ServiceMonster MCP server

Read ServiceMonster customers, jobs, orders and schedules, and add customer notes. For cleaning and field service teams who manage customers and jobs in ServiceMonster. 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 ServiceMonster and this URL, then click Add:
    https://servicemonster.usefulapi.io/mcp
  3. Claude opens the login page: enter your API User username and API User password.
  4. In a chat, click + → Connectors and turn on ServiceMonster.

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 servicemonster https://servicemonster.usefulapi.io/mcp

Cursor

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

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

VS Code

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

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

ChatGPT chatgpt.com

  1. Open Plugins, click +, then Add custom MCP server.
  2. Enter the name ServiceMonster and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://servicemonster.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your API User username and API User password.
  4. In Plugins, install ServiceMonster, 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 servicemonster --url https://servicemonster.usefulapi.io/mcp
codex mcp login servicemonster

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.

live33 toolsFree 50 tool calls / monthPro $9/mo · $90/yr

What you can do with ServiceMonster in Claude and ChatGPT

Review a customer's service history

Find a customer, read the account profile and review related orders and notes. Related lists return one page at a time; request more pages when needed.

servicemonster_list_accounts servicemonster_get_account_profile servicemonster_list_account_orders servicemonster_list_account_notes

Check the service schedule

Look up service routes, read the schedule for a chosen date range and inspect detailed schedule items with their associated job or activity details.

servicemonster_list_routes servicemonster_list_scheduling servicemonster_list_scheduleitems

Review orders with balances due

Inspect a page of orders for available totals and balances, then open a selected order for details. Continue through additional pages when reviewing more records.

servicemonster_list_orders servicemonster_get_order

Add a note to a customer account

Read the selected account, check the exact wording, then create a note immediately. The API User needs note-writing permission; a Read Only role cannot add notes.

Changes data · servicemonster_get_account servicemonster_create_note

Before you connect

The login page asks for your API User username and API User password.

Use a dedicated ServiceMonster API User, rather than a personal login. API access requires an eligible ServiceMonster plan. Real-account reads and note creation have not been tested; live invalid credentials receive the vendor's authentication rejection.

An administrator creates an API User in Settings → API Users → +API User. API access requires Grow or Premier. Choose Read Only for lookups; adding notes needs a role with note-writing permission. Your requested business/customer records pass through UsefulAPI to your chosen AI client and its LLM provider. Delete or revoke this API User in ServiceMonster to stop vendor access. Billing is per API username: changing its password keeps the same identity, but a different API User starts a separate usage/billing identity. This is an independent integration.

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 username 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.

