FieldEdge MCP server

Read work orders, customers and invoices; create customers, notes and work orders in FieldEdge. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect FieldEdgeFree 50 tool calls / monthPro $9/mo · $90/yr · pricing49 tools

What can I ask?

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

What you can do with FieldEdge in Claude and ChatGPT

For field-service companies that dispatch technicians and bill jobs in FieldEdge.

Find open work orders that have no technician

List the work orders that have no technician assigned yet. Open one to see its service address, task and tags.

Look up a customer by phone and read the notes

Find a customer by phone number. Then read the notes and file attachments on the record before you call back.

Check the invoice and quote of a job

Open an invoice or a quote to read its line items. Both use the id of their work order, so you can match them to the job.

Add a new customer with a note about the job

Search for the customer first to avoid a duplicate. Then create the customer and add a note with the job details.

Changes data

Create a work order for a customer location

Look up the business unit, lead source and task. Then create the work order for the customer location.

Changes data

Schedule a technician and update the visit status

Assign a technician to a work order. List the assignments to find its id, then set the status, such as working or completed.

Changes data

How do I connect FieldEdge?

Before you connect

The login page asks for your Client ID, Client secret and Tenant ID.

In the FieldEdge Marketplace (partners.fieldedge.com) open Apps, choose your internal app and copy the Client ID and (Copy Secret) the Client Secret; if you have no account there yet, request access with the onboarding form. The Tenant ID is shown in the FieldEdge web portal. Create an app just for this connection, so you can revoke it at any time, and give it only the scopes you need (the read scopes are enough to look things up). The credentials are used only to get FieldEdge access tokens and call the Open API on your behalf; they are never shown to anyone. Customer and work order data contain your customers' personal data.

Claude claude.ai · Desktop

  1. Open Customize → Connectors, then click + Add → Add custom connector.
  2. Enter the name FieldEdge and this URL, then click Add:
    https://fieldedge.usefulapi.io/mcp
  3. Claude opens the login page: enter your Client ID, Client secret and Tenant ID.
  4. In a chat, click + → Connectors and turn on FieldEdge.

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

ChatGPT chatgpt.com

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

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

Claude Code

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

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

Cursor

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

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

VS Code

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

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

Codex

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

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

Other clients

Windsurf, Cline, Zed and other MCP clients: add this URL as a remote MCP server (Streamable HTTP). The client then opens the login page in your browser.

https://fieldedge.usefulapi.io/mcp

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 Client ID, Client secret and Tenant ID. 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.

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

Tools 49

Show all 49 tools (the AI picks them for you)

