# JobNimbus MCP

> JobNimbus connects your AI agent directly to jobsite operations data. This MCP lets you read contacts, track active jobs, list pending tasks, and audit organization workflows using the JobNimbus CRM API. Need project status or client history? Your agent retrieves it instantly, eliminating manual logins across multiple systems.

## Overview
- **Category:** construction
- **Price:** Free
- **Tags:** contractor-management, crm, job-tracking, workflow-management, field-operations

## Description

This connector gives your AI client access to a contractor's entire operational record in one place. You can pull details on specific clients—names, phone numbers, and custom notes—or look up the current status of any job. It’s built for field service operations; you can monitor everything from upcoming tasks to recent payments. For instance, if you need to know which products are available or who works in the organization, this MCP handles it. Everything gets routed through your AI client and managed via Vinkius, so you don't have to switch between tabs or systems anymore.

## Tools

### get_contact
Pulls deep details for one specific contact, including all addresses and phone numbers.

### get_job
Retrieves the full project description and status update for a single job ID.

### list_boards
Lists all configured boards within your JobNimbus account structure.

### list_contacts
Returns a list of every contact, showing names and their type (client, lead, etc.).

### list_jobs
Lists all active jobs, including titles, current status, and unique job IDs.

### list_payments
Fetches a list of all recent payments recorded for billing and revenue tracking.

### list_products
Lists every service or physical product offered, useful for auditing pricing structures.

### list_tasks
Returns a list of all tasks, including who is assigned and when they are due.

### list_users
Provides names and roles for every user set up in the organization's account.

### list_workflows
Lists all configured business workflows, showing how processes move through stages.

## Prompt Examples

**Prompt:** 
```
List all active contacts in JobNimbus.
```

**Response:** 
```
I'll fetch the list of your contacts from JobNimbus for you.
```

**Prompt:** 
```
Show me the latest jobs created.
```

**Response:** 
```
I'll retrieve the most recent jobs from your JobNimbus account.
```

**Prompt:** 
```
Check the status of my active tasks.
```

**Response:** 
```
I'll look up your pending tasks and their current status in JobNimbus.
```

## Capabilities

### Get Client Details
The agent retrieves a specific contact’s full profile, including addresses, emails, and custom notes.

### Analyze Project Status
You can fetch the current details and workflow status for any single job ID to provide instant updates.

### View All Contacts
The agent lists every contact in the JobNimbus account, giving you a directory of clients and leads.

### Manage Workflows and Tasks
You can list all active tasks or review configured business workflows to understand operational processes.

### Audit Financial Records
The MCP allows listing recent payments and available products, helping track revenue and inventory.

## Use Cases

### Preparing a client call summary
The Project Coordinator needs a quick rundown of John Doe's account before talking to him. They ask the agent to use `list_contacts` and then specifically run `get_contact` on his ID. The agent returns all recent notes, ensuring nothing gets missed in the meeting.

### Verifying job completion payment
The Accountant needs confirmation that a recently finished project is billed correctly. They ask the agent to check `list_jobs` for the ID, then run `get_job` and finally check `list_payments`. This confirms status *and* money.

### Onboarding a new field team
The Field Service Manager needs to understand current operations. They ask the agent to list all operational workflows using `list_workflows` and then check `list_tasks` to see which tasks are pending for review.

### Checking product availability
A sales rep asks, 'What services can we sell this month?' The agent uses `list_products`, immediately generating a clean list of all available offerings and pricing items.

## Benefits

- Stop manually checking status updates. By using `list_jobs` and `get_job`, your agent gives you an immediate project health report, telling you if the job is stalled or on track.
- Never lose client context again. Instead of searching through emails, use `get_contact` to pull a contact’s full history—addresses, phones, custom notes—in seconds.
- Keep cash flow visible. You can audit billing by running `list_payments` and cross-referencing those records against services listed via `list_products`. It keeps the books clean.
- Streamline team accountability. When you need to know who's doing what, run `list_tasks` or check organization roles using `list_users`. It makes assigning work dead simple.
- Understand process changes instantly. Use `list_workflows` to see how your company processes move through stages. This is critical for training new field teams.

## How It Works

The bottom line is that you stop writing API queries and start asking natural language questions about project operations.

1. Start by telling your AI client which data set you need (e.g., 'list all jobs').
2. Your agent calls the appropriate tool endpoint via this MCP, retrieving structured JSON data from JobNimbus.
3. The data is returned to your client in a clean format for immediate processing or display.

## Frequently Asked Questions

**How do I check if a client is paying on time using list_payments?**
You run `list_payments` to pull all recent transactions. You can then compare the dates and amounts listed there against the job status retrieved via `get_job` to see if payments align with project milestones.

**Can I get a list of my contacts using list_contacts?**
Yes, running `list_contacts` immediately gives you an array of every contact in the system. This is useful for building out a directory or identifying groups of related clients.

**What does get_contact do exactly?**
`get_contact` pulls comprehensive details about one specific person, including their primary mailing address, phone numbers, and any custom fields the company uses for notes.

**Do I need to use list_jobs before using get_job?**
No. While running `list_jobs` helps you find a job ID, `get_job` only needs that specific ID to run. You can pass the ID directly.

**How do I see what services are available for sale using list_products?**
`list_products` returns a catalog of every service and pricing item you have set up in JobNimbus, which is great for quick auditing or sales prep.

**If a task is overdue, how do I check it using list_tasks?**
The tool returns due dates and descriptions for all tasks. You can instruct your AI client to filter the results by comparing the due date against today's date to flag anything past its deadline.

**What specific information does list_workflows provide about my company's processes?**
It lists all configured workflows. The details show the sequence of steps and which actions or tools trigger them, allowing your agent to map out complex business logic.

**When calling get_contact, what fields should my agent prioritize retrieving for deep intelligence?**
The tool pulls addresses, phone numbers, email, and custom fields. Your agent can target the custom fields specifically when looking for unique or proprietary client data points.

**How do I get JobNimbus API credentials?**
Log in to your JobNimbus account, navigate to Settings > API, and click 'New API Key'.

**Can I see my tasks and workflows?**
Yes, this MCP provides tools to list both active tasks and configured workflows in your account.

**Does it support payment tracking?**
Yes, you can retrieve recent payments using the list_payments tool.