# Fieldly MCP

> Fieldly MCP automates construction and field service management tasks via your AI agent. It lets you manage work items, check job bookings, and handle invoices—all without manually clicking through the Fieldly portal. Get real-time access to customer data and project financials directly from any chat interface.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** work-orders, scheduling, construction-management, time-tracking, invoicing, field-service

## Description

Managing a site build means jumping between five different dashboards: one for tasks, one for scheduling, one for billing, and another for inventory. It’s a constant copy-paste game just to get a full picture of the job. This MCP changes that by giving your AI agent direct access to all those core functions. You can ask it to check if a team is booked next week while simultaneously asking what materials were needed for last month's tasks, and then generate an invoice based on that data. Everything talks to everything else through this connector. Since Vinkius hosts the Fieldly MCP, you connect once from your preferred AI client and get access to all these construction operations tools in one place. You spend less time navigating portals and more time actually managing projects.

## Tools

### create_work_item
Allows you to generate a new job or task record within Fieldly.

### get_booking
Retrieves the specific details for one scheduled team booking.

### get_invoice
Gets all the financial details for a single invoice.

### get_me
Fetches basic identification data for the connected application or user profile.

### get_work_item
Retrieves all metadata and details for a specific work item/job ID.

### list_articles
Lists every inventory or service article available in the system catalog.

### list_bookings
Retrieves a list of all scheduled bookings across various teams and dates.

### list_customers
Lists every customer record in the Fieldly system.

### list_invoices
Retrieves a list of all invoices to check for unpaid or paid status.

### list_users
Lists every user account within the Fieldly system.

### list_work_items
Retrieves a comprehensive list of all existing jobs or work items.

## Prompt Examples

**Prompt:** 
```
List all active work items in Fieldly.
```

**Response:** 
```
I've retrieved your work items. You have 5 active projects including 'Roof Repair - Site A' (ID: 101) and 'Foundation Pumping' (ID: 102). Would you like the full details for any of these?
```

**Prompt:** 
```
Show me the team bookings for tomorrow.
```

**Response:** 
```
Inspecting bookings... Tomorrow you have 3 scheduled teams: 'Electricians' (8:00 AM), 'Carpenters' (10:00 AM), and 'Plumbers' (1:00 PM). Shall I list the specific site IDs for these bookings?
```

**Prompt:** 
```
Check for any unpaid construction invoices.
```

**Response:** 
```
Retrieving invoices... I found 2 unpaid invoices: INV-202 ($5,400) and INV-205 ($3,200). Both are associated with the 'Downtown Plaza' project. Would you like me to fetch the customer contact info?
```

## Capabilities

### Track Project Tasks
List or retrieve detailed metadata for specific work items (jobs/tasks) on site.

### Check Team Schedules
Get and list all scheduled bookings to confirm team availability and allocated sites.

### Manage Billing Records
Access lists of invoices or retrieve specific billing details for project financials.

### Query Site Inventory
List all available service articles, materials, and inventory items used on site.

### Review Customer Data
Retrieve customer profiles and contact information to manage relationships quickly.

## Use Cases

### End of Month Billing Audit
The Project Manager needs to know which jobs were completed but not yet billed. They prompt the agent: 'Show me all work items created last month that don't have an associated invoice.' The agent runs `list_work_items` and cross-references it with `list_invoices`, providing a clean list of overdue projects.

### Quick Crew Deployment Check
The Site Supervisor needs to know if the plumbing team is free for an unscheduled job tomorrow. They ask the agent to check bookings, and it runs `list_bookings` immediately, confirming availability or flagging a conflict.

### Customer Outreach Prep
The Operations Coordinator needs contact info and project history before calling a client. The agent first uses `list_customers` to get the profile, then runs `get_work_item` for their last job ID so they are fully prepped.

## Benefits

- Stop checking multiple dashboards. You can list all work items using `list_work_items` and get a full status report in one prompt.
- Billing data is instant. Instead of searching for project financials, you just ask to check unpaid invoices with `list_invoices` or drill down with `get_invoice`.
- Scheduling becomes conversational. Use `list_bookings` or `get_booking` to know exactly which teams are available next week without checking a calendar view.
- Client management is immediate. You can list all customers using `list_customers` and immediately get their contact details for follow-up.
- Material tracking simplifies. Need to know what's on hand? Run `list_articles` to see the entire catalog of materials and services.
- New tasks are fast. If a job comes in, you don't need a dedicated form; just ask your agent to `create_work_item` and it gets logged.

## How It Works

The bottom line is that once it's set up, your AI agent treats the entire Fieldly platform like a single conversational backend.

1. Subscribe to this MCP, then send the support team at fieldly.com to enable Public API access.
2. Enter your Client ID and Client Secret (you'll find these in Integration Settings).
3. Start interacting with Fieldly—your agent can now manage construction projects through Claude, Cursor, or any other compatible client.

## Frequently Asked Questions

**How do I list all active jobs with Fieldly? (list_work_items)**
You use `list_work_items`. This tool retrieves a comprehensive list of every job or work item in your system, giving you an immediate overview of everything running.

**Can I check unpaid invoices using the get_invoice tool?**
No. You must first run `list_invoices` to see a list of all records and their status. Once you identify the correct invoice ID, then you can use `get_invoice` for full details.

**Does Fieldly MCP help with customer contact info? (list_customers)**
Yes. Using `list_customers`, your agent pulls all customer records, giving you the necessary profiles and contact details to follow up on projects.

**How do I create a new task using Fieldly MCP? (create_work_item)**
You use `create_work_item`. This function lets you generate a brand-new job or task record directly through the agent, logging it into your system immediately.

**What information does calling the `list_bookings` tool return about scheduled teams?**
The tool gives you a summary of all current schedules. You'll see key details like site ID, team names, and dates for every booking, letting your agent plan logistics instantly.

**Can I use `list_articles` to check our available materials and inventory items?**
Yes, it pulls a comprehensive list of all articles. This includes both physical materials used on site and service items that you track for billing purposes.

**What does calling the `get_me` tool tell me about my current account access?**
It confirms the authorized application and user details. Your agent uses this to verify that the connection credentials are active and correct before running major operations.

**If I use `list_invoices`, what is the scope of billing data I can access?**
This tool provides a complete list of every invoice in your system. You can sort and filter results by date or project ID to see both paid and unpaid records immediately.

**How do I obtain my Fieldly API credentials?**
First, contact support@fieldly.com to enable the Public API. Once activated, you can find your Client ID and Client Secret in the **Integration Settings** of your Fieldly Admin panel.

**How long is the access token valid?**
Fieldly access tokens are valid for one hour. The agent handles token renewal automatically so you don't have to worry about manual updates.

**Can I create new construction tasks via chat?**
Yes! The `create_work_item` tool allows you to programmatically generate new construction tasks and work items directly within your AI-powered workflow flawlessy.