# Servicem8

```json
{
  "name": "Servicem8",
  "slug": "servicem8",
  "url": "https://composio.dev/toolkits/servicem8",
  "markdown_url": "https://composio.dev/toolkits/servicem8.md",
  "logo_url": "https://logos.composio.dev/api/servicem8",
  "categories": [
    "productivity & project management"
  ],
  "is_composio_managed": true,
  "updated_at": "2026-05-12T10:25:40.879Z"
}
```

![Servicem8 logo](https://logos.composio.dev/api/servicem8)

## Description

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Servicem8 MCP or direct API to schedule jobs, generate quotes, manage invoices, and update job statuses through natural language.

## Summary

Servicem8 is a field service management platform for scheduling jobs, quoting, and invoicing. It helps businesses track real-time job status and empower mobile staff in the field.

## Categories

- productivity & project management

## Toolkit Details

- Tools: 28
- Managed auth: Managed by Composio

## Images

- Logo: https://logos.composio.dev/api/servicem8

## Authentication

- **Oauth2**
  - Type: `oauth2`
  - Description: Oauth2 authentication for Servicem8.
  - Setup:
    - Configure Oauth2 credentials for Servicem8.
    - Use the credentials when creating an auth config in Composio.

## Suggested Prompts

- Create a new job for a plumbing callout
- List all clients with overdue invoices
- Add a payment note to job 12345
- Show all available job document templates

