Fieldly MCP. Manage tasks, bookings, and invoices from your AI client.
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Fieldly MCP Server connects construction project management directly to your AI agent. Use it to list all work items, check project bookings, or pull financial data by getting specific invoices.
It manages tasks, scheduling, and billing without you leaving your chat client.
What your AI agents can do
Create work item
Creates a new work item in Fieldly.
Get booking
Retrieves detailed information for a specific scheduling booking.
Get invoice
Gets the full details for a single invoice.
Retrieves the full metadata for a specific construction task or job using get_work_item.
Lists all existing jobs and tasks using list_work_items, or creates a brand new work item using create_work_item.
Lists all scheduled team bookings using list_bookings, or pulls specific details for one booking using get_booking.
Lists all invoices using list_invoices, or fetches the specific details for a single invoice using get_invoice.
Queries the catalog of materials and services using list_articles, and retrieves a list of customer records using list_customers.
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Fieldly MCP Server: 11 Tools for Construction Ops
Use these 11 tools to create, list, and retrieve all data points in Fieldly, from customer records to daily work tasks.
019d7598create work item
Creates a new work item in Fieldly.
019d7598get booking
Retrieves detailed information for a specific scheduling booking.
019d7598get invoice
Gets the full details for a single invoice.
019d7598get me
Retrieves details about the application or user that made the request.
019d7598get work item
Gets the full details for a specific work item.
019d7598list articles
Lists every inventory item and service article in your catalog.
019d7598list bookings
Lists all scheduled bookings for teams and sites.
019d7598list customers
Lists all customer profiles in the system.
019d7598list invoices
Lists all invoices associated with your projects.
019d7598list users
Lists all user accounts within Fieldly.
019d7598list work items
Lists all construction jobs and tasks.
Choose How to Get Started
Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.
Build Your Own
Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.
- Import from OpenAPI, Swagger, or YAML specs
- Create Agent Skills with progressive disclosure
- Deploy to edge with MCPFusion framework
- Built in DLP, auth, and compliance on every call
- Real time usage dashboard and cost metering
- Publish to catalog or keep private
Make Your AI Do More
Start with Fieldly, then connect any of our 4,700+ other servers whenever your AI needs more. One click, no limits.
- Use this MCP plus 4,700+ others, all in one place
- Add new capabilities to your AI anytime you want
- Every connection is secured and compliant automatically
- Track usage and costs across all your servers
- Works with Claude, ChatGPT, Cursor, and more
- New servers added to the catalog every week
What you can do with this MCP connector
Fieldly MCP Server connects construction project management straight to your AI agent. Use it to list all work items, check project bookings, or pull financial data by grabbing specific invoices. It handles tasks, scheduling, and billing without you ever leaving your chat client.
Work Items
You can grab a full rundown of a specific construction job using get_work_item, or you can see every job and task currently logged with get_work_item. Need to start something new? You just use create_work_item to drop a fresh work item into the system. To get a list of all construction jobs and tasks, just use list_work_items.
Bookings
Want to know what's scheduled? You can pull up all team and site bookings by calling list_bookings, or you can check the full details for one specific booking using get_booking.
Financial Records
Need to check the books? You can list every invoice tied to your projects with list_invoices, or you can get the whole scoop on one particular invoice by running get_invoice.
Inventory and Clients
To check what materials or services you've got in your catalog, run list_articles. If you need a list of your client profiles, just call list_customers.
System Data
You can grab details about the app or user that's making the request with get_me, or you can list all user accounts within Fieldly using list_users.
How Fieldly MCP Works
- 1 Subscribe to the Fieldly MCP Server and provide your API credentials.
- 2 Your AI agent accesses the server and executes a tool call (e.g.,
list_invoices). - 3 The server runs the tool, fetches the data from Fieldly, and returns the structured results directly to your AI client.
The bottom line is you manage Fieldly data by letting your AI agent talk to the Fieldly API through the MCP Server.
Who Is Fieldly MCP For?
Project Managers who track site progress, Operations Teams that sync materials, or Site Supervisors who need quick job details. If your job involves monitoring construction status, scheduling crews, or tracking invoices, this is for you.
Uses list_work_items to check job statuses across multiple sites without manually navigating the Fieldly dashboard. They use get_invoice to quickly confirm billing details for a phase completion.
Runs list_articles to verify if needed materials are in stock and uses create_work_item to open a new job order for a repair site.
Uses list_bookings to see which teams are scheduled for the day and checks get_work_item for the latest job notes before the crew arrives.
What Changes When You Connect
- See all active jobs and tasks immediately by running
list_work_items. This pulls the entire job list, saving you from navigating the manual portal dashboard. - Check team availability instantly. Use
list_bookingsto see all scheduled crews and sites for the week, orget_bookingfor deep details on one specific day. - Track cash flow without leaving your chat. Run
list_invoicesto get a list of all bills, and useget_invoiceto pull the details for a specific payment. - Keep your materials organized.
list_articlesshows your entire catalog of materials and services, letting you confirm if a job needs item X or Y. - Create tasks on the fly. Need to open a new job?
create_work_itemlets your agent build the job and kick it off using natural language.
Real-World Use Cases
Checking for overdue billing.
A PM needs to know which clients haven't paid. They ask their agent, 'Show me any unpaid invoices.' The agent runs list_invoices and then filters the results, using get_invoice to pull the full details for the top two outstanding bills. The PM gets the exact amount and due date without opening the finance portal.
