Read work orders, invoices and customers; add leads, tasks and notes in ServiceBridge. For field service companies that run work orders, estimates and invoices in ServiceBridge. 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": {
"servicebridge": {
"url": "https://servicebridge.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"servicebridge": {
"type": "http",
"url": "https://servicebridge.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 work orders for a date range, customer, location or status. Open one to see its visits and lines. List the teams to check who can take a job.
servicebridge_list_work_orders servicebridge_get_work_order servicebridge_list_teams
Search the customers by name. List the estimates of that customer, filtered by status.
servicebridge_list_customers servicebridge_list_estimates
List invoices filtered by status or date, and list the payments for the same period. Read the invoice totals per period.
servicebridge_list_invoices servicebridge_list_payments servicebridge_get_invoice_statistics
Add an activity note to a customer, job, invoice or location. Create a follow-up task, optionally for a customer.
Changes data · servicebridge_add_activity_note servicebridge_create_task
Create a sales lead or a customer. Change the name, type or notes of a customer; only the fields you pass change.
Changes data · servicebridge_create_lead servicebridge_create_customer servicebridge_update_customer
The login page asks for your API User ID and API User password.
Create the API user in ServiceBridge → Settings → Public API Settings → API Users (Public API access must be on). The API user's access follows its Personnel role. Your credentials are used only to call the API on your behalf and to derive a private account id; they are 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 API User ID and API User password. 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 ServiceBridge connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
servicebridge_whoami | read | Current API user Show the API user and the account profile the connection uses. ServiceBridge REST: GET /Users/Current. |
servicebridge_list_customers | read | List customers List customers, with optional name or text search. ServiceBridge REST: GET /Customers. |
servicebridge_get_customer | read | Get customer Get one customer by id. ServiceBridge REST: GET /Customers/{id}. |
servicebridge_list_contacts | read | List contacts List customer contacts, optionally for one customer or location. ServiceBridge REST: GET /Contacts. |
servicebridge_list_locations | read | List locations List service locations (job sites), optionally for one customer. ServiceBridge REST: GET /Locations. |
servicebridge_list_work_orders | read | List work orders List work orders, filtered by date range, customer, location or status. ServiceBridge REST: GET /WorkOrders. |
servicebridge_get_work_order | read | Get work order Get one work order by id, with its visits and lines. ServiceBridge REST: GET /WorkOrders/{id}. |
servicebridge_list_estimates | read | List estimates List estimates (quotes), filtered by date range, customer or status. ServiceBridge REST: GET /Estimates. |
servicebridge_get_estimate | read | Get estimate Get one estimate by id, with its visits and lines. ServiceBridge REST: GET /Estimates/{id}. |
servicebridge_list_invoices | read | List invoices List invoices, filtered by date range, customer or status. ServiceBridge REST: GET /Invoices. |
servicebridge_get_invoice | read | Get invoice Get one invoice by id. ServiceBridge REST: GET /Invoices/{id}. |
servicebridge_list_payments | read | List payments List customer payments, filtered by date range or status. ServiceBridge REST: GET /Payments. |
servicebridge_list_tasks | read | List tasks List tasks, filtered by due date, branch, team, status or priority. ServiceBridge REST: GET /Tasks. |
servicebridge_get_task | read | Get task Get one task by id. ServiceBridge REST: GET /Tasks/{id}. |
servicebridge_list_leads | read | List leads List sales leads, filtered by text, status, source or date. ServiceBridge REST: GET /Leads. |
servicebridge_get_lead | read | Get lead Get one sales lead by id. ServiceBridge REST: GET /Leads/{id}. |
servicebridge_list_employees | read | List employees List employees (technicians and staff), filtered by branch, team or status. ServiceBridge REST: GET /Employees. |
servicebridge_list_activity_notes | read | List activity notes List activity notes, filtered by customer, job, invoice, payment or location. ServiceBridge REST: GET /ActivityNote. |
servicebridge_list_teams | read | List teams List dispatch teams, optionally for one branch. ServiceBridge REST: GET /Teams. |
servicebridge_list_payment_methods | read | List payment methods List the payment methods set up in the account. ServiceBridge REST: GET /PaymentMethods. |
servicebridge_get_invoice_statistics | read | Invoice statistics Get invoice totals for a period, grouped by granularity. ServiceBridge REST: GET /Statistics/Invoices. |
servicebridge_create_customer | write | Create customer Create a customer. Writes to the account. ServiceBridge REST: POST /Customers. |
servicebridge_update_customer | write | Update customer Change a customer's name, type or notes. Only the fields you pass change. Writes to the account. ServiceBridge REST: PUT /Customers/{id}. |
servicebridge_create_lead | write | Create lead Create a sales lead. Writes to the account. ServiceBridge REST: POST /Leads. |
servicebridge_create_task | write | Create task Create a task, optionally for a customer. Writes to the account. ServiceBridge REST: POST /Tasks. |
servicebridge_add_activity_note | write | Add activity note Add an activity note to a customer, job, invoice or location. Writes to the account. ServiceBridge REST: POST /ActivityNote. |
servicebridge_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. | |
servicebridge_request_feature | Request a missing feature Tell usefulapi that the user needs something the ServiceBridge 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. | |
servicebridge_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on ServiceBridge (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. | |
servicebridge_cancel_subscription | Cancel the Pro subscription Cancel the caller's ServiceBridge 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 servicebridge_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 ServiceBridge server only. Subscribe with servicebridge_upgrade (it returns a Stripe Checkout link). Cancel any time with servicebridge_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running servicebridge_upgrade before then undoes the cancel. Or write to [email protected].
Plan the work orders for a date range. Find a customer and their open estimates. Review invoices and payments for a period. Log a follow-up note and task. Add a new lead or customer. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by ServiceBridge. The server calls the ServiceBridge API with your own ServiceBridge 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 API User ID and API User password. See Before you connect for where to find them.
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 API User ID and API User password. 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 ServiceBridge 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 ServiceBridge.
Yes, if you approve it. 5 of the 26 ServiceBridge tools can create or change data. The other 21 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 ServiceBridge server only. Cancel any time: Pro then runs to the end of the paid period. Run servicebridge_usage_status to see how many calls you used.
Ask the AI to run servicebridge_upgrade: it returns a Stripe Checkout link. To cancel, run servicebridge_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 servicebridge_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.