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Integration · Field service

checkmob.com

Connect Claude & ChatGPT to Checkmob

Ask your AI which service orders are open for a client, to schedule a visit for one of your field users, or what was filled in on yesterday's visit form in Checkmob. It can search and update clients, contacts, service orders and service records, change service order statuses, add client notes and list travel days. Your field team's data is one question away.

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Free plan, no credit card. Takes about a minute.

Try asking

  • “Which service orders are open for the client Agro Norte?”

    The AI searches for the client, then lists its service orders with status, assignees and scheduled date.

  • “Schedule a visit for Carlos at Agro Norte next Monday from 9 to 11, objective maintenance.”

    It looks up the user, client and visit objective, then schedules the service record with instructions and expected start and end.

  • “What did the technician fill in on service record 55210?”

    It reads the form answers for that service record.

What your AI can do

Clients and contacts

Search, create and update clients and contacts, link contacts to clients, read client addresses, and add and read client notes.

Service orders

Search service orders by client, status, type, priority or date, create and update them, and change their status.

Visits and travel

Schedule, search and update service records, read form answers from visits, and list users' travel days.

  • “Mark service order 1874 as completed.”

    It lists your service order statuses and changes the order to the matching one.

  • “Add a note to client 312: prefers visits in the morning.”

    It adds the note to the client.

  • “Show travel days for all users last week, with approval status.”

    It lists travel days in that date range with approval and payment status.

79 tools for Checkmob

These tools are switched on when you connect. You can switch any of them off, or require your approval before it runs.

