JobNimbus MCP by usefulapi

Fetch the account's configuration: contact and job workflows with their statuses, task types, activity (note) types, file types and lead sources. Use it to find the exact record_type_name / status_name / source_name values the create and update tools need. Pass field (e.g. groups) to get just one setting. JobNimbus: GET /account/settings.

List the account's JobNimbus users (team members) with name, email, id and whether they are active. The id is what owners, sales_rep and owner_ids take. JobNimbus: GET /account/users.

无需输入参数。

List contacts (customers, leads, adjusters, subcontractors…), newest first by default, optionally filtered with an ElasticSearch-style query. Returns {count, results}. JobNimbus: GET /contacts.

Fetch a single contact by jnid: name, company, phones, email, address, workflow status, lead source, sales rep and custom fields. JobNimbus: GET /contacts/{jnid}.

List jobs (projects), newest first by default, optionally filtered — e.g. by status {"must":[{"term":{"status_name":"Lead"}}]} or by the related contact via related_id. Returns {count, results}. JobNimbus: GET /jobs.

Fetch a single job by jnid: name, number, workflow and status, address, sales rep, owners, related contacts and custom fields. JobNimbus: GET /jobs/{jnid}.

List tasks and appointments, optionally for one contact or job (related_id) or filtered, e.g. open ones: {"must":[{"term":{"is_completed":false}}]}. Returns {count, results}. JobNimbus: GET /tasks.

Fetch a single task or appointment by jnid: title, type, start/end, priority, completion, owners and related records. JobNimbus: GET /tasks/{jnid}.

List activity entries — notes plus system events such as status changes and record creation — optionally for one contact or job (related_id). Returns {count, activity}. JobNimbus: GET /activities.

List file attachments (photos, documents) with filename, content type, size, file type and the contact/job they belong to — optionally for one record (related_id). Metadata only; file bytes are not downloaded. Default size 25. Returns {count, files, pagination} with whole records within an output budget. Continue with pagination.next_offset as from, keeping the same filters; null means finished. A returned page can be smaller than size: do not advance by size. JobNimbus: GET /files.

List estimates with number, status, line items, subtotal, tax, total, margin, e-sign state and related job/contact. Returns {count, results}; count is the account total. JobNimbus: GET /v2/estimates.

List invoices with number, status, line items, total, total_paid, amount due, due date and related job/contact. Returns {count, results}; count is the account total. JobNimbus: GET /v2/invoices.

Fetch a single invoice by jnid, including line items, payments applied, total, total_paid and due. JobNimbus: GET /v2/invoices/{jnid}.

Create a contact. Give at least one of first_name, last_name, display_name or company. record_type_name (a contact workflow, e.g. Customer) and status_name (a status in that workflow, e.g. Lead) are required and must match the account settings (jobnimbus_get_account_settings). Workflow automations may fire. JobNimbus: POST /contacts.

Edit fields on an existing contact — only the fields you pass change. Changing status_name moves it along its workflow (automations may fire). Cannot delete or archive. JobNimbus: PUT /contacts/{jnid}.

Create a job (project). name, record_type_name (a job workflow, e.g. Residential) and status_name (a status in it, e.g. Lead) are required and must match the account settings. Link the homeowner with primary_contact_id. Workflow automations may fire. JobNimbus: POST /jobs.

Edit fields on an existing job — e.g. move it to a new status_name, change the address, sales rep or dates. Only the fields you pass change; if JobNimbus rejects a status change, pass record_type_name alongside status_name. Automations may fire. Cannot delete or archive. JobNimbus: PUT /jobs/{jnid}.

Create a task or appointment on a contact or job. title, date_start (unix seconds) and record_type_name (a task type from the account settings, e.g. Task or Appointment) are required; related_id links it to the contact/job. JobNimbus: POST /tasks.

Edit an existing task — reschedule it, change the title or priority, reassign it, or mark it complete with is_completed=true (reopen with false). Only the fields you pass change. Cannot delete. JobNimbus: PUT /tasks/{jnid}.

Add a note (activity entry) to a contact or job's activity feed. record_type_name defaults to Note; use another activity type from the account settings if needed. JobNimbus: POST /activities.