FieldEdge MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.1.4更新于 Nov 7, 2026

Read work orders, customers and invoices; create customers, notes and work orders in FieldEdge.

发布方自己的服务:Ably MCP by usefulapi

已验证Streamable HTTP可网页运行效率与工作流金融商业与电商

概览

AI 生成的概览

将助手连接到 FieldEdge 现场服务账户,读取工单、客户、发票和库存,并可创建客户、备注和工单。

可以做什么
  • 列出并查看工单、技师派工、报价和服务协议
  • 按姓名、电话或地址搜索客户,并读取其备注、附件和标签
  • 读取含明细行的发票,以及库存项目、分类、税码和仓库
  • 查询员工、业务单元、线索来源、任务、线索和公司信息
  • 创建客户、客户备注和标签,并为客户添加或移除标签
  • 查看用量、提交功能请求,以及管理或取消付费订阅
适用场景
适合已在使用 FieldEdge 的服务型企业,让助手回答未完成工单、未派工任务、客户历史或即将到期的协议服务日期等问题,或在不打开 FieldEdge 门户的情况下新增客户和备注。
运行要求
远程托管端点,无需本地安装。通过 OAuth 登录,首次连接需提供 FieldEdge Marketplace 应用的 Client ID、Client secret,以及 FieldEdge 网页门户中的 Tenant ID。客户端配置中不要填写 API 密钥或 Authorization 头。免费方案每月 50 次工具调用。
安装前请注意
写入类工具会创建客户、备注、标签和工单并更改派工,办公室人员会立即看到;编辑备注会覆盖原文本。客户记录属于个人数据,包括电话和地址。付费方案需付费(Pro 每月 9 美元或每年 90 美元,Pro+ 每月 39 美元或每年 390 美元),升级会返回 Stripe 结账链接;取消当期不退款。FieldEdge 凭据由第三方托管方按用户存储。

安装

在 SourceWeft 中

  1. 打开 控制台中的 FieldEdge MCP by usefulapi,将其添加到工作区。
  2. 为需要使用其工具的对话启用该服务。

Web executable,通过 Streamable HTTP。 远程服务在工作区中配置后即可从网页运行时运行。

交给智能体安装

把这段提示词粘贴到 Claude Code、Codex、Cursor 等智能体,或 SourceWeft 对话中。智能体会读取该服务器的安装指南,先向你展示发布者、端点和登录方式,经你同意后再把它添加到你的客户端。密钥不会写进任何命令。

阅读 https://sourceweft.com/mcp/io.usefulapi%2Ffieldedge/install.md,并按其中说明把这个 MCP 服务器接入我的客户端。修改任何配置之前,先告诉我它的发布者、端点和登录方式,等我确认。不要把 API 密钥写进命令或我会提交的文件;问我密钥应从哪里获取。

查看智能体所依据的安装指南

其他 MCP 客户端

把它添加到你客户端的 mcpServers 配置中。

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

README

FieldEdge MCP by usefulapi

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

Connect

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

Tools

ToolTypeWhat it does
fieldedge_list_work_ordersreadList work orders
fieldedge_get_work_orderreadGet a work order
fieldedge_search_work_orders_by_addressreadFind work orders at an address
fieldedge_list_work_order_assignmentsreadList a work order's technician assignments
fieldedge_search_customersreadSearch customers
fieldedge_get_customerreadGet a customer
fieldedge_get_customer_by_phonereadFind a customer by phone number
fieldedge_search_customers_by_addressreadFind customers at an address
fieldedge_list_customer_notesreadList a customer's notes
fieldedge_list_customer_attachmentsreadList a customer's file attachments
fieldedge_list_tagsreadList customer tags
fieldedge_list_invoicesreadList invoices
fieldedge_get_invoicereadGet an invoice
fieldedge_list_quotesreadList quotes
fieldedge_get_quotereadGet a quote
fieldedge_list_agreementsreadList service agreements
fieldedge_get_agreementreadGet a service agreement
fieldedge_list_employeesreadList employees
fieldedge_get_employeereadGet an employee
fieldedge_list_business_unitsreadList business units
fieldedge_get_business_unitreadGet a business unit
fieldedge_list_lead_sourcesreadList lead sources
fieldedge_get_lead_sourcereadGet a lead source
fieldedge_list_tasksreadList tasks (service types)
fieldedge_get_task_bundlereadGet a task with department and skill
fieldedge_list_itemsreadList inventory items
fieldedge_get_itemreadGet an inventory item
fieldedge_list_item_categoriesreadList item categories
fieldedge_get_item_categoryreadGet an item category
fieldedge_list_sales_tax_codesreadList sales tax codes
fieldedge_list_warehousesreadList warehouses
fieldedge_get_warehousereadGet a warehouse
fieldedge_get_leadreadGet a lead
fieldedge_get_companyreadGet a company name
fieldedge_create_customerwriteCreate a customer
fieldedge_create_customer_notewriteAdd a note to a customer
fieldedge_update_customer_notewriteEdit a customer note
fieldedge_create_tagwriteCreate a customer tag
fieldedge_add_customer_tagwriteTag a customer
fieldedge_remove_customer_tagwriteRemove a tag from a customer
fieldedge_create_work_orderwriteCreate a work order
fieldedge_update_work_orderwriteUpdate a work order
fieldedge_assign_technicianwriteAssign a technician to a work order
fieldedge_update_assignment_statuswriteChange a technician assignment's status
fieldedge_remove_assignmentwriteRemove a technician from a work order
fieldedge_usage_statusmetaUsage status (free-tier meter)
fieldedge_request_featuremetaRequest a missing feature
fieldedge_upgrademetaUpgrade to Pro or Pro+
fieldedge_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 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].

