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How to integrate Servicem8 MCP with Codex

Connect Codex 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.

61 Tools

Introduction

Codex is one of the most popular coding harnesses out there. And MCP makes the experience even better. With the Servicem8 MCP integration, Codex can create and update jobs, manage clients and contacts, add job notes and materials, record job payments, and track tasks, all without leaving the terminal or the app, whichever you prefer.

Also integrate Servicem8 with

Claude CodeClaude CoworkOpenAI Agents SDKClaude Agent SDKOpenClawHermesAtomic AgentGoogle ADKLangChainVercel AI SDKMastra AILlamaIndexCrewAIPydantic AIAutoGen

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 1700+ 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

Run the setup command

Run this command in your terminal to add the Composio MCP server to Codex.

Terminal

It will initiate the authentication in a browser window, authorize Codex to access your Composio account.

Composio authentication page

(Optional) Authenticate with OAuth

To authenticate manually, run the login command to open a browser window and authorize Codex to access your Composio account.

bash
codex mcp login composio

Verify the connection

Run codex mcp list to confirm Composio appears as a registered MCP server.

bash
codex mcp list

Codex App

Codex App follows the same approach as VS Code.

  1. Click ⚙️ on the bottom left → MCP Servers → + Add servers → Streamable HTTP:
  2. Fill the header and Key fields with { "x-consumer-api-key" = "ck_*******" }.
  3. The Key is the Composio API key, that you can find on dashboard.composio.dev
  4. Click on Authenticate and authorize Codex to your Composio account and you're all set.
Codex App MCP setup
  1. Restart and verify if it's there in .codex/config.toml
bash
[mcp_servers.composio]
url = "https://connect.composio.dev/mcp"
http_headers = { "x-consumer-api-key" = "ck_*******" }

Try it

Ask Codex for a Servicem8 task. The first time, Composio asks you to connect your Servicem8 account.

For example, ask it to:

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

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.

Conclusion

You've successfully integrated Servicem8 with Codex using Composio's 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
  • Access to 20,000+ tools across 1700+ 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
TOOLS

Supported Tools

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

Create ServiceM8 Client

Create a ServiceM8 client company and retrieve its saved record.

Create Company Contact

Create a contact for a ServiceM8 client company and return its UUID.

Create Job Activity

Create a scheduled or recorded ServiceM8 job activity and return its UUID.

Create Job Checklist

Create a ServiceM8 job checklist item and return its UUID.

Create Job Contact

Add a contact to a ServiceM8 job and return its created UUID.

Add Job Material

Add a material line to a ServiceM8 job and return its created UUID.

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

Create a new ServiceM8 job and retrieve its saved record.

Create Material

Create a ServiceM8 material catalog record and return its UUID.

ServiceM8 Create Task

Create a ServiceM8 task, optionally related to another ServiceM8 record.

Delete Custom Field

Delete a custom field in ServiceM8 by its UUID.

Delete Job Activity

Archive a ServiceM8 job activity by 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

List ServiceM8 form templates, optionally using an OData-style filter to narrow the results.

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

List ServiceM8 materials, including products, labour rates and inventory items, with optional filtering; requires the 'read_inventory' OAuth scope.

List All Tasks

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

List Attachments

List ServiceM8 attachment metadata with filtering and cursor pagination.

List Company Contacts

List company contacts, optionally narrowed by an OData filter.

List Form Responses

List submitted ServiceM8 form responses with filtering and pagination.

List Job Activities

List and filter ServiceM8 job activities with cursor pagination.

List Job Allocations

List ServiceM8 job allocations, optionally filtered by public fields.

List Job Categories

List job categories, optionally narrowed by an OData filter.

List Job Checklists

List ServiceM8 job checklist items with filtering and cursor pagination.

List Job Contacts

List contacts linked to ServiceM8 jobs, with filtering and cursor pagination.

List Job Materials

List material assignments on ServiceM8 jobs.

List Job Payments

List, filter, and cursor-page ServiceM8 job payments.

List Staff Members

List staff members, optionally narrowed by an OData filter.

List Vendors

List vendor accounts, optionally narrowed by an OData filter.

Retrieve ServiceM8 Client

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

Get Company Contact

Retrieve one ServiceM8 company contact 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.

Get Job Contact

Retrieve one ServiceM8 job contact by its UUID.

Get Job Material

Retrieve one ServiceM8 job material line item 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 ServiceM8 location by UUID, including available address, geographic coordinates, contact phone number, and active status.

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 ServiceM8 Client

Update a ServiceM8 client by UUID, requiring the client name, and retrieve the saved record.

Update Company Contact

Partially update a company contact by UUID and retrieve the saved record.

Update ServiceM8 Job

Update a ServiceM8 job by UUID, requiring a job status, and retrieve the saved record.

Update Job Activity

Update a known job activity and return it.

Update Job Contact

Update selected fields on a ServiceM8 job contact and return the saved record.

Update Job Material

Update an existing material line assigned to a ServiceM8 job.

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.

Update ServiceM8 Job Queue

Update a ServiceM8 job queue and return its saved provider record.

Update ServiceM8 Material

Update an inventory material by UUID, requiring its name, and return its saved provider record.

ServiceM8 Update Task

Update a ServiceM8 task by UUID, requiring its name, and return the saved record.

FRAMEWORKS

How to build Servicem8 MCP Agent with another framework

Claude Code logo

Claude Code

Use Servicem8 MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Servicem8 MCP with Claude Cowork

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

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

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