# GorillaDesk MCP for AI Agents AI Agent Connect > GorillaDesk lets you manage your entire field service operation through your AI agent. You can pull up customer details, track work orders, check unpaid invoices, and add technician notes without switching tabs. It is built for home service companies that need to move between dispatching and billing without the friction of constant manual data entry. Use it to handle customer queries and job updates in real time. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_SEIKHvRYAaxsIZbMkkS5Ugv3lygDfFVzFyhVHA6H/ai-agent-connect - **Tags:** scheduling, job-tracking, invoicing, field-operations, customer-records ## Description This GorillaDesk MCP lets you manage your field service operations through your AI agent. You can pull up customer details, track work orders, check unpaid invoices, and add technician notes without switching tabs. It is built for home service companies that need to move between dispatching and billing without the friction of constant manual data entry. By connecting your account, you get a direct line to your GorillaDesk data. It handles the heavy lifting of looking up customer history or checking which invoices are still outstanding. You stop hunting for information and start actually solving problems. You can check a technician's schedule or verify a billing address quickly. This connection brings your field service management into your primary workspace. You can use natural language to query customer records and manage invoices without navigating the software interface. Vinkius makes it easy to get this connected so your team can work faster. ## Tools ### get_invoice Get the specifics for a single invoice. This helps you quickly see who owes what. ### create_customer Make a new customer profile from scratch. Use this to onboard new clients instantly. ### create_note Add a new note to a customer's file. This keeps your team updated on recent interactions. ### get_company Get the high-level details of your GorillaDesk account. Use this to verify your current company settings. ### get_customer Pull up the full details of a specific customer. This gives you the context you need for a call. ### get_job Pull up the details for a specific work order. You will see the schedule and assigned tech. ### list_customers Search for and see a list of all your customers. Use this to find any account by name or email. ### list_invoices See a list of all invoices in your system. It is the fastest way to check your current billing status. ### list_jobs View all upcoming and past work orders. You can use this to see the full day's schedule. ### list_notes See all the notes attached to a specific customer. This gives you the full history of previous visits. ### list_users See a list of all technicians and staff in your account. Use this to manage your team's access. ### update_customer Change the information on an existing customer profile. This is how you keep addresses and phone numbers current. ## Prompt Examples **Prompt:** ``` Find the customer record for john@example.com. ``` **Response:** ``` Searching customers... I found one match: John Doe (ID: 93021). His primary address is 123 Main St, and his current account status is 'Active'. Would you like to see his recent jobs? ``` **Prompt:** ``` Show me the details for job ID 88392. ``` **Response:** ``` Fetching job details... Job #88392 is for 'Quarterly Pest Control' at John Doe's residence. It is scheduled for tomorrow at 2:00 PM, assigned to technician Mike R. The status is currently 'Confirmed'. ``` **Prompt:** ``` Check the schedule logic for Mike R. tomorrow and list all his confirmed routes. ``` **Response:** ``` Analyzing tomorrow's manifest... Mike R. has 4 confirmed pest control jobs logically spaced out. First stop is at 8:00 AM, finishing his primary route efficiently by 3:00 PM solidly. ``` ## Capabilities ### Pull up customer records Get names, addresses, and contact info for any client instantly. ### Track work order history See all past and upcoming jobs assigned to your team. ### Check unpaid invoice statuses Identify which customers have outstanding balances without opening a ledger. ### Add technician notes Log updates and feedback directly to a customer's profile from your chat. ### List active technicians View a complete list of your staff and their account access. ### Create new customer profiles Onboard new clients and save their details in one step. ## Use Cases ### Handling a customer inquiry on a live call A dispatcher asks the agent to find the record for a specific address. The agent uses list_customers to pull up the contact info and history. ### Logging a site visit from the field A technician finishes a pest control job and tells the agent to note that the issue is resolved. The agent uses create_note to update the file. ### Checking daily billing totals A business owner asks the agent for any unpaid bills from last week. The agent uses list_invoices to provide a clear summary of outstanding amounts. ### Onboarding a new lead instantly An office worker provides a name and address for a new client. The agent uses create_customer to build the profile in seconds. ## Benefits - Stop manual data entry by using create_customer to add new clients while you are still on the phone with them. - Get instant answers on billing by using list_invoices to see every outstanding balance in seconds. - Keep your team informed by using create_note to log technician updates immediately after they finish a job. - Simplify dispatching by using list_jobs to see every scheduled work order for the day at a glance. - Improve customer service by using get_customer to see a full history of previous visits and notes. - Manage your staff easily by using list_users to see who has access to your GorillaDesk account. ## How It Works The bottom line is you get a direct chat interface for your entire field service database. 1. Get your API key from the GorillaDesk Addons page. 2. Paste the key into your Connector client settings. 3. Ask your agent to find customers, list jobs, or check invoices. ## Frequently Asked Questions **Can GorillaDesk MCP help me manage my pest control jobs?** Yes, it lets you see all upcoming and past work orders instantly. You can ask your agent for specific job details or see the whole day's schedule without opening your dashboard. **How do I use GorillaDesk to check unpaid invoices?** You can just ask your agent to list all your invoices. It will pull the billing data so you can see what is outstanding and who needs to be paid. **Can my technicians add notes to customer files using this?** Yes, they can. They can just tell the agent what happened during a visit, and the agent will use the correct tool to add that note to the customer's profile. **Does GorillaDesk MCP work with my current AI client?** It works with any MCP-compatible client like Claude or Cursor. Once you connect it via Vinkius, your agent can access your GorillaDesk data. **Is GorillaDesk MCP good for dispatchers?** It is great for dispatchers. You can quickly look up addresses, customer history, and technician assignments while you are on a live call with a client. **Can I add new customers to GorillaDesk through the agent?** Yes, you can. Just give your agent the new customer's details, and it will create the profile for you automatically. **Can I add notes to a customer's profile using this integration?** Yes! Use the `create_note` tool. You just need to provide the Customer ID and the text of the note. It will be instantly added to their profile for your technicians to see. **How do I filter unpaid invoices?** You can use the `list_invoices` tool and pass 'unpaid' (or the equivalent status parameter specified in GorillaDesk) to quickly retrieve a list of outstanding balances. **Can I check the schedules for specific field technicians?** Absolutely. By utilizing the schedule-checking tool with a technician's name or ID, the agent retrieves their complete run-sheet for the requested day.