License

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

来源:servers/fieldedge/README.md,提交 2450437

工具

45

fieldedge_list_work_orders

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.

输入参数sortlimitoffsetassignedcompletedcustomer_idinvoice_addedprimary_tech_id

fieldedge_get_work_order

Get 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}.

输入参数work_order_id必填

fieldedge_search_work_orders_by_address

Find 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.

输入参数city必填limitstate必填offsetpostal_code必填address_line_1必填address_line_2

fieldedge_list_work_order_assignments

List 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.

输入参数sortlimitoffsetstatusschedule_toschedule_fromtechnician_idwork_order_id必填

fieldedge_search_customers

Search customers

Search customers (personal data). With no filter all customers are listed. Needs scope customers:read. GET /open-api/v1/customers/search.

输入参数sortemaillimitphoneoffsetfirst_nameupdated_afterupdated_beforehas_service_agreement

fieldedge_get_customer

Get 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}.

输入参数customer_id必填

fieldedge_get_customer_by_phone

Find a customer by phone number

The customer with this phone number (personal data). Needs scope customers:read. GET /open-api/v1/customer/{phone}.

输入参数phone必填

fieldedge_search_customers_by_address

Find 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.

输入参数city必填sortlimitstate必填offsetpostal_code必填address_line_1必填address_line_2

fieldedge_list_customer_notes

List a customer's notes

Notes on a customer record, newest first by default. Needs scope customers:read. GET /open-api/v1/customers/{customerId}/notes.

输入参数sortlimitoffsetcustomer_id必填

fieldedge_list_customer_attachments

List 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.

输入参数sortlimitoffsetcustomer_id必填

fieldedge_list_tags

List customer tags

Reusable customer tags of the account. Needs scope customers:read. GET /open-api/v1/tags.

输入参数namesortlimitoffset

fieldedge_list_invoices

List invoices

Invoices by invoice date, without line items (use fieldedge_get_invoice for those). Needs scope invoices:read. GET /open-api/v1/invoices.

输入参数sortlimitoffset

fieldedge_get_invoice

Get 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}.

输入参数invoice_id必填

fieldedge_list_quotes

List 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.

输入参数idlimitoffsetclass_idclass_namecustomer_id

fieldedge_get_quote

Get 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}.

输入参数quote_id必填

fieldedge_list_agreements

List service agreements

Service agreements (recurring maintenance contracts) with plan, dates and customer. Needs scope workorders:read. GET /open-api/v1/agreements.

输入参数sortlimitactiveoffsetplan_namecustomer_idagreement_numbernext_service_afternext_invoice_beforenext_service_before

fieldedge_get_agreement

Get a service agreement

One service agreement by id. Needs scope workorders:read. GET /open-api/v1/agreements/{agreement_id}.

输入参数agreement_id必填

fieldedge_list_employees

List employees

Employees (technicians, dispatchers, CSRs, admins). Needs scope employees:read. GET /open-api/v1/employees.

输入参数rolesortlimitactiveoffset

fieldedge_get_employee

Get an employee

One employee record. Needs scope employees:read. GET /open-api/v1/employees/{employee_id}.

输入参数employee_id必填

fieldedge_list_business_units

List business units

Business units (needed to create a work order). Needs scope business-units:read. GET /open-api/v1/business-units.

