# How to integrate Servicem8 MCP with Atomic Agent ```json { "title": "How to integrate Servicem8 MCP with Atomic Agent", "toolkit": "Servicem8", "toolkit_slug": "servicem8", "framework": "Atomic Agent", "framework_slug": "atomic-agent", "url": "https://composio.dev/toolkits/servicem8/framework/atomic-agent", "markdown_url": "https://composio.dev/toolkits/servicem8/framework/atomic-agent.md", "updated_at": "2026-08-11T13:14:37.261Z" } ``` ## 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](https://atomicagent.io/docs/?cta_placement=atomic-agent-docs) for installation instructions. ## Also integrate 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) ## TL;DR ### 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 ### Connect Servicem8 to Atomic Agent - Sign up or sign in to the [Composio dashboard](https://dashboard.composio.dev/?cta_placement=atomic-agent-api-key). Copy your API key. - 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. - Ask Atomic Agent to do something in Servicem8. It searches Composio for the right tool. - 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. ## 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. ## 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](/pricing) for the current limits that apply to your connection. ## Complete Code None listed. ## Conclusion ### 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](https://atomicagent.io/?cta_placement=atomic-agent-site) or inspect the [Atomic Agent source code](https://github.com/AtomicBot-ai/atomic-agent?cta_placement=atomic-agent-repo). ## How to build Servicem8 MCP Agent with another framework - [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) ## Related Toolkits - [Google Sheets](https://composio.dev/toolkits/googlesheets) - Google Sheets is a cloud-based spreadsheet tool for real-time collaboration and data analysis. It lets teams work together from anywhere, updating information instantly. - [Notion](https://composio.dev/toolkits/notion) - Notion is a collaborative workspace for notes, docs, wikis, and tasks. It streamlines team knowledge, project tracking, and workflow customization in one place. - [Airtable](https://composio.dev/toolkits/airtable) - Airtable combines the flexibility of spreadsheets with the power of a database for easy project and data management. Teams use Airtable to organize, track, and collaborate with custom views and automations. - [Asana](https://composio.dev/toolkits/asana) - Asana is a collaborative work management platform for teams to organize and track projects. It streamlines teamwork, boosts productivity, and keeps everyone aligned on goals. - [Google Tasks](https://composio.dev/toolkits/googletasks) - Google Tasks is a to-do list and task management tool integrated into Gmail and Google Calendar. It helps you organize, track, and complete tasks across your Google ecosystem. - [Linear](https://composio.dev/toolkits/linear) - Linear is a modern issue tracking and project planning tool for fast-moving teams. It helps streamline workflows, organize projects, and boost productivity. - [Jira](https://composio.dev/toolkits/jira) - Jira is Atlassian’s platform for bug tracking, issue tracking, and agile project management. It helps teams organize work, prioritize tasks, and deliver projects efficiently. - [Clickup](https://composio.dev/toolkits/clickup) - ClickUp is an all-in-one productivity platform for managing tasks, docs, goals, and team collaboration. It streamlines project workflows so teams can work smarter and stay organized in one place. - [Monday](https://composio.dev/toolkits/monday) - Monday.com is a customizable work management platform for project planning and collaboration. It helps teams organize tasks, automate workflows, and track progress in real time. - [Addressfinder](https://composio.dev/toolkits/addressfinder) - Addressfinder is a data quality platform for verifying addresses, emails, and phone numbers. It helps you ensure accurate customer and contact data every time. - [Agiled](https://composio.dev/toolkits/agiled) - Agiled is an all-in-one business management platform for CRM, projects, and finance. It helps you streamline workflows, consolidate client data, and manage business processes in one place. - [AirOps MCP](https://composio.dev/toolkits/airops_mcp) - AirOps MCP is AirOps' managed content platform exposing brand context, knowledge bases, and workflows. Use it to give agents brand-aware content, automate content workflows, and track Brand Kit edits. - [Amazing Marvin](https://composio.dev/toolkits/amazing_marvin) - Amazing Marvin is a personal productivity app for tasks, projects, habits, planning, time tracking, and rewards. It helps you build a flexible workflow that matches how you actually work. - [AnyDB](https://composio.dev/toolkits/any_db) - AnyDB is a flexible collaborative database platform for organizing records, files, and automated workflows. It helps teams centralize data, collaborate on records, and automate routine tasks. - [ApptiveGrid](https://composio.dev/toolkits/apptivegrid) - ApptiveGrid is a collaborative no-code database and app platform for spaces, grids, forms, and structured records. It helps teams organize operational data, collect inputs, and build lightweight business apps without custom backend work. - [Ascora](https://composio.dev/toolkits/ascora) - Ascora is a cloud-based field service management platform for service businesses. It streamlines scheduling, invoicing, and customer operations in one place. - [Atlassian MCP](https://composio.dev/toolkits/atlassian_mcp) - Atlassian Rovo MCP connects agents to Jira, Jira Service Management, Confluence, Bitbucket, Compass, and Teamwork Graph workflows. It lets teams surface and act on Atlassian data while respecting existing user permissions. - [Basecamp](https://composio.dev/toolkits/basecamp) - Basecamp is a project management and team collaboration tool by 37signals. It helps teams organize tasks, share files, and communicate efficiently in one place. - [Beeminder](https://composio.dev/toolkits/beeminder) - Beeminder is an online goal-tracking platform that uses monetary pledges to keep you motivated. Stay accountable and hit your targets with real financial incentives. - [Boxhero](https://composio.dev/toolkits/boxhero) - Boxhero is a cloud-based inventory management platform for SMBs, offering real-time updates, barcode scanning, and team collaboration. It helps businesses streamline stock tracking and analytics for smarter inventory decisions. ## Frequently Asked Questions ### What are the differences in Tool Router MCP and Servicem8 MCP? 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. ### Can I use Tool Router MCP with Atomic Agent? 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. ### Can I manage the permissions and scopes for Servicem8 while using Tool Router? 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. ### How safe is my data with Composio Tool Router? 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. --- [See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)