Read proposals and work orders; create clients and update proposals in ArborNote. For tree-service companies that run clients, projects, proposals and work orders in ArborNote. Hosted by usefulapi — connect from Claude, ChatGPT, Cursor, or any MCP client.
Team and Enterprise: an Owner adds the connector for the organization first.
Run this command, then run /mcp in Claude Code to log in:
Add to Cursor or add this to ~/.cursor/mcp.json:
{
"mcpServers": {
"arbornote": {
"url": "https://arbornote.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"arbornote": {
"type": "http",
"url": "https://arbornote.usefulapi.io/mcp"
}
}
}No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.
Run these commands. The second one opens the login page:
Other MCP clients (Windsurf, Cline, Zed and more): add the URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser. Do not add an Authorization header: see Before you connect.
List the proposals created or changed in a date range. Open one to read its status, total, line items and approve link.
arbornote_list_proposals arbornote_get_proposal
List the work orders with their schedule and progress. Read the crew arrival and departure times for the same dates.
arbornote_list_work_orders arbornote_list_crew_hours
Open a project and list its tagged trees with species, dimensions, health and work objectives. Use the list to prepare the next proposal.
arbornote_get_project arbornote_list_project_tags
Create the client record first, then the project at the job site with its client details. Both tools add records; no existing record changes.
Changes data · arbornote_create_client arbornote_create_project
Set the job number and the tax rate on a proposal's estimate. Each call replaces the earlier value on that proposal.
Changes data · arbornote_set_proposal_number arbornote_set_proposal_tax
The login page asks for your ArborNote API key.
Find it in ArborNote → Settings → API Access → Show Token. Your key is used only to call the ArborNote API on your behalf and to derive a private account id; it is never shown to anyone.
Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your ArborNote API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
Turn on the ArborNote connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
arbornote_list_clients | read | List clients List all clients (customers) in the ArborNote account, with name, address and contact. ArborNote API: GET /v1/clients. |
arbornote_get_client | read | Get a client Get one client by id, with its name, address, contact and client id. ArborNote API: GET /v1/clients/{id}. |
arbornote_create_client | write | Create a client Create a new client (customer) record in ArborNote. Returns the new clientID. Adds a record; it does not change existing ones. ArborNote API: POST /v1/clients. |
arbornote_list_projects | read | List projects List projects (job sites) with name, address, tree count and date created. ArborNote API: GET /v1/projects. |
arbornote_get_project | read | Get a project Get one project by id, with its details and the associated client. ArborNote API: GET /v1/projects/{id}. |
arbornote_list_project_tags | read | List project tags List the tagged trees and items of one project: species, dimensions, location, health and work objectives. ArborNote API: GET /v1/projects/{id}/tags. |
arbornote_create_project | write | Create a project Create a new project (job site) with its client details in ArborNote. Returns the new projectID. Adds a record. ArborNote API: POST /v1/projects. |
arbornote_list_proposals | read | List proposals List proposals (estimates) created or modified in a date range. Use startDate and endDate together. ArborNote API: GET /v1/proposals. |
arbornote_get_proposal | read | Get a proposal Get one proposal by id: summary, status, total, account, project, client and line items, plus its approve URL. ArborNote API: GET /v1/proposals/{id}. |
arbornote_set_proposal_number | write | Set a proposal job number Set the job number on a proposal's estimate. Replaces any earlier job number. The account behind the key must own the proposal. ArborNote API: POST /v1/proposals/{id}/number. |
arbornote_set_proposal_status | write | Set a proposal status Set the status of a proposal, e.g. Draft, Submitted, Approved, Scheduled, Competed or Billed. This changes the proposal in the customer's ArborNote account. ArborNote API: POST /v1/proposals/{id}/status. |
arbornote_set_proposal_tax | write | Set a proposal tax rate Set the tax rate on a proposal's estimate and recalculate the tax amount from the pre-tax subtotal. Replaces any earlier rate. ArborNote API: POST /v1/proposals/{id}/tax. |
arbornote_list_work_orders | read | List work orders List GTC work orders with name, project, schedule, cost and progress. Without dates, completed orders show the last 7 days and all in-progress orders show. ArborNote API: GET /v1/work-orders. |
arbornote_list_phc_work_orders | read | List PHC work orders List PHC (plant health care) work orders with treatment, price, item count and percent complete. Same date rules as the GTC list. ArborNote API: GET /v1/work-orders/phc. |
arbornote_list_crew_hours | read | List crew hours List crew members' arrival and departure times and roles for work orders in a date range. ArborNote API: GET /v1/crew-hours. |
