How to connect Servicem8 to Claude Cowork

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks. This guide walks you through the easiest and most secure way to connect your Servicem8 account to Cowork via Composio Connect, enabling it to create a new job for a plumbing callout, list all clients with overdue invoices, add a payment note to job 12345, and more such actions on your behalf without compromising your account security.

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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

Cowork is Anthropic's AI agent for knowledge work. Think of it as Claude Code for everything else. It works autonomously with your computer, local files, and applications to accomplish complex tasks.

This guide walks you through the easiest and most secure way to connect your Servicem8 account to Cowork via Composio Connect, enabling it to create a new job for a plumbing callout, list all clients with overdue invoices, add a payment note to job 12345, and more such actions on your behalf without compromising your account security.

Also integrate Servicem8 with

OpenAI Agents SDKClaude Agent SDKClaude CodeCodexOpenClawHermesCLIGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAI

Connecting Servicem8 to Claude Cowork

1. Open Customize

In Claude Desktop, click Customize in the left sidebar, then select Connectors and click the + icon at the top.

Claude Desktop connectors screen with Add custom connector selected

2. Add the Composio MCP server

Click Add custom connector and paste in the Composio MCP server URL:

bash
https://connect.composio.dev/mcp
Add custom connector dialog with Composio MCP server URL

3. Authorize in your browser

Click Connect. You'll be redirected to a browser window where you can authorize Composio to continue.

Composio authorization screen for Claude Cowork

4. Connect your Servicem8 account

Back in Cowork, ask the agent to connect to Servicem8 or give it any Servicem8-related task.

For example, ask Cowork to:

  • "Create a new job for a plumbing callout"
  • "List all clients with overdue invoices"
  • "Add a payment note to job 12345"

It will prompt you to authenticate and authorize access.

That's it. Composio's tools are now available in Cowork, and your Servicem8 account is ready to use.

What is Claude Cowork?

Claude Cowork is Anthropic's agent for general knowledge work. It can use your computer, files, and connected applications to complete longer-running tasks across your work tools.

With Composio Connect, Cowork can securely access apps like Servicem8 through MCP without you sharing account credentials directly with the agent.

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.
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.

FRAMEWORKS

How to build Servicem8 MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Servicem8 MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Servicem8 MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Servicem8 MCP with Claude Code

Codex logo

Codex

Use Servicem8 MCP with Codex

OpenClaw logo

OpenClaw

Use Servicem8 MCP with OpenClaw

Hermes logo

Hermes

Use Servicem8 MCP with Hermes

CLI logo

CLI

Use Servicem8 MCP with CLI

Google ADK logo

Google ADK

Use Servicem8 MCP with Google ADK

LangChain logo

LangChain

Use Servicem8 MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Servicem8 MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Servicem8 MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Servicem8 MCP with LlamaIndex

CrewAI logo

CrewAI

Use Servicem8 MCP with CrewAI

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. Claude Cowork 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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A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

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