Integration · Field service

Connect Claude & ChatGPT to ServiceM8

Ask your AI to find a job, book a new one from a template, or put a staff member on it in ServiceM8. It can search jobs, clients and materials, read inbox messages and turn them into jobs, and create clients and contacts. It can also add line items and notes, record payments already received, and create and update tasks, so the office spends less time on data entry.

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

Try asking

“Find the job at 12 Harbour Street and tell me its status.”
The AI searches jobs by keyword and reads the job's status, address, description and client.
“Create a job for Nordic Cafe from our blocked drain template.”
It finds the client and the job template and creates the job with the address and description you give.
“Put Mia on job 1542 on Friday from 9 to 12.”
It finds Mia's staff UUID and schedules her on the job for that time.

What your AI can do

Jobs and scheduling

Search and create jobs, create jobs from templates or inbox messages, schedule staff, and update status and descriptions.

Clients and contacts

Search, create and update clients, add client contacts and job contacts, and read billing details.

Line items, payments and tasks

Add materials and line items to jobs, record payments received, add notes, and create and update tasks.

“Turn the new inbox message from Lars into a job.”
It finds the message in the inbox and converts it into a new job, optionally from a job template with a note.
“Add 2 hours of labour at 95 and a note that the part is on order.”
It adds a line item to the job and a note to the job record.
“The client paid 450 by bank transfer today. Record it on job 1542.”
It records the payment against the job with amount, method and time. It does not charge the customer.

