# GorillaDesk MCP MCP > GorillaDesk MCP manages entire field service operations through your AI client. It lets you query customer history, check job statuses, and manage invoices using plain language—no need to click through menus or switch screens in the web app. ## Overview - **Category:** erp-operations - **Price:** Free - **Tags:** scheduling, job-tracking, invoicing, field-operations, customer-records ## Description Connect this MCP to your AI agent, and you get a direct line into your day-to-day field service data. Instead of logging into GorillaDesk and manually clicking between customer tabs, job lists, and billing pages, you talk to your agent instead. You can ask it to find a client's address, check if their last work order was paid for, or even add quick notes right from the chat window. It pulls up everything—from listing all users on staff to retrieving details for a specific invoice. If you use Vinkius, this MCP sits alongside thousands of others, meaning your agent can access operational data and billing records across multiple systems without you ever needing to learn a new interface. You just ask it what you need. ## Tools ### create_customer Creates an entirely new record for a customer account. ### create_note Adds contextual notes to an existing customer profile for team members to read later. ### get_company Retrieves basic details about your primary GorillaDesk account settings. ### get_customer Fetches the complete and current record for a single specified customer. ### get_invoice Grabs all the financial details for one specific invoice number. ### get_job Retrieves full information about a single work order or job assignment. ### list_customers Searches and lists multiple customers based on criteria like name, email, or ID. ### list_invoices Lists groups of invoices so you can check which ones are unpaid or overdue. ### list_jobs Provides a list view of all work orders, whether they're scheduled for the past or the future. ### list_notes Retrieves previous notes and communications attached to a specific customer record. ### list_users Shows you all the technicians or employees currently set up in your account. ### update_customer Modifies existing data on a customer record, like updating an address or phone number. ## Prompt Examples **Prompt:** ``` Find the customer record for john@example.com. ``` **Response:** ``` Searching customers... I found one match: John Doe (ID: 93021). His primary address is 123 Main St, and his current account status is 'Active'. Would you like to see his recent jobs? ``` **Prompt:** ``` Show me the details for job ID 88392. ``` **Response:** ``` Fetching job details... Job #88392 is for 'Quarterly Pest Control' at John Doe's residence. It is scheduled for tomorrow at 2:00 PM, assigned to technician Mike R. The status is currently 'Confirmed'. ``` **Prompt:** ``` Check the schedule logic for Mike R. tomorrow and list all his confirmed routes. ``` **Response:** ``` Analyzing tomorrow's manifest... Mike R. has 4 confirmed pest control jobs logically spaced out. First stop is at 8:00 AM, finishing his primary route efficiently by 3:00 PM solidly. ``` ## Capabilities ### Manage customer profiles The system allows you to search for specific clients, retrieve their full record details, or create brand new profiles. ### Track job schedules and history You can list upcoming work orders across the company or fetch granular details on a single, past or future job. ### Review billing status The MCP lets you check specific invoices to see their current payment status and review associated billing line items. ### Update records instantly You can modify existing customer data or add context-specific notes directly into a customer's file via natural language prompts. ### View user rosters The agent pulls up the full list of all employees and technicians associated with your account. ## Use Cases ### A client calls asking for their service history. The agent runs a search on the customer's email via `get_customer`. It then pulls up all related work orders using `list_jobs` and displays them, giving the representative immediate talking points. ### End of day cleanup: documenting service notes. The field tech finishes a job. Instead of logging into the app to write it down, they just tell their agent, which uses `create_note` on that customer's file, ensuring the next person knows about the visit. ### Quarterly billing check for an Account Manager. The manager needs to know if a client paid. They run `list_invoices`, identify the unpaid ones, and then use `get_invoice` on a specific ID to review exactly what charges are outstanding. ### Client data migration: adding new contacts. The team gets a lead. Instead of filling out a form, they ask the agent to create a new profile using `create_customer` and immediately update key fields with `update_customer`. ## Benefits - Stop bouncing between tabs. You can instantly list all users via `list_users` and get their details without leaving the chat window. - Never lose context again. Adding notes using `create_note` means any technician can see what was discussed immediately after a job finishes. - Billing questions are easy. Use `list_invoices` to check for overdue accounts, then grab specific data with `get_invoice` if needed. - Dispatching just got faster. You can list and search customers (`list_customers`) and even update their records (`update_customer`) on the fly. - Deep dive into work orders. Getting job details with `get_job` means you see exactly who is doing what, when, and where. ## How It Works The bottom line is you get all your field service data delivered to you via conversation instead of through dashboards. 1. Subscribe to this MCP on Vinkius and input your GorillaDesk API Key. 2. Tell your AI client exactly what you need, for instance: 'What is the status of John Doe's last job?' 3. The agent executes the necessary calls—like finding the customer, checking the jobs, and reading the invoice data—and delivers a clean answer in text. ## Frequently Asked Questions **How do I check job statuses using the list_jobs tool?** You run `list_jobs` to see a comprehensive list of all work orders. This lets you filter by date or status, giving you an overview of past and future jobs at once. **Can I add notes using the create_note tool?** Yes. You use `create_note` to attach context-specific comments directly to a customer's file. This keeps all client history in one spot for your team. **What is the best way to find a specific user/technician?** Use the `list_users` tool. It pulls up the complete roster of every employee on staff, so you can confirm who was assigned to which job. **Does get_customer update my records automatically?** No, `get_customer` only retrieves data. If you need to change an address or phone number, you must use the dedicated `update_customer` tool instead. **When I use get_company, what core details about my organization's setup can I retrieve?** It retrieves foundational account data for your entire GorillaDesk instance. You can check things like the company name, API key status, and general billing profile without having to navigate the main dashboard. **If I use list_invoices, how do I get deep details about a specific bill using get_invoice?** The `list_invoices` tool gives you an overview of all invoices and their status. Use `get_invoice` next to drill down into line items, payment history, and precise billing dates for any single invoice. **What information can I change when I run the update_customer tool?** The `update_customer` tool lets you modify existing customer records. You can adjust key details like phone numbers, primary addresses, and account status without creating a brand new profile. **How does list_customers help me filter large lists of contacts?** The `list_customers` tool lets you search and narrow down records using specific criteria. You can filter by name range, account status (e.g., 'Inactive'), or primary email to quickly find the right contact. **Can I add notes to a customer's profile using this integration?** Yes! Use the `create_note` tool. You just need to provide the Customer ID and the text of the note. It will be instantly added to their profile for your technicians to see. **How do I filter unpaid invoices?** You can use the `list_invoices` tool and pass 'unpaid' (or the equivalent status parameter specified in GorillaDesk) to quickly retrieve a list of outstanding balances. **Can I check the schedules for specific field technicians?** Absolutely. By utilizing the schedule-checking tool with a technician's name or ID, the agent retrieves their complete run-sheet for the requested day.