Find contacts, read appointments and invoices; add contacts, notes and tasks in ServiceMinder. For franchise field-service teams that book jobs, send proposals and bill customers in ServiceMinder. 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": {
"serviceminder": {
"url": "https://serviceminder.usefulapi.io/mcp"
}
}
}Add to VS Code or add this to .vscode/mcp.json:
{
"servers": {
"serviceminder": {
"type": "http",
"url": "https://serviceminder.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.
Search contacts by name, phone, email or tag. Then list that contact's proposals and open one to read its lines and totals.
serviceminder_locate_contacts serviceminder_query_proposals serviceminder_get_proposal
List invoices by date range and open one to see its payments. Use the payment list to check which invoices are still unpaid.
serviceminder_query_invoices serviceminder_get_invoice serviceminder_query_payments
List the appointments for a date range, filtered by service agent. Use the agent list to match each visit to a field worker.
serviceminder_query_appointments serviceminder_list_service_agents
Add the lead with a name and a phone or email. Then add a note and a callback task for the contact. Nothing is deleted.
Changes data · serviceminder_add_or_update_contact serviceminder_add_contact_note serviceminder_create_task
The login page asks for your ServiceMinder API key.
Create it in ServiceMinder under Control Panel → API Keys. An organization key covers appointments, proposals, invoices and services. Contact search needs a brand-scoped key. Your key is used only to call the API on your behalf and to derive a private account id.
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 ServiceMinder 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 ServiceMinder connector, then ask in plain words. The AI picks the tools.
| Tool | Type | What it does |
|---|---|---|
serviceminder_locate_contacts | read | Find contacts Find contacts by name, phone, email, address, contact ID, tag or category. Needs a brand-scoped API key. Calls POST /api/contacts/locate. |
serviceminder_query_appointments | read | List appointments List appointments by date range, last change, contact or service agent. Pages with skip and take (max 500). Calls POST /api/appointments/query. |
serviceminder_query_proposals | read | List proposals List proposals by scope, date, acceptance date, owner or contact. The public docs do not list scope values, so pass the scope name your account uses. Calls POST /api/proposal/query. |
serviceminder_get_proposal | read | Get proposal Get one proposal with its lines, status, totals and customer notes. Calls POST /api/proposal/details. |
serviceminder_query_invoices | read | List invoices List invoices by date range, last change or contact. Pages with skip and take (max 500). Calls POST /api/invoice/query. |
serviceminder_get_invoice | read | Get invoice Get one invoice with its payments. Calls POST /api/invoice/get. |
serviceminder_query_payments | read | List payments List payments by date range, contact or invoice. Pages with skip and take (max 500). Calls POST /api/payment/query. |
serviceminder_list_services | read | List services List the services of the organization, optionally with parts. Calls POST /api/services/all. |
serviceminder_list_service_agents | read | List service agents List the service agents (field staff) of the organization. Calls POST /api/serviceagents/all. |
serviceminder_get_organization | read | Get organization Get the details of an organization: its services, agents, users and custom fields. Calls POST /api/organizations/details. |
serviceminder_query_tasks | read | List tasks List follow-up tasks by due date, last change, contact or type. Pages with skip and take. Calls POST /api/task/query. |
serviceminder_add_or_update_contact | write | Add or update contact Add a lead or update a contact. Needs a name and a phone or an email. Custom fields use the names in your account. Calls POST /api/contacts/addupdate. |
serviceminder_add_contact_note | write | Add contact note Add a note to a contact. Calls POST /api/contacts/addnote. |
serviceminder_create_task | write | Create task Create a follow-up task for a contact. Calls POST /api/task/create. |
serviceminder_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. | |
serviceminder_request_feature | Request a missing feature Tell usefulapi that the user needs something the ServiceMinder 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. | |
serviceminder_upgrade | Upgrade to Pro (unlimited*) Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on ServiceMinder (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. | |
serviceminder_cancel_subscription | Cancel the Pro subscription Cancel the caller's ServiceMinder 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 serviceminder_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 ServiceMinder server only. Subscribe with serviceminder_upgrade (it returns a Stripe Checkout link). Cancel any time with serviceminder_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running serviceminder_upgrade before then undoes the cancel. Or write to [email protected].
Find a customer and their open proposals. List unpaid invoices from last month. Plan tomorrow's appointments by agent. Add a lead and a follow-up task. See what you can do for the details.
No. usefulapi is an independent service. It is not affiliated with or endorsed by ServiceMinder. The server calls the ServiceMinder API with your own ServiceMinder 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 ServiceMinder 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 ServiceMinder 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 ServiceMinder 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 ServiceMinder.
Yes, if you approve it. 3 of the 14 ServiceMinder 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 ServiceMinder server only. Cancel any time: Pro then runs to the end of the paid period. Run serviceminder_usage_status to see how many calls you used.
Ask the AI to run serviceminder_upgrade: it returns a Stripe Checkout link. To cancel, run serviceminder_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 serviceminder_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.