193 tools for ServiceM8

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

add_job_contactChanges dataAdd a contact to a job (`job_uuid`) with `first`, `last`, `email`, `phone`, `mobile` and `type`.
add_job_materialChanges dataAdd a line item to a job (`job_uuid`): `quantity` plus a `material_uuid` or a `name` and `price`.
add_noteChanges dataAdd a note (`note`) to a record, usually a job: set `related_object` to job and `related_object_uuid` to the job UUID.
archive_inboxmessage_jsonVisible to othersArchive a inboxmessage (inboxmessage uuid). Has effects visible outside this system. API summary: Archive or unarchive message.
attach_inboxmessage_to_job_jsonVisible to othersAttach a inboxmessage (inboxmessage uuid). Has effects visible outside this system. API summary: Attach message to existing job.
convert_inbox_message_to_jobVisible to othersTurn an inbox message (`inboxmessage_uuid`) into a new job, optionally from a job template (`template_uuid`) with a `note`.
create_a_new_document_templateChanges dataCreate a new document. API summary: Create a new Document Template.
create_a_new_inbox_messageVisible to othersCreate a new message. Required: subject or message text. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Create a new inbox message.
create_a_new_job_allocationChanges dataCreate a new project. API summary: Create a new Job Allocation.
create_a_new_job_checklistChanges dataCreate a new project. API summary: Create a new Job Checklist.
create_a_new_job_material_bundleChanges dataCreate a new project. API summary: Create a new Job Material Bundle.
create_a_new_staff_messageChanges dataCreate a new message. Search messages first to avoid duplicates. API summary: Create a new Staff Message.
create_a_new_supplierChanges dataCreate a new supplier. Search suppliers first to avoid duplicates.
create_addressChanges dataCreate a new address. Required: name. API summary: Create a new Location.
create_allocationwindow_jsonChanges dataCreate a new allocationwindow json. API summary: Create a new Allocation Window.
create_assettype_jsonChanges dataCreate a new assettype json. API summary: Create a new Asset Type.
create_assettypefield_jsonChanges dataCreate a new assettypefield json. Required: name. API summary: Create a new Asset Type Field.
create_badge_jsonChanges dataCreate a new badge json. Required: name.
create_categoryChanges dataCreate a new category. Required: name.
create_clientChanges dataCreate a client with `name` and optional address fields, `website`, `billing_address` and `payment_terms`. Search first to avoid duplicates.
create_client_contactChanges dataAdd a contact person to a client (`company_uuid`) with `first`, `last`, `email`, `phone`, `mobile` and `is_primary_contact`.
create_documentChanges dataCreate a new document. API summary: Create a new Attachment.
create_employeeChanges dataCreate a new employee. Required: first, last or email. API summary: Create a new Staff Member.
create_feedback_jsonChanges dataCreate a new feedback json.
create_form_jsonChanges dataCreate a new form json.
create_formfield_jsonChanges dataCreate a new formfield json. API summary: Create a new Form Field.
create_formresponse_jsonChanges dataCreate a new formresponse json. API summary: Create a new Form Response.
create_inboxmessage_notes_jsonVisible to othersCreate a new notes json for a inboxmessage. Required: note. Has effects visible outside this system. API summary: Add note to message.
create_jobChanges dataCreate a job with fields in `body`: `status` (Quote, Work Order, Unsuccessful, Completed), `company_uuid`, `job_address`, `job_description`, and optional `category_uuid` and `queue_uuid`.
create_job_from_templateChanges dataCreate a job from a template (`jobtemplate_uuid`) with optional `company_uuid` or `company_name`, `job_address` and `job_description`.
create_material_jsonChanges dataCreate a new material json. Required: name.
create_materialbundle_jsonChanges dataCreate a new materialbundle json. Required: item number. API summary: Create a new Bundle.
create_messageVisible to othersCreate a new message. Required: name. Search messages first to avoid duplicates. Has effects visible outside this system. API summary: Create a new Email Template.
create_productChanges dataCreate a new product. Required: name. API summary: Create a new Knowledge Article.
create_queue_jsonChanges dataCreate a new queue json. API summary: Create a new Job Queue.
create_smstemplate_jsonVisible to othersCreate a new smstemplate json. Required: name. Has effects visible outside this system. API summary: Create a new SMS Template.
create_supplierChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update an Allocation Window.
create_taskChanges dataCreate a task with a `name`, `due_date`, `task_details`, `assigned_to_staff_uuid`, and optionally link it to a job via `related_object` job and `related_object_uuid`.
create_taxrate_jsonChanges dataCreate a new taxrate json. Required: name. API summary: Create a new Tax Rate.
delete_a_badgeMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Badge.
delete_a_bundleMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Bundle.
delete_a_categoryMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Category.
delete_a_clientMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Client.
delete_a_company_contactMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Company Contact.
delete_a_document_templateMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Document Template.
delete_a_feedbackMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Feedback.
delete_a_formMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Form.
delete_a_form_fieldMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Form Field.
delete_a_form_responseMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Form Response.
delete_a_jobMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job.
delete_a_job_activityMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job Activity.
delete_a_job_allocationMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job Allocation.
delete_a_job_checklistMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job Checklist.
delete_a_job_contactMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job Contact.
delete_a_job_materialMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job Material.
delete_a_job_material_bundleMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job Material Bundle.
delete_a_job_paymentMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job Payment.
delete_a_job_queueMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Job Queue.
delete_a_knowledge_articleMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Knowledge Article.