Example prompts

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

Tools 33

ToolTypeWhat it does
servicemonster_list_accountsread
List customer accounts
Customer accounts with names, contact details and account status. GET /v1/accounts; returns one page, not all matching records.
servicemonster_list_jobsread
List jobs
Jobs with account/order/route IDs, estimated times and status. GET /v1/jobs; returns one page, not all matching records.
servicemonster_list_ordersread
List orders
Orders including estimates/invoices and available totals and balance information. GET /v1/orders; returns one page, not all matching records.
servicemonster_list_sitesread
List service sites
Customer service locations and their addresses. GET /v1/sites; returns one page, not all matching records.
servicemonster_list_notesread
List notes
Notes attached to accounts, orders and sites. GET /v1/notes; returns one page, not all matching records.
servicemonster_list_tasksread
List tasks
Tasks; use returned fields to inspect assignments and follow-ups. GET /v1/tasks; returns one page, not all matching records.
servicemonster_list_routesread
List routes
Service routes; their IDs can filter the scheduling view. GET /v1/routes; returns one page, not all matching records.
servicemonster_list_employeesread
List employees
Team members to resolve scheduling employee IDs. GET /v1/employees; returns one page, not all matching records.
servicemonster_list_serviceitemsread
List service items
The company's service-item catalogue. GET /v1/serviceitems; returns one page, not all matching records.
servicemonster_get_accountread
Get one customer account
Read the selected record. GET /v1/accounts/{id}.
servicemonster_get_jobread
Get one job
Read the selected record. GET /v1/jobs/{id}.
servicemonster_get_orderread
Get one order
Read the selected record. GET /v1/orders/{id}.
servicemonster_get_siteread
Get one service site
Read the selected record. GET /v1/sites/{id}.
servicemonster_get_noteread
Get one note
Read the selected record. GET /v1/notes/{id}.
servicemonster_get_routeread
Get one route
Read the selected record. GET /v1/routes/{id}.
servicemonster_list_account_ordersread
List an account's orders
Read one page of related records. GET /v1/accounts/{id}/orders.
servicemonster_list_account_sitesread
List an account's sites
Read one page of related records. GET /v1/accounts/{id}/sites.
servicemonster_list_account_notesread
List an account's notes
Read one page of related records. GET /v1/accounts/{id}/notes.
servicemonster_list_account_tasksread
List an account's tasks
Read one page of related records. GET /v1/accounts/{id}/tasks.
servicemonster_list_order_jobsread
List an order's jobs
Read one page of related records. GET /v1/orders/{id}/jobs.
servicemonster_list_order_lineitemsread
List an order's line items
Read one page of related records. GET /v1/orders/{id}/lineitems.
servicemonster_list_order_notesread
List an order's notes
Read one page of related records. GET /v1/orders/{id}/notes.
servicemonster_list_order_tasksread
List an order's tasks
Read one page of related records. GET /v1/orders/{id}/tasks.
servicemonster_list_job_timelogsread
List a job's time logs
Read one page of related records. GET /v1/jobs/{id}/timelogs.
servicemonster_list_site_noteactivitiesread
List a site's note activities
Read one page of related records. GET /v1/sites/{id}/noteactivities.
servicemonster_get_account_profileread
Get customer account profile
Read the account's service/order history statistics and available balance information. GET /v1/accounts/{id}/profile.
servicemonster_list_schedulingread
Read the service schedule
GET /v1/scheduling. Defaults to today through7days ahead at the vendor. Use startDate/endDate for a bounded period; dates follow the company's scheduling context. Flattened event view, optionally one route.
servicemonster_list_scheduleitemsread
Read detailed schedule items
GET /v1/scheduleitems. Defaults to today through7days ahead at the vendor. Use startDate/endDate for a bounded period; dates follow the company's scheduling context. Returns each event and its associated job/activity/reminder/event details.
servicemonster_create_notewrite
Add a customer, order or site note
Create a note immediately (POST /v1/notes); no preview or separate confirmation is enforced. Requires an API User permitted to create notes; Read Only cannot write. Specify accountID, orderID or siteID; orderID and siteID cannot be combined. Ask the user to review the exact record and text before calling. No scheduling or messaging is performed.
servicemonster_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.
servicemonster_request_featuremeta
Request a missing feature
Tell usefulapi that the user needs something the ServiceMonster 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.
servicemonster_upgrademeta
Upgrade to Pro (unlimited*)
Get Pro: unlimited tool calls (fair use limit: 10,000 a month) on ServiceMonster (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.
servicemonster_cancel_subscriptionmeta
Cancel the Pro subscription
Cancel the caller's ServiceMonster 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 servicemonster_upgrade later to undo the cancel before the period ends. Does not count against the meter.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper API 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 ServiceMonster server only. Subscribe with servicemonster_upgrade (it returns a Stripe Checkout link). Cancel any time with servicemonster_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running servicemonster_upgrade before then undoes the cancel. Or write to [email protected].

FAQ

What can I do with ServiceMonster in Claude or ChatGPT?

Review a customer's service history. Check the service schedule. Review orders with balances due. Add a note to a customer account. See what you can do for the details.

Is this an official ServiceMonster product?

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

Can I connect ServiceMonster 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 API User username and API User password. See Before you connect for where to find them.

Do I put my ServiceMonster 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 API User username 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.

How do you keep my ServiceMonster credentials?

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

Can the AI change my ServiceMonster data?

Yes, if you approve it. 1 of the 29 ServiceMonster tools can create or change data. The other 28 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 ServiceMonster server only. Cancel any time: Pro then runs to the end of the paid period. Run servicemonster_usage_status to see how many calls you used.

How do I subscribe or cancel?

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

What if a ServiceMonster tool that I need is missing?

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