Integration · Field service

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.

Connect Checkmob free

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.

29 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_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.
delete_client_noteDeletesPermanently delete a client note by its ID (`notas_cliente_id`). This cannot be undone.
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_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`.
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_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.
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_contactChanges dataUpdate a contact by `pessoa_id` (name, email, phones, active flag, custom fields). Only the fields you pass change.
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
Pick the app
Create a free PipMCP account and choose Checkmob from the app list.
2
Paste your key
Enter the login and password of a Checkmob portal user with API access, ideally a dedicated integration user. PipMCP exchanges them for a short-lived token and renews it automatically. Leave the extra headers field empty unless you need it.
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 PipMCP 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?

PipMCP 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. PipMCP 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.