Read only · 34

  • List work ordersfieldedge_list_work_orders
    List work orders (jobs) of the company with status, service address, customer, primary technician and linked invoice. Filters combine with AND; assigned=false cannot be combined with primary_tech_id. Needs scope workorders:read.
  • Get a work orderfieldedge_get_work_order
    One work order: status, assignments, service address, task, tags and linked invoice. Needs scope workorders:read.
  • Find work orders at an addressfieldedge_search_work_orders_by_address
    Work orders at a service address, most recent first, each with its customer's name. All of address_line_1, city, state and postal_code are required. Needs scope workorders:read.
  • List a work order's technician assignmentsfieldedge_list_work_order_assignments
    Technician assignments (schedule, status) on one work order. Needs scope workorders:read.
  • Search customersfieldedge_search_customers
    Search customers (personal data). With no filter all customers are listed. Needs scope customers:read.
  • Get a customerfieldedge_get_customer
    One customer (or job location) by id, with contact details and address (personal data). The reply says whether the record is a job or a billing customer. Needs scope customers:read.
  • Find a customer by phone numberfieldedge_get_customer_by_phone
    The customer with this phone number (personal data). Needs scope customers:read.
  • Find customers at an addressfieldedge_search_customers_by_address
    Customers at a street address (personal data). address_line_1, city, state and postal_code are required. Needs scope customers:read.
  • List a customer's notesfieldedge_list_customer_notes
    Notes on a customer record, newest first by default. Needs scope customers:read.
  • List a customer's file attachmentsfieldedge_list_customer_attachments
    File attachments on a customer record, each with the blob URL to view or download it. Needs scope customers:read.
  • List customer tagsfieldedge_list_tags
    Reusable customer tags of the account. Needs scope customers:read.
  • List invoicesfieldedge_list_invoices
    Invoices by invoice date, without line items (use fieldedge_get_invoice for those). Needs scope invoices:read.
  • Get an invoicefieldedge_get_invoice
    One invoice with its line items; the invoice id equals its work order id. Needs scope invoices:read.
  • List quotesfieldedge_list_quotes
    Quotes, without line items (use fieldedge_get_quote for those). Prefer class_id over class_name. Needs scope workorders:read.
  • Get a quotefieldedge_get_quote
    One quote with its line items; the quote id equals its work order id. Needs scope workorders:read.
  • List service agreementsfieldedge_list_agreements
    Service agreements (recurring maintenance contracts) with plan, dates and customer. Needs scope workorders:read.
  • Get a service agreementfieldedge_get_agreement
    One service agreement by id. Needs scope workorders:read.
  • List employeesfieldedge_list_employees
    Employees (technicians, dispatchers, CSRs, admins). Needs scope employees:read.
  • Get an employeefieldedge_get_employee
    One employee record. Needs scope employees:read.
  • List business unitsfieldedge_list_business_units
    Business units (needed to create a work order). Needs scope business-units:read.
  • Get a business unitfieldedge_get_business_unit
    One business unit by id. Needs scope business-units:read.
  • List lead sourcesfieldedge_list_lead_sources
    Lead sources (needed to create a work order). Needs scope lead-sources:read.
  • Get a lead sourcefieldedge_get_lead_source
    One lead source by id. Needs scope lead-sources:read.
  • List tasks (service types)fieldedge_list_tasks
    Tasks (service types, needed to create a work order). Needs scope tasks:read.
  • Get a task with department and skillfieldedge_get_task_bundle
    One task together with its resolved department and skill. Needs scope tasks:read.
  • List inventory itemsfieldedge_list_items
    Inventory items (parts, services) with cost and rate. Needs scope items:read.
  • Get an inventory itemfieldedge_get_item
    One inventory item by id. Needs scope items:read.
  • List item categoriesfieldedge_list_item_categories
    Inventory item categories (tree: childTreeLevel, parent). Needs scope item-categories:read.
  • Get an item categoryfieldedge_get_item_category
    One item category by id. Needs scope item-categories:read.
  • List sales tax codesfieldedge_list_sales_tax_codes
    Sales tax codes. Needs scope items:read.
  • List warehousesfieldedge_list_warehouses
    Inventory warehouses. Needs scope warehouses:read.
  • Get a warehousefieldedge_get_warehouse
    One warehouse by id. Needs scope warehouses:read.
  • Get a leadfieldedge_get_lead
    One lead by id (lead-provider integrations). Needs scope leads:read.
  • Get a company namefieldedge_get_company
    The company name for a company id (the tenant id). Needs scope company:read.

