ServiceMinder MCP by usefulapi

io.usefulapi由 usefulapi.io 发布官方发布者v1.3.4更新于 Nov 7, 2026

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

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商业与电商

概览

AI 生成的概览

面向 ServiceMinder 的托管 MCP 服务器,让助手查询联系人、预约、报价、发票和付款,并新增联系人、备注和任务。

可以做什么
  • 按姓名、电话、邮箱、地址、标签或类别查找联系人
  • 分页查询预约、报价、发票、付款和跟进任务,支持日期等筛选
  • 获取单个报价(含明细、状态与合计)或单张发票及其付款记录
  • 列出组织的服务项目、外勤服务人员、用户和自定义字段
  • 新增或更新联系人、给联系人添加备注、创建跟进任务
  • 查看用量、提交功能请求、升级或取消订阅
适用场景
适合以外勤服务业务为主、在 ServiceMinder 中管理客户与订单的团队,希望助手直接回答预约、报价、发票和未付款项的问题,或在不打开应用的情况下录入新线索、备注和跟进任务。
运行要求
仅需远程端点,无需本地安装;用服务器地址连接,并通过 OAuth 使用 ServiceMinder 账号登录。首次连接时需输入在控制面板获取的 ServiceMinder API 密钥,按用户保存;联系人搜索需要品牌范围的密钥。客户端配置中不要放密钥。
安装前请注意
有三个写入类工具:新增或更新联系人、添加备注、创建任务,执行前应确认。服务器会按用户保存你的 ServiceMinder API 密钥。调用次数受限:免费版每月 50 次,付费版通过升级工具返回的 Stripe 结账链接付款,取消时当期不退款。

安装

在 SourceWeft 中

  1. 打开 控制台中的 ServiceMinder 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%2Fserviceminder/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": {
    "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"    }  }}

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

ToolTypeWhat it does
serviceminder_locate_contactsreadFind contacts
serviceminder_query_appointmentsreadList appointments
serviceminder_query_proposalsreadList proposals
serviceminder_get_proposalreadGet proposal
serviceminder_query_invoicesreadList invoices
serviceminder_get_invoicereadGet invoice
serviceminder_query_paymentsreadList payments
serviceminder_list_servicesreadList services
serviceminder_list_service_agentsreadList service agents
serviceminder_get_organizationreadGet organization
serviceminder_query_tasksreadList tasks
serviceminder_add_or_update_contactwriteAdd or update contact
serviceminder_add_contact_notewriteAdd contact note
serviceminder_create_taskwriteCreate task
serviceminder_usage_statusmetaUsage status (free-tier meter)
serviceminder_request_featuremetaRequest a missing feature
serviceminder_upgrademetaUpgrade to Pro or Pro+
serviceminder_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 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.

来源:servers/serviceminder/README.md,提交 4046075

工具

14

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.

输入参数nameskiptagsemaillimitphoneaddresscategorycontact_idcreated_fromcreated_throughdigital_tracking_id另有 1 个

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.

输入参数skiptakefrom_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.

输入参数skiptakescopefrom_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.

输入参数proposal_id必填

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.

输入参数skiptakefrom_datecontact_idthrough_dateupdated_frominclude_contactupdated_through

serviceminder_get_invoice

Get invoice

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

输入参数invoice_id必填include_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.

输入参数skiptakefrom_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.

输入参数service_idinclude_partsinclude_inactive

serviceminder_list_service_agents

List service agents

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

无需输入参数。

serviceminder_get_organization

Get organization

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

输入参数organization_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.

输入参数skiptaketask_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.

输入参数zipname必填emailphonecustom_fieldsdistribute_lead

serviceminder_add_contact_note

Add contact note

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

输入参数note必填contact_id必填

serviceminder_create_task

Create task

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

输入参数duecategory必填task_type必填contact_id必填description必填duration_minutes

版本历史

7
  1. v1.3.4最新Nov 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

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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