up estimate numbers for a client. ### list_arbornote_clients See a full list of all clients in your directory. Use this to get an overview of your entire customer base. ### list_arbornote_projects See all active projects currently in progress. This helps you keep track of everything your teams are doing. ### list_arbornote_proposals List all proposals waiting for approval. Use this to identify which estimates need a follow-up call. ### list_arbornote_schedules See all upcoming schedules for your field teams. It helps you coordinate your crews without manual cross-referencing. ### list_arbornote_webhooks View all active webhooks for your account. This is useful for verifying your organization-level metadata. ### update_arbornote_client Change the information for an existing client profile. Use this to keep your CRM data accurate as you work. ## Prompt Examples **Prompt:** ``` Show me all active proposals. ``` **Response:** ``` I've pulled your active proposals from ArborNote. Here is the current status: | Project Name | Estimate Amount | Status | | :--- | :--- | :--- | | Oak Pruning - 123 Maple St | $1,200 | Pending | | Riverfront Cleanup | $4,500 | Approved | | Pine Tree Removal | $850 | Pending | Would you like me to pull the high-fidelity cost breakdown for any of these? ``` **Prompt:** ``` What's the status of my current work orders? ``` **Response:** ``` Accessing your work orders... **Current Progress:** * **3 Jobs in Progress:** All crews are currently within operational norms. * **2 Jobs Scheduled:** Both are set for tomorrow morning. Shall I retrieve the specific tasks for the 'Riverfront Project'? ``` **Prompt:** ``` Create a new client 'John Doe' (john@example.com) and update his phone to '+15550123'. ``` **Response:** ``` Client orchestrated! I've successfully created the profile for **John Doe (ID: cli_456)** and updated his phone number. He is now active in your CRM and ready for a new proposal. Shall I list your available service types? ``` ## Capabilities ### Pull up client profiles Get specific client details instantly to see history and contact info. ### Track proposal statuses Monitor active estimates to see what needs a follow-up. ### View active work orders See what your crews are doing in the field right now. ### Check financial metrics Access your invoice history and revenue data with a single query. ### Manage client records Create new client profiles or update existing ones on the fly. ### Verify webhooks Check organization-level metadata and active webhooks for reporting. ## Use Cases ### Checking a project status An arborist asks "What's the status of the Riverfront job?" and gets a summary of active work orders using get_arbornote_project. ### Onboarding a new lead A sales rep says "Create a profile for John Doe with his phone number" and the agent adds it to the CRM via create_arbornote_client. ### Financial check A business owner asks "What are my revenue metrics for this month?" and gets a summary of invoice history using get_arbornote_metrics. ### Proposal follow-up An office worker asks "Show me all proposals waiting for approval" to see what needs a call using list_arbornote_proposals. ## Benefits - Stop hunting for files. Use list_arbornote_projects to see what's happening in the field without opening a browser. - Faster sales cycles. Use list_arbornote_proposals to quickly identify which estimates need a follow-up. - Clean client data. Use create_arbornote_client and update_arbornote_client to keep your CRM accurate as you work. - Real-time oversight. Use get_arbornote_metrics to see your revenue and invoice status at a glance. - Better scheduling. Use list_arbornote_schedules to coordinate your crews without manual cross-referencing. ## How It Works The bottom line is you get a conversational interface for your entire tree care business operations. 1. Subscribe to the ArborNote MCP on the Vinkius Marketplace. 2. Grab your API Key from your ArborNote dashboard under Settings and then API. 3. Connect your key to your AI client to start querying your forestry data. ## Frequently Asked Questions **Can ArborNote MCP help me manage my landscaping clients?** Yes, it lets you create and update client profiles using natural language. You can quickly pull up history or update contact info without leaving your chat. **How does the ArborNote MCP track my tree care projects?** It pulls your active projects and work orders directly. You can ask your agent for a status update on any specific job in your inventory. **Can I see my financial data using the ArborNote MCP?** Yes, you can get your latest revenue metrics and invoice history. It helps you keep a pulse on your business health without digging through menus. **Is the ArborNote MCP good for field managers?** It's excellent for field managers who need to check crew schedules and work order details quickly while they are on the move. **How do I connect ArborNote to my AI agent?** You'll need to get your API Key from the ArborNote dashboard under Settings. Once you have that, you can connect it via the Vinkius catalog. **Can the ArborNote MCP help with my sales pipeline?** Yes, it can list all your active proposals and estimates, making it much easier to see which leads need a follow-up call. **How do I find my ArborNote API Key?** Log in to your account, navigate to **Settings** > **API**, and generate or copy your unique secret access key. **Can I update client details via AI?** Yes! The `update_arbornote_client` tool allows your agent to modify names, emails, and phone numbers for existing records programmatically. **How do I check financial metrics?** Use the `get_arbornote_metrics` tool to retrieve a high-fidelity summary of your agency's financial and operational performance data.