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `SERVICEM8_CREATE_JOB_NOTE` | ServiceM8 Create Job Note | Create a new job note in ServiceM8. Requires the job's UUID (related_object_uuid) and the note content. Returns the UUID of the created note record. Use this to add comments, updates, or action items to a specific job. |
| `SERVICEM8_CREATE_JOB_PAYMENT` | ServiceM8 Create Job Payment | Tool to create a new job payment in ServiceM8. Use when you have collected payment details and need to record payment against a job. Example: "Create a 100.00 cash payment for job 123e4567-e89b-12d3-a456-426614174000 at 2023-01-01 13:00:00." |
| `SERVICEM8_CREATE_JOBS` | Create a new Job | Tool to create a new Job in ServiceM8. Use when you have gathered all job details and need to push a record. Example: "Create a Quote job for 123 Main St with PO #1234." |
| `SERVICEM8_DELETE_CUSTOM_FIELD` | Delete Custom Field | Delete a custom field in ServiceM8 by its UUID. Use this when you need to permanently remove a custom field definition from the system. This will remove the custom field and any associated data. |
| `SERVICEM8_DELETE_JOB_NOTE` | Delete Job Note | Deletes (archives) a job note in ServiceM8 by its UUID. Use this tool when you need to remove a note from a job's diary. In ServiceM8, deletion is a soft-delete: the note is archived (active=0) rather than permanently removed, and can be restored later if needed. Prerequisites: You need the note's UUID, which can be obtained from the 'List All Job Notes' or 'Retrieve Job Note' actions. |
| `SERVICEM8_DELETE_JOB_PAYMENT` | Delete Job Payment | Archives (soft-deletes) a job payment record in ServiceM8 by its UUID. In ServiceM8, records are never permanently deleted. Instead, deletion sets the record's 'active' field to 0, which hides it from the UI but keeps it accessible via the API. Archived records can be restored by setting their 'active' field back to 1. Use this tool when you need to remove a payment record from active use, such as when a payment was recorded in error or needs to be voided. Requires the 'manage_job_payments' OAuth scope. |
| `SERVICEM8_LIST_ALL_ASSETS` | List All Assets | Tool to list all ServiceM8 assets. Use when you need a comprehensive asset registry, including custom fields, for inventory or reporting. |
| `SERVICEM8_LIST_ALL_CLIENTS` | List All Clients | Tool to list all ServiceM8 clients. Use when you need a complete set of customer records for integrations or reporting. |
| `SERVICEM8_LIST_ALL_DOCUMENT_TEMPLATES` | List All Document Templates | Tool to list document templates. Use when you need to retrieve available template UUIDs and names before generating job documents. |
| `SERVICEM8_LIST_ALL_FORMS` | List All Forms | Tool to list all ServiceM8 forms. Use when you need to fetch available form templates with optional filters. |
| `SERVICEM8_LIST_ALL_JOB_NOTES` | List All Job Notes | List all job notes from ServiceM8. Use this tool to: - Retrieve all notes across all jobs (no filter) - Get notes for a specific job using filter: "related_object_uuid eq ''" - Filter by active status: "active eq 1" for active notes only The response contains a list of note records with their content, timestamps, and associated job UUIDs. For large result sets, use cursor-based pagination: pass cursor='-1' for the first page, then use the 'next_cursor' value from each response to fetch subsequent pages. Each page returns up to 5,000 records. |
| `SERVICEM8_LIST_ALL_JOB_QUEUES` | List All Job Queues | List all job queues in ServiceM8. Job queues are virtual folders for organizing jobs on hold. Use this to fetch available queues before assigning jobs to a queue, or to check queue configurations. Returns both regular queues (for jobs waiting on external actions) and assignable queues (for staff assignments). |
| `SERVICEM8_LIST_ALL_JOBS` | List All Jobs | Tool to list all jobs. Use when you need to fetch all job records from your ServiceM8 account. |
| `SERVICEM8_LIST_ALL_LOCATIONS` | List All Locations | Lists all ServiceM8 locations. Use to fetch configured service areas, office locations, or warehouses for job assignments, mapping, or reporting. |
| `SERVICEM8_LIST_ALL_MATERIALS` | List All Materials | Retrieve all materials (products, labour rates, inventory items) from ServiceM8. Use this to get a complete catalog of materials for quoting, invoicing, or inventory management. Requires the 'read_inventory' OAuth scope. |
| `SERVICEM8_LIST_ALL_TASKS` | List All Tasks | Retrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination. Use this to fetch task records, track task assignments, monitor completion status, or sync task data. Requires 'read_tasks' OAuth scope. |
| `SERVICEM8_RETRIEVE_CLIENT` | Retrieve ServiceM8 Client | Tool to retrieve details of a specific client by its UUID. Use after confirming the client's UUID is valid. |
| `SERVICEM8_RETRIEVE_FORM` | Retrieve Form | Retrieve details of a specific form template by its UUID. Use this tool when you have a form UUID and need to fetch its metadata, such as form name, description, and status. Requires the Forms add-on to be enabled in ServiceM8. |
| `SERVICEM8_RETRIEVE_JOB` | Retrieve Job | Tool to retrieve details of a specific job by its UUID. Use when you have the Job UUID and need its full record. |
| `SERVICEM8_RETRIEVE_JOB_ACTIVITY` | Retrieve Job Activity | Tool to retrieve details of a specific job activity by its UUID. Use when you have the job activity UUID and need its full details. |
| `SERVICEM8_RETRIEVE_JOB_NOTE` | Retrieve Job Note | Retrieve the full details of a specific job note by its UUID. Use this action when you have a note UUID (e.g., from listing job notes) and need to view its complete record including content, timestamps, and the associated job reference. |
| `SERVICEM8_RETRIEVE_JOB_PAYMENT` | Retrieve Job Payment | Retrieve a specific job payment record from ServiceM8 by its UUID. Use this tool when you need to: - Get full details of a specific payment (amount, method, timestamp, notes) - Check if a payment is a deposit or regular payment - View which staff member processed a payment - Verify payment information for a job Prerequisites: You need the job payment UUID, which can be obtained from the 'List All Job Payments' action or from creating a new job payment. |
| `SERVICEM8_RETRIEVE_JOB_QUEUE` | Retrieve Job Queue | Tool to retrieve details of a specific job queue by its UUID. Use when you need full queue metadata before dispatching work. |
| `SERVICEM8_RETRIEVE_LOCATION` | Retrieve Location | Retrieve a specific ServiceM8 location by its UUID. Returns complete location details including name, address fields (street, city, state, country, postal code), geographic coordinates (lat/lng), contact phone number, and active status. Use this when you have a known location UUID and need its full details. To list all available locations, use the List All Locations action first. |
| `SERVICEM8_RETRIEVE_MATERIAL` | Retrieve ServiceM8 Material | Retrieve detailed information about a specific material/product/service by its UUID. Returns pricing, inventory levels, tax settings, and identification details. Use this when you have a material UUID from a job or list operation and need complete details like current stock levels or pricing information. |
| `SERVICEM8_RETRIEVE_STAFF_MEMBER` | Retrieve Staff Member | Tool to retrieve details of a specific staff member by their UUID. Use when you need up-to-date staff information given a known staff UUID. |
| `SERVICEM8_UPDATE_JOB_NOTE` | Update a ServiceM8 Job Note | Tool to update details of an existing job note. Use when modifying a note after its creation. |
| `SERVICEM8_UPDATE_JOB_PAYMENT` | Update Job Payment | Update an existing job payment record in ServiceM8. Use this to modify payment details such as amount, method, note, or status. Requires the payment UUID and at least one field to update. |

## Supported Triggers

None listed.

