# FieldAware MCP MCP > FieldAware connects your AI agent directly to field service management data. You can manage entire job lifecycles—from listing customers and retrieving contact info, to creating new work orders and pulling invoices for billing. This MCP lets you handle complex field operations entirely through natural conversation. ## Overview - **Category:** field-service-management - **Price:** Free - **Tags:** work-orders, dispatching, asset-tracking, invoicing, field-service ## Description Managing a field service business requires juggling multiple systems: customer databases, job boards, equipment inventories, and accounting software. Traditionally, this means logging into five different portals just to check on one client. With this connection, your agent handles the complexity for you. You can ask it to list all active jobs, get detailed information on a specific customer's history, or pull up the last invoice associated with that service call—all without clicking anything. It lets you query product catalogs and even create new work orders just by talking to it. This is how your AI client connects directly to real business processes. If you need this level of deep integration into core field operations data, check out the entire catalog on Vinkius. ## Tools ### create_job Generates a brand new work order in FieldAware. ### get_customer Fetches all details for one specific customer using their ID. ### get_invoice Retrieves the full detail record for a single invoice number. ### get_job Gets all metadata and status details for one specific job ID. ### get_whoami Identifies the user account that owns this MCP key, verifying your permissions. ### list_assets Lists every managed piece of equipment or asset record in FieldAware. ### list_contacts Retrieves a list of all contacts associated with the account. ### list_customers Gets a complete directory listing of every customer in your account. ### list_invoices Lists all invoices, allowing you to check for unpaid or pending bills. ### list_items Provides a list of every product and service item in your catalog. ### list_jobs Lists all active, completed, or pending jobs for the account. ### list_quotes Retrieves a list of all open quotes that need to be reviewed and converted into work orders. ## Prompt Examples **Prompt:** ``` List all my active jobs in FieldAware. ``` **Response:** ``` I've retrieved your jobs. You have 8 active assignments including 'AC Repair' (Job ID: 5501) and 'Annual Inspection' (Job ID: 5502). Which one would you like to see the details for? ``` **Prompt:** ``` Show me the contact info for customer ID 12345. ``` **Response:** ``` Inspecting customer... ID 12345 is 'Global Tech Corp'. The primary contact is 'Sarah Miller' at sarah@globaltech.com. Shall I also check their active service locations? ``` **Prompt:** ``` Check if there are any unpaid invoices. ``` **Response:** ``` Retrieving invoices... I found 3 unpaid invoices: INV-901 ($450), INV-902 ($1,200), and INV-905 ($350). Would you like to see the associated job details for these? ``` ## Capabilities ### Manage Job Lifecycle You can create new assignments or pull detailed metadata for existing work orders. ### Client and Contact Lookup Quickly find a customer's profile, view their list of contacts, and see all associated service records. ### Financial Reporting Retrieve lists or specific details for invoices and active quotes to check billing status. ### Inventory and Asset Tracking List all managed assets and query product or service items available in the catalog. ## Use Cases ### The overdue invoice check A client calls about a service they received last month. Instead of manually cross-referencing dates, your agent first uses `get_customer` to confirm the client's details. Then it checks `list_invoices` and pulls up any unpaid bills using `get_invoice`, immediately giving you a billing status before the conversation ends. ### Onboarding a new service call A sales team member needs to schedule a repair. They use the MCP's ability to list available products with `list_items` and then immediately kick off the process by calling `create_job`, attaching all the necessary parts and labor codes in one step. ### Pre-dispatch asset check Before sending a technician out, you need to know if they have the right gear. You ask the agent to run `list_assets` to verify which equipment is assigned to that job and cross-reference it with the client's known setup. ### Reviewing potential jobs The team reviews a large list of service requests. Instead of manually checking every one, they use `list_jobs` to see all open tasks and then drill down using `get_job` on the most complex ones for immediate status updates. ## Benefits - Stop switching tabs. Instead of checking the CRM for customer details, then logging into the job board to find the work order, you just ask your agent. It pulls everything together instantly. - Never lose track of payments again. You can check if there are outstanding invoices or see the status of open quotes without visiting the accounting portal; just ask the MCP. - Streamline dispatching by querying customer history and asset lists first. Before creating a job, you confirm who they are, what equipment they have, and what services they need based on their past records. - Build new service assignments faster. If you know a client needs work done, you can use the MCP to create a new job directly from your chat interface, populating it with necessary details. - Reduce data entry errors across departments. By centralizing access—whether listing assets or creating jobs—you ensure that the data used by dispatch knows exactly what the billing department sees. ## How It Works The bottom line is that you talk to your chat interface, and it talks to FieldAware for you. 1. Subscribe to this MCP on Vinkius and enter your FieldAware API Key (you find this key in your developer settings). 2. Connect your preferred AI client, like Cursor or Claude, to the Vinkius platform. 3. Start asking questions. Your agent uses the provided tools to pull data directly into your conversation. ## Frequently Asked Questions **How do I check if there are any outstanding payments with list_invoices?** You use `list_invoices` to pull all invoice records. You can then ask the agent to filter that list for specific payment statuses, letting you see exactly what needs follow-up. **Can I check a customer's full history using get_customer?** Yes, `get_customer` retrieves all core details. Beyond basic contact info, it aggregates historical data about their service calls and associated assets for a complete profile view. **Does list_assets only show equipment I own?** No. The tool helps you list every managed asset record in your FieldAware account, ensuring you have the full context of what needs to be tracked during any job or service visit. **What is the difference between get_job and list_jobs?** `list_jobs` gives you a high-level directory of all jobs. `get_job`, however, takes one specific Job ID and returns every single piece of detailed metadata for that singular work order. **How do I confirm my API key is working and authorized using get_whoami?** It immediately returns the user profile associated with your current API key. This confirms two things for you: that the connection is live and that your agent has the correct permissions. **What mandatory information do I need when using create_job?** You must provide core details, including a valid customer ID and job type. This ensures the new work order gets properly linked to existing client records right away. **Are there limits on how often I can call list_customers?** Yes, like most APIs, excessive requests will trigger standard rate limiting. It's best practice to use batch requests or implement a short delay between calls when running large data pulls. **Does get_invoice require me to know the associated job ID?** No, you only need the unique Invoice ID to pull up all its details. But keep in mind that the returned record will include related job and customer IDs for easy cross-referencing. **How do I obtain my FieldAware API Key?** You can request or generate your API Key from your FieldAware account administrator or within the **Developer/API Settings** section of your FieldAware portal. **What is the format for the API Key in the settings?** The agent automatically handles the 'Token' prefix. You only need to paste the literal API key provided by FieldAware. **Can I create new jobs through this agent?** Yes! The `create_job` tool allows you to programmatically generate new work orders by providing a customer ID and description.