BlueFolder MCP server

Read customers, equipment and service requests; add service requests and comments in BlueFolder. For field service and facilities teams that log service requests, equipment and contracts in BlueFolder. Hosted by usefulapi — connect from Claude, ChatGPT, Cursor, or any MCP client.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name BlueFolder and this URL, then click Add:
    https://bluefolder.usefulapi.io/mcp
  3. Claude opens the login page: enter your BlueFolder API token.
  4. In a chat, click + → Connectors and turn on BlueFolder.

Team and Enterprise: an Owner adds the connector for the organization first.

Claude Code

Run this command, then run /mcp in Claude Code to log in:

claude mcp add --transport http bluefolder https://bluefolder.usefulapi.io/mcp

Cursor

Add to Cursor or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "bluefolder": {
      "url": "https://bluefolder.usefulapi.io/mcp"
    }
  }
}

VS Code

Add to VS Code or add this to .vscode/mcp.json:

{
  "servers": {
    "bluefolder": {
      "type": "http",
      "url": "https://bluefolder.usefulapi.io/mcp"
    }
  }
}

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name BlueFolder and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://bluefolder.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your BlueFolder API token.
  4. In Plugins, install BlueFolder, then choose it in a chat.

No Add custom MCP server option? It depends on your account or workspace settings: see OpenAI's guide.

Codex

Run these commands. The second one opens the login page:

codex mcp add bluefolder --url https://bluefolder.usefulapi.io/mcp
codex mcp login bluefolder

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.

live21 toolsFree 50 tool calls / monthPro $9/mo · $90/yr

What you can do with BlueFolder in Claude and ChatGPT

Look up a customer's open service requests

Look up a customer, then list their open service requests. Open one request to read its items, labor and billing totals.

bluefolder_get_customer bluefolder_list_service_requests bluefolder_get_service_request

Check equipment service dates before a visit

List the equipment of one customer. Open one unit to read its service dates and notes.

bluefolder_list_equipment bluefolder_get_equipment

Review service contracts and their balances

List the service contracts by customer or status. Open one contract to read its balances, billing details and limits.

bluefolder_list_contracts bluefolder_get_contract

Read the history of a service request

Read the history and comments of one service request, by its id or its external id.

bluefolder_get_service_request_history

Log a new job and its comments

Create a service request for a customer and add comments to it. Customer emails are sent only when notifyCustomer is set to true.

Changes data · bluefolder_add_service_request bluefolder_add_service_request_comment bluefolder_add_customer_comment

Before you connect

The login page asks for your BlueFolder API token.

Find it in BlueFolder → Settings → API, in the Authorized API Users table (your API must be enabled on a Premium plan). The token is used only to call the 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 BlueFolder API token. 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.

Example prompts

Turn on the BlueFolder connector, then ask in plain words. The AI picks the tools.

