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How to connect Servicem8 to Claude

Connect Claude Web, Desktop and Cowork 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

Claude is Anthropic's AI assistant, available on the web, in the desktop app, and on mobile. Cowork is its agent for knowledge work, and it runs on all of those surfaces too. Connected to your apps, Claude can work with your files and services to accomplish complex tasks on your behalf.

This guide walks you through the easiest and most secure way to connect your Servicem8 account to Claude 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.

Setup is the same on Claude Web, Desktop, and Cowork, and you only need to do it once. The connector is tied to your account, so it's available in all three.

Also integrate Servicem8 with

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Connecting Servicem8 to Claude Web, Desktop, and Cowork

Two ways to add the Composio connector. Pick whichever you prefer.

1. Add with one click

Click the button. Claude opens with the Composio connector filled in. Click Add, then go to step 2.

Add to Claude

Add manually

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

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

2. 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 Web, Desktop, and Cowork

3. Connect your Servicem8 account

Back in Claude, ask it to connect to Servicem8 or give it any Servicem8-related task.

For example, ask Claude 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 Claude, and your Servicem8 account is ready to use.

What is the Servicem8 Claude Connector, 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.

Troubleshooting

1. Why does Claude not use the Composio connector for Servicem8?

The connector can show as connected, but Claude must use it in each Servicem8 conversation.

  • Click + at the lower left of the chat, or type /.
  • Hover Connectors.
  • Turn on Composio.
  • Ask Claude to connect to Servicem8 again.

2. Why does Claude show an MCP server error before Servicem8 connects?

Claude can show Couldn't reach the MCP server or Authorization with the MCP server failed when you add the connector for Servicem8.

  • Check that the connector URL is https://connect.composio.dev/mcp.
  • Connectors run from Anthropic's cloud, so your device network is usually not the problem.
  • Add the connector again from Customize > Connectors, then ask Claude to connect Servicem8.
  • If it fails again, send the error and the ofid_ reference id to support@composio.dev.

3. Why does the Servicem8 authorization link not work?

The Composio connector is one server. Your Servicem8 account connects separately when Claude asks for it.

  • If the browser does not open, or the link expires, ask Claude to retry the Servicem8 connection.
  • Composio creates a fresh Servicem8 authorization link.
  • Open that link in your browser and finish the Servicem8 sign-in.

4. Why do Servicem8 actions fail after they worked before?

The Servicem8 connection can expire or lose permission.

  • Ask Claude to inspect the Servicem8 connection.
  • If the connection is unhealthy, disconnect it when Claude prompts you.
  • Reconnect the Servicem8 account and retry the action.
  • If Claude shows a permission prompt, approve it before Claude changes data in Servicem8.
  • If the action still fails with a permission error, check that the connected account has that permission in Servicem8 itself.

5. How do I switch to a different Servicem8 account?

Claude can manage the Servicem8 connection for you.

  • Ask Claude to disconnect or delete the current Servicem8 account.
  • Ask Claude to connect Servicem8 again.
  • Open the new Composio authorization link for Servicem8.
  • Sign in with the other Servicem8 account in the browser.
  • After the account connects, ask Claude to retry the Servicem8 task.

6. Why is my Servicem8 connection missing in Claude Desktop or on a Team plan?

The connector belongs to your Claude account, so your Servicem8 connection works in Claude Web, Desktop, and Cowork.

  • In Claude Desktop, open Customize > Connectors.
  • Next to Composio, click ⋮ and click Clear cache.
  • If Servicem8 tools still do not appear, click ⋮, disconnect, remove the connector, and add it again.
  • On Team or Enterprise, an Owner or Primary Owner must enable the connector before you can connect Servicem8.
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

Claude Code logo

Claude Code

Use Servicem8 MCP with Claude Code

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

Codex logo

Codex

Use Servicem8 MCP with Codex

OpenClaw logo

OpenClaw

Use Servicem8 MCP with OpenClaw

Hermes logo

Hermes

Use Servicem8 MCP with Hermes

Atomic Agent logo

Atomic Agent

Use Servicem8 MCP with Atomic Agent

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

Pydantic AI logo

Pydantic AI

Use Servicem8 MCP with Pydantic AI

AutoGen logo

AutoGen

Use Servicem8 MCP with AutoGen

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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