Connect Claude & ChatGPT to ServiceM8

25 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.
• 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_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_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_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`.
• 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_jobGet one job by UUID (pass it as `supplier_uuid`), with status, address, description, client and invoice flags.
• 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_staffList staff members with their UUIDs.
• record_job_paymentChanges dataRecord a payment already received against a job (`job_uuid`) with `amount`, `method` and `timestamp`. It does not charge the customer.
• 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_recordsSearch one type of record by keyword `q`: `object_type` job, company (clients), material, knowledgearticle, attachment, formresponse, asset or materialbundle.
• 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_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`.

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