Changes data · 11

  • Create a customerfieldedge_create_customer
    WRITE: create a customer record in FieldEdge, visible to the office staff at once. Needs an e-mail or a phone number (international format, e.g. +14155552671); marketing_email_opt_in needs an e-mail and marketing_sms_opt_in a phone number. Names are 2-50 characters without digits. Check fieldedge_search_customers first so you do not create a duplicate. Needs scope customers:write.
  • Add a note to a customerfieldedge_create_customer_note
    WRITE: add a free-text note to a customer record; office staff see it in FieldEdge at once. Needs scope customers:write.
  • Edit a customer notefieldedge_update_customer_note
    WRITE: replace the text of an existing customer note (the old text is lost). Get the note id from fieldedge_list_customer_notes. Needs scope customers:write.
  • Create a customer tagfieldedge_create_tag
    WRITE: create a reusable customer tag (e.g. "VIP Customer"). Check fieldedge_list_tags first. Needs scope customers:write.
  • Tag a customerfieldedge_add_customer_tag
    WRITE: attach an existing tag to a customer; it shows on the customer record in FieldEdge. Needs scope customers:write.
  • Remove a tag from a customerfieldedge_remove_customer_tag
    WRITE: detach a tag from a customer (the tag itself stays). Needs scope customers:write.
  • Create a work orderfieldedge_create_work_order
    WRITE: create a work order for a customer location. business_unit_id, lead_source_id and task_id are required: get them from fieldedge_list_business_units, fieldedge_list_lead_sources and fieldedge_list_tasks. Scheduling, invoice lines and equipment are separate steps (fieldedge_assign_technician for scheduling). Needs scope workorders:write.
  • Update a work orderfieldedge_update_work_order
    WRITE: partially update a work order; only the fields you pass change. Can reassign the primary technician, change description/notes, and mark it completed (with a resolution) or cancel it (cancel_note). Look at fieldedge_get_work_order first. Needs scope workorders:write.
  • Assign a technician to a work orderfieldedge_assign_technician
    WRITE: schedule a technician on a work order. The assignment appears on the Dispatch Board at once and FieldEdge returns no assignment id: list the assignments afterwards to find it. Needs scope workorders:write.
  • Change a technician assignment's statusfieldedge_update_assignment_status
    WRITE: move an assignment to pending, traveling, working, paused, completed or canceled. It triggers the same customer notifications and dispatch-board updates as a change on the dispatch board and is timestamped now. Canceling needs cancel_note; it fails once the assignment is completed, canceled or finalized. Get the assignment id from fieldedge_list_work_order_assignments. Needs scope workorders:write.
  • Remove a technician from a work orderfieldedge_remove_assignment
    WRITE: unassign one technician (by assignment id) from a work order; other technicians on it stay. Get the assignment id from fieldedge_list_work_order_assignments. Needs scope workorders:write.

Your usefulapi plan · 4

  • Usage status (free-tier meter)fieldedge_usage_status
    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.
  • Request a missing featurefieldedge_request_feature
    Tell usefulapi that the user needs something the FieldEdge 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.
  • Upgrade to Pro or Pro+fieldedge_upgrade
    Get a paid plan for FieldEdge (the free tier caps monthly usage). Pro: 10,000 tool calls a month, for normal use — plan "monthly" ($9/month) or "yearly" ($90/year, 2 months free). Pro+: 100,000 tool calls a month, for automations and heavy use — plan "plus" ($39/month) or "plus_yearly" ($390/year). Without a plan it returns both Pro and Pro+, each with a payment link, for the user to choose; with a plan, one link. 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). Cancel any time: the plan then runs to the end of the paid period, so it also suits a one-time job. A link opens Stripe Checkout in the browser; after payment the account upgrades automatically. Does not count against the meter.
  • Cancel the Pro subscriptionfieldedge_cancel_subscription
    Cancel the caller's FieldEdge 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 fieldedge_upgrade later to undo the cancel before the period ends. Does not count against the meter.

FAQ

What can I do with FieldEdge in Claude or ChatGPT?

Find open work orders that have no technician. Look up a customer by phone and read the notes. Check the invoice and quote of a job. Add a new customer with a note about the job. Create a work order for a customer location. Schedule a technician and update the visit status. See what you can do for the details.

Is this an official FieldEdge product?

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

Can I connect FieldEdge 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 Client ID, Client secret and Tenant ID. See Before you connect for where to find them.

Do I put my FieldEdge 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 Client ID, Client secret and Tenant ID. 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 FieldEdge credentials?

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

Can the AI change my FieldEdge data?

Yes, if you approve it. 11 of the 45 FieldEdge tools can create or change data. The other 34 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 FieldEdge server only. Cancel any time: Pro then runs to the end of the paid period. Run fieldedge_usage_status to see how many calls you used.

How do I subscribe or cancel?

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

What if a FieldEdge tool that I need is missing?

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