ServiceMinder MCP server

Find contacts, read appointments and invoices; add contacts, notes and tasks in ServiceMinder. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect ServiceMinderFree 50 tool calls / monthPro $9/mo · $90/yr · pricing18 tools

What can I ask?

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

What you can do with ServiceMinder in Claude and ChatGPT

For franchise field-service teams that book jobs, send proposals and bill customers in ServiceMinder.

Find a customer and their open proposals

Search contacts by name, phone, email or tag. Then list that contact's proposals and open one to read its lines and totals.

List unpaid invoices from last month

List invoices by date range and open one to see its payments. Use the payment list to check which invoices are still unpaid.

Plan tomorrow's appointments by agent

List the appointments for a date range, filtered by service agent. Use the agent list to match each visit to a field worker.

Add a lead and a follow-up task

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

How do I connect ServiceMinder?

Before you connect

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.

Claude claude.ai · Desktop

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

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 ServiceMinder and this URL, choose OAuth as the authentication, confirm the warning and create it:
    https://serviceminder.usefulapi.io/mcp
  3. ChatGPT opens the login page: enter your ServiceMinder API key.
  4. In Plugins, install ServiceMinder, 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 serviceminder https://serviceminder.usefulapi.io/mcp

Cursor

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

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

VS Code

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

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

Codex

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

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

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://serviceminder.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 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.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Proper user$9/mo · $90/yr10,000 tool calls / month
Pro+per user$39/mo · $390/yr100,000 tool calls / month

Each paid plan covers this ServiceMinder server only. Ask your AI to run serviceminder_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 serviceminder_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 serviceminder_upgrade before then undoes the cancel. Or write to [email protected].

Tools 18

Show all 18 tools (the AI picks them for you)

Read only · 11

  • Find contactsserviceminder_locate_contacts
    Find contacts by name, phone, email, address, contact ID, tag or category. Needs a brand-scoped API key. Calls POST /api/contacts/locate.
  • List appointmentsserviceminder_query_appointments
    List appointments by date range, last change, contact or service agent. Pages with skip and take (max 500). Calls POST /api/appointments/query.
  • List proposalsserviceminder_query_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.
  • Get proposalserviceminder_get_proposal
    Get one proposal with its lines, status, totals and customer notes. Calls POST /api/proposal/details.
  • List invoicesserviceminder_query_invoices
    List invoices by date range, last change or contact. Pages with skip and take (max 500). Calls POST /api/invoice/query.
  • Get invoiceserviceminder_get_invoice
    Get one invoice with its payments. Calls POST /api/invoice/get.
  • List paymentsserviceminder_query_payments
    List payments by date range, contact or invoice. Pages with skip and take (max 500). Calls POST /api/payment/query.
  • List servicesserviceminder_list_services
    List the services of the organization, optionally with parts. Calls POST /api/services/all.
  • List service agentsserviceminder_list_service_agents
    List the service agents (field staff) of the organization. Calls POST /api/serviceagents/all.
  • Get organizationserviceminder_get_organization
    Get the details of an organization: its services, agents, users and custom fields. Calls POST /api/organizations/details.
  • List tasksserviceminder_query_tasks
    List follow-up tasks by due date, last change, contact or type. Pages with skip and take. Calls POST /api/task/query.

Changes data · 3

  • Add or update contactserviceminder_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.
  • Add contact noteserviceminder_add_contact_note
    Add a note to a contact. Calls POST /api/contacts/addnote.
  • Create taskserviceminder_create_task
    Create a follow-up task for a contact. Calls POST /api/task/create.

Your usefulapi plan · 4

  • Usage status (free-tier meter)serviceminder_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 featureserviceminder_request_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.
  • Upgrade to Pro or Pro+serviceminder_upgrade
    Get a paid plan for ServiceMinder (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 subscriptionserviceminder_cancel_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.

FAQ

What can I do with ServiceMinder in Claude or ChatGPT?

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.

Is this an official ServiceMinder product?

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.

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

Do I put my ServiceMinder 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 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.

How do you keep my ServiceMinder credentials?

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.

Can the AI change my ServiceMinder data?

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.

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 ServiceMinder server only. Cancel any time: your paid plan then runs to the end of the paid period. Run serviceminder_usage_status to see how many calls you used.

How do I subscribe or cancel?

Ask the AI to run serviceminder_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 serviceminder_cancel_subscription. Your paid plan continues to the end of the paid period.

What if a ServiceMinder tool that I need is missing?

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.

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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