io.usefulapiPublished by usefulapi.ioOfficial publisherv1.1.4Updated Nov 7, 2026
Read work orders, customers and invoices; create customers, notes and work orders in FieldEdge.
The publisher's own server: Ably MCP by usefulapi
Connects an assistant to a FieldEdge field-service account to read work orders, customers, invoices and inventory, and to create customers, notes and work…
Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.
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%2Ffieldedge/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.Add this to your client's mcpServers config.
{
"mcpServers": {
"fieldedge-by-usefulapi": {
"type": "http",
"url": "https://fieldedge.usefulapi.io/mcp"
}
}
}Use your FieldEdge account from Claude, Cursor, or any MCP client. Read work orders, customers, invoices and agreements, and create customers, notes and work orders. Hosted, no local install: connect with your own credentials.
Live endpoint: https://fieldedge.usefulapi.io/mcp · Homepage: https://usefulapi.io
https://fieldedge.usefulapi.io/mcp.claude mcp add --transport http fieldedge https://fieldedge.usefulapi.io/mcp, then run /mcp to log in.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 FieldEdge credentials.
Step-by-step setup, where to find your credentials, and FAQ: https://usefulapi.io/fieldedge/
On first connect you provide your Client ID and Client secret from a FieldEdge Marketplace app, and your Tenant ID from the FieldEdge web portal. The server validates it and stores it per user. No keys go in config files.
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.
*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 fieldedge_upgrade (it returns a Stripe Checkout link). Cancel any time with fieldedge_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running fieldedge_upgrade before then undoes the cancel. Or write to [email protected].
MIT — see LICENSE. Documentation only; the server is hosted.
Source: servers/fieldedge/README.md at commit 2450437
List work orders
List work orders (jobs) of the company with status, service address, customer, primary technician and linked invoice. Filters combine with AND; assigned=false cannot be combined with primary_tech_id. Needs scope workorders:read. GET /open-api/v1/work-orders.
sortlimitoffsetassignedcompletedcustomer_idinvoice_addedprimary_tech_idGet a work order
One work order: status, assignments, service address, task, tags and linked invoice. Needs scope workorders:read. GET /open-api/v1/work-orders/{work_order_id}.
work_order_idrequiredFind work orders at an address
Work orders at a service address, most recent first, each with its customer's name. All of address_line_1, city, state and postal_code are required. Needs scope workorders:read. GET /open-api/v1/work-orders/search/by-address.
cityrequiredlimitstaterequiredoffsetpostal_coderequiredaddress_line_1requiredaddress_line_2List a work order's technician assignments
Technician assignments (schedule, status) on one work order. Needs scope workorders:read. GET /open-api/v1/work-orders/{workOrderId}/assignments.
sortlimitoffsetstatusschedule_toschedule_fromtechnician_idwork_order_idrequiredSearch customers
Search customers (personal data). With no filter all customers are listed. Needs scope customers:read. GET /open-api/v1/customers/search.
sortemaillimitphoneoffsetfirst_nameupdated_afterupdated_beforehas_service_agreementGet a customer
One customer (or job location) by id, with contact details and address (personal data). The reply says whether the record is a job or a billing customer. Needs scope customers:read. GET /open-api/v1/customers/id/{customer_id}.
customer_idrequiredFind a customer by phone number
The customer with this phone number (personal data). Needs scope customers:read. GET /open-api/v1/customer/{phone}.
phonerequiredFind customers at an address
Customers at a street address (personal data). address_line_1, city, state and postal_code are required. Needs scope customers:read. GET /open-api/v1/customers/by-address.
cityrequiredsortlimitstaterequiredoffsetpostal_coderequiredaddress_line_1requiredaddress_line_2List a customer's notes
Notes on a customer record, newest first by default. Needs scope customers:read. GET /open-api/v1/customers/{customerId}/notes.
sortlimitoffsetcustomer_idrequiredList a customer's file attachments
File attachments on a customer record, each with the blob URL to view or download it. Needs scope customers:read. GET /open-api/v1/customers/{customerId}/attachments.
