Enerflo MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.3.4更新於 Nov 7, 2026

Read customers, installs, tasks and notes; add leads and notes in Enerflo.

發布方自己的服務：Ably MCP by usefulapi

已驗證Streamable HTTP可網頁執行效率與工作流商業與電商

概覽

AI 產生的概覽

針對 Enerflo 的託管 MCP 伺服器，讓助理讀取客戶、安裝專案、任務與備註，並新增潛在客戶與備註。

可以做什麼
  • 查詢公司資訊、辦公室、使用者、貸款產品、產品與安裝狀態
  • 搜尋並讀取客戶與潛在客戶，以及其備註、預約與任務
  • 列出並檢視安裝專案，找出某位客戶的安裝紀錄，讀取安裝備註
  • 依條件列出全公司任務
  • 新增客戶備註、安裝備註與新潛在客戶（寫入操作）
適用情境
適合已使用 Enerflo 的太陽能或居家裝修團隊，想在 MCP 用戶端以自然語言查詢潛在客戶、安裝與任務資料，或讓助理直接記錄備註、建立潛在客戶而不必開啟 Enerflo。
執行需求
遠端 streamable HTTP 端點，無需本機安裝。透過 OAuth 登入，首次連線時需提供 Enerflo API 金鑰（由管理員在 Enerflo 公司設定中取得），伺服器會依使用者儲存。免費方案每月 50 次工具呼叫，可付費升級。
安裝前請注意
有三個寫入工具：新增客戶備註、安裝備註與潛在客戶；每次呼叫都會建立新紀錄且非幂等，可能產生重複，建議先確認。安裝備註可標示為面向客戶，將在客戶入口網站中可見。Enerflo API 金鑰會交給此託管服務。付費方案涉及付款連結與訂閱，取消後當期不退款。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Enerflo MCP by usefulapi，將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable，透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式，或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南，先向你展示發布者、端點和登入方式，經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/io.usefulapi%2Fenerflo/install.md，並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前，先告訴我它的發布者、端點和登入方式，等我確認。不要把 API 金鑰寫進命令或我會提交的檔案；問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

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

README

Enerflo MCP by usefulapi

Use your Enerflo account from Claude, Cursor, or any MCP client. Read customers, installs, tasks and notes, and add leads and notes. Hosted, no local install: connect with your own credentials.

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

Connect

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

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

On first connect you provide an Enerflo API key (an admin finds it in Enerflo → Company Settings → API Access). The server validates it and stores it per user. No keys go in config files.

Tools

ToolTypeWhat it does
enerflo_get_companyreadGet my company
enerflo_list_officesreadList offices
enerflo_list_loan_productsreadList loan products
enerflo_list_productsreadList products
enerflo_list_install_statusesreadList install statuses
enerflo_list_usersreadList users
enerflo_get_userreadGet a user
enerflo_list_customersreadList customers
enerflo_get_customerreadGet a customer
enerflo_list_customer_notesreadList customer notes
enerflo_list_customer_appointmentsreadList customer appointments
enerflo_list_customer_tasksreadList customer tasks
enerflo_list_installsreadList installs
enerflo_get_installreadGet an install
enerflo_find_installreadFind an install for a customer
enerflo_list_install_notesreadList install notes
enerflo_list_tasksreadList company tasks
enerflo_add_customer_notewriteAdd a customer note
enerflo_add_install_notewriteAdd an install note
enerflo_add_leadwriteAdd a lead
enerflo_usage_statusmetaUsage status (free-tier meter)
enerflo_request_featuremetaRequest a missing feature
enerflo_upgrademetaUpgrade to Pro or Pro+
enerflo_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 enerflo_upgrade (it returns a Stripe Checkout link). Cancel any time with enerflo_cancel_subscription: Pro continues to the end of the paid period, with no refund for the current period, and running enerflo_upgrade before then undoes the cancel. Or write to [email protected].

License

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

來源：servers/enerflo/README.md，提交 4046075

工具

20

enerflo_get_company

Get my company

Return the company that owns the API key (id, name, contact, address, slug). Good first call. Enerflo API: GET /v3/authcheck.

