# Housecall Pro MCP

> Housecall Pro MCP manages every aspect of your home service business—from scheduling jobs to handling payments. Connect it to automate how your team tracks customers, generates estimates, and sends invoices using the full Housecall Pro API suite. Stop switching between dashboards; let your AI agent manage the entire operational lifecycle.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** job-scheduling, invoicing, technician-management, estimates, service-management

## Description

This connector lets you run your field service operations through natural conversation. Instead of logging into multiple systems just to check a customer's history or track job status, your agent handles it all. You can ask for today’s list of appointments and get back details on every technician assigned. Need to know if an estimate was accepted? The MCP shows those records too. It lets you look up any specific client by name, pull together the full job history, and monitor invoices that are pending payment or already paid.

This means your AI agent can build workflows across scheduling, billing, and resource allocation without needing complex integrations. By connecting to this MCP through Vinkius, you give your favorite AI client access to all these core service data points—everything from listing available employees to checking out price list items. It's about getting the operational facts immediately, so you can focus on the actual work.

## Tools

### get_company
Shows your core business information stored in Housecall Pro.

### get_customer
Pulls up all the specific details for a single customer record.

### get_job
Retrieves comprehensive information about one specific service job.

### list_customers
Gives you a list of every customer in the system.

### list_estimates
Lists all estimates that have been sent out to clients for review.

### list_invoices
Provides a list of invoices, letting you monitor payments owed or processed.

### list_jobs
Generates a full listing of all active and completed service jobs.

### list_price_list_items
Shows the list of items your business uses for pricing services.

### list_technicians
Provides a directory listing of all employees who can perform work on site.

### list_webhooks
Lists any automated web connections you've set up for data syncing.

## Prompt Examples

**Prompt:** 
```
List all active jobs for today in Housecall Pro.
```

**Response:** 
```
I'll retrieve today's job list for you.
```

**Prompt:** 
```
Show me details for customer ID 789.
```

**Response:** 
```
I'll fetch that customer's information.
```

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

**Response:** 
```
I'll look up your pending invoices.
```

## Capabilities

### Get Company Info
Retrieves basic information about your business profile.

### Check Customer Details
Pulls up a full record for any specific customer, including contact details and history.

### View Job Details
Shows all the specifics related to one particular service job.

### Manage Customer Lists
Retrieves a complete list of all customers in your system.

### List Estimates
Generates lists and details for estimates you've sent out to clients.

### Monitor Invoices
Checks the status and details of all invoices, paid or unpaid.

## Use Cases

### Need today’s schedule overview.
A dispatcher needs a quick rundown of all service calls for the next three days. They ask their agent, 'What are the jobs listed by `list_jobs` for this week?' The agent immediately compiles a list of active jobs and shows which technicians are assigned to them.

### A customer called asking about an old bill.
The billing manager asks the MCP, 'Check all invoices that are unpaid.' The agent uses `list_invoices` to pull up a filtered list of accounts receivable, allowing the manager to address the client's payment question instantly.

### Onboarding a new team member.
A supervisor needs to know who’s on staff. They ask the agent to 'list all technicians.' The MCP uses `list_technicians` and provides a roster, ensuring the new hire knows who they're working with.

### Following up on pending sales.
The account representative asks their agent to check for unaccepted work. 'Show me estimates sent last month,' they ask. The MCP runs `list_estimates` and provides a list of clients who need a follow-up call.

## Benefits

- Instead of navigating multiple tabs to check job status, ask the agent directly. It pulls up specific details for a job using `get_job` or lists all scheduled work with `list_jobs`.
- Stop hunting down payment records. The MCP lets you run reports on pending payments by listing invoices via `list_invoices`, giving you a clear view of outstanding revenue.
- You can quickly verify who needs service without opening any screens. Use `get_customer` to pull up all contact and history data for any client ID.
- Never lose track of potential sales again. The agent checks your records for sent estimates using `list_estimates`, helping you follow up on pending work before it becomes cold.
- The system tracks your entire team's capacity. You can list available employees with the `list_technicians` tool to make sure you assign jobs to someone who is actually free and equipped.

## How It Works

The bottom line is that you get real-time operational data piped directly to your AI conversation, eliminating manual dashboard navigation.

1. You connect your AI client to this MCP via Vinkius, giving it access to Housecall Pro's data streams.
2. You tell your agent exactly what you need—for example, 'Show me all jobs scheduled next week and the corresponding customers.'
3. The agent executes the necessary tools, pulls the structured data from Housecall Pro, and presents a clear answer right in your chat window.

## Frequently Asked Questions

**Can I use the Housecall Pro MCP to check if an estimate was sent?**
Yes, you can list estimates using `list_estimates`. This allows your agent to retrieve records of quotes that were previously sent out to customers.

**What is the difference between listing jobs and listing customers in Housecall Pro MCP?**
Listing jobs (`list_jobs`) shows scheduled or completed service visits. Listing customers (`list_customers`), however, provides a directory of all people or businesses you work with.

**How do I get payment information using the Housecall Pro MCP?**
Use `list_invoices` to see records of billing. This tool helps your agent identify which invoices are pending payment or have been processed successfully.

**Does the Housecall Pro MCP let me know who is working today?**
Yes, you can list technicians using `list_technicians`. This provides a roster of all employees available to perform services for your business.