Connect Claude & ChatGPT to ServiceTrade

30 tools for ServiceTrade

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

• create_appointmentChanges dataSchedule an appointment on a job (`job_id`) with window_start/window_end (Unix timestamps), technicians and service requests.
• create_contactChanges dataCreate a contact with first and last name, email and phone, linked to a company and/or location.
• create_jobChanges dataCreate a job at a `location_id` with a job `type`, plus optional description, status, owner, customer PO and service request IDs.
• create_locationChanges dataCreate a service location for a `company_id` with a name and address.
• create_service_requestChanges dataCreate a service request with a description and `service_line_id`, optionally at a location, on a job or for an asset.
• get_appointmentGet one appointment by `appointment_id` with its time window, technicians and service requests.
• get_assetGet one asset by `asset_id`.
• get_companyGet one company by `company_id`.
• get_contactGet one contact by `contact_id`.
• get_invoiceGet one invoice by `invoice_id` with line items and totals.
• get_jobGet one job by `project_id`, with its location, customer, status, appointments and service requests.
• get_locationGet one service location by `address_id` with its address, company and contacts.
• get_quoteGet one quote by `quote_id` with its items, totals and status.
• get_service_requestGet one service request by `servicerequest_id`.
• list_appointmentsList appointments, filtered by job, technician, status, customer, location or time window.
• list_deficienciesList deficiencies found on assets, filtered by location, asset, status, severity or job.
• list_invoicesList invoices, filtered by customer, location, job, status, paid/sent state or dates.
• list_service_linesList service lines (the trades you service, such as sprinklers or HVAC). Needed to create service requests.
• list_service_requestsList service requests (the work to be done), filtered by location, job, status, service line or time window.
• list_usersList users (technicians, sales people, office staff), searchable by name and filterable by role.
• search_assetsSearch assets (equipment) by name, type, location, job or status.
• search_companiesSearch companies (customers and vendors) by name, city, state, status or reference number.
• search_contactsSearch contacts by name/email text, company or location.
• search_jobsSearch jobs by number, name, status, type, customer, location, technician, due date or schedule date, among many filters.
• search_locationsSearch service locations (customer sites) by name, company, status or reference number.
• search_quotesSearch quotes by customer, location, job, status, sales person or date.
• update_appointmentChanges dataUpdate an appointment by `appointment_id`: time window, technicians, status or released flag.
• update_contactChanges dataUpdate a contact by `contact_id`: name, email, phone, type or linked company and locations.
• update_jobChanges dataUpdate a job by `project_id`: status, type, description, owner, customer PO, percent complete or assigned office.
• update_locationChanges dataUpdate a service location by `address_id`: name, address, phone, email or status.

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