输入参数namesortlimitactiveoffset

fieldedge_get_business_unit

Get a business unit

One business unit by id. Needs scope business-units:read. GET /open-api/v1/business-units/{business_unit_id}.

输入参数business_unit_id必填

fieldedge_list_lead_sources

List lead sources

Lead sources (needed to create a work order). Needs scope lead-sources:read. GET /open-api/v1/lead-sources.

输入参数namesortlimitactiveoffsetbusiness_unit_id

fieldedge_get_lead_source

Get a lead source

One lead source by id. Needs scope lead-sources:read. GET /open-api/v1/lead-sources/{lead_source_id}.

输入参数lead_source_id必填

fieldedge_list_tasks

List tasks (service types)

Tasks (service types, needed to create a work order). Needs scope tasks:read. GET /open-api/v1/tasks.

输入参数sortclasslimitactiveoffset

fieldedge_get_task_bundle

Get 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.

输入参数task_id必填

fieldedge_list_items

List inventory items

Inventory items (parts, services) with cost and rate. Needs scope items:read. GET /open-api/v1/items.

输入参数sortlimitactiveoffsetcategoryupdated_afterupdated_before

fieldedge_get_item

Get an inventory item

One inventory item by id. Needs scope items:read. GET /open-api/v1/items/{item_id}.

输入参数item_id必填

fieldedge_list_item_categories

List item categories

Inventory item categories (tree: childTreeLevel, parent). Needs scope item-categories:read. GET /open-api/v1/item-categories.

输入参数limitoffset

fieldedge_get_item_category

Get an item category

One item category by id. Needs scope item-categories:read. GET /open-api/v1/item-categories/{item_category_id}.

输入参数item_category_id必填

fieldedge_list_sales_tax_codes

List sales tax codes

Sales tax codes. Needs scope items:read. GET /open-api/v1/sales-tax-codes.

输入参数sortlimitactiveoffsetis_taxable

fieldedge_list_warehouses

List warehouses

Inventory warehouses. Needs scope warehouses:read. GET /open-api/v1/warehouses.

输入参数namesortlimitactiveoffset

fieldedge_get_warehouse

Get a warehouse

One warehouse by id. Needs scope warehouses:read. GET /open-api/v1/warehouses/{warehouse_id}.

输入参数warehouse_id必填

fieldedge_get_lead

Get a lead

One lead by id (lead-provider integrations). Needs scope leads:read. GET /open-api/v1/leads/{lead_id}.

输入参数lead_id必填

fieldedge_get_company

Get a company name

The company name for a company id (the tenant id). Needs scope company:read. GET /open-api/v1/companies/{company_id}.

输入参数company_id必填

fieldedge_create_customer

Create 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.

输入参数zipcityemailstateaddress_1address_2last_name必填first_name必填company_namephone_numbermarketing_sms_opt_inmarketing_email_opt_in另有 1 个

fieldedge_create_customer_note

Add 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.

输入参数note必填customer_id必填

fieldedge_update_customer_note

Edit 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}.

输入参数note必填note_id必填customer_id必填

fieldedge_create_tag

Create 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.

输入参数name必填

fieldedge_add_customer_tag

Tag 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.

输入参数tag_id必填customer_id必填

fieldedge_remove_customer_tag

Remove 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}.

输入参数tag_id必填customer_id必填

fieldedge_create_work_order

Create 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.

输入参数notestask_id必填customer_id必填document_typelead_source_id必填primary_tech_idbusiness_unit_id必填work_descriptionrequire_equipmentwork_order_number

fieldedge_update_work_order

Update 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}.

输入参数notescompletedresolutioncancel_notepriority_idwork_order_id必填lead_source_idprimary_tech_idbusiness_unit_idwork_description

fieldedge_assign_technician

Assign 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.

输入参数technician_id必填work_order_id必填schedule_date_time必填est_complete_date_time

fieldedge_update_assignment_status

Change 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.

输入参数status必填cancel_noteassignment_id必填work_order_id必填

fieldedge_remove_assignment

Remove 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}.

输入参数assignment_id必填work_order_id必填

版本历史

1
  1. v1.1.4最新Nov 7, 2026

评分

已满足适用检查项的 100%

该评分衡量此收录条目的完整程度,依据注册中心条目、端点与公开来源计算得出。它不是对服务器本身的评价,也不表示服务器安全或当前可用:可连通性是带日期的检查结果,评分也不包含安装量或用户评价。

  • 近 30 天内可连通必需25 分
  • 已声明认证方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 图标10 分
  • 文档15 分
  • 许可证10 分

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