# ArborNote MCP > ArborNote MCP connects your AI agent directly to specialized forestry tools for managing tree care businesses. You can list and update client records, check project status, monitor proposal estimates, and access financial metrics—all without logging into the ArborNote portal. It lets you run an entire business operation through natural conversation. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** arboriculture, tree-inventory, field-management, estimates, landscaping-software, client-records ## Description Your agent uses this MCP to take full control of your tree inventory and landscaping operations. Forget jumping between separate portals for client details, project statuses, or finances; it brings all that data together in a single conversational workflow. You can ask the AI to list every active client, create a new profile, and then pull up their complete proposal history—all at once. Need to check if your webhooks are firing correctly? Just ask. This capability means you don't just read reports; your agent actively coordinates tasks, checking project milestones and monitoring revenue metrics in real-time. Connect this MCP through Vinkius and let your AI act as a dedicated operations coordinator for your business. ## Tools ### check_api_health Verifies that the ArborNote system API connection is active and responding correctly. ### create_arbornote_client Adds a completely new client record to your account in ArborNote. ### get_arbornote_client Retrieves the full profile details for a single, specific client. ### get_arbornote_metrics Pulls high-fidelity financial metrics and detailed account performance data. ### get_arbornote_project Retrieves all current details for one specific, ongoing project. ### get_arbornote_proposal Fetches the detailed cost estimate and status for a single proposal. ### list_arbornote_clients Generates a list containing basic data for every client in your directory. ### list_arbornote_projects Returns a list of all active projects that require field work or oversight. ### list_arbornote_proposals Provides an overview and status summary for multiple outstanding proposals/estimates. ### list_arbornote_schedules Lists all scheduled tasks, appointments, or service dates for the business. ### list_arbornote_webhooks Displays a list of active webhooks to confirm operational data feeds are running. ### update_arbornote_client Changes specific information, like phone number or address, on an existing client profile. ## Prompt Examples **Prompt:** ``` List all active proposals in my ArborNote account. ``` **Response:** ``` I've retrieved your active proposals. You currently have 5 estimates awaiting approval, including 'Oak Pruning at 123 Maple St'. Would you like the detailed high-fidelity cost breakdown for any of these? ``` **Prompt:** ``` Show the status of my current work orders. ``` **Response:** ``` Accessing work orders... You have 3 approved jobs currently in progress and 2 scheduled for tomorrow. All field crews are within high-fidelity operational norms. Shall I retrieve the specific tasks for the 'Riverfront Project'? ``` **Prompt:** ``` Create a new client 'John Doe' (john@example.com) and update his phone to '+15550123'. ``` **Response:** ``` Client orchestrated! I've successfully created the profile for John Doe (ID: cli_456) and applied the high-fidelity phone update. He is now active in your CRM and ready for a new proposal. Shall I list your available service types? ``` ## Capabilities ### Manage Client Records The system can create new client profiles, list all existing clients, or fetch specific profile details by name or ID. ### Track Project Status You can pull up detailed information on active projects and retrieve a list of scheduled tasks for your field teams. ### Monitor Financials & Proposals The agent accesses invoice history, reads high-fidelity financial metrics, and retrieves the status and cost estimates for active proposals. ### Manage Operations You can list all scheduled events or verify if organization webhooks are running properly for instant operational reporting. ## Use Cases ### A client calls asking about a past job's costs. The agent uses `get_arbornote_client` to pull the profile, then runs `list_arbornote_proposals` and finally pulls the specific details using `get_arbornote_proposal`. It gives the user an immediate quote breakdown without needing a human employee. ### The field team needs status updates on all jobs. An office manager asks their agent to list all active projects via `list_arbornote_projects` and then follows up by asking the agent to check any overdue schedules using `list_arbornote_schedules`. This ensures the entire crew is accounted for. ### Need to add a new client found at an event. A sales rep simply tells their agent, 'Add John Smith and set his address.' The agent executes `create_arbornote_client` automatically. If they need to fix the phone number later, they just ask the agent to use `update_arbornote_client`. ### Quarterly financial review is due. The owner prompts their AI client: 'What were our revenue metrics last quarter?' The agent runs `get_arbornote_metrics`, pulling the necessary high-fidelity data points in one query. ## Benefits - Instantly get full project oversight. Instead of manually checking different dashboards, the agent can pull up a specific project using `get_arbornote_project` and report its status immediately. - Keep sales moving without context switching. You can list all proposals with `list_arbornote_proposals`, then ask for the detailed cost breakdown on any one of them using `get_arbornote_proposal`. - Maintain accurate records easily. Use `create_arbornote_client` or `update_arbornote_client` to manage client data and ensure your CRM is always current, all from a chat interface. - Understand the money side of things. Pull complete financial visibility using `get_arbornote_metrics` so you can monitor revenue operations without needing access to accounting software. - Stay ahead of operational issues. The agent lets you check connectivity via `check_api_health` or verify data feeds by listing webhooks with `list_arbornote_webhooks`, giving instant peace of mind. ## How It Works The bottom line is that your AI agent uses these tools as if it were logged into every part of the ArborNote platform simultaneously. 1. Subscribe to this MCP and retrieve your API Key from the ArborNote dashboard. 2. Connect the key to any AI client via Vinkius, granting your agent access to the toolset. 3. Tell your agent what you need—for example, 'List all clients who had a proposal last quarter.' — and it runs the necessary calls. ## Frequently Asked Questions **How do I check if ArborNote API connectivity works with `check_api_health`?** Running the `check_api_health` tool verifies that your AI client can talk to ArborNote. If it succeeds, you know your agent has a clear data path for all other tools. **What is the difference between `list_arbornote_clients` and `get_arbornote_client`?** `list_arbornote_clients` gives you a quick directory overview of everyone. Use `get_arbornote_client` when you know the exact client's ID and need all their specific details. **Can I update an old client’s information using `update_arbornote_client`?** Yep. You use `update_arbornote_client` to change things like a phone number or mailing address on a profile that already exists in the system. **How do I see all my current job sites using `list_arbornote_projects`?** `list_arbornote_projects` returns an overview of every project. If you want deep details on one specific site, follow up by asking the agent to use `get_arbornote_project`. **Does this MCP help me track money using `get_arbornote_metrics`?** Yes. It pulls high-fidelity financial metrics and invoice histories, helping you see your actual revenue operations without leaving the chat window. **I need to check a specific estimate's cost breakdown; how do I use `get_arbornote_proposal` for detailed proposal data?** The function retrieves the full details of any single proposal. You can get deep insight into the itemized costs, payment terms, and status history right from the tool output. This lets you validate if a quote is ready to move forward or needs manual adjustments. **My team has many jobs coming up; how do I view all upcoming appointments and dates using `list_arbornote_schedules`?** It pulls your entire calendar of scheduled services. This list shows start times, associated clients, and job types for future dates. It’s the best way to plan staffing and prevent scheduling overlaps across multiple crews. **If my agent isn't seeing real-time updates, should I use `list_arbornote_webhooks` to check our system setup?** Yes, this tool verifies which webhooks are active and running. It helps you confirm that ArborNote is set up to broadcast data changes (like a new client record) directly to your connected systems. This confirms proper operational flow. **How do I find my ArborNote API Key?** Log in to your account, navigate to **Settings** > **API**, and generate or copy your unique secret access key. **Can I update client details via AI?** Yes! The `update_arbornote_client` tool allows your agent to modify names, emails, and phone numbers for existing records programmatically. **How do I check financial metrics?** Use the `get_arbornote_metrics` tool to retrieve a high-fidelity summary of your agency's financial and operational performance data.