• DATA
  • PEOPLE
  • LISTS
  • HUMAN

How to lookup client and contact data with your AI

Connect ServiceM8 to your AI client once. From then on, you can pull any client or contact info you need without leaving your chat.

Ask AI about this page

Short answer

How do I find client info in my AI chat?

Your AI uses ServiceM8 tools to search for companies and people. You can pull up specific profiles or list all your contacts to get the details you need. You'll see the specific data points you requested right in the chat.

Where the data lands

What you get from your AI

The AI handles the searching so you can focus on the conversation.

DATA

Instant company profiles

The AI pulls full company details from ServiceM8. You get the specific profile info you asked for immediately.

PEOPLE

Contact details on demand

Ask for a specific person's info. Your AI finds their contact details in your ServiceM8 database.

LISTS

Full contact directories

You can ask for a list of all contacts or companies. The AI gathers the names and details for you.

HUMAN

Manual updates needed

The AI only reads data. If you need to change a phone number or address, you still have to do that in ServiceM8.

The workflow

What your AI does when you ask for data.

The AI acts as a bridge between your chat and your ServiceM8 account.

  1. Find the company

    If you ask about a specific business, the AI searches your ServiceM8 records to find the right match.

    list_companiesget_company

  2. Locate the person

    The AI looks through your contact lists to find the specific individual you are talking about.

    list_contacts

  3. Retrieve details

    Once the AI finds the right record, it pulls the specific profile information you requested.

    get_company

  4. Present the info

    The AI formats the data from ServiceM8 into a readable response in your chat window.

    list_contacts

Try it

Copy these to start.

Use these prompts to test the connection.

Starting points

These are just examples. Swap out the company or person names with the actual ones from your ServiceM8 account.

ServiceM8 Connector

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

Connector linkhttps://edge.vinkius.com/vk_preview_wQ5mZEdLKtTkBdYZZ2aIkQ4jrtHm00Zr8pTEYByD/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 — ServiceM8 capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "servicem8-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_wQ5mZEdLKtTkBdYZZ2aIkQ4jrtHm00Zr8pTEYByD/mcp"
    }
  }
}
Copy into chat04

  • List all the companies in my ServiceM8 account.

  • Find the contact details for John Smith.

  • Get the profile for Acme Corp.

  • Show me a list of all my contacts.

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

Start here

Connect ServiceM8 once, then ask.

Follow the link to connect your account. Your login stays encrypted on our side. You can find the full technical details on the Connector page.

Connect ServiceM8 to your AI

FAQ

How this task behaves

  • 01

    Can my AI edit client information?

    No. This MCP only has tools to read and list data. You must make edits directly in ServiceM8.

  • 02

    Can the AI delete contacts?

    No. There are no tools available to delete or remove any data from ServiceM8.

  • 03

    Does the AI see all my ServiceM8 data?

    The AI only sees the data it retrieves through the specific tools you trigger during your chat.

  • 04

    Can I ask for a specific contact's email?

    Yes, as long as that email is stored in the contact record in ServiceM8.

  • 05

    Will the AI create new companies for me?

    No. The current tools are limited to retrieving and listing existing company and contact information.

  • More questions about ServiceM8? See everything the ServiceM8 Connector can do

Connect ServiceM8 to Claude, Cursor, ChatGPT & more