• CLIENT INFO
  • PRICING
  • LISTS
  • HUMAN

How to lookup customer and pricing data with your AI

Connect Housecall Pro to your AI client once. After that, you can ask questions about your clients and your services in plain English.

Ask AI about this page

Short answer

How do I find customer info and prices in chat?

Your AI uses Housecall Pro tools to pull specific client details or browse your service price lists. You get the exact contact info or pricing you need without opening the Housecall Pro dashboard.

Where every request lands.

Information outcomes

Your AI turns your questions into specific data points from Housecall Pro.

CLIENT INFO

Contact details found

The AI pulls names, addresses, or phone numbers from your client list. You get the specific contact info you asked for.

PRICING

Price list access

Your AI looks up specific service items and their costs. You can check your current rates instantly.

LISTS

Customer directories

The AI can show you a list of your customers. This helps you verify names or find specific accounts.

HUMAN

Manual updates needed

The AI only reads data. If you need to change a price or edit a customer profile, you still need to use Housecall Pro.

The workflow

What your AI does when you ask.

The AI maps your natural language questions to specific Housecall Pro actions.

  1. Identify the request

    Your AI determines if you are looking for a specific person or a general price list.

    list_customers

  2. Search for clients

    The AI scans your customer database to find the right person or a list of accounts.

    get_customerlist_customers

  3. Check service rates

    The AI pulls the current items and costs from your price lists.

    list_price_list_items

  4. Deliver the answer

    The AI presents the requested contact info or pricing directly in your chat window.

    get_customerlist_price_list_items

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are basic examples. Swap out the names and service types for your actual data.

Housecall Pro Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_oVcgjb1zUssdqLAEiVDqWKxi72oGzaWHGKFxjwYO/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 — Housecall Pro capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "housecall-pro-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_oVcgjb1zUssdqLAEiVDqWKxi72oGzaWHGKFxjwYO/mcp"
    }
  }
}
Copy into chat04

  • Who is the customer named Smith?

  • Show me my list of customers.

  • What is the price for a standard drain cleaning?

  • List all the items in my current price list.

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

Start here

Connect Housecall Pro once, then ask.

Follow the link to authorize the connection. Your login stays encrypted, and you can start asking questions immediately.

Connect Housecall Pro to your AI

FAQ

How this task behaves

  • 01

    Can the AI change my customer's phone number?

    No. The AI can only read customer data. You must edit contact details inside Housecall Pro.

  • 02

    Can I update my price list through the chat?

    No. The AI can only list your price list items. It cannot add or change prices.

  • 03

    Does the AI see all my Housecall Pro data?

    The AI only sees the data required to answer your specific questions using the provided tools.

  • 04

    Can I delete a customer using my AI?

    No. There are no tools available to delete or remove records from Housecall Pro.

  • 05

    How does the AI find a specific customer?

    The AI uses the customer tools to search your database and pull the specific profile you requested.

  • More questions about Housecall Pro? The Connector page answers them. See everything the Housecall Pro Connector can do

Connect Housecall Pro to Claude, Cursor, ChatGPT & more