Enerflo MCP by usefulapi

io.usefulapiPublished by usefulapi.ioOfficial publisherv1.3.4Updated Nov 7, 2026

Read customers, installs, tasks and notes; add leads and notes in Enerflo.

The publisher's own server: Ably MCP by usefulapi

VerifiedStreamable HTTPWeb executableProductivity & WorkflowBusiness & Commerce

Overview

AI-generated overview

Hosted MCP server for Enerflo that lets an assistant read customers, installs, tasks and notes, and add leads and notes.

What you can do
  • Look up company details, offices, users, loan products, products and install statuses
  • Search and read customers and leads, with their notes, appointments and tasks
  • List and inspect install projects, find a customer's install, and read install notes
  • List company-wide tasks with filters
  • Add customer notes, install notes and new leads (write operations)
When to use it
Useful for solar or home-improvement teams already on Enerflo who want to query pipeline, install and task data in natural language from an MCP client, or have the assistant log notes and create leads without opening Enerflo.
Requirements
Remote streamable HTTP endpoint; no local install. Sign-in uses OAuth, and on first connect you supply an Enerflo API key that an admin finds in Enerflo company settings; the server stores it per user. A free plan allows 50 tool calls per month, with paid plans for more.
Before you install
Three tools write to Enerflo: adding customer notes, install notes and leads; each call creates a new record and is not idempotent, so duplicates are possible and confirmation is advised. Install notes can be marked customer-facing and become visible in the customer portal. Your Enerflo API key is handed to the hosted service. Paid plans involve payment links and subscriptions, and cancellation gives no refund for the current period.

Installation

In SourceWeft

  1. Open Enerflo MCP by usefulapi in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/io.usefulapi%2Fenerflo/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "enerflo-by-usefulapi": {
      "type": "http",
      "url": "https://enerflo.usefulapi.io/mcp"
    }
  }
}

README

Enerflo MCP by usefulapi

Use your Enerflo account from Claude, Cursor, or any MCP client. Read customers, installs, tasks and notes, and add leads and notes. Hosted, no local install: connect with your own credentials.

Live endpoint: https://enerflo.usefulapi.io/mcp · Homepage: https://usefulapi.io

Connect

  • Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://enerflo.usefulapi.io/mcp.
  • Claude Code: claude mcp add --transport http enerflo https://enerflo.usefulapi.io/mcp, then run /mcp to log in.
  • VS Code: Add to VS Code.
  • Cursor and other clients: add the URL as a remote MCP server:
json
{  "mcpServers": {    "enerflo": {      "url": "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, and the login page asks for your Enerflo credentials.

Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/enerflo/

On first connect you provide an Enerflo API key (an admin finds it in Enerflo → Company Settings → API Access). The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
enerflo_get_companyreadGet my company
enerflo_list_officesreadList offices
enerflo_list_loan_productsreadList loan products
enerflo_list_productsreadList products
enerflo_list_install_statusesreadList install statuses
enerflo_list_usersreadList users
enerflo_get_userreadGet a user
enerflo_list_customersreadList customers
enerflo_get_customerreadGet a customer
enerflo_list_customer_notesreadList customer notes
enerflo_list_customer_appointmentsreadList customer appointments
enerflo_list_customer_tasksreadList customer tasks
enerflo_list_installsreadList installs
enerflo_get_installreadGet an install
enerflo_find_installreadFind an install for a customer
enerflo_list_install_notesreadList install notes
enerflo_list_tasksreadList company tasks
enerflo_add_customer_notewriteAdd a customer note
enerflo_add_install_notewriteAdd an install note
enerflo_add_leadwriteAdd a lead
enerflo_usage_statusmetaUsage status (free-tier meter)
enerflo_request_featuremetaRequest a missing feature
enerflo_upgrademetaUpgrade to Pro or Pro+
enerflo_cancel_subscriptionmetaCancel the Pro subscription

read tools are read-only; write tools mutate data (clients should confirm them); meta tools report usage, manage your subscription or send a feature request.

Pricing

PlanPriceLimit
Free$050 tool calls / month
Pro (per user)$9/mo or $90/yr (2 months free)Unlimited*

*Pro has a fair use limit of 10,000 tool calls a month on this server. For more, write to [email protected].

Pro covers this server only. Subscribe with enerflo_upgrade (it returns a Stripe Checkout link). Cancel any time with enerflo_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running enerflo_upgrade before then undoes the cancel. Or write to [email protected].

