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Full read-write Claude connector for ServiceM8

Make Claude create jobs and manage clients in ServiceM8

Turn calls, emails, and site notes into ServiceM8 jobs without touching the app, with Claude reading schedules and client history on demand. Every write action, from creating a job to changing its status, waits for your approval.

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ServiceM8 is a field service management platform popular with trade businesses across Australia and New Zealand, covering jobs, quotes, scheduling, and client records. Teams want Claude to create jobs, look up clients, and keep schedules and job notes current without opening the app.

What is a ServiceM8 MCP server?

A ServiceM8 MCP server is a small hosted service that exposes ServiceM8's data and actions to Claude over the Model Context Protocol, so Claude can operate industry-specific platforms inside your own account. We build it as a custom connector with separate read and write tools, and destructive actions stay gated behind your approval.

What can ServiceM8's current connector do today?

Today, ServiceM8 does not ship a first-party Claude or MCP connector, so reaching it from Claude means a custom integration against the ServiceM8 REST API, and any hand-wired access tends to be read-leaning. A purpose-built ServiceM8 connector adds scoped write actions like creating jobs and updating statuses, with human approval on anything that changes a record.

What does full read-write ServiceM8 access unlock?

Full read-write turns Claude into a working dispatcher. It can create a job from an email or a phone note, attach the right client, move a quote to a work order once you approve, add job notes and materials, and answer questions like which jobs are still unscheduled this week.

  • Create a new job with client details and description, queued as a quote for your review
  • Move a job from Quote to Work Order after you approve
  • Pull today's scheduled job activities for each staff member
  • Look up a client's contact details and full job history
  • Add a note or record materials used against a job after you approve
  • List jobs still unscheduled or incomplete for the week

Can Claude create a job in ServiceM8?

Yes, Claude can create jobs through the ServiceM8 API with a custom connector. It drafts the job from whatever you give it, an email, a call note, a photo of a work request, attaches the right client, and holds it for your approval before anything is written to your account.

Can Claude check the schedule in ServiceM8?

Yes, Claude can read job activities and staff allocations, so it can tell you what each team member has on today, which jobs are still unscheduled, and where the gaps are. Schedule reads are non-destructive, so you can ask freely without anything changing in your account.

Can Claude take payments in ServiceM8?

No, payment processing stays inside ServiceM8, and a connector should not handle card details. What Claude can do is read job and invoice totals, flag jobs that are completed but not yet invoiced, and update job records after you approve, so the money conversation starts with accurate numbers.

How a ServiceM8 connector works

We build a small MCP server that connects Claude to your ServiceM8 account through OAuth 2.0, requesting only the scopes the work needs, such as read_jobs and create_jobs. Read tools and write tools are separated, so browsing jobs and clients never touches a record. Anything that changes data, like creating a job or moving its status, is gated behind your approval. The connector can never do more than the connected account is allowed to do in ServiceM8 itself.

Frequently asked questions

Does ServiceM8 have an API?
Yes. ServiceM8 publishes a documented REST API at developer.servicem8.com with endpoints for jobs, clients, staff, job activities, notes, attachments, materials, and webhooks. Authentication is OAuth 2.0 with granular scopes like read_jobs and create_jobs, and private integrations can use an API key instead. That documented surface is exactly what a custom Claude connector is built against, so every tool maps to a real endpoint.
Can Claude create jobs in ServiceM8?
Yes, with a custom connector. The ServiceM8 API supports creating jobs directly, so Claude can take a customer email or call summary, draft the job with the right client attached, and queue it as a quote. The create action sits behind an approval gate, so nothing lands in your account until you confirm it. From there Claude can update the status as the work progresses, again with your sign-off.
Is a custom ServiceM8 connector safe for my client data?
The connector authenticates as your account with only the OAuth scopes it needs, so it never sees more than you already can. Read tools and write tools are built separately, and every write, from creating a job to editing a client record, requires your approval before it executes. Nothing is deleted or sent to a customer without a human confirming it first, and access can be revoked in ServiceM8 at any time.

Using Claude Code?

The same connector works in the terminal: connect ServiceM8 to Claude Code.

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