  • add_client_noteChanges dataAdd a note (`nota`) to a client by `id_cliente`.
  • create_clientChanges dataCreate a client with `nome` and optional code, tax ID, phones, website, responsible person, stage (`id_etapa`), category, deal value and custom fields.
  • create_contactChanges dataCreate a contact with `nome`, `email`, `celular`, `telefone`, and optionally link it to clients with `ids_clientes`.
  • create_criar_loteChanges dataCreate a new criar lote. API summary: Cria clientes em lote (máx. 500 por requisição), com resultado por item (207).
  • create_desvincularChanges dataCreate a new desvincular. API summary: Desfaz o vínculo do cliente com uma ou mais pessoas de uma vez (máx. 500).
  • create_desvincular_postChanges dataCreate a new desvincular. API summary: Desfaz o vínculo da pessoa com um ou mais clientes de uma vez (máx. 500).
  • create_excluirChanges dataCreate a new excluir. API summary: Exclui ordens de serviço em lote (máx. 500), com resultado por item (207).
  • create_grupoChanges dataCreate a new grupo. API summary: Cria um grupo.
  • create_list_10Changes dataCreate a new list. API summary: Lista questionários respondidos.
  • create_list_11Changes dataCreate a new list. API summary: Lista segmentos.
  • create_list_12Changes dataCreate a new list. API summary: Lista campos personalizados (filtro opcional por origem: clientes | pessoas).
  • create_list_13Changes dataCreate a new list. API summary: Lista os campos personalizados de clientes (sem necessidade do filtro origem).
  • create_list_14Changes dataCreate a new list. API summary: Lista os campos personalizados de pessoas (sem necessidade do filtro origem).
  • create_list_15Changes dataCreate a new list. API summary: Lista categorias.
  • create_list_18Changes dataCreate a new list. API summary: Lista os itens do seletor opcional (produtos).
  • create_list_19Changes dataCreate a new list. API summary: Lista setores de mercado.
  • create_list_20Changes dataCreate a new list. API summary: Lista status de serviço.
  • create_list_21Changes dataCreate a new list. API summary: Lista temperaturas.
  • create_list_3Changes dataCreate a new list. API summary: Lista os percursos (origem → destino) de um dia de deslocamento.
  • create_list_4Changes dataCreate a new list. API summary: Lista grupos.
  • create_list_8Changes dataCreate a new list. API summary: Lista questionários (checklists).
  • create_list_postChanges dataCreate a new list. API summary: Lista o resumo de deslocamento consolidado por usuário.
  • create_questionario_grupoChanges dataCreate a new grupo for a questionario. API summary: Vincula um grupo ao questionário.
  • create_questionario_segmentoChanges dataCreate a new segmento for a questionario. API summary: Vincula um segmento ao questionário.
  • create_segmentoChanges dataCreate a new segmento. API summary: Cria um segmento.
  • create_segmento_clienteChanges dataCreate a new cliente for a segmento. API summary: Vincula um cliente ao segmento.
  • create_segmento_grupoChanges dataCreate a new grupo for a segmento. API summary: Vincula um grupo ao segmento.
  • create_segmento_usuarioChanges dataCreate a new usuario for a segmento. API summary: Vincula um usuário ao segmento.
  • create_service_orderChanges dataCreate a service order with `nome`, `id_cliente`, optional contact, service type (`id_tipo_servico`), assigned users (`ids_usuarios`), priority, scheduled date and comment.
  • create_vincular_postChanges dataCreate a new vincular. API summary: Vincula a pessoa a um ou mais clientes de uma vez (máx. 500).
  • delete_client_noteDeletesPermanently delete a client note by its ID (`notas_cliente_id`). This cannot be undone.
  • delete_clienteDeletesPermanently delete a cliente by cliente id. Destructive action; may require approval. API summary: Exclui um cliente.
  • delete_grupoDeletesPermanently delete a grupo by grupo id. Destructive action; may require approval. API summary: Exclui um grupo.
  • delete_ordens_servicoDeletesPermanently delete a ordens servico by ordens servico id. Destructive action; may require approval. API summary: Exclui uma ordem de serviço.
  • delete_pessoaDeletesPermanently delete a pessoa by pessoa id. Destructive action; may require approval. API summary: Exclui uma pessoa.
  • delete_questionario_grupoDeletesPermanently delete a grupo by id grupo. Destructive action; may require approval. API summary: Desvincula um grupo do questionário.
  • delete_questionario_segmentoDeletesPermanently delete a segmento by id segmento. Destructive action; may require approval. API summary: Desvincula um segmento do questionário.
  • delete_segmentoDeletesPermanently delete a segmento by segmento id. Destructive action; may require approval. API summary: Exclui um segmento.
  • delete_segmento_clienteDeletesPermanently delete a cliente by id cliente. Destructive action; may require approval. API summary: Desvincula um cliente do segmento.
  • delete_segmento_grupoDeletesPermanently delete a grupo by id grupo. Destructive action; may require approval. API summary: Desvincula um grupo do segmento.
  • delete_segmento_usuarioDeletesPermanently delete a usuario by id usuario. Destructive action; may require approval. API summary: Desvincula um usuário do segmento.
  • get_clientGet one client by `cliente_id`, including contact person, phones, stage, category and custom fields.
  • get_contactGet one contact by `pessoa_id`, including email, phones and linked clients.
  • get_grupoGet one grupo by grupo id. API summary: Obtém um grupo.
  • get_ordem_servicoGet one ordem servico by id ordem servico. API summary: Obtém as respostas pela ordem de serviço.
  • get_pessoa_statusChanges dataGet the current status of a pessoa. API summary: Ativa ou inativa pessoas em lote (máx. 500).
  • get_questionarioGet one questionario by questionario id. API summary: Obtém um questionário.
  • get_segmentoGet one segmento by segmento id. API summary: Obtém um segmento.
  • get_service_orderGet one service order by `ordens_servico_id`, including client, assignees, status, schedule and comments.
  • get_service_recordGet one service record by `registro_id`, including client, user, objective, dates and location.
  • get_service_record_answersGet the form (questionnaire) answers filled in for a service record by `id_registro`.
  • get_usuarioGet one usuario by usuario id. API summary: Obtém um usuário.
  • link_contacts_to_clientChanges dataLink one or more contacts (`ids_pessoas`) to a client (`id_cliente`).
  • list_client_addressesList the addresses of a client by `id_cliente`.
  • list_client_notesChanges dataList the notes on a client by `id_cliente`, optionally filtered by text in `busca`.
  • list_objectivesChanges dataList the visit objectives (objetivos) with their IDs, for scheduling service records.
  • list_pessoa_enderecosList enderecos for a pessoa. API summary: Obtém o endereço de uma pessoa.
  • list_segmento_vinculosList vinculos for a segmento. API summary: Lista os vínculos (usuários e grupos) de um segmento.
  • list_service_order_statusesList the service order statuses available in your account, with their IDs.
  • list_service_typesChanges dataList the service types (tipos de serviço) with their IDs, optionally filtered by text in `busca`.
  • list_stagesChanges dataList the client pipeline stages (etapas) with their IDs.
  • list_travel_daysChanges dataList users' travel days (deslocamento) between `data_inicio` and `data_fim`, optionally for one `id_usuario`, with approval and payment status.
  • list_usersChanges dataList the field users in your account, filtered by text, group or profile, with their IDs.
  • list_usuario_localizacaosList localizacaos for a usuario. API summary: Obtém a(s) localização(ões) registrada(s) do usuário.
  • schedule_service_recordChanges dataSchedule a service record (visit) for a user (`id_usuario`) at a client (`id_cliente`), with objective, instructions and expected start and end dates.
  • search_clientsChanges dataSearch clients (clientes) by free text in `busca`, code, tax ID (`codigo_fiscal`), stage, category, temperature or creation/update date. Pages with `pagina` and `por_pagina`. Use this first to find a client ID.
  • search_contactsChanges dataSearch contacts (pessoas) by free text in `busca`, `email` or linked clients (`ids_clientes`). Pages with `pagina` and `por_pagina`.
  • search_service_ordersChanges dataSearch service orders (ordens de serviço) by text, code, client, contact, assigned users, status, service type, priority, completion, or created/scheduled dates. Pages with `pagina` and `por_pagina`.
  • search_service_recordsChanges dataSearch service records (registros: scheduled or completed field visits/tasks) by client, user, objective, service order, status, or scheduled/completed dates. Pages with `pagina` and `por_pagina`.
  • set_service_order_statusChanges dataChange a service order's status by `ordens_servico_id`, giving the new `id_status`.
  • update_clientChanges dataUpdate a client by `cliente_id`. Only the fields you pass change.
  • update_cliente_enderecosVisible to othersUpdate an existing endereco identified by id cliente. Has effects visible outside this system. API summary: Substitui o endereço principal de um cliente.
  • update_contactChanges dataUpdate a contact by `pessoa_id` (name, email, phones, active flag, custom fields). Only the fields you pass change.
  • update_grupoChanges dataUpdate an existing grupo identified by grupo id. API summary: Substitui um grupo (atualiza; nunca cria registro novo).
  • update_notas_clienteChanges dataUpdate an existing notas cliente identified by notas cliente id. API summary: Atualiza uma nota.
  • update_pessoa_enderecosVisible to othersUpdate an existing endereco identified by id pessoa. Has effects visible outside this system. API summary: Substitui o endereço de uma pessoa.
  • update_segmentoChanges dataUpdate an existing segmento identified by segmento id. API summary: Substitui um segmento. ativo omitido preserva o estado atual.
  • update_service_orderChanges dataUpdate a service order by `ordens_servico_id` (name, client, assignees, schedule, priority, completion, comment).
  • update_service_recordChanges dataUpdate a service record by `registro_id` (client, objective, note in `observacao`, dates, location). Fields you leave out keep their value.