arbornote_list_appointments | read | List estimator appointments List estimator appointments in a date range, with the project and the arborist assigned. ArborNote API: GET /v1/appointments. |
arbornote_usage_status | Usage status (free-tier meter) Report the caller's current usage: the plan, calls used this month, the limit of the plan (the free monthly cap or the Pro fair use limit), remaining, and whether the limit is reached. Read-only; does not count against the meter. | |
arbornote_request_feature | Request a missing feature Tell usefulapi that the user needs something the ArborNote tools cannot do yet (a missing tool, field or filter). Call it only when the user asks for something none of the tools can do, and tell the user that you send the request. Do not call it for errors or for normal requests. Do not include personal data, credentials or customer records. Stored with the product name and the client type (for example Claude or Cursor), without the user's account. At most 5 requests per day. Does not count against the meter. | |
arbornote_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on ArborNote (the free tier caps monthly usage). Plans: "monthly" — $9/month; "yearly" — $90/year (2 months free). Cancel any time: Pro then runs to the end of the paid period, so it also suits a one-time job. *A fair use limit applies. For heavy use (near Pro's limit): "plus" or "plus_yearly" — Pro+, $39/month or $390/year, unlimited tool calls (fair use limit: 100,000 a month); an existing Pro subscription changes to Pro+ in place (needs confirm: true; the price difference for the rest of the period is charged at once). Otherwise returns a short link to open in your browser (it opens Stripe Checkout); after payment the account upgrades automatically. Does not count against the meter. | |
arbornote_cancel_subscription | Cancel the Pro subscription Cancel the caller's ArborNote Pro subscription at the end of the paid period (no refund for the current period; Pro continues until then, then the free tier applies). Requires confirm: true. Run arbornote_upgrade later to undo the cancel before the period ends. Does not count against the meter. |
| Plan | Price | Limit |
|---|---|---|
| Free | $0 | 50 tool calls / month |
| Proper user | $9/mo · $90/yr | Unlimited* |
*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].
Pro covers this ArborNote server only. Subscribe with arbornote_upgrade (it returns a Stripe Checkout link). Cancel any time with arbornote_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running arbornote_upgrade before then undoes the cancel. Or write to [email protected].
Review open proposals and their totals. Check this week's work orders and crew hours. Plan a proposal from the tagged trees. Set up a new client and job site. Set the job number and tax on an estimate. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by ArborNote. The server calls the ArborNote API with your own ArborNote access, so it sees only the data that your account can see.
Yes. In Claude, add this server's URL as a custom connector. In ChatGPT, add it as a custom MCP server in Plugins. Then log in once. Cursor, VS Code, Claude Code and Codex work too. See the setup steps.
The login page asks for your ArborNote API key. See Before you connect for where to find it.
No. Add only the URL. Do not add an Authorization header or an API key to the client config. The server signs you in with OAuth: the login page asks for your ArborNote API key. If the config has such a header, remove it: some clients then send that header instead of the login token, and every call fails with 401.
The login stores them encrypted in the authorization grant of your connection. The server uses them to call the ArborNote API for you and to derive a private account id for usage metering. usefulapi does not show them on any page or in any reply. To stop all access, remove the connector and change or delete these credentials in ArborNote.
Yes, if you approve it. 5 of the 16 ArborNote tools can create or change data. The other 11 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.
The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with unlimited tool calls (fair use limit: 10,000 tool calls a month), for this ArborNote server only. Cancel any time: Pro then runs to the end of the paid period. Run arbornote_usage_status to see how many calls you used.
Ask the AI to run arbornote_upgrade: it returns a Stripe Checkout link. To cancel, run arbornote_cancel_subscription. Pro continues to the end of the paid period.
Tell the AI what you wanted to do. It can send the request with arbornote_request_feature. We store the text with the server name, the type of AI client and the tool you tried, not with your account, and read every request when we plan new tools. You can send up to 5 requests per day.
Any client that supports remote MCP servers (Streamable HTTP) with OAuth login: Claude (web and desktop), Claude Code, ChatGPT, Codex, Cursor, VS Code, Windsurf and others.
This is a Model Context Protocol endpoint — meant to be connected from an AI client, not opened in a browser. An invalid_token response at the URL is the auth gate working as designed; clients authenticate automatically.
Need a tool this server does not have, or a connection to another system? We build custom integrations and MCP servers.