delete_a_locationMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Location.
delete_a_materialMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Material.
delete_a_noteMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Note.
delete_a_sms_templateMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a SMS Template.
delete_a_staff_memberMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Staff Member.
delete_a_staff_messageMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Staff Message.
delete_a_supplierMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval.
delete_a_taskMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Task.
delete_a_tax_rateMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete a Tax Rate.
delete_an_assetMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete an Asset.
delete_an_asset_typeMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete an Asset Type.
delete_an_asset_type_fieldMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete an Asset Type Field.
delete_an_attachmentMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete an Attachment.
delete_an_email_templateMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete an Email Template.
delete_suppliersMoves moneyPermanently delete a supplier by supplier uuid. Financial or irreversible action; may require approval. API summary: Delete an Allocation Window.
get_clientGet one client by UUID (pass it as `supplier_uuid`), with address and billing details.
get_inbox_messageGet one inbox message by UUID (pass it as `supplier_uuid`).
get_inboxmessage_jsonVisible to othersGet one inboxmessage by inboxmessage uuid. Has effects visible outside this system. API summary: Mark message as read.
get_jobGet one job by UUID (pass it as `supplier_uuid`), with status, address, description, client and invoice flags.
list_addressesList addresses. API summary: List all Locations.
list_all_document_templatesList documents. API summary: List all Document Templates.
list_all_job_activitiesList projects. API summary: List all Job Activities.
list_all_job_allocationsList projects. API summary: List all Job Allocations.
list_all_job_checklistsList projects. API summary: List all Job Checklists.
list_all_job_contactsList contacts. API summary: List all Job Contacts.
list_all_job_material_bundlesList projects. API summary: List all Job Material Bundles.
list_all_job_materialsList projects. API summary: List all Job Materials.
list_all_notesList messages. API summary: List all Notes.
list_all_staff_messagesList messages. API summary: List all Staff Messages.
list_all_suppliersList suppliers. API summary: List all Suppliers.
list_all_vendorsList suppliers. API summary: List all Vendors.
list_allocationwindow_jsonsList allocationwindow jsons. API summary: List all Allocation Windows.
list_asset_jsonsList asset jsons. API summary: List all Assets.
list_assettype_jsonsList assettype jsons. API summary: List all Asset Types.
list_assettypefield_jsonsList assettypefield jsons. API summary: List all Asset Type Fields.
list_badge_jsonsList badge jsons. API summary: List all Badges.
list_company_jsonsList company jsons. API summary: List all Clients.
list_contactsList contacts. API summary: List all Company Contacts.
list_documentsList documents. API summary: List all Attachments.
list_feedback_jsonsList feedback jsons. API summary: List all Feedback.
list_form_jsonsList form jsons. API summary: List all Forms.
list_formfield_jsonsList formfield jsons. API summary: List all Form Fields.
list_formresponse_jsonsList formresponse jsons. API summary: List all Form Responses.
list_inbox_messagesList messages in the ServiceM8 inbox, with optional `search`, `filter`, `limit` and `offset`.
list_job_categoriesList job categories with their UUIDs.
list_job_queuesList job queues with their UUIDs.
list_job_templatesList the job templates set up in ServiceM8.
list_material_jsonsList material jsons. API summary: List all Materials.
list_materialbundle_jsonsList materialbundle jsons. API summary: List all Bundles.
list_messagesList messages. API summary: List all Email Templates.
list_paymentsList payments. API summary: List all Job Payments.
list_productsList products. API summary: List all Knowledge Articles.
list_projectsList projects. API summary: List all Jobs.
list_securityrole_jsonsList securityrole jsons. API summary: List all Security Roles.
list_smstemplate_jsonsList smstemplate jsons. API summary: List all SMS Templates.
list_staffList staff members with their UUIDs.
list_suppliersList suppliers. API summary: Retrieve an Allocation Window.
list_tasksList tasks. API summary: List all Tasks.
list_taxrate_jsonsList taxrate jsons. API summary: List all Tax Rates.
record_job_paymentChanges dataRecord a payment already received against a job (`job_uuid`) with `amount`, `method` and `timestamp`. It does not charge the customer.
retrieve_a_badgeList suppliers. API summary: Retrieve a Badge.
retrieve_a_bundleList suppliers. API summary: Retrieve a Bundle.
retrieve_a_categoryList suppliers. API summary: Retrieve a Category.
retrieve_a_company_contactList suppliers. API summary: Retrieve a Company Contact.
retrieve_a_document_templateList suppliers. API summary: Retrieve a Document Template.
retrieve_a_feedbackList suppliers. API summary: Retrieve a Feedback.
retrieve_a_formList suppliers. API summary: Retrieve a Form.
retrieve_a_form_fieldList suppliers. API summary: Retrieve a Form Field.
retrieve_a_form_responseList suppliers. API summary: Retrieve a Form Response.
retrieve_a_job_activityList suppliers. API summary: Retrieve a Job Activity.
retrieve_a_job_allocationList suppliers. API summary: Retrieve a Job Allocation.
retrieve_a_job_checklistList suppliers. API summary: Retrieve a Job Checklist.
retrieve_a_job_contactList suppliers. API summary: Retrieve a Job Contact.
retrieve_a_job_materialList suppliers. API summary: Retrieve a Job Material.
retrieve_a_job_material_bundleList suppliers. API summary: Retrieve a Job Material Bundle.
retrieve_a_job_paymentList suppliers. API summary: Retrieve a Job Payment.
retrieve_a_job_queueList suppliers. API summary: Retrieve a Job Queue.
retrieve_a_job_templateList suppliers. API summary: Retrieve a Job Template.
retrieve_a_knowledge_articleList suppliers. API summary: Retrieve a Knowledge Article.
retrieve_a_locationList suppliers. API summary: Retrieve a Location.
retrieve_a_materialList suppliers. API summary: Retrieve a Material.
retrieve_a_noteList suppliers. API summary: Retrieve a Note.
retrieve_a_security_roleList suppliers. API summary: Retrieve a Security Role.
retrieve_a_sms_templateList suppliers. API summary: Retrieve a SMS Template.
retrieve_a_staff_memberList suppliers. API summary: Retrieve a Staff Member.
