How to integrate Servicem8 MCP with Codex

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Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With Servicem8 MCP integration, you can draft, triage, summarise emails, and much more, all without leaving the terminal or app, whichever you prefer.

Composio removes the Authentication handling completely from you. We handle the entire integration lifecycle, and all you need to do is just copy the URL below, authenticate inside Codex, and start using it.

Why use Composio?

Apart from a managed and hosted MCP server, you will get:

  • CodeAct: A dedicated workbench that allows GPT to write its code to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Large tool responses: Handle them to minimise context rot.
  • Dynamic just-in-time access to 20,000 tools across 870+ other Apps for cross-app workflows. It loads the tools you need, so GPTs aren't overwhelmed by tools you don't need.

How to install Servicem8 MCP in Codex

Codex CLI

Run the command in your terminal.

Terminal

This will auto-redirect you to the Rube authentication page.

Rube authentication redirect page

Once you're authenticated, you will be able to access the tools.

Verify the installation by running:

codex mcp list

If you otherwise prefer to use config.toml, add the following URL to it. You can get the bearer token from rube.app → Use Rube → MCP URL → Generate token

[projects."/home/user/composio"]
trust_level = "untrusted"

[mcp_servers.rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex in VS Code

If you have installed Codex in VS Code.

Then: ⚙️ → MCP Settings → + Add servers → Streamable HTTP:

Add the Rube MCP URL: https://rube.app/mcp and the bearer token.

VS Code MCP Settings

To verify, click on the Open config.toml

Open config toml in Codex

Make sure it's there:

[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
Codex App MCP Settings
  1. Restart and verify if it's there in .codex/config.toml
[mcp_servers.composio_rube]
bearer_token_env_var = "your bearer token"
enabled = true
url = "https://rube.app/mcp"
  1. Save, restart the extension, and start working.

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 & Triggers

Tools
ServiceM8 Create Job NoteTool to create a new job note in servicem8.
ServiceM8 Create Job PaymentTool to create a new job payment in servicem8.
Create a new JobTool to create a new job in servicem8.
Delete Job NoteTool to delete a specific job note.
ServiceM8 Delete Job PaymentTool to delete (archive) a specific job payment by its uuid.
List All AssetsTool to list all servicem8 assets.
List All ClientsTool to list all servicem8 clients.
List All Document TemplatesTool to list document templates.
List All FormsTool to list all servicem8 forms.
List All Job NotesTool to list all job notes in servicem8.
List All Job QueuesTool to list all job queues in servicem8.
List All JobsTool to list all jobs.
List All LocationsTool to list all servicem8 locations.
List All MaterialsTool to list all materials.
List All TasksTool to list all tasks in a servicem8 account.
Retrieve ServiceM8 ClientTool to retrieve details of a specific client by its uuid.
Retrieve FormTool to retrieve details of a specific form by its uuid.
Retrieve JobTool to retrieve details of a specific job by its uuid.
Retrieve Job ActivityTool to retrieve details of a specific job activity by its uuid.
Retrieve Job NoteTool to retrieve details of a specific job note by its uuid.
Retrieve Job PaymentTool to retrieve details of a specific job payment by its uuid.
Retrieve Job QueueTool to retrieve details of a specific job queue by its uuid.
Retrieve LocationTool to retrieve details of a specific location by its uuid.
Retrieve ServiceM8 MaterialTool to retrieve details of a specific material by its uuid.
Retrieve Staff MemberTool to retrieve details of a specific staff member by their uuid.
ServiceM8 Create JobTool to create a new job in servicem8.
Update a ServiceM8 Job NoteTool to update details of an existing job note.
ServiceM8 Update Job PaymentTool to update details of an existing job payment.

Conclusion

You've successfully integrated Servicem8 with Codex using Composio's Rube MCP server. Now you can interact with Servicem8 directly from your terminal, VS Code, or the Codex App using natural language commands.

Key benefits of this setup:

  • Seamless integration across CLI, VS Code, and standalone app
  • Natural language commands for Servicem8 operations
  • Managed authentication through Composio's Rube
  • Access to 20,000+ tools across 870+ apps for cross-app workflows
  • CodeAct workbench for complex tool chaining

Next steps:

  • Try asking Codex to perform various Servicem8 operations
  • Explore cross-app workflows by connecting more toolkits
  • Build automation scripts that leverage Codex's AI capabilities

How to build Servicem8 MCP Agent with another framework

FAQ

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 Codex?

Yes, you can. Codex 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.

Used by agents from

Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai
Context
Letta
glean
HubSpot
Agent.ai
Altera
DataStax
Entelligence
Rolai

Never worry about agent reliability

We handle tool reliability, observability, and security so you never have to second-guess an agent action.