無需輸入參數。

enerflo_list_offices

List offices

List the offices of the company. Enerflo API: GET /v3/offices.

無需輸入參數。

enerflo_list_loan_products

List loan products

List the finance options (lenders and loan products) of the company. Enerflo API: GET /v3/loan-products.

無需輸入參數。

enerflo_list_products

List products

List products (equipment and adders) of the company or of authorized companies. Enerflo API: GET /v3/company/products.

輸入參數activecompany_idis_battery

enerflo_list_install_statuses

List install statuses

List all possible install project statuses. Enerflo API: GET /v3/install-statuses.

輸入參數company_id

enerflo_list_users

List users

List users of the company (and of authorized companies when company_id is not set). Enerflo API: GET /v3/users.

輸入參數pagepageSizeuser_rolecompany_id

enerflo_get_user

Get a user

Get one user by Enerflo user id. Enerflo API: GET /v3/users/{id}.

輸入參數user_id必填

enerflo_list_customers

List customers

List customers and leads. The search term matches name, email or phone. Use pageSize and page for large lists. Enerflo API: GET /v1/customers.

輸入參數pagesearchpageSize

enerflo_get_customer

Get a customer

Get one customer by Enerflo customer id. Enerflo API: GET /v3/customers/{id}.

輸入參數customer_id必填

enerflo_list_customer_notes

List customer notes

List all notes of a customer. Enerflo API: GET /v3/customers/{id}/notes.

輸入參數customer_id必填

enerflo_list_customer_appointments

List customer appointments

List all appointments of a customer. Enerflo API: GET /v3/customers/{id}/appointments.

輸入參數customer_id必填

enerflo_list_customer_tasks

List customer tasks

List the tasks of one customer. Enerflo API: GET /v1/tasks/{customerId}.

輸入參數pagepageSizecustomer_id必填

enerflo_list_installs

List installs

List install projects (default 25 per page, newest first). Optional single filter on one field, for example status_name eq 'Permitting'. Enerflo API: GET /v3/installs.

輸入參數pagesort_byper_pagereport_idfilter_fieldfilter_valuefilter_operator

enerflo_get_install

Get an install

Get one install project: company, customer, milestones and uploaded files. Enerflo API: GET /v3/installs/{id}.

輸入參數install_id必填

enerflo_find_install

Find an install for a customer

Find the install record of a customer. Give exactly one of customer_id or survey_id. Enerflo API: GET /v1/search/find_install.

輸入參數survey_idcustomer_id

enerflo_list_install_notes

List install notes

List install notes of the company, newest first, with optional filters. Enerflo API: GET /v3/installs/notes.

輸入參數dayspagepageSizeauthor_emailcreated_aftercreated_beforeepc_install_id

enerflo_list_tasks

List company tasks

List tasks of the whole company. Optional single filter, for example completed eq 0. Enerflo API: GET /v3/tasks/all.

輸入參數pageorderByorderDirpageSizefilter_fieldfilter_valuefilter_operator

enerflo_add_customer_note

Add a customer note

WRITE: add a note to a customer record. Each call creates a new note (not idempotent). Enerflo API: POST /v3/customers/{id}/notes.

輸入參數note必填customer_id必填

enerflo_add_install_note

Add an install note

WRITE: add a note to an install project. Each call creates a new note (not idempotent). Set customer_facing to true only when the customer may read it in the customer portal. Enerflo API: POST /v3/installs/{id}/notes.

輸入參數note必填install_id必填milestone_idcustomer_facing

enerflo_add_lead

Add a lead

WRITE: create a customer/lead in Enerflo. Each call may create a new record (not idempotent): search with enerflo_list_customers first to avoid duplicates. Enerflo API: POST /v1/partner/action/lead/add.

輸入參數zipcityunitemailstatemobileaddressadd_notelast_name必填first_name必填lead_sourcelead_status另有 3 個

版本歷史

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

評分

已滿足適用檢查項的 100%

該評分衡量此收錄條目的完整程度，依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價，也不表示伺服器安全或目前可用：可連通性是帶日期的檢查結果，評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

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