Enerflo MCP server

Read customers, installs, tasks and notes; add leads and notes in Enerflo. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect EnerfloFree 50 tool calls / monthPro $9/mo · $90/yr · pricing24 tools

What can I ask?

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

Which installs are in the Permitting status right now?
Find the customer Maria Lopez and show her notes and open tasks.
List all tasks of my company that are not completed and due this week.
Add a note to install 1234: permit approved by the city.

What you can do with Enerflo in Claude and ChatGPT

For solar sales and install teams that track customers and installs in Enerflo.

See which installs are in a given status

List the install statuses, then list the installs with one status, for example Permitting. Open an install to read its milestones and files.

Review a customer before a call

Search the customers by name, email or phone. Read the notes and the open tasks of that customer.

List the tasks that are not completed

List the tasks of the whole company with a filter for open tasks. Ask the assistant to group them by due date.

Record a note on an install

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

Add a new lead without a duplicate

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

How do I connect Enerflo?

Before you connect

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.

Claude claude.ai · Desktop

Open Customize → Connectors, then click + Add → Add custom connector.
Enter the name Enerflo and this URL, then click Add:
https://enerflo.usefulapi.io/mcp
Claude opens the login page: enter your Enerflo API key.
In a chat, click + → Connectors and turn on Enerflo.

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

ChatGPT chatgpt.com

Open Plugins, click +, then Add custom MCP server.
Enter the name Enerflo and this URL, choose OAuth as the authentication, confirm the warning and create it:
https://enerflo.usefulapi.io/mcp
ChatGPT opens the login page: enter your Enerflo API key.
In Plugins, install Enerflo, 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 enerflo https://enerflo.usefulapi.io/mcp

Cursor

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

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

VS Code

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

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

Codex

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

codex mcp add enerflo --url https://enerflo.usefulapi.io/mcp

codex mcp login enerflo

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://enerflo.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 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.

Pricing

Plan	Price	Limit
Free	$0	50 tool calls / month
Proper user	$9/mo · $90/yr	10,000 tool calls / month
Pro+per user	$39/mo · $390/yr	100,000 tool calls / month

Each paid plan covers this Enerflo server only. Ask your AI to run enerflo_upgrade and choose Pro or Pro+, billed monthly or yearly (it returns a Stripe Checkout link). If you already have Pro, ask to change it to Pro+. The change requires your confirmation, keeps your billing interval and charges the price difference for the rest of the period immediately. Cancel any time with enerflo_cancel_subscription: your paid plan continues to the end of the paid period, with no refund for the current period, and asking to resume the same plan with enerflo_upgrade before then undoes the cancel. Or write to [email protected].

Tools 24

Show all 24 tools (the AI picks them for you)

Read only · 17

Get my companyenerflo_get_company
Return the company that owns the API key (id, name, contact, address, slug). Good first call.
List officesenerflo_list_offices
List the offices of the company.
List loan productsenerflo_list_loan_products
List the finance options (lenders and loan products) of the company.
List productsenerflo_list_products
List products (equipment and adders) of the company or of authorized companies.
List install statusesenerflo_list_install_statuses
List all possible install project statuses.
List usersenerflo_list_users
List users of the company (and of authorized companies when company_id is not set).
Get a userenerflo_get_user
Get one user by Enerflo user id.
List customersenerflo_list_customers
List customers and leads. The search term matches name, email or phone. Use pageSize and page for large lists.
Get a customerenerflo_get_customer
Get one customer by Enerflo customer id.
List customer notesenerflo_list_customer_notes
List all notes of a customer.
List customer appointmentsenerflo_list_customer_appointments
List all appointments of a customer.
List customer tasksenerflo_list_customer_tasks
List the tasks of one customer.
List installsenerflo_list_installs
List install projects (default 25 per page, newest first). Optional single filter on one field, for example status_name eq 'Permitting'.
Get an installenerflo_get_install
Get one install project: company, customer, milestones and uploaded files.
Find an install for a customerenerflo_find_install
Find the install record of a customer. Give exactly one of customer_id or survey_id.
List install notesenerflo_list_install_notes
List install notes of the company, newest first, with optional filters.
List company tasksenerflo_list_tasks
List tasks of the whole company. Optional single filter, for example completed eq 0.

Changes data · 3

Add a customer noteenerflo_add_customer_note
WRITE: add a note to a customer record. Each call creates a new note (not idempotent).
Add an install noteenerflo_add_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.
Add a leadenerflo_add_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.

Your usefulapi plan · 4

Usage status (free-tier meter)enerflo_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 featureenerflo_request_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.
Upgrade to Pro or Pro+enerflo_upgrade
Get a paid plan for Enerflo (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 subscriptionenerflo_cancel_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.

FAQ

What can I do with Enerflo in Claude or ChatGPT?

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.

Is this an official Enerflo product?

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.

Can I connect Enerflo 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 Enerflo API key. See Before you connect for where to find it.

Do I put my Enerflo 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 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.

How do you keep my Enerflo credentials?

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.

Can the AI change my Enerflo data?

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.

What does it cost?

The Free plan gives 50 tool calls / month. Pro costs $9/mo or $90/yr, with 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this Enerflo server only. Cancel any time: your paid plan then runs to the end of the paid period. Run enerflo_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run enerflo_upgrade and choose Pro or Pro+, billed monthly or yearly: it returns a Stripe Checkout link. If you already have Pro, ask to change it to Pro+. After you confirm, your existing subscription changes in place, keeps its billing interval and charges the price difference for the rest of the period immediately. To cancel, run enerflo_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a Enerflo tool that I need is missing?

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.

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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