ServiceMinder MCP by usefulapi

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

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

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

託管的 ServiceMinder MCP 伺服器,讓助理查詢聯絡人、預約、報價、發票與付款,並新增聯絡人、備註和任務。

可以做什麼
  • 依姓名、電話、電子郵件、地址、標籤或類別尋找聯絡人
  • 分頁查詢預約、報價、發票、付款與待辦任務,可依日期等條件篩選
  • 取得單一報價(含明細、狀態與總計)或單張發票及其付款紀錄
  • 列出組織的服務項目、外勤服務人員、使用者與自訂欄位
  • 新增或更新聯絡人、為聯絡人加上備註、建立待辦任務
  • 查看用量、提出功能需求、升級或取消訂閱
適用情境
適合以外勤服務業務為主、在 ServiceMinder 管理客戶與訂單的團隊,希望助理直接回答預約、報價、發票與未付款項的問題,或不必開啟應用程式就能記錄新名單、備註與待辦任務。
執行需求
只需遠端端點,免本機安裝;以伺服器網址連線,並透過 OAuth 使用 ServiceMinder 帳號登入。首次連線時需輸入在控制台取得的 ServiceMinder API 金鑰,依使用者儲存;聯絡人搜尋需要品牌範圍的金鑰。用戶端設定中不要放金鑰。
安裝前請注意
有三個寫入類工具:新增或更新聯絡人、加上備註、建立任務,執行前應先確認。伺服器會依使用者儲存你的 ServiceMinder API 金鑰。呼叫次數有限制:免費方案每月 50 次,付費方案透過升級工具回傳的 Stripe 結帳連結付款,取消時當期不退費。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 ServiceMinder 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%2Fserviceminder/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": {
    "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.

來源: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.

輸入參數nameskiptagsemaillimitphoneaddresscategorycontact_idcreated_fromcreated_throughdigital_tracking_id另有 1 個

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.

輸入參數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.

輸入參數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.

輸入參數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.

輸入參數skiptakefrom_datecontact_idthrough_dateupdated_frominclude_contactupdated_through

serviceminder_get_invoice

Get invoice

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

輸入參數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.

輸入參數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.

輸入參數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.

無需輸入參數。

serviceminder_get_organization

Get organization

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

輸入參數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.

輸入參數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.

輸入參數zipname必填emailphonecustom_fieldsdistribute_lead

serviceminder_add_contact_note

Add contact note

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

輸入參數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.

輸入參數duecategory必填task_type必填contact_id必填description必填duration_minutes

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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