Set up in three steps

  1. 1

    Pick the app

    Create a free HeyMyApps account and choose Checkmob from the app list.

  2. 2

    Paste your key

    Enter the login and password of a Checkmob portal user with API access, ideally a dedicated integration user. HeyMyApps exchanges them for a short-lived token and renews it automatically. Leave the extra headers field empty unless you need it.

  3. 3

    Add the link to your AI

    You get a personal MCP link. Add it to Claude, ChatGPT or Cursor:

    1. Click your name, then Settings › Connectors › Add custom connector.
    2. Paste your link as the Remote MCP server URL.
    3. Switch it on from the + menu in a chat.

Questions

What can the AI do in Checkmob?

It can search and read clients, contacts, service orders and service records, read visit form answers, client addresses and notes, and list users, stages, objectives, service types, service order statuses and travel days. It can create and update clients, contacts and service orders, schedule and update service records, change service order statuses, link contacts to clients, and add or delete client notes.

Does the AI see my Checkmob credentials?

No. Your Checkmob login and password are encrypted at rest and never shown to the AI. After you save them, they are not shown again, not even to you. The AI only sees the results of the tools it calls.

Can I control what the AI is allowed to do?

Yes. You choose which tools are switched on, so you can start with searches only. Deleting a client note is permanent and can require your approval before it runs, as can new visits and status changes. Every tool call is logged.

Does it work with ChatGPT?

Yes. In ChatGPT go to Settings › Apps & Connectors › Advanced and turn on Developer mode, then add your HeyMyApps link. Developer mode needs a paid ChatGPT plan: Plus, Pro, Business or Enterprise. The same link also works in Claude (Settings › Connectors › Add custom connector), Cursor and other MCP clients.

What does it cost?

HeyMyApps has a free plan with no credit card required. Paid plans bill per completed task. You also need your own Checkmob account.

Why does Checkmob need a login and password instead of an API key?

Checkmob's API issues a short-lived token in exchange for a portal user's login and password. HeyMyApps does that exchange for you and renews the token automatically. A dedicated integration user with API access is a good idea, so the AI works with only that user's access.

Related integrations

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