retrieve_a_staff_messageList suppliers. API summary: Retrieve a Staff Message.
retrieve_a_supplierList suppliers. API summary: Retrieve a Supplier.
retrieve_a_taskList suppliers. API summary: Retrieve a Task.
retrieve_a_tax_rateList suppliers. API summary: Retrieve a Tax Rate.
retrieve_a_vendorList suppliers. API summary: Retrieve a Vendor.
retrieve_an_assetList suppliers. API summary: Retrieve an Asset.
retrieve_an_asset_typeList suppliers. API summary: Retrieve an Asset Type.
retrieve_an_asset_type_fieldList suppliers. API summary: Retrieve an Asset Type Field.
retrieve_an_attachmentList suppliers. API summary: Retrieve an Attachment.
retrieve_an_email_templateList suppliers. API summary: Retrieve an Email Template.
schedule_job_visitChanges dataSchedule a staff member on a job: `job_uuid`, `staff_uuid`, `start_date` and `end_date` (YYYY-MM-DD HH:MM:SS), with `activity_was_scheduled` set to 1.
search_allSearch jobs, clients, materials and other records by keyword `q` in one call. Use it to find a job or client UUID.
search_embedding_jsonsSearch embedding jsons by q or similarity threshold. Use this to find existing embedding jsons before creating a new embedding json. Results are paginated. API summary: Semantic search for jobs.
search_recordsSearch one type of record by keyword `q`: `object_type` job, company (clients), material, knowledgearticle, attachment, formresponse, asset or materialbundle.
update_a_badgeChanges dataCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. API summary: Update a Badge.
update_a_bundleChanges dataCreate a new supplier. Required: item number. Search suppliers first to avoid duplicates. API summary: Update a Bundle.
update_a_categoryChanges dataCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. API summary: Update a Category.
update_a_document_templateChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Document Template.
update_a_feedbackChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Feedback.
update_a_formChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Form.
update_a_form_fieldChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Form Field.
update_a_form_responseChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Form Response.
update_a_job_activityChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Job Activity.
update_a_job_allocationChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Job Allocation.
update_a_job_checklistChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Job Checklist.
update_a_job_contactChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Job Contact.
update_a_job_materialChanges dataCreate a new supplier. Required: quantity. Search suppliers first to avoid duplicates. API summary: Update a Job Material.
update_a_job_material_bundleChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Job Material Bundle.
update_a_job_paymentChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Job Payment.
update_a_job_queueChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Job Queue.
update_a_knowledge_articleChanges dataCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. API summary: Update a Knowledge Article.
update_a_locationChanges dataCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. API summary: Update a Location.
update_a_materialChanges dataCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. API summary: Update a Material.
update_a_noteChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Note.
update_a_sms_templateVisible to othersCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. Has effects visible outside this system. API summary: Update a SMS Template.
update_a_staff_memberChanges dataCreate a new supplier. Required: first, last or email. Search suppliers first to avoid duplicates. API summary: Update a Staff Member.
update_a_staff_messageChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Staff Message.
update_a_supplierChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update a Supplier.
update_a_tax_rateChanges dataCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. API summary: Update a Tax Rate.
update_an_assetChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update an Asset.
update_an_asset_typeChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update an Asset Type.
update_an_asset_type_fieldChanges dataCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. API summary: Update an Asset Type Field.
update_an_attachmentChanges dataCreate a new supplier. Search suppliers first to avoid duplicates. API summary: Update an Attachment.
update_an_email_templateVisible to othersCreate a new supplier. Required: name. Search suppliers first to avoid duplicates. Has effects visible outside this system. API summary: Update an Email Template.
update_clientChanges dataUpdate a client: pass its UUID as `supplier_uuid`, its `name`, and the fields to change.
update_client_contactChanges dataUpdate a client contact: pass its UUID as `supplier_uuid` and the fields to change.
update_inboxmessage_snooze_jsonsDeletesUpdate an existing snooze json identified by inboxmessage uuid. Destructive action; may require approval. API summary: Snooze or unsnooze message.
update_jobChanges dataUpdate a job: pass its UUID as `supplier_uuid` and the fields to change in `body`, for example `status`, `job_description` or `work_done_description`.
update_taskChanges dataUpdate a task: pass its UUID as `supplier_uuid`, its `name`, and the fields to change, such as `task_complete` or `due_date`.

Set up in three steps

1
Pick the app
Create a free HeyMyApps account and choose ServiceM8 from the app list.
2
Paste your key
Paste a ServiceM8 API key. In ServiceM8 go to Settings > API Keys, create a key and copy it. You do not need a developer account for this.
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 ServiceM8?

The AI can search and read jobs, clients, materials, inbox messages, job templates, categories, queues and staff. It can create and update jobs, clients, contacts and tasks, create jobs from templates or inbox messages, schedule staff on jobs, add line items and notes, and record payments already received.

Does the AI see my ServiceM8 API key?

No. Your ServiceM8 API key is encrypted at rest and never shown to the AI. After you save it, it is 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 read-only. Actions such as turning an inbox message into a job or recording a payment can require your approval before they run. 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 ServiceM8 account.

Can the AI charge a customer's card?

No. The AI can record a payment you have already received against a job, with amount, method and time, but it does not take payments or charge customers.