FieldEdge MCP by usefulapi

io.usefulapi由 usefulapi.io 發布官方發布者v1.1.4更新於 Nov 7, 2026

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

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金融商業與電商

概覽

AI 產生的概覽

將助理連接到 FieldEdge 現場服務帳戶,讀取工單、客戶、發票與庫存,並可建立客戶、備註和工作單。

可以做什麼
  • 列出並檢視工單、技師派工、報價與服務合約
  • 依姓名、電話或地址搜尋客戶,並讀取其備註、附件與標籤
  • 讀取含明細項目的發票,以及庫存品項、分類、稅碼與倉庫
  • 查詢員工、業務單位、潛在客戶來源、任務、潛在客戶與公司資訊
  • 建立客戶、客戶備註與標籤,並為客戶加上或移除標籤
  • 查看用量、提出功能需求,以及管理或取消付費訂閱
適用情境
適合已使用 FieldEdge 的服務型企業,讓助理回答未完成工單、尚未派工的工作、客戶歷史或即將到期的合約服務日期等問題,或在不開啟 FieldEdge 入口網站的情況下新增客戶與備註。
執行需求
遠端託管端點,無需本機安裝。以 OAuth 登入,首次連線需提供 FieldEdge Marketplace 應用程式的 Client ID、Client secret,以及 FieldEdge 網頁入口網站的 Tenant ID。用戶端設定中不要填入 API 金鑰或 Authorization 標頭。免費方案每月 50 次工具呼叫。
安裝前請注意
寫入類工具會建立客戶、備註、標籤與工單並變更派工,辦公室人員會立即看到;編輯備註會覆蓋原有文字。客戶紀錄屬個人資料,包含電話與地址。付費方案需付費(Pro 每月 9 美元或每年 90 美元,Pro+ 每月 39 美元或每年 390 美元),升級會回傳 Stripe 結帳連結;取消當期不退款。FieldEdge 憑證由第三方託管方依使用者儲存。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 FieldEdge 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%2Ffieldedge/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": {
    "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.

來源: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.

輸入參數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}.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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}.

輸入參數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}.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數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}.

輸入參數agreement_id必填

fieldedge_list_employees

List employees

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

輸入參數rolesortlimitactiveoffset

fieldedge_get_employee

Get an employee

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

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數sortlimitactiveoffsetis_taxable

fieldedge_list_warehouses

List warehouses

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

輸入參數namesortlimitactiveoffset

fieldedge_get_warehouse

Get a warehouse

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

輸入參數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}.

輸入參數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}.

輸入參數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.

輸入參數zipcityemailstateaddress_1address_2last_name必填first_name必填company_namephone_numbermarketing_sms_opt_inmarketing_email_opt_in另有 1 個

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.

輸入參數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}.

輸入參數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.

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數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}.

輸入參數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.

輸入參數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.

輸入參數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}.

輸入參數assignment_id必填work_order_id必填

版本歷史

1
  1. v1.1.4最新Nov 7, 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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