# ServiceTitan MCP for AI Agents AI Agent Connect > ServiceTitan MCP lets you manage field service operations like job dispatching, customer records, and inventory levels directly through your AI agent. It connects your ServiceTitan account so you can check statuses, record payments, and update appointments without switching between browser tabs. ## Overview - **Category:** erp-operations - **Price:** Free - **Endpoint:** https://edge.vinkius.com/vk_preview_kWJSPj66Z6oMTOszVlAhCkoSlaN0HE1bdmgJuIGp/ai-agent-connect - **Tags:** field-service-management, dispatch, hvac-software, plumbing-software, inventory-tracking ## Description The ServiceTitan MCP connects your field service operations to your AI agent. If you run an HVAC, plumbing, or electrical business, you know how much time is wasted jumping between different tabs to check where a technician is, update a customer's address, or see if a specific part is in stock. It's a lot of manual clicking that pulls you away from actually running the business. This Connector changes that by letting your AI agent do the heavy lifting. Instead of digging through the ServiceTitan dashboard, you can just tell your agent to pull up a specific job's details or check if a customer has an outstanding invoice. You can even handle the routine tasks like recording a payment or adjusting stock levels for a new shipment of parts. Because Vinkius makes it easy to connect these types of tools, you get a unified way to manage your field service operations from a single chat interface. It turns your AI into a functional member of your office staff that knows your customers, your inventory, and your schedule as well as you do. ## Tools ### create_payment The create_payment tool records a customer payment in ServiceTitan. This helps you keep your accounting up to date without opening extra tabs. ### list_customers The list_customers tool lets you view all customer profiles in your CRM. Use this to quickly find contact details or check existing records. ### list_invoices The list_invoices tool pulls a list of all current invoices. This makes it easy to see who owes money and what is pending. ### list_jobs The list_jobs tool retrieves specific details for active jobs. You can see what is on the schedule and where work stands. ### list_locations The list_locations tool lets you see all business locations in your account. This helps you manage multiple branches or service areas easily. ### list_skus The list_skus tool lets you view your current inventory items. Use this to check if you have specific parts available for a job. ### update_appointment The update_appointment tool changes the status of a scheduled appointment. This keeps your dispatch board accurate in real time. ### create_inventory_adjustment The create_inventory_adjustment tool lets you manually change stock levels. Use this to account for damaged parts or new warehouse deliveries. ### create_customer The create_customer tool adds a new customer to your CRM. This lets you onboard new clients directly through your agent. ## Prompt Examples **Prompt:** ``` Who are my top customers in the CRM? ``` **Response:** ``` I've pulled the customer list for you. Here are some of your active records: | Name | ID | Location | | :--- | :--- | :--- | | John Doe | 4567 | 123 Maple St | | Jane Smith | 8901 | 456 Oak Ave | Would you like me to look up the history for any of these? ``` **Prompt:** ``` Update the status for the plumbing job at 123 Main St to 'Completed'. ``` **Response:** ``` I've updated that appointment status to **Completed** in your Dispatch module. The job is now closed in ServiceTitan. ``` **Prompt:** ``` Do we have any copper pipes left in stock? ``` **Response:** ``` Checking your inventory... I found **Copper Pipe 1/2 inch** (SKU: CP-12) with 45 units remaining. I also see **Thermostat Model X** (SKU: TH-X) with 12 units. Do you want me to create an inventory adjustment for either? ``` ## Capabilities ### Pull customer records Fetch existing customer info or create new profiles in your CRM. ### Manage job dispatches View active jobs and see where your team is currently working. ### Update appointment statuses Change the status of a scheduled visit in real time. ### Record payments Log customer payments directly into your accounting records. ### Track inventory levels View your current SKUs to see what is sitting in your warehouse. ### Adjust stock counts Create inventory adjustments to keep your stock numbers accurate. ## Use Cases ### Morning Dispatch Review An ops manager asks the agent to list_jobs to see which technicians are still on schedule for the day and who needs a new assignment. ### Quick Payment Entry An office worker asks the agent to create_payment for a customer who just paid over the phone, updating the records instantly. ### Inventory Verification A warehouse worker asks to list_skus to see if they have enough copper piping in stock for a large plumbing job. ### New Client Onboarding A sales rep asks to create_customer to get a new lead into the system immediately after a successful site visit. ## Benefits - Stop switching tabs by accessing your ServiceTitan CRM and Dispatch modules directly from your AI client. - Update appointment statuses in real time to keep your field technicians and office staff perfectly synced. - Handle accounting tasks like listing invoices and recording payments without manual data entry. - Keep your warehouse accurate by using create_inventory_adjustment to manage stock levels for HVAC or plumbing parts. - Quickly find customer info with list_customers to provide better service without digging through old files. - Monitor your full list of SKUs to ensure your team always has the right parts for the job. ## How It Works The bottom line is you get a direct line to your field service data without leaving your chat window. 1. Subscribe to the ServiceTitan MCP on Vinkius. 2. Provide your Client ID, Client Secret, and Tenant ID in your AI client. 3. Ask your agent to list jobs, check invoices, or update customer locations. ## Frequently Asked Questions **Can I use the ServiceTitan MCP to see my current jobs?** Yes, it lets you list jobs to see what is on the schedule and where your technicians are currently working. **How does the ServiceTitan MCP help with my accounting?** You can list invoices and record payments directly via your AI agent, which keeps your records up to date without manual entry. **Can I add new customers using this ServiceTitan MCP?** Yes, you can use it to create new customer profiles in your CRM directly through the chat interface. **Will the ServiceTitan MCP keep my inventory updated?** It allows you to list SKUs and create inventory adjustments to keep your stock levels accurate for all your parts. **Is the ServiceTitan MCP good for HVAC companies?** It is specifically designed for field service industries like HVAC and plumbing to manage dispatches, CRM data, and inventory. **Can I update appointment statuses with the ServiceTitan MCP?** Yes, you can change the status of scheduled visits in real time to keep your field team and office staff perfectly in sync. **Can I update the status of an existing appointment directly?** Yes. Use the `update_appointment` tool by providing the appointment ID and the new status payload. This will immediately reflect in the ServiceTitan Dispatch module. **How do I check current inventory levels for specific parts?** You can use the `list_skus` tool to retrieve a list of all inventory items and their current details from the Inventory module. **Is it possible to record a new payment for a customer invoice?** Absolutely. The `create_payment` tool allows you to record payment data directly into the Accounting module for any valid invoice.