sortlimitoffsetcustomer_idrequiredList customer tags
Reusable customer tags of the account. Needs scope customers:read. GET /open-api/v1/tags.
namesortlimitoffsetList invoices
Invoices by invoice date, without line items (use fieldedge_get_invoice for those). Needs scope invoices:read. GET /open-api/v1/invoices.
sortlimitoffsetGet an invoice
One invoice with its line items; the invoice id equals its work order id. Needs scope invoices:read. GET /open-api/v1/invoices/{invoice_id}.
invoice_idrequiredList quotes
Quotes, without line items (use fieldedge_get_quote for those). Prefer class_id over class_name. Needs scope workorders:read. GET /open-api/v1/quotes.
idlimitoffsetclass_idclass_namecustomer_idGet a quote
One quote with its line items; the quote id equals its work order id. Needs scope workorders:read. GET /open-api/v1/quotes/{quote_id}.
quote_idrequiredList service agreements
Service agreements (recurring maintenance contracts) with plan, dates and customer. Needs scope workorders:read. GET /open-api/v1/agreements.
sortlimitactiveoffsetplan_namecustomer_idagreement_numbernext_service_afternext_invoice_beforenext_service_beforeGet a service agreement
One service agreement by id. Needs scope workorders:read. GET /open-api/v1/agreements/{agreement_id}.
agreement_idrequiredList employees
Employees (technicians, dispatchers, CSRs, admins). Needs scope employees:read. GET /open-api/v1/employees.
rolesortlimitactiveoffsetGet an employee
One employee record. Needs scope employees:read. GET /open-api/v1/employees/{employee_id}.
employee_idrequiredList business units
Business units (needed to create a work order). Needs scope business-units:read. GET /open-api/v1/business-units.
namesortlimitactiveoffsetGet a business unit
One business unit by id. Needs scope business-units:read. GET /open-api/v1/business-units/{business_unit_id}.
business_unit_idrequiredList lead sources
Lead sources (needed to create a work order). Needs scope lead-sources:read. GET /open-api/v1/lead-sources.
namesortlimitactiveoffsetbusiness_unit_idGet a lead source
One lead source by id. Needs scope lead-sources:read. GET /open-api/v1/lead-sources/{lead_source_id}.
lead_source_idrequiredList tasks (service types)
Tasks (service types, needed to create a work order). Needs scope tasks:read. GET /open-api/v1/tasks.
sortclasslimitactiveoffsetGet a task with department and skill
One task together with its resolved department and skill. Needs scope tasks:read. GET /open-api/v1/tasks/{task_id}/bundle.
task_idrequiredList inventory items
Inventory items (parts, services) with cost and rate. Needs scope items:read. GET /open-api/v1/items.
sortlimitactiveoffsetcategoryupdated_afterupdated_beforeGet an inventory item
One inventory item by id. Needs scope items:read. GET /open-api/v1/items/{item_id}.
item_idrequiredList item categories
Inventory item categories (tree: childTreeLevel, parent). Needs scope item-categories:read. GET /open-api/v1/item-categories.
limitoffsetGet an item category
One item category by id. Needs scope item-categories:read. GET /open-api/v1/item-categories/{item_category_id}.
item_category_idrequiredList sales tax codes
Sales tax codes. Needs scope items:read. GET /open-api/v1/sales-tax-codes.
sortlimitactiveoffsetis_taxableList warehouses
Inventory warehouses. Needs scope warehouses:read. GET /open-api/v1/warehouses.
namesortlimitactiveoffsetGet a warehouse
One warehouse by id. Needs scope warehouses:read. GET /open-api/v1/warehouses/{warehouse_id}.
warehouse_idrequiredGet a lead
One lead by id (lead-provider integrations). Needs scope leads:read. GET /open-api/v1/leads/{lead_id}.
lead_idrequiredGet a company name
The company name for a company id (the tenant id). Needs scope company:read. GET /open-api/v1/companies/{company_id}.
