• MONITOR
  • DETAILS
  • ACTION
  • REVIEW

How to track field work orders with your AI

Connect Fieldly to your agent to manage field operations through chat. Once linked, your agent can pull job lists and add new tasks to your dashboard.

Ask AI about this page

Short answer

How can I track field work orders with my AI?

Your agent reads your Fieldly data to show you active jobs and their details. You can also tell it to create new work items without leaving your chat. You'll see exactly how it handles these tasks below.

Field outcomes.

Where your data lands.

The AI moves information between your conversation and Fieldly.

MONITOR

Live job tracking

The agent pulls your current list of active jobs. You get an immediate view of what's happening in the field.

DETAILS

Specific task info

Your agent fetches full details for any single work item. You can check requirements or status updates instantly.

ACTION

New task creation

Tell your agent to add a job. It writes the new work item into Fieldly for you.

REVIEW

Human oversight

The AI handles the data entry, but you decide which new tasks are valid and ready for the field.

The workflow

What your AI does when <the thing arrives>.

Your agent acts as the bridge between your chat and Fieldly.

  1. Scan jobs

    The agent looks through your Fieldly account to find relevant work items.

    list_work_items

  2. Fetch details

    When you ask about a specific job, the agent pulls the full data for that item.

    get_work_item

  3. Add tasks

    The agent takes your instructions and writes them as a new entry in Fieldly.

    create_work_item

  4. Verify status

    The agent checks the list again to confirm the new task was recorded.

    list_work_items

Try it

Copy these to start.

Use these prompts to begin managing your field work.

Starting points

Swap the bracketed text for your actual job names or IDs.

Fieldly Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_zH4ZH6WGr1cwX2JjF8VZT8Q9dxJsDN4iOrYy6EWT/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 — Fieldly capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "fieldly-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_zH4ZH6WGr1cwX2JjF8VZT8Q9dxJsDN4iOrYy6EWT/mcp"
    }
  }
}
Copy into chat04

  • Show me all the work items currently in Fieldly.

  • Get the details for work item [ID number].

  • Create a new work item in Fieldly for [Job Name] regarding [Task Description].

  • Check the status of the [Job Name] work item.

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

Start here

Connect Fieldly once, then ask.

Click the link to connect your account. Your login stays encrypted on our side, and you can start working immediately.

Connect Fieldly to your AI

FAQ

How this task behaves

  • 01

    Can the AI delete work items?

    No. The AI can only list, get, and create work items.

  • 02

    Can the AI edit an existing job description?

    No. The agent can create new items, but it cannot modify existing ones.

  • 03

    Does the AI assign workers to tasks?

    No. You must handle personnel assignments within the Fieldly interface.

  • 04

    Can I see the job list in my chat?

    Yes. The agent pulls the list from Fieldly and displays it for you.

  • 05

    Will the AI create tasks without my permission?

    No. The agent only creates work items when you explicitly tell it to do so.

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

Connect Fieldly to Claude, Cursor, ChatGPT & more