ServiceMonster MCP server

Read ServiceMonster customers, jobs, orders and schedules, and add customer notes. Hosted by usefulapi: connect it to Claude, ChatGPT, Cursor or any MCP client.

Connect ServiceMonsterFree 50 tool calls / monthPro $9/mo · $90/yr · pricing33 tools

What can I ask?

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

What you can do with ServiceMonster in Claude and ChatGPT

For cleaning and field service teams who manage customers and jobs in ServiceMonster.

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.

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.

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.

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

How do I connect ServiceMonster?

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.

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.

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.

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"
    }
  }
}

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 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://servicemonster.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 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.

Pricing

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

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

Tools 33

Show all 33 tools (the AI picks them for you)

Read only · 28

  • List customer accountsservicemonster_list_accounts
    Customer accounts with names, contact details and account status. GET /v1/accounts; returns one page, not all matching records.
  • List jobsservicemonster_list_jobs
    Jobs with account/order/route IDs, estimated times and status. GET /v1/jobs; returns one page, not all matching records.
  • List ordersservicemonster_list_orders
    Orders including estimates/invoices and available totals and balance information. GET /v1/orders; returns one page, not all matching records.
  • List service sitesservicemonster_list_sites
    Customer service locations and their addresses. GET /v1/sites; returns one page, not all matching records.
  • List notesservicemonster_list_notes
    Notes attached to accounts, orders and sites. GET /v1/notes; returns one page, not all matching records.
  • List tasksservicemonster_list_tasks
    Tasks; use returned fields to inspect assignments and follow-ups. GET /v1/tasks; returns one page, not all matching records.
  • List routesservicemonster_list_routes
    Service routes; their IDs can filter the scheduling view. GET /v1/routes; returns one page, not all matching records.
  • List employeesservicemonster_list_employees
    Team members to resolve scheduling employee IDs. GET /v1/employees; returns one page, not all matching records.
  • List service itemsservicemonster_list_serviceitems
    The company's service-item catalogue. GET /v1/serviceitems; returns one page, not all matching records.
  • Get one customer accountservicemonster_get_account
    Read the selected record.
  • Get one jobservicemonster_get_job
    Read the selected record.
  • Get one orderservicemonster_get_order
    Read the selected record.
  • Get one service siteservicemonster_get_site
    Read the selected record.
  • Get one noteservicemonster_get_note
    Read the selected record.
  • Get one routeservicemonster_get_route
    Read the selected record.
  • List an account's ordersservicemonster_list_account_orders
    Read one page of related records.
  • List an account's sitesservicemonster_list_account_sites
    Read one page of related records.
  • List an account's notesservicemonster_list_account_notes
    Read one page of related records.
  • List an account's tasksservicemonster_list_account_tasks
    Read one page of related records.
  • List an order's jobsservicemonster_list_order_jobs
    Read one page of related records.
  • List an order's line itemsservicemonster_list_order_lineitems
    Read one page of related records.
  • List an order's notesservicemonster_list_order_notes
    Read one page of related records.
  • List an order's tasksservicemonster_list_order_tasks
    Read one page of related records.
  • List a job's time logsservicemonster_list_job_timelogs
    Read one page of related records.
  • List a site's note activitiesservicemonster_list_site_noteactivities
    Read one page of related records.
  • Get customer account profileservicemonster_get_account_profile
    Read the account's service/order history statistics and available balance information.
  • Read the service scheduleservicemonster_list_scheduling
    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.
  • Read detailed schedule itemsservicemonster_list_scheduleitems
    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.

Changes data · 1

  • Add a customer, order or site noteservicemonster_create_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.

Your usefulapi plan · 4

  • Usage status (free-tier meter)servicemonster_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 featureservicemonster_request_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.
  • Upgrade to Pro or Pro+servicemonster_upgrade
    Get a paid plan for ServiceMonster (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 subscriptionservicemonster_cancel_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.

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 10,000 tool calls / month. Pro+ costs $39/mo or $390/yr, with 100,000 tool calls / month. Each subscription covers this ServiceMonster server only. Cancel any time: your paid plan 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 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 servicemonster_cancel_subscription. Your paid plan 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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