company_idrequiredCreate a customer
WRITE: create a customer record in FieldEdge, visible to the office staff at once. Needs an e-mail or a phone number (international format, e.g. +14155552671); marketing_email_opt_in needs an e-mail and marketing_sms_opt_in a phone number. Names are 2-50 characters without digits. Check fieldedge_search_customers first so you do not create a duplicate. Needs scope customers:write. POST /open-api/v1/customers.
zipcityemailstateaddress_1address_2last_namerequiredfirst_namerequiredcompany_namephone_numbermarketing_sms_opt_inmarketing_email_opt_in+1 moreAdd a note to a customer
WRITE: add a free-text note to a customer record; office staff see it in FieldEdge at once. Needs scope customers:write. POST /open-api/v1/customers/{customerId}/notes.
noterequiredcustomer_idrequiredEdit a customer note
WRITE: replace the text of an existing customer note (the old text is lost). Get the note id from fieldedge_list_customer_notes. Needs scope customers:write. PATCH /open-api/v1/customers/{customerId}/notes/{noteId}.
noterequirednote_idrequiredcustomer_idrequiredCreate a customer tag
WRITE: create a reusable customer tag (e.g. "VIP Customer"). Check fieldedge_list_tags first. Needs scope customers:write. POST /open-api/v1/tags.
namerequiredTag a customer
WRITE: attach an existing tag to a customer; it shows on the customer record in FieldEdge. Needs scope customers:write. POST /open-api/v1/customers/{customerId}/tags.
tag_idrequiredcustomer_idrequiredRemove a tag from a customer
WRITE: detach a tag from a customer (the tag itself stays). Needs scope customers:write. DELETE /open-api/v1/customers/{customerId}/tags/{tagId}.
tag_idrequiredcustomer_idrequiredCreate a work order
WRITE: create a work order for a customer location. business_unit_id, lead_source_id and task_id are required: get them from fieldedge_list_business_units, fieldedge_list_lead_sources and fieldedge_list_tasks. Scheduling, invoice lines and equipment are separate steps (fieldedge_assign_technician for scheduling). Needs scope workorders:write. POST /open-api/v1/work-orders.
notestask_idrequiredcustomer_idrequireddocument_typelead_source_idrequiredprimary_tech_idbusiness_unit_idrequiredwork_descriptionrequire_equipmentwork_order_numberUpdate a work order
WRITE: partially update a work order; only the fields you pass change. Can reassign the primary technician, change description/notes, and mark it completed (with a resolution) or cancel it (cancel_note). Look at fieldedge_get_work_order first. Needs scope workorders:write. PATCH /open-api/v1/work-orders/{workOrderId}.
notescompletedresolutioncancel_notepriority_idwork_order_idrequiredlead_source_idprimary_tech_idbusiness_unit_idwork_descriptionAssign a technician to a work order
WRITE: schedule a technician on a work order. The assignment appears on the Dispatch Board at once and FieldEdge returns no assignment id: list the assignments afterwards to find it. Needs scope workorders:write. POST /open-api/v1/work-orders/{workOrderId}/assignments.
technician_idrequiredwork_order_idrequiredschedule_date_timerequiredest_complete_date_timeChange a technician assignment's status
WRITE: move an assignment to pending, traveling, working, paused, completed or canceled. It triggers the same customer notifications and dispatch-board updates as a change on the dispatch board and is timestamped now. Canceling needs cancel_note; it fails once the assignment is completed, canceled or finalized. Get the assignment id from fieldedge_list_work_order_assignments. Needs scope workorders:write. PATCH /open-api/v1/work-orders/{workOrderId}/assignments/{assignmentId}/status.
statusrequiredcancel_noteassignment_idrequiredwork_order_idrequiredRemove a technician from a work order
WRITE: unassign one technician (by assignment id) from a work order; other technicians on it stay. Get the assignment id from fieldedge_list_work_order_assignments. Needs scope workorders:write. DELETE /open-api/v1/work-orders/{workOrderId}/assignments/{assignmentId}.
assignment_idrequiredwork_order_idrequired100% 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.
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{ "mcpServers": { "fieldedge": { "url": "https://fieldedge.usefulapi.io/mcp" } }}