Tools 21

ToolTypeWhat it does
bluefolder_list_customersread
List customers
List customers (basic: id, name, type, inactive flag; full: more fields). BlueFolder API: POST /customers/list.aspx.
bluefolder_get_customerread
Get a customer
Get one customer with its contacts and locations. Give customerId or externalId. BlueFolder API: POST /customers/get.aspx.
bluefolder_list_service_requestsread
List service requests
List service requests (jobs), optionally filtered by customer, status, billing status, invoice or reference number, or a created/closed date range. Use status 'open' for all non-closed requests. BlueFolder API: POST /serviceRequests/list.aspx.
bluefolder_get_service_requestread
Get a service request
Get one service request with its items, labor, materials, expenses, assignments and billing totals. Give serviceRequestId or externalId. BlueFolder API: POST /serviceRequests/get.aspx.
bluefolder_get_service_request_historyread
Get service request history
Get the history and comments of one service request. Give serviceRequestId or externalId. BlueFolder API: POST /serviceRequests/getHistory.aspx.
bluefolder_list_equipmentread
List equipment
List equipment (assets), optionally for one customer by customerId or customerExternalId. BlueFolder API: POST /equipment/list.aspx.
bluefolder_get_equipmentread
Get equipment
Get one equipment item with its service dates and notes. BlueFolder API: POST /equipment/get.aspx.
bluefolder_list_contractsread
List contracts
List service contracts, optionally filtered by customer or status. BlueFolder API: POST /contracts/list.aspx.
bluefolder_get_contractread
Get a contract
Get one contract with its balances, billing details and limits. BlueFolder API: POST /contracts/get.aspx.
bluefolder_list_itemsread
List items
List catalog items (parts, labor and service items) with unit price and cost. BlueFolder API: POST /items/list.aspx.
bluefolder_get_itemread
Get an item
Get one catalog item with its unit price, cost and manufacturer data. BlueFolder API: POST /items/get.aspx.
bluefolder_list_usersread
List users
List the BlueFolder users (technicians, dispatchers, admins) with their ids and types. BlueFolder API: POST /users/list.aspx.
bluefolder_get_userread
Get a user
Get one BlueFolder user (no password). BlueFolder API: POST /users/get.aspx.
bluefolder_list_tax_codesread
List tax codes
List the tax codes and rates set up in the account. BlueFolder API: POST /taxCodes/list.aspx.
bluefolder_add_service_requestwrite
Create a service request
Create a new service request (job) for a customer. It sends no customer email unless notifyCustomer is true. BlueFolder API: POST /serviceRequests/add.aspx.
bluefolder_add_service_request_commentwrite
Add a service request comment
Add a comment to a service request. A public comment with notifyCustomer true emails the customer. BlueFolder API: POST /serviceRequests/addComment.aspx.
bluefolder_add_customer_commentwrite
Add a customer comment
Add an internal comment to a customer record. BlueFolder API: POST /customers/addComment.aspx.
bluefolder_usage_statusmeta
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.
bluefolder_request_featuremeta
Request a missing feature
Tell usefulapi that the user needs something the BlueFolder 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.
bluefolder_upgrademeta
Upgrade to Pro (unlimited*)
Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on BlueFolder (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.
bluefolder_cancel_subscriptionmeta
Cancel the Pro subscription
Cancel the caller's BlueFolder 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 bluefolder_upgrade later to undo the cancel before the period ends. Does not count against the meter.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yrUnlimited*

*Pro fair use limit: 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this BlueFolder server only. Subscribe with bluefolder_upgrade (it returns a Stripe Checkout link). Cancel any time with bluefolder_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running bluefolder_upgrade before then undoes the cancel. Or write to [email protected].

FAQ

What can I do with BlueFolder in Claude or ChatGPT?

Look up a customer's open service requests. Check equipment service dates before a visit. Review service contracts and their balances. Read the history of a service request. Log a new job and its comments. See what you can do for the details.

Is this an official BlueFolder product?

No. usefulapi is an independent service. It is not affiliated with or endorsed by BlueFolder. The server calls the BlueFolder API with your own BlueFolder access, so it sees only the data that your account can see.

Can I connect BlueFolder to Claude or ChatGPT?

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.

What do I need to connect?

The login page asks for your BlueFolder API token. See Before you connect for where to find it.

Do I put my BlueFolder key or an Authorization header in the client config?

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 BlueFolder API token. 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.

How do you keep my BlueFolder credentials?

The login stores them encrypted in the authorization grant of your connection. The server uses them to call the BlueFolder 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 BlueFolder.

Can the AI change my BlueFolder data?

Yes, if you approve it. 3 of the 17 BlueFolder tools can create or change data. The other 14 are marked read-only. Most MCP clients ask you to approve a tool call before it runs.

What does it cost?

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 BlueFolder server only. Cancel any time: Pro then runs to the end of the paid period. Run bluefolder_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run bluefolder_upgrade: it returns a Stripe Checkout link. To cancel, run bluefolder_cancel_subscription. Pro continues to the end of the paid period.

What if a BlueFolder tool that I need is missing?

Tell the AI what you wanted to do. It can send the request with bluefolder_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.

Which AI clients can I use?

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.

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