# JobProgress MCP

> JobProgress MCP manages all business operations for contractors, covering everything from client intake to job completion. Your agent uses this connector to retrieve customer histories, track current jobs and estimates, manage proposals, schedule field appointments, and monitor internal tasks.

## Overview
- **Category:** erp-operations
- **Price:** Free
- **Tags:** contractor-tools, estimates, proposals, field-service, job-tracking

## Description

Managing a construction or home improvement company involves juggling dozens of records: client contact info, project status updates, pending paperwork, and field schedules. This MCP connects your agent directly to JobProgress’s core operational data. You can ask it to pull full customer profiles, check the current stage of any job, or list all scheduled appointments—all without opening a browser tab. It handles the whole workflow, from initial estimates through project closeout. By connecting this MCP via Vinkius, your agent gains immediate access to these core business functions, letting you focus on building and not on data entry.

## Tools

### get_customer
Retrieves a client's full details, including addresses and past project records.

### get_job
Gets the current status, cost estimates, and description for a single job ID.

### list_appointments
Lists every scheduled service date across your company's calendar.

### list_customers
Returns a list of all clients, their contact info, and unique IDs.

### list_estimates
Lists every job estimate created, helpful for auditing sales performance.

### list_jobs
Provides an overview of all active projects, showing titles and associated customer IDs.

### list_proposals
Lists every job proposal created for tracking contract acceptance status.

### list_tasks
Shows all pending internal tasks assigned to the team or organization.

### list_users
Lists every staff member, useful for identifying who owns a specific task or job.

### list_workflows
Provides an overview of all configured business processes within the system.

## Prompt Examples

**Prompt:** 
```
List all active customers in JobProgress.
```

**Response:** 
```
I'll fetch the list of your active customers from JobProgress.
```

**Prompt:** 
```
Show me the details for job ID '123'.
```

**Response:** 
```
I'll retrieve the full details and current status for that specific job.
```

**Prompt:** 
```
Check my appointments for today.
```

**Response:** 
```
I'll look up your scheduled appointments in JobProgress for you.
```

## Capabilities

### Get full customer records
Retrieves a client's complete file, including addresses, project history, and custom notes.

### Monitor job status and details
Analyzes specific projects to find descriptions, cost estimates, and the current step in the workflow.

### Review sales pipeline records
Lists all outstanding jobs, pending estimates, or drafted proposals for quick auditing.

### Manage field service scheduling
Pulls a complete list of upcoming appointments and scheduled work dates.

### Check team tasks and workflows
Retrieves the current to-do list for employees or shows which business processes are configured in the system.

## Use Cases

### A new client needs pricing for their kitchen remodel.
The agent calls `get_customer` first. It pulls years of project history and notes on previous successful installations. This context allows the agent to draft a highly accurate initial proposal, saving hours of manual research.

### A job is running late due to weather delays.
The Project Manager asks the agent for status updates. The agent calls `get_job` and finds the current cost estimate and workflow stage. It can then cross-reference this with `list_appointments` to suggest a new, realistic completion date.

### The company needs to audit its last month's sales.
Instead of opening three different reports, the agent calls `list_estimates` and `list_proposals`. It gets a consolidated view of all outstanding revenue opportunities for quick management review.

### A field crew needs to check their schedule for next week.
The coordinator asks the agent about scheduling. The agent uses `list_appointments` to get the full roster, ensuring no gaps or overlaps exist before dispatching crews.

## Benefits

- Stop cross-referencing spreadsheets for client info. Running `get_customer` pulls addresses, project history, and custom metadata in one API call.
- Keep your sales pipeline clear. Use `list_estimates` or `list_proposals` to see exactly which jobs are waiting on approvals without manual report generation.
- Stay ahead of scheduling conflicts. Calling `list_appointments` gives you a clean view of all field service dates, so no one double-books crews.
- Know the project status instantly. Checking `get_job` provides current cost estimates and tells you exactly where that job is in its workflow stage.
- Keep your team focused. Running `list_tasks` gives agents a real-time view of the daily to-do list, letting them prioritize work immediately.

## How It Works

The bottom line is you ask a question in natural language, and the MCP handles the complex lookups across every related record type.

1. You tell your agent exactly what information you need—for example, 'What's the status of Job ID 456?'
2. Your agent uses this MCP to run a specific tool call (e.g., `get_job`), sending the required IDs and parameters.
3. The data returns instantly: project descriptions, costs, and status details; your agent then formats that raw data into plain English for you.

## Frequently Asked Questions

**How do I get JobProgress API credentials?**
Log in to your JobProgress account, navigate to Settings > Developer, and generate a new Access Token.

**Are estimates and proposals supported?**
Yes, you can list and retrieve data for both estimates and proposals using the corresponding tools in this MCP.

**Can I see my schedule?**
Yes, the list_appointments tool allows you to retrieve scheduled appointments from your JobProgress account.

**When I use the get_job tool, what information does it provide about a specific project?**
It returns the full project description, cost estimates, and the job's current stage in the workflow. You can analyze progress or give customers concrete updates using this data.

**If I use get_customer with an ID that doesn't exist, how does the system handle it?**
The API returns a specific error code immediately. This tells your agent exactly that the client record isn't found, preventing bad calls and keeping your automation clean.

**What details can I get about my team using list_users?**
This tool lists all users in your organization. You can use this to identify specific assignees or sales representatives when assigning project tasks.

**How do I understand the operational boundaries of my business processes with list_workflows?**
The tool provides a complete list of every configured workflow within JobProgress. This helps your agent map out the required process flow before automating complex steps.

**Does get_customer provide enough context to prepare estimates? **
Yes, it returns addresses, project history, and custom metadata. This deep data gives your agent the necessary intelligence needed to draft accurate job estimates or proposals.