## Installation and MCP Setup

### Path 1: SDK Installation

#### Path 1, Step 1: Install Composio

Install the Composio SDK
```python
pip install composio_openai
```

```typescript
npm install @composio/openai
```

#### Path 1, Step 2: Initialize Composio and Create Tool Router Session

Import and initialize Composio client, then create a Tool Router session
```python
from openai import OpenAI
from composio import Composio
from composio_openai import OpenAIResponsesProvider

composio = Composio(provider=OpenAIResponsesProvider())
openai = OpenAI()
session = composio.create(user_id='your-user-id')
```

```typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
```

#### Path 1, Step 3: Execute Servicem8 Tools via Tool Router with Your Agent

Get tools from Tool Router session and execute Servicem8 actions with your Agent
```python
tools = session.tools
response = openai.responses.create(
  model='gpt-4.1',
  tools=tools,
  input=[{
    'role': 'user',
    'content': 'List all clients added this week in Servicem8.'
  }]
)
result = composio.provider.handle_tool_calls(
  response=response,
  user_id='your-user-id'
)
print(result)
```

```typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'List all clients added this week in Servicem8.'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
```

### Path 2: MCP Server Setup

#### Path 2, Step 1: Install Composio

Install the Composio SDK and Claude Agent SDK
```python
pip install composio claude-agent-sdk
```

```typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
```

#### Path 2, Step 2: Create Tool Router Session

Initialize the Composio client and create a Tool Router session
```python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions

composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.url
```

```typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
```

#### Path 2, Step 3: Connect to AI Agent

Use the MCP server with your AI agent
```python
import asyncio

options = ClaudeAgentOptions(
    permission_mode='bypassPermissions',
    mcp_servers={
        'tool_router': {
            'type': 'http',
            'url': url,
            'headers': {
                'x-api-key': 'your-composio-api-key'
            }
        }
    },
    system_prompt='You are a helpful assistant with access to Servicem8 tools.',
    max_turns=10
)

async def main():
    async with ClaudeSDKClient(options=options) as client:
        await client.query('List all clients in Servicem8')
        async for message in client.receive_response():
            if hasattr(message, 'content'):
                for block in message.content:
                    if hasattr(block, 'text'):
                        print(block.text)

asyncio.run(main())
```

```typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'List all clients in Servicem8' }],
  stopWhen: stepCountIs(5)
});

console.log(`Agent: ${text}`);
```

## Why Use Composio?

### 1. AI Native Servicem8 Integration

- Supports both Servicem8 MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Servicem8 data

### 2. Managed Auth

- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke Servicem8 access
- Per user and per environment credentials instead of hard-coded keys

### 3. Agent Optimized Design

- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf

### 4. Enterprise Grade Security

- Fine-grained RBAC so you control which agents and users can access Servicem8
- Scoped, least privilege access to Servicem8 resources
- Full audit trail of agent actions to support review and compliance

## Use Servicem8 with any AI Agent Framework

Choose a framework you want to connect Servicem8 with:

- [OpenAI Agents SDK](https://composio.dev/toolkits/servicem8/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/servicem8/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/servicem8/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/servicem8/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/servicem8/framework/codex)
- [OpenClaw](https://composio.dev/toolkits/servicem8/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/servicem8/framework/hermes-agent)
- [Google ADK](https://composio.dev/toolkits/servicem8/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/servicem8/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/servicem8/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/servicem8/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/servicem8/framework/llama-index)
- [CrewAI](https://composio.dev/toolkits/servicem8/framework/crew-ai)
- [Pydantic AI](https://composio.dev/toolkits/servicem8/framework/pydantic-ai)
- [AutoGen](https://composio.dev/toolkits/servicem8/framework/autogen)

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## Frequently Asked Questions

### Do I need my own developer credentials to use Servicem8 with Composio?

No, you can get started immediately using Composio's built-in Servicem8 app. For production, we recommend configuring your own OAuth credentials.

### Can I use multiple toolkits together?

Yes! Composio's Tool Router enables agents to use multiple toolkits. [Learn more](https://docs.composio.dev/tool-router/overview).

### Is Composio secure?

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. [Learn more](https://trust.composio.dev).

### What if the API changes?

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)