License

MIT — see LICENSE. Documentation only; the server is hosted.

Source: servers/enerflo/README.md at commit 4046075

Tools

20

enerflo_get_company

Get my company

Return the company that owns the API key (id, name, contact, address, slug). Good first call. Enerflo API: GET /v3/authcheck.

Takes no parameters.

enerflo_list_offices

List offices

List the offices of the company. Enerflo API: GET /v3/offices.

Takes no parameters.

enerflo_list_loan_products

List loan products

List the finance options (lenders and loan products) of the company. Enerflo API: GET /v3/loan-products.

Takes no parameters.

enerflo_list_products

List products

List products (equipment and adders) of the company or of authorized companies. Enerflo API: GET /v3/company/products.

Parametersactivecompany_idis_battery

enerflo_list_install_statuses

List install statuses

List all possible install project statuses. Enerflo API: GET /v3/install-statuses.

Parameterscompany_id

enerflo_list_users

List users

List users of the company (and of authorized companies when company_id is not set). Enerflo API: GET /v3/users.

ParameterspagepageSizeuser_rolecompany_id

enerflo_get_user

Get a user

Get one user by Enerflo user id. Enerflo API: GET /v3/users/{id}.

Parametersuser_idrequired

enerflo_list_customers

List customers

List customers and leads. The search term matches name, email or phone. Use pageSize and page for large lists. Enerflo API: GET /v1/customers.

ParameterspagesearchpageSize

enerflo_get_customer

Get a customer

Get one customer by Enerflo customer id. Enerflo API: GET /v3/customers/{id}.

Parameterscustomer_idrequired

enerflo_list_customer_notes

List customer notes

List all notes of a customer. Enerflo API: GET /v3/customers/{id}/notes.

Parameterscustomer_idrequired

enerflo_list_customer_appointments

List customer appointments

List all appointments of a customer. Enerflo API: GET /v3/customers/{id}/appointments.

Parameterscustomer_idrequired

enerflo_list_customer_tasks

List customer tasks

List the tasks of one customer. Enerflo API: GET /v1/tasks/{customerId}.

ParameterspagepageSizecustomer_idrequired

enerflo_list_installs

List installs

List install projects (default 25 per page, newest first). Optional single filter on one field, for example status_name eq 'Permitting'. Enerflo API: GET /v3/installs.

Parameterspagesort_byper_pagereport_idfilter_fieldfilter_valuefilter_operator

enerflo_get_install

Get an install

Get one install project: company, customer, milestones and uploaded files. Enerflo API: GET /v3/installs/{id}.

Parametersinstall_idrequired

enerflo_find_install

Find an install for a customer

Find the install record of a customer. Give exactly one of customer_id or survey_id. Enerflo API: GET /v1/search/find_install.

Parameterssurvey_idcustomer_id

enerflo_list_install_notes

List install notes

List install notes of the company, newest first, with optional filters. Enerflo API: GET /v3/installs/notes.

ParametersdayspagepageSizeauthor_emailcreated_aftercreated_beforeepc_install_id

enerflo_list_tasks

List company tasks

List tasks of the whole company. Optional single filter, for example completed eq 0. Enerflo API: GET /v3/tasks/all.

ParameterspageorderByorderDirpageSizefilter_fieldfilter_valuefilter_operator

enerflo_add_customer_note

Add a customer note

WRITE: add a note to a customer record. Each call creates a new note (not idempotent). Enerflo API: POST /v3/customers/{id}/notes.

Parametersnoterequiredcustomer_idrequired

enerflo_add_install_note

Add an 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. Enerflo API: POST /v3/installs/{id}/notes.

Parametersnoterequiredinstall_idrequiredmilestone_idcustomer_facing

enerflo_add_lead

Add a 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. Enerflo API: POST /v1/partner/action/lead/add.

Parameterszipcityunitemailstatemobileaddressadd_notelast_namerequiredfirst_namerequiredlead_sourcelead_status+3 more

Version history

7
  1. v1.3.4LatestNov 7, 2026
  2. v1.2.3Nov 5, 2026
  3. v1.2.2Nov 5, 2026
  4. v1.2.1Nov 4, 2026
  5. v1.2.0Nov 3, 2026
  6. v1.1.1Nov 3, 2026
  7. v1.0.0Nov 1, 2026

Score

100% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts
  • License10 pts

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