Planning a site visit.
A supervisor needs to check the crew schedule for tomorrow. They ask their agent to 'Show tomorrow's bookings.' The agent runs list_bookings, identifying the crews and times. They then use get_work_item to pull the latest notes on that specific job before the team arrives.
Starting a new project.
The Ops Team Lead needs to open a new job for a site repair. They prompt the agent: 'Start a new work item for Site Gamma.' The agent uses create_work_item, setting the initial scope and priority, and returns the new job ID immediately.
Verifying materials needed.
The PM needs to know what materials are available for a job. They ask the agent to 'List all available roofing articles.' The agent runs list_articles, presenting the inventory list and confirming material stock counts for the site.
The Tradeoffs
Manual Dashboard Clicking
A user has to click from the 'Jobs' tab to the 'Invoices' tab, then manually copy the job ID to check the payment status.
→
Let your agent run list_work_items to get the job ID, then immediately run get_invoice using that ID. This chains the necessary calls in one prompt, eliminating manual copy-pasting.
Guessing the right tool
The user asks, 'Tell me about the site.' They might get a list of customers or a list of users, depending on which list they hit first.
→
Be specific. If you need job details, use get_work_item. If you need team schedules, use get_booking. Always specify the resource type in your prompt.
Over-relying on basic lists
Running list_bookings and just seeing a list of dates and names. You can't tell if the booking is confirmed or cancelled.
→
After running list_bookings, immediately call get_booking for the specific booking ID. This fetches the deep details, including confirmation status and assigned personnel.
When It Fits, When It Doesn't
Use this if your workflow requires coordinating data across three or more different business functions—like linking a customer record to a specific job, then checking that job's associated invoices. For example, you need to know which customer (list_customers) has an outstanding bill (list_invoices) related to a job (list_work_items).
Don't use this if you only need to view a single, isolated dataset (e.g., just a list of users, or just a list of articles). In those cases, a simple read-only tool like list_users or list_articles is enough. This server is for linking things, not just listing them.
Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Fieldly. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.
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Works with Claude, ChatGPT, Cursor, and more
The Model Context Protocol standardizes how applications expose capabilities to LLMs. Instead of operating in isolation, your AI gains direct access to external platforms, live data, and real-world actions through secure, standardized connections.
This server provides 11 capabilities that interface natively with Claude, ChatGPT, Cursor, and any MCP client. No middleware. No custom integration required.
Available Capabilities
Keeping track of job progress and billing status is a manual nightmare.
Right now, to figure out if a job is paid for, you jump between the 'Projects' tab, copy the job ID, then switch to the 'Billing' section, manually searching for that ID to see if an invoice exists. If it's not there, you have to start a new email thread to ask accounting to check.
With the Fieldly MCP Server, you ask your agent to 'Check billing for Job XYZ.' It runs `get_work_item` first, pulls the job details, and then uses `get_invoice` to check the payment status. You get the answer instantly, right in your chat window.
Fieldly MCP Server: Track Job Status and Financial Records
Manual workflows require you to check booking calendars in one place, then go to a separate resource management system to confirm crew availability, and finally open a third tab to see the related work orders. This cross-checking wastes time and introduces human error.
Now, you simply ask your agent to 'What does the team need for Site B tomorrow?' The agent runs `list_bookings` and `list_work_items` in sequence, synthesizing the required information into one clear answer. The whole process happens in your chat.
Common Questions About Fieldly MCP
How do I check for all unpaid invoices using the `list_invoices` tool? +
You first run list_invoices to get a list of all bills. Then, you can ask your agent to filter that list for invoices marked 'unpaid' or 'outstanding.' The agent handles the filtering logic for you.
Does `list_work_items` give me all active projects? +
Yes, list_work_items retrieves all jobs and tasks in Fieldly. The response includes metadata like the job status and the associated site ID, letting you filter for active projects.
Can I use `get_booking` to find out which team is assigned to a job? +
The get_booking tool provides detailed scheduling information. It includes the assigned team name, the date, and the site ID. You must provide a specific booking ID to use this tool.
How do I create a new job using `create_work_item`? +
You trigger create_work_item by telling your agent the job name, site, and scope. The agent handles the required parameters, allowing you to create the job without navigating the Fieldly UI.
How can I list all available customer records using the `list_customers` tool? +
The list_customers tool pulls all customer profiles. You can then filter results by status or location to focus on specific groups of contacts.
What details can I get about a specific work item using the `get_work_item` tool? +
The get_work_item tool provides full metadata for a single job. This includes the associated booking details, article list, and creation date.
If I need to check my own user details, which tool should I use, and what does `get_me` do? +
Use the get_me tool. It retrieves the authorized application and user profile details. This confirms the identity and permissions of your connected agent.
How do I view all available inventory and service items using `list_articles`? +
The list_articles tool lists your entire catalog. You can then filter this data to check specific materials or service rates for a job.
How do I obtain my Fieldly API credentials? +
First, contact support@fieldly.com to enable the Public API. Once activated, you can find your Client ID and Client Secret in the Integration Settings of your Fieldly Admin panel.
How long is the access token valid? +
Fieldly access tokens are valid for one hour. The agent handles token renewal automatically so you don't have to worry about manual updates.
Can I create new construction tasks via chat? +
Yes! The create_work_item tool allows you to programmatically generate new construction tasks and work items directly within your AI-powered workflow flawlessy.
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
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