# ServiceM8 MCP for AI Agents AI Agent Connect

> ServiceM8 MCP connects your field service business to your AI agent. Manage job scheduling, staff assignments, and client records without switching tabs. It turns your AI into a dedicated dispatcher for your trade business.

## Overview
- **Category:** industry-titans
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_wQ5mZEdLKtTkBdYZZ2aIkQ4jrtHm00Zr8pTEYByD/ai-agent-connect
- **Tags:** job-scheduling, work-orders, field-operations, invoicing, gps-tracking, service-management

## Description

This ServiceM8 MCP lets you manage your entire field service operation through a simple chat interface. You can stop jumping between browser tabs to check where your team is or what jobs are pending. Instead, you just ask your agent to pull up a specific job, check a staff member's schedule, or find a client's contact info. It handles the heavy lifting of data retrieval so you can focus on the actual work. By connecting this to your workflow via Vinkius, you get a way to run your trade business without the usual friction of manual data entry. You can see real-time activity logs, list all your current jobs, and keep your CRM updated just by talking to your agent. It's like having a dedicated operations manager who knows every detail of your business.

Imagine you're in the middle of a busy day and need to know exactly which technician is on-site for a specific repair. Instead of logging into a dashboard and filtering through dozens of entries, you can just ask your agent for the status. This Connector pulls that information instantly. It works the same way for your client records. If you need to find a phone number or check a company's history, you just ask. You can also use it to create new work orders or see the full history of any project. It takes the tedious parts of field service management and puts them into a single, conversational flow. You get to spend less time on data management and more time actually managing your team and your customers.

## Tools

### get_job
Get the full details for a specific job. This helps you see exactly what needs to be done on a single work order.

### list_categories
List all the job categories you have set up. Use this to see how your different service types are organized.

### list_contacts
List all the contacts associated with your companies. Use this to find the right person to call for a specific job.

### create_job
Create a new ServiceM8 job for a specific company. This lets you add new work orders to your queue through natural language.

### get_company
Get specific details for a single company in your system. Use this to quickly look up a client's history or info.

### list_companies
List every company in your client database. This is the fastest way to see your entire customer list.

### list_job_activity
Get the full activity history for a specific job. This shows you every move made on a project from start to finish.

### list_jobs
List every job currently in your ServiceM8 account. Use this to get a bird's-eye view of your entire workload.

### list_staff
List all the staff members in your organization. This helps you keep track of who is on the team and who is available.

## Prompt Examples

**Prompt:** 
```
What jobs are we working on today?
```

**Response:** 
```
Here are the active jobs for today:

| Job Name | Status | Assigned To |
| :--- | :--- | :--- |
| **AC Repair** | In Progress | John Doe |
| **Kitchen Reno** | Scheduled | Jane Smith |
| **Pipe Leak** | Completed | Mike Ross |

Would you like me to pull up the details for any of these?
```

**Prompt:** 
```
Who is on the team?
```

**Response:** 
```
I've pulled up the current staff directory:

* **John Doe** (Technician)
* **Jane Smith** (Admin)
* **Mike Ross** (Technician)
* **Sarah Connor** (Technician)

Would you like to see the specific assignments for any of them?
```

**Prompt:** 
```
Show me the history for job 123.
```

**Response:** 
```
Inspecting the activity log for Job #123:

* **09:00 AM**: Job Created
* **10:30 AM**: Technician En Route
* **11:15 AM**: Technician Arrived
* **12:45 PM**: Work Completed

Do you need more details on any of these specific timestamps?
```

## Capabilities

### View all active jobs
See every current project and its status instantly.

### Check staff availability
Get a clear view of your team's current assignments.

### Search client records
Find any company or contact in your database quickly.

### Track job history
See every update and activity log for a specific work order.

### Create new work orders
Generate new jobs with specific company details.

### Monitor job categories
View and manage the different types of services you offer.

## Use Cases

### Checking team availability
A manager asks the agent to list_staff to see who is currently unassigned and then assigns them to a new task.

### Quick status updates
An operations lead uses get_job to see the latest updates on a specific work order without logging into the portal.

### Adding new work orders
A dispatcher uses create_job to put a new request into the queue immediately after taking a phone call.

### Finding client details
An admin uses list_companies to find the right account and then pulls the contact info for a quick follow up.

## Benefits

- Stop manual tab switching by using list_jobs to see your entire workload in one place.
- Get instant answers on team status by using list_staff to see who's working.
- Find client info faster by using list_companies and list_contacts to search your CRM.
- Keep your records accurate by using create_job to add new work orders on the fly.
- Stay on top of project progress by using list_job_activity to see every update in real time.
- Organize your service types easily by using list_categories to see your business structure.

## How It Works

The bottom line is you get a conversational interface for your entire field service management system.

1. Subscribe to this Connector on the Vinkius Marketplace.
2. Add your ServiceM8 API Key to your AI client's configuration.
3. Ask your agent to list jobs or update client records.

## Frequently Asked Questions

**Can I use ServiceM8 to manage my HVAC team?**
Yes, this Connector allows you to manage your HVAC team by listing staff, checking their assignments, and viewing their real-time job statuses through your AI client.

**How does this help with job scheduling?**
It lets you see all active jobs and their scheduled times in one place. You can ask your agent to find specific jobs or check the status of your entire daily workload.

**Can I see my staff's availability?**
Yes, you can use the Connector to pull a full list of your staff and see their current assignments, making it easy to see who is free for new work.

**Can I add new jobs through the chat?**
You can create new work orders directly through your AI agent by providing the job description and the company information.

**Does this help with my client database?**
Yes, it connects to your client records so you can search for companies and contact information using natural language instead of manual searching.

**How do I see what's happening on a specific job?**
You can ask your agent to retrieve the activity history for any specific job. It will show you a chronological list of every update and action taken on that project.

**Can my AI automatically find the details and activity for a specific job just by providing its UUID?**
Yes! Use the `get_job` tool with the Job UUID. Your agent will respond with complete metadata, including status, scheduled times, and specific operational notes in seconds.

**How do I list all staff members to check availability?**
Simply ask the agent to run the `list_staff` action. It will retrieve the full directory of staff members configured in your ServiceM8 account.

**How do I find my ServiceM8 API Key?**
Log in to your ServiceM8 dashboard, navigate to **Settings** > **ServiceM8 Add-ons**, and enable the **API** add-on to find your unique API Key.