How to integrate Servicem8 MCP with Atomic Agent

Connect Atomic Agent to Servicem8 MCP. Create a new job for a plumbing callout, list all clients with overdue invoices, and more using natural language, with authentication handled for you.

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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.

28 Tools

Introduction

Atomic Agent is an open-source AI agent that runs on your machine and supports local models through llama.cpp. Connect it to 1,500+ apps through Composio, including Servicem8.

This guide uses Atomic Agent's built-in Composio integration. You need Atomic Agent v0.5.6 or later, your own Composio API key, and a Servicem8 account. See the Atomic Agent documentation for installation instructions.

Also integrate Servicem8 with

How Atomic Agent connects to Servicem8

Atomic Agent connects to Composio's Tool Router over Streamable HTTP MCP. It discovers the tools needed for your request, and Composio handles account authentication.

Execution and account-connection tools follow Atomic Agent's configured approval policy. Review any approval prompt before allowing an action on your connected account.

Connect Servicem8 to Atomic Agent

  1. Sign up or sign in to the Composio dashboard. Copy your API key.
  2. In Atomic Agent, open the Integrations tab and select Composio. Select API key, press e, paste the key, and press Enter. The tools become available immediately, without a restart.
  3. Ask Atomic Agent to do something in Servicem8. It searches Composio for the right tool.
  4. On first use, open the sign-in link returned in the chat. Connect your Servicem8 account, then return to Atomic Agent to continue.

Headless setup

Add the following line to ~/.atomic-agent/.env, replacing YOUR_COMPOSIO_API_KEY with your key. Start Atomic Agent after saving the file.

bash
COMPOSIO_API_KEY=YOUR_COMPOSIO_API_KEY

What is the Servicem8 MCP server, and what's possible with it?

The Servicem8 MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Servicem8 account. It provides structured and secure access to your job management system, so your agent can perform actions like creating jobs, managing notes and payments, listing clients, and retrieving templates on your behalf.

  • Job creation and management: Instruct your agent to create new jobs, add detailed job information, or update records, streamlining field service operations.
  • Automated note handling: Have your agent attach important notes to jobs or remove outdated notes to keep job records clean and up-to-date.
  • Payment processing and tracking: Let your agent record new job payments or archive payment records, ensuring accurate and timely invoicing.
  • Comprehensive client and asset retrieval: Ask your agent to pull complete lists of clients and assets for reporting, integrations, or inventory management.
  • Template and form discovery: Fetch available document templates and forms so your agent can prepare job paperwork or gather required information efficiently.

Use Servicem8 from Atomic Agent

With your account connected, ask Atomic Agent to work with Servicem8 in natural language. You can connect more apps through the same Composio integration as you need them.

Visit the Atomic Agent website or inspect the Atomic Agent source code.

Troubleshooting

Why is my API key rejected?

Copy the key directly from the Composio dashboard. Atomic Agent requires ASCII characters because it sends the key in an HTTP header. Remove any extra characters introduced when copying.

Why are Composio tools unavailable after saving a key?

Check that you use Atomic Agent v0.5.6 or later and that Composio is enabled in your configuration. A "composio": { "enabled": false } setting disables the integration while keeping the saved key on disk.

Does Composio have a free plan?

The Hobby plan includes 100,000 tool calls per month. Composio-managed OAuth apps have a lower included allowance. See Composio pricing for the current limits that apply to your connection.

TOOLS

Supported Tools

Every Servicem8 action and event your agent gets out of the box.

ServiceM8 Create Job Note

Create a new job note in ServiceM8.

ServiceM8 Create Job Payment

Tool to create a new job payment in ServiceM8.

Create a new Job

Tool to create a new Job in ServiceM8.

Delete Custom Field

Delete a custom field in ServiceM8 by its UUID.

Delete Job Note

Deletes (archives) a job note in ServiceM8 by its UUID.

Delete Job Payment

Archives (soft-deletes) a job payment record in ServiceM8 by its UUID.

List All Assets

Tool to list all ServiceM8 assets.

List All Clients

Tool to list all ServiceM8 clients.

List All Document Templates

Tool to list document templates.

List All Forms

Tool to list all ServiceM8 forms.

List All Job Notes

List all job notes from ServiceM8.

List All Job Queues

List all job queues in ServiceM8.

List All Jobs

Tool to list all jobs.

List All Locations

Lists all ServiceM8 locations.

List All Materials

Retrieve all materials (products, labour rates, inventory items) from ServiceM8.

List All Tasks

Retrieves all tasks from a ServiceM8 account with optional filtering and cursor-based pagination.

Retrieve ServiceM8 Client

Tool to retrieve details of a specific client by its UUID.

Retrieve Form

Retrieve details of a specific form template by its UUID.

Retrieve Job

Tool to retrieve details of a specific job by its UUID.

Retrieve Job Activity

Tool to retrieve details of a specific job activity by its UUID.

Retrieve Job Note

Retrieve the full details of a specific job note by its UUID.

Retrieve Job Payment

Retrieve a specific job payment record from ServiceM8 by its UUID.

Retrieve Job Queue

Tool to retrieve details of a specific job queue by its UUID.

Retrieve Location

Retrieve a specific ServiceM8 location by its UUID.

Retrieve ServiceM8 Material

Retrieve detailed information about a specific material/product/service by its UUID.

Retrieve Staff Member

Tool to retrieve details of a specific staff member by their UUID.

Update a ServiceM8 Job Note

Tool to update details of an existing job note.

Update Job Payment

Update an existing job payment record in ServiceM8.

FAQ

Frequently asked questions

With a standalone Servicem8 MCP server, the agents and LLMs can only access a fixed set of Servicem8 tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Servicem8 and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Atomic Agent fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Servicem8 tools.

Yes, absolutely. You can configure which Servicem8 scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Servicem8 data and credentials are handled as safely as possible.

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