Read customers, installs, tasks and notes; add leads and notes in Enerflo. For solar sales and install teams that track customers and installs in Enerflo. 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": {
"enerflo": {
"url": "https://enerflo.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"enerflo": {
"type": "http",
"url": "https://enerflo.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 install statuses, then list the installs with one status, for example Permitting. Open an install to read its milestones and files.
enerflo_list_install_statuses enerflo_list_installs enerflo_get_install
Search the customers by name, email or phone. Read the notes and the open tasks of that customer.
enerflo_list_customers enerflo_get_customer enerflo_list_customer_notes enerflo_list_customer_tasks
List the tasks of the whole company with a filter for open tasks. Ask the assistant to group them by due date.
enerflo_list_tasks
Find the install of a customer. Add a note, for example that the city approved the permit. Set the note to customer facing only when the customer may read it.
Changes data · enerflo_find_install enerflo_add_install_note
Search the customers first to check that the lead does not exist. Then add the lead with the contact details and add a note with the context.
Changes data · enerflo_list_customers enerflo_add_lead enerflo_add_customer_note
The login page asks for your Enerflo API key.
An admin finds it in Enerflo → Company Settings → API Access. Use the Global Access key to read installs, customers and tasks. Your key 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 Enerflo 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 Enerflo connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
enerflo_get_company | read | Get my company Return the company that owns the API key (id, name, contact, address, slug). Good first call. Enerflo API: GET /v3/authcheck. |
enerflo_list_offices | read | List offices List the offices of the company. Enerflo API: GET /v3/offices. |
enerflo_list_loan_products | read | List loan products List the finance options (lenders and loan products) of the company. Enerflo API: GET /v3/loan-products. |
enerflo_list_products | read | List products List products (equipment and adders) of the company or of authorized companies. Enerflo API: GET /v3/company/products. |
enerflo_list_install_statuses | read | List install statuses List all possible install project statuses. Enerflo API: GET /v3/install-statuses. |
enerflo_list_users | read | List users List users of the company (and of authorized companies when company_id is not set). Enerflo API: GET /v3/users. |
enerflo_get_user | read | Get a user Get one user by Enerflo user id. Enerflo API: GET /v3/users/{id}. |
enerflo_list_customers | read | List customers List customers and leads. The search term matches name, email or phone. Use pageSize and page for large lists. Enerflo API: GET /v1/customers. |
enerflo_get_customer | read | Get a customer Get one customer by Enerflo customer id. Enerflo API: GET /v3/customers/{id}. |
enerflo_list_customer_notes | read | List customer notes List all notes of a customer. Enerflo API: GET /v3/customers/{id}/notes. |
enerflo_list_customer_appointments | read | List customer appointments List all appointments of a customer. Enerflo API: GET /v3/customers/{id}/appointments. |
enerflo_list_customer_tasks | read | List customer tasks List the tasks of one customer. Enerflo API: GET /v1/tasks/{customerId}. |
enerflo_list_installs | read | List installs List install projects (default 25 per page, newest first). Optional single filter on one field, for example status_name eq 'Permitting'. Enerflo API: GET /v3/installs. |
enerflo_get_install | read | Get an install Get one install project: company, customer, milestones and uploaded files. Enerflo API: GET /v3/installs/{id}. |
enerflo_find_install | read | Find an install for a customer Find the install record of a customer. Give exactly one of customer_id or survey_id. Enerflo API: GET /v1/search/find_install. |
enerflo_list_install_notes | read | List install notes List install notes of the company, newest first, with optional filters. Enerflo API: GET /v3/installs/notes. |
enerflo_list_tasks | read | List company tasks List tasks of the whole company. Optional single filter, for example completed eq 0. Enerflo API: GET /v3/tasks/all. |
enerflo_add_customer_note | write | Add a customer note WRITE: add a note to a customer record. Each call creates a new note (not idempotent). Enerflo API: POST /v3/customers/{id}/notes. |
enerflo_add_install_note | write | Add an install note WRITE: add a note to an install project. Each call creates a new note (not idempotent). Set customer_facing to true only when the customer may read it in the customer portal. Enerflo API: POST /v3/installs/{id}/notes. |
enerflo_add_lead | write | Add a lead WRITE: create a customer/lead in Enerflo. Each call may create a new record (not idempotent): search with enerflo_list_customers first to avoid duplicates. Enerflo API: POST /v1/partner/action/lead/add. |
enerflo_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. | |
enerflo_request_feature | Request a missing feature Tell usefulapi that the user needs something the Enerflo 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. | |
enerflo_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on Enerflo (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. | |
enerflo_cancel_subscription | Cancel the Pro subscription Cancel the caller's Enerflo 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 enerflo_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 Enerflo server only. Subscribe with enerflo_upgrade (it returns a Stripe Checkout link). Cancel any time with enerflo_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running enerflo_upgrade before then undoes the cancel. Or write to [email protected].
See which installs are in a given status. Review a customer before a call. List the tasks that are not completed. Record a note on an install. Add a new lead without a duplicate. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by Enerflo. The server calls the Enerflo API with your own Enerflo 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 Enerflo 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 Enerflo 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 Enerflo 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 Enerflo.
Yes, if you approve it. 3 of the 20 Enerflo tools can create or change data. The other 17 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 Enerflo server only. Cancel any time: Pro then runs to the end of the paid period. Run enerflo_usage_status to see how many calls you used.
Ask the AI to run enerflo_upgrade: it returns a Stripe Checkout link. To cancel, run enerflo_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 enerflo_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.