• CUSTOMER
  • CONTACT
  • ASSET
  • HUMAN

How to track customer and asset data with your AI

Connect FieldAware to your AI client once. After that, you can query your field service data using natural language.

Ask AI about this page

Short answer

Can I query my FieldAware customers and assets through chat?

Yes. Your AI uses FieldAware tools to pull specific customer profiles, contact lists, and equipment assets on demand. You'll get instant access to your field service data without logging into the FieldAware dashboard.

Data outcomes

What you get from your chat

The specific information your agent pulls from FieldAware.

CUSTOMER

Customer profiles

The AI pulls specific account details. You get a clear view of who your clients are.

CONTACT

Contact information

Retrieve phone numbers and email addresses for specific accounts. This keeps your contact details ready for any follow-up.

ASSET

Equipment lists

Get a full rundown of assets tied to a customer. You can see exactly what equipment is on-site.

HUMAN

Manual updates

The AI only reads data. If you need to change a customer record or update an asset, you still need to use FieldAware.

The workflow

What your AI does when you ask for data.

The AI translates your questions into specific data requests.

  1. Find customers

    The AI identifies the correct accounts based on the names or IDs you provide.

    list_customers

  2. Get profile details

    Once an account is identified, the AI pulls the full profile for that specific customer.

    get_customer

  3. Pull contact info

    The AI looks up the people associated with an account to find their contact details.

    list_contacts

  4. List equipment

    The AI scans the customer's account to find all registered assets and equipment.

    list_assets

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

Replace the bracketed text with your actual customer names or asset IDs.

FieldAware Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_fMT5yRXscrQbKFwh30wjx2IiRqzAILRzAARozhVX/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — FieldAware capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fieldaware-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_fMT5yRXscrQbKFwh30wjx2IiRqzAILRzAARozhVX/mcp"
    }
  }
}
Copy into chat04

  • Show me all customers in my FieldAware account.

  • Who is the primary contact for [Customer Name]?

  • List all the assets registered under [Customer Name].

  • Get the profile details for customer ID [ID Number].

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect FieldAware once, then ask.

Click the link to connect your account. Your credentials stay encrypted, and you can immediately start chatting with your data in any MCP-compatible client.

Connect FieldAware to your AI

FAQ

How this task behaves

  • 01

    Can the AI edit my customer information?

    No. This Connector only has tools to read and list data. It cannot create, update, or delete anything in FieldAware.

  • 02

    Can I add new assets through the chat?

    No. The AI can only list existing assets using the provided tools.

  • 03

    Does the AI see all my FieldAware data?

    The AI only sees the data it retrieves through the specific tools you trigger with your prompts.

  • 04

    Can I use this with Claude?

    Yes, as long as you are using an MCP-compatible client like Claude Desktop.

  • 05

    Will my FieldAware password be shared with the AI?

    No. Vinkius manages the connection securely so your login details stay encrypted.

  • More questions about FieldAware? See everything the FieldAware Connector can do

Connect FieldAware to Claude, Cursor, ChatGPT & more