ServiceMinder MCP by usefulapi

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

Find contacts, read appointments and invoices; add contacts, notes and tasks in ServiceMinder.

The publisher's own server: Ably MCP by usefulapi

VerifiedStreamable HTTPWeb executableProductivity & Workflow Business & Commerce

Server details

Identifier: io.usefulapi/serviceminder
Transport: Streamable HTTP
Runtime: Web executable
Trust: Verified
Published: Nov 1, 2026

Security note

MCP servers receive tool arguments from a conversation and may perform external actions. Review what a server can do before you enable it, and give it only the access it needs.

The registry verified that this server's namespace belongs to usefulapi.io, which also runs its endpoint. That identifies the publisher; it does not make the server's tools safe.

SourceWeft's checks cover whether the listing is complete and the endpoint answered; they do not review the server's code or what its tools do.

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Overview

AI-generated overview

Hosted MCP server for ServiceMinder that lets an assistant look up contacts, appointments, proposals, invoices and payments, and add contacts, notes and tasks.

What you can do: Find contacts by name, phone, email, address, tag or category
List appointments, proposals, invoices, payments and follow-up tasks, with paging and date filters
Get a single proposal with lines, status and totals, or an invoice with its payments
List the organization's services, service agents, users and custom fields
Add or update a contact, add a contact note, and create a follow-up task
Check usage, request a missing feature, upgrade or cancel the subscription
When to use it: Useful when a team runs its field-service business in ServiceMinder and wants an assistant to answer questions about bookings, proposals, invoices and unpaid payments, or to log new leads, notes and follow-up tasks without opening the app.
Requirements: Remote endpoint only, no local install; connect with the server URL and sign in through OAuth with ServiceMinder credentials. A ServiceMinder API key from the Control Panel is entered on first connect and stored per user; contact search needs a brand-scoped key. No keys go in the client config.

Before you install

Three tools write data: adding or updating contacts, adding notes and creating tasks, so confirm before running them. The server stores your ServiceMinder API key per user. Usage is metered: the free plan allows 50 calls a month, and paid plans are billed through a Stripe checkout link returned by the upgrade tool, with no refund for the current period on cancellation.

Installation

In SourceWeft

Open ServiceMinder MCP by usefulapi in the dashboard and add it to a workspace.
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%2Fserviceminder/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": {
    "serviceminder-by-usefulapi": {
      "type": "http",
      "url": "https://serviceminder.usefulapi.io/mcp"
    }
  }
}

README

ServiceMinder MCP by usefulapi

Use your ServiceMinder account from Claude, Cursor, or any MCP client. Finds contacts, reads appointments, proposals, invoices and payments, and adds contacts, notes and tasks. Hosted, no local install: connect with your own credentials.

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

Connect

Claude (claude.ai, Desktop): open Customize → Connectors, click + Add → Add custom connector, and paste https://serviceminder.usefulapi.io/mcp.
Claude Code: claude mcp add --transport http serviceminder https://serviceminder.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": {    "serviceminder": {      "url": "https://serviceminder.usefulapi.io/mcp"    }  }}

{  "mcpServers": {    "serviceminder": {      "url": "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, and the login page asks for your ServiceMinder credentials.

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

On first connect you provide a ServiceMinder API key (Control Panel → API Keys; contact search needs a brand-scoped key). The server validates it and stores it per user. No keys go in config files.

Tools

Tool	Type	What it does
`serviceminder_locate_contacts`	read	Find contacts
`serviceminder_query_appointments`	read	List appointments
`serviceminder_query_proposals`	read	List proposals
`serviceminder_get_proposal`	read	Get proposal
`serviceminder_query_invoices`	read	List invoices
`serviceminder_get_invoice`	read	Get invoice
`serviceminder_query_payments`	read	List payments
`serviceminder_list_services`	read	List services
`serviceminder_list_service_agents`	read	List service agents
`serviceminder_get_organization`	read	Get organization
`serviceminder_query_tasks`	read	List tasks
`serviceminder_add_or_update_contact`	write	Add or update contact
`serviceminder_add_contact_note`	write	Add contact note
`serviceminder_create_task`	write	Create task
`serviceminder_usage_status`	meta	Usage status (free-tier meter)
`serviceminder_request_feature`	meta	Request a missing feature
`serviceminder_upgrade`	meta	Upgrade to Pro or Pro+
`serviceminder_cancel_subscription`	meta	Cancel 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

*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 serviceminder_upgrade (it returns a Stripe Checkout link). Cancel any time with serviceminder_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running serviceminder_upgrade before then undoes the cancel. Or write to [email protected].

License

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

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

Tools

serviceminder_locate_contacts

Find contacts

Find contacts by name, phone, email, address, contact ID, tag or category. Needs a brand-scoped API key. Calls POST /api/contacts/locate.

Parametersnameskiptagsemaillimitphoneaddresscategorycontact_idcreated_fromcreated_throughdigital_tracking_id+1 more

serviceminder_query_appointments

List appointments

List appointments by date range, last change, contact or service agent. Pages with skip and take (max 500). Calls POST /api/appointments/query.

Parametersskiptakefrom_datecontact_idthrough_dateupdated_frominclude_contactupdated_throughservice_agent_id

serviceminder_query_proposals

List 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.

Parametersskiptakescopefrom_datecontact_idthrough_dateupdated_fromfrom_acceptedowner_user_idinclude_contactupdated_throughthrough_accepted

serviceminder_get_proposal

Get proposal

Get one proposal with its lines, status, totals and customer notes. Calls POST /api/proposal/details.

Parametersproposal_idrequired

serviceminder_query_invoices

List invoices

List invoices by date range, last change or contact. Pages with skip and take (max 500). Calls POST /api/invoice/query.

Parametersskiptakefrom_datecontact_idthrough_dateupdated_frominclude_contactupdated_through

serviceminder_get_invoice

Get invoice

Get one invoice with its payments. Calls POST /api/invoice/get.

Parametersinvoice_idrequiredinclude_contact

serviceminder_query_payments

List payments

List payments by date range, contact or invoice. Pages with skip and take (max 500). Calls POST /api/payment/query.

Parametersskiptakefrom_datecontact_idinvoice_idcreated_fromthrough_datecreated_through

serviceminder_list_services

List services

List the services of the organization, optionally with parts. Calls POST /api/services/all.

Parametersservice_idinclude_partsinclude_inactive

serviceminder_list_service_agents

List service agents

List the service agents (field staff) of the organization. Calls POST /api/serviceagents/all.

Takes no parameters.

serviceminder_get_organization

Get organization

Get the details of an organization: its services, agents, users and custom fields. Calls POST /api/organizations/details.

Parametersorganization_id

serviceminder_query_tasks

List tasks

List follow-up tasks by due date, last change, contact or type. Pages with skip and take. Calls POST /api/task/query.

Parametersskiptaketask_idcategorydue_fromtask_typecontact_iddue_throughupdated_fromupdated_throughinclude_completed

serviceminder_add_or_update_contact

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.

Parameterszipnamerequiredemailphonecustom_fieldsdistribute_lead

serviceminder_add_contact_note

Add contact note

Add a note to a contact. Calls POST /api/contacts/addnote.

Parametersnoterequiredcontact_idrequired

serviceminder_create_task

Create task

Create a follow-up task for a contact. Calls POST /api/task/create.

Parametersduecategoryrequiredtask_typerequiredcontact_idrequireddescriptionrequiredduration_minutes

Version history

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

Business & Commerce5 toolsNov 7, 2026

Plan	Price	Limit
Free	$0	50 tool calls / month
Pro (per user)	$9/mo or $